--- title: Ontraport Reviews meta_title: 'Ontraport Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 255 reviews by the users' company size, role or industry to find out how Ontraport works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 255 scale: '5' date_modified: '2026-08-07' parent_category: name: Marketing url: https://www.g2.com/categories/marketing --- # Ontraport Reviews **Vendor:** Ontraport **Category:** [Marketing Automation Software](https://www.g2.com/categories/marketing-automation) **Average Rating:** 4.5/5.0 **Total Reviews:** 255 ## About Ontraport Ontraport is a CRM and marketing automation platform designed for small and mid-sized businesses that need to manage contacts, automate marketing and sales, process payments, and build web experiences from a single system. Unlike point solutions that require businesses to integrate multiple tools, Ontraport centralizes customer data, marketing automation, sales pipelines, payment processing, and website management in one shared database. This unified architecture allows teams to create connected workflows across every stage of the customer lifecycle without relying on third-party integrations or custom development. Ontraport is built for operations, marketing, and sales teams at established businesses that have outgrown entry-level tools but want an alternative to complex, high-cost enterprise platforms. Core features and capabilities: • CRM and contact management — a single shared customer record with unified contact history, segmentation, lead scoring, and visual sales pipelines • Marketing automation — multi-channel automation across email and SMS, with behavioral triggers, lead routing, and attribution reporting • Payments and ecommerce — order forms, upsells, subscriptions, declined transaction recovery, and a customer billing center • Dynamic CMS — no-code tools for building websites, landing pages, membership sites, online courses, and customer portals • Shared inbox — centralized customer communications across channels for support and sales teams • AI Assistant — runs inside automations with access to unified customer data to segment contacts, personalize messaging, and route communications automatically • Reporting and analytics — campaign performance tracking, revenue attribution, and contact-level activity history Ontraport integrates with third-party tools via API and Zapier and supports custom development through an open API. The platform is web-based and includes a mobile app for iOS and Android. Founded in 2006 and headquartered in California, Ontraport serves thousands of businesses across more than 60 countries. ## Ontraport Pros & Cons **What users like:** - Users rave about the **amazing customer support** at Ontraport, appreciating prompt assistance and knowledgeable agents. (10 reviews) - Users love the **amazing customer support** from Ontraport, highlighting quick, knowledgeable assistance for their needs. (8 reviews) - Users greatly appreciate the **exceptional customer support** of Ontraport, highlighting responsive and knowledgeable agents to assist them. (5 reviews) - Users find Ontraport **very user friendly and intuitive** , making it easy to navigate and utilize its features effectively. (5 reviews) - Users value the **powerful automation** and contact management features of Ontraport, streamlining their business processes effectively. (4 reviews) - Users value the **automated emailing system** of Ontraport, facilitating collaboration and efficient communication with ease. (4 reviews) - Automation (3 reviews) - Users love the **flexible automation features** of Ontraport, enabling personalized interactions with leads and clients. (3 reviews) - Automation Efficiency (2 reviews) - Automations (2 reviews) **What users dislike:** - Users find the **steep learning curve** challenging, requiring time and support to fully understand the system. (6 reviews) - Users find the **interface not intuitive** , leading to a steep learning curve that can be overwhelming for beginners. (4 reviews) - Users report **poor customer support** , particularly regarding refunds and a rigid policy that prioritizes rules over relationships. (3 reviews) - Users find Ontraport's **no refund policy** frustrating, especially concerning charges for unused and dormant accounts. (2 reviews) - Users find **contact management confusing** , especially with automatic billing and using triggers to group contacts effectively. (2 reviews) - Expensive (2 reviews) - Users feel there are **missing features** in Ontraport that hinder a complete experience, despite the platform's potential. (2 reviews) - Overwhelming (2 reviews) - Payment Issues (2 reviews) - Pricing Issues (2 reviews) ## Ontraport Reviews ### 1. Amazing customer support **Rating:** 5.0/5.0 stars **Reviewed by:** Judy W. | founder & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2022 **What do you like best about Ontraport?** Friendly, knowledgeable support staff. Availability of support. I seldom have to wait. That helps me solve my problem quickly and keeps me productive. **What do you dislike about Ontraport?** Nothing at the moment. I'm learning my way through doing one function at a time as needed in my business. **What problems is Ontraport solving and how is that benefiting you?** Building a list, nurturing my list, moving my website to Ontraport, marketing, and making sales. This is providing me with an all-in-one tool that is providing me insights into my efforts from first contact through sales. **Official Response from Alexandria Loza:** > So happy to hear you're getting value out of Ontraport University! And of course, we're always here to answer any questions over chat. Thanks Judy! ### 2. Best Customer Service of Any Tech I've Ever Purchased! **Rating:** 5.0/5.0 stars **Reviewed by:** Sterling J. | Owner, Business Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2022 **What do you like best about Ontraport?** Seriously. Their chat support is phenomenal. They are so helpful and they don't stop chatting with me until they've helped me solve my problem. Simply the best customer support I've ever received and it delivers every time! **What do you dislike about Ontraport?** I wish it were easier to find a consultant to help me but I love what Ontraport delivers! **Recommendations to others considering Ontraport:** All CRMS require a lot of setup and know-how but the support Ontraport gives is unmatched and I've tried a lot of other systems. These guys are amazing! **What problems is Ontraport solving and how is that benefiting you?** We run our entire membership on Ontraport and use it for all our online products. It's also what we use to send out all our emails and segment our list. We wanted something that could grow with us and Ontraport has been excellent at every stage of growth. **Official Response from Alexandria Loza:** > Wow Sterling, thanks for this raving review. 😍 As far as finding an Ontraport consultant goes, please visit https://ontraport.com/partners/experts or post in the Ontraport Facebook User Community here https://www.facebook.com/groups/ONTRAPORTusercommunity. We're so happy to hear all the ways Ontraport has benefited your business and we truly appreciate your feedback. Thanks Sterling! ### 3. DUMPING MAILCHIMP FOR ONTRAPORT **Rating:** 5.0/5.0 stars **Reviewed by:** Jacquelin F. | Certified Life Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2023 **What do you like best about Ontraport?** ELI SEALE was very helpful and made me a short video explaining key points of how to set up a drip system. Before even switching from Mailchimp to ontraport I have received more comprehensive help from the company. **What do you dislike about Ontraport?** At the moment... I have not found anything to complain about. **What problems is Ontraport solving and how is that benefiting you?** I am hoping to have an easier time with drip campaigns and keeping connected with future clients **Official Response from Alexandria Loza:** > Happy to hear you got the support you needed! Thanks for sharing Jacquelin. :) ### 4. Top tier quality service **Rating:** 5.0/5.0 stars **Reviewed by:** Kenny A. | Virtual Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2022 **What do you like best about Ontraport?** The platform and the support team are excellent. **What do you dislike about Ontraport?** I haven't brought out the full potential of Ontraport. It's me, not the platform. **What problems is Ontraport solving and how is that benefiting you?** I can't enumerate all the things we've encountered. Issues or concerns. However, I must say that they have been with us all the way. Also, most of our problems or concerns are all for seeking knowledge of the platform. **Official Response from Alexandria Loza:** > Thanks for sharing your experience, Kenny! ### 5. Awesome Tech Support! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** June 20, 2023 **What do you like best about Ontraport?** Support tech people for a non-tech person! **What do you dislike about Ontraport?** Difficult to navigate as a new beginner and not intuitive **What problems is Ontraport solving and how is that benefiting you?** Automated emails and saving me time! **Official Response from Alexandria Loza:** > Thanks for sharing your experience with us! ### 6. This all-in-one AMAZING software is helping me to run my biz on beast mode! 😁🙌😁 **Rating:** 5.0/5.0 stars **Reviewed by:** Bliss R. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 04, 2022 **What do you like best about Ontraport?** It's more than a CRM, Ontra actually runs your biz! I am truly impressed with all that's included in order to make this magick happen. Plus the customer service and support is top notch!! They're quick to respond & extremely helpful in getting you from stuck and overwhelm to relaxed and confident each time you are working on troubleshooting either how to use their software or with putting together everything Behind-the-Scenes for getting your biz up and running to all the tweaking along the way you need! I have yet to find another company who goes the extra mile to set you up to WIN like they do!! ✨️ **What do you dislike about Ontraport?** There's nothing not to like, I absolutely love Ontra! I am uber happy that I found them when I did, my only regret would be not joining them sooner. 😇 **What problems is Ontraport solving and how is that benefiting you?** They're literally the glue that pieces together a wide variety of elements that helps me to run my biz from the inside/out. Creating a systematized flow for capturing every detail happening behind the scenes to the automation of so many things, this not only saves me time and energy but gives me freedom and flexibility knowing everything is synced and available to me & my team to meet our biz needs. This is the kind of peace of mind I had been looking to have for my biz for awhile and have finally found that with Ontraport!!! 👏 **Official Response from Alexandria Loza:** > So happy Ontraport has been able to provide you that piece of mind for your business! Thanks so much for taking the time to leave this raving review, but more importantly, thanks for sticking with Ontraport. :) ### 7. A Superior Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Paul R. | President, Spiritual Director, Religious Institutions, Small-Business (50 or fewer emp.) **Reviewed Date:** November 10, 2022 **What do you like best about Ontraport?** Almost every part comes with complete training, and support is outstanding. **What do you dislike about Ontraport?** Frankly, I can not think of much. The team is always trying t improve everything. **What problems is Ontraport solving and how is that benefiting you?** For a small business to start and build a business, Ontraport is the best. It is capable of growing with the company. **Official Response from Alexandria Loza:** > Hi Paul. We're happy to hear Ontraport has been helpful for your business. Thanks for sharing! ### 8. New and Enjoying the Platform **Rating:** 4.0/5.0 stars **Reviewed by:** Tanya B. | CEO/Owner, Copywriter, Email Marketing Evangelist, Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2022 **What do you like best about Ontraport?** The Ontraport University videos are very thorough and easy to understand. I also really appreciate the Support folks, all of whom have been very nice and helpful. **What do you dislike about Ontraport?** I am still learning Ontraport, so I can't answer this question yet. **What problems is Ontraport solving and how is that benefiting you?** I'm hoping it will be a better CRM/ESP/All-In-One solution than I currently have. **Official Response from Alexandria Loza:** > Happy to hear you've found value in Ontraport University. 😍 Thanks for taking the time to share your review, Tanya! ### 9. Ontraport is very powerful and their chat support is top notch! **Rating:** 5.0/5.0 stars **Reviewed by:** Julie M. | Healer, Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2022 **What do you like best about Ontraport?** The ability to automate my email marketing and track interactions with my clients. **What do you dislike about Ontraport?** The learning curve is steep and the interface is not always intuitive. The chat support is very good at helping you through when confused lol **What problems is Ontraport solving and how is that benefiting you?** Ontraport helps me stay in touch with my list, both active clients and passive readers. It allows me to track who is on which list and market accordingly. **Official Response from Alexandria Loza:** > Hey Julie! If you haven't already, check out https://ontraport.com/university. There are hundreds of training videos that can help you learn the ins and outs of the app. And it's free, of course. :) Thanks for taking the time to share your experience! ### 10. Business Saving Software **Rating:** 5.0/5.0 stars **Reviewed by:** Amber B. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2022 **What do you like best about Ontraport?** I've been using Ontraport for my business and my client's businesses for the past 2 years. I love that it's so customizable. With a little creativity, you can manage nearly 100% of your business. I use it for my website, membership site, automations, new client onboarding, invoicing, payment processing, email marketing, lead management, customer management, order management, and reporting. **What do you dislike about Ontraport?** There's a bit of a learning curve—it took me about 6 months to learn enough to feel comfortable and confident. I don't see this as a downside, though. I prefer to be able to customize everything exactly the way I want it, so a learning curve is a small price to pay! **What problems is Ontraport solving and how is that benefiting you?** I started a business 10 years ago, and I struggled to see how everything was supposed to come together. I worked really hard and made very little money. After 5 years I threw in the towel. I was exhausted! Two years ago I decided to start a new business, and two months into it I started using Ontraport. That's when everything clicked for me. I was finally able to see how it all comes together! I am more organized, more productive, and I've been able to build a 6-figure business in the past 18 months. **Official Response from Alexandria Loza:** > We are thrilled to hear Ontraport has aided in your success to build your new business, Amber. At Ontraport, our mission is to help business owners reach that ah-ha moment in which it all comes together, and it sounds like you've gotten there – congrats! As for the learning curve, we totally agree. That's why we launched Ontraport University – to help our users get past that learning curve faster. Sounds like you're an OP pro by now, but even so, we recommend checking checking it out: https://ontraport.com/university Thanks for this thorough review, Amber and thank you for being part of the OP Community! ### 11. Outstanding product, best customer service! **Rating:** 5.0/5.0 stars **Reviewed by:** Andrea P. | Director Of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** September 08, 2022 **What do you like best about Ontraport?** customer service is very adept at helping with a vast number of topics. they even create short videos to help you overcome an issue. **What do you dislike about Ontraport?** nothing really. the system has some glitches, as they all do, but the responsiveness of support makes it tolerable. **What problems is Ontraport solving and how is that benefiting you?** automating our client workflow and improving our client experience **Official Response from Alexandria Loza:** > Hey Andrea, we're happy to hear you've had a positive experience with our support team and thrilled the app has allowed you to improve your customer experience! Thanks for sharing! ### 12. Fast & Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Dan H. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 02, 2022 **What do you like best about Ontraport?** I got a quick response and it was accurate... all on a Sunday. **What do you dislike about Ontraport?** I would have never found the answer without support team. **What problems is Ontraport solving and how is that benefiting you?** Organizes my data about customers, email sequences, messaging... all make my life easier. **Official Response from Alexandria Loza:** > Happy to hear that, Dan. Thanks for choosing Ontraport and for sharing your experience. 😊 ### 13. Great small business CRM equivalent to HubSpot in functionality for less money. **Rating:** 4.5/5.0 stars **Reviewed by:** Stephanie M. | EVP Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** June 08, 2022 **What do you like best about Ontraport?** The support and new client on boarding made it easier to get started and feel confident about using a new system. **What do you dislike about Ontraport?** I'd like to see more native integrations with some of the partner features, but zapier is manageable enough. **Recommendations to others considering Ontraport:** Be clear about what your use cases are for the business so you can have productive conversations. **What problems is Ontraport solving and how is that benefiting you?** Helping small businesses manage their end-to-end digital marketing experience without needing to hire a web developer while giving visibility into data. **Official Response from Alexandria Loza:** > Stephanie, we're happy to hear you've gotten the support needed to get up and running with Ontraport. We hear you about native integrations and we're working on a couple features right now that will reduce the need for a couple of integrations. Keep an eye out. 👀 Thanks for the review! ### 14. Spoke with Karin about setting up Fields and tags **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in E-Learning | Small-Business (50 or fewer emp.) **Reviewed Date:** September 15, 2022 **What do you like best about Ontraport?** Spoke with Karin about setting up Fields and tags for my quiz question and answers with my bucket.io account and she sent me a tutorial video with a shortcut method too boot! Great customer service. **What do you dislike about Ontraport?** It's a complex system, so having instant support through chat is great! This really isn't a dissatisfaction with anything! **What problems is Ontraport solving and how is that benefiting you?** Segmenting the data to target specific offers to those most interested. **Official Response from Alexandria Loza:** > We're always happy to help! Thanks for sharing. :) ### 15. Great app and support. **Rating:** 4.5/5.0 stars **Reviewed by:** Ben V. | Automation Architect, Small-Business (50 or fewer emp.) **Reviewed Date:** July 10, 2022 **What do you like best about Ontraport?** Great online support. An intuitive and user-friendly app that you can manage all lead, sales and after-sales processes and automations with. **What do you dislike about Ontraport?** Not too much to add here as everything is pretty great. **What problems is Ontraport solving and how is that benefiting you?** We use OTP for all lead and sales generation and after-sales nurturing. It's super easy to update your process and it helps us streamline all areas of business. **Official Response from Alexandria Loza:** > Love to hear it, Ben! Thanks for sharing your experience with the community. 😎 ### 16. Wonderful client services **Rating:** 3.0/5.0 stars **Reviewed by:** Jenna L. | D, Small-Business (50 or fewer emp.) **Reviewed Date:** December 06, 2022 **What do you like best about Ontraport?** The fast and helpful client service really stands out. **What do you dislike about Ontraport?** Platform can be clunky when creating, saving and sending emails. **What problems is Ontraport solving and how is that benefiting you?** Email campaign creation and questions. **Official Response from Alexandria Loza:** > Thanks for sharing, Jenna! ### 17. Ontraport employee made my day in the middle of a struggle **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica S. | Executive assistant and project manager (Small 4 person company- you wear many hats), Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2022 **What do you like best about Ontraport?** Ontraport is excellent because it can do much more than we know. Therefore the possibilities are ENDLESS. We use the automated emailing system most of all and I love it! **What do you dislike about Ontraport?** I wouldn't say dislike. But how much there is in ontraport can be overwhelming, but I don't dislike it. **What problems is Ontraport solving and how is that benefiting you?** Email list, mass emails and productivity! More I'm sure but that is another coworkers area, **Official Response from Alexandria Loza:** > Glad your team is loving the automation, Jessica! Thanks for taking the time to leave a review. ### 18. I am a long time user of Ontraport. The automation and support are fantastic! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** September 14, 2022 **What do you like best about Ontraport?** The automation and contact management are very powerful. **What do you dislike about Ontraport?** I dislike that I have not implemented ALL the features into my business because there are several more to integrate to make it even more powerful. **What problems is Ontraport solving and how is that benefiting you?** Saves me time and energy using the smart automation, form builders, and email marketing. **Official Response from Alexandria Loza:** > We LOVE to hear that you're saving time (and energy) with Ontraport. 👏 Can't wait to see everything you accomplish with the app as you discover more features. Thanks! ### 19. Quick response and excellent customer service! **Rating:** 5.0/5.0 stars **Reviewed by:** Krysta M. | Image Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2022 **What do you like best about Ontraport?** I love the quick response times when support is needed. Sometimes I have a quick question and don't always have time to read, so the live support is amazing. **What do you dislike about Ontraport?** Some of the formatting is tough between mobile and desktop view **What problems is Ontraport solving and how is that benefiting you?** A quick landing page to bring in new potential clients to my email list **Official Response from Alexandria Loza:** > Hi Krysta. We're happy to hear you've had a positive experience in getting your questions answered quickly! We're always looking for ways to improve the app so we appreciate your feedback. Thanks for taking the time to leave your review. :) ### 20. So helpful and patient! Resolved my issue in 10 min! **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica M. | CEO and Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2022 **What do you like best about Ontraport?** Karin was SO helpful and SO patient! I think we solved the problem. Thanks! **What do you dislike about Ontraport?** there is nothing that I don't like about OP **What problems is Ontraport solving and how is that benefiting you?** Having ondemand support is huge! I hate waiting if I need help now **Official Response from Alexandria Loza:** > Glad to hear you got your issue solved in speedy time. 😁 Thanks for sharing your experience, Jessica! ### 21. This is the premier platform for any startup! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Medical Devices | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2022 **What do you like best about Ontraport?** Fast, easy, and adapts to any user. The client success team is AWESOME!!! **What do you dislike about Ontraport?** Theres a ton to learn and trial and error is best used without caffeine **Recommendations to others considering Ontraport:** Get ready to have fun **What problems is Ontraport solving and how is that benefiting you?** We're a startup medical device business thats scaling fast. Ontraport solves so many of the issues of waiting for a web team to update something. We're fast and flexible, Ontraport adapts to our pace! **Official Response from Alexandria Loza:** > "Trial and error is best used without caffeine..." This is very relatable. 😅 We're happy to hear you've gotten the customer support you need for your fast-paced business -- can't wait to see everything else you accomplish with the software. Thanks for your feedback! ### 22. Best support ever received **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2022 **What do you like best about Ontraport?** Ontraport support is what differentiates the platform from all its competitors. I have worked with numerous OP support reps, most recently Rachel, and she and all of them have answered my questions and been incredibly helpful in moving the needle forward on whatever project I'm working on. **What do you dislike about Ontraport?** Sometimes the number of "choose your own adventure" options can be overwhelming. **What problems is Ontraport solving and how is that benefiting you?** All customer comms, sales, centralization of key data. **Official Response from Alexandria Loza:** > We totally understand that the abundance of features can sometimes be overwhelming. If you haven't already, check out ontraport.com/university for free training videos. :) Glad to hear Ontraport is simplifying your business and thanks for sharing. ### 23. Rachel is amazing everytime I get her for support chat. She goes out of way everytime. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2022 **What do you like best about Ontraport?** Chat is always very quick and my questions are almost always answered **What do you dislike about Ontraport?** there really isn't anything that I dislike about it. **What problems is Ontraport solving and how is that benefiting you?** The list is too long to type **Official Response from Alexandria Loza:** > Glad to hear you've had a great experience with our support team. Thanks for taking the time to share your positive experience! ### 24. Great for small organizations and sales teams. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2021 **What do you like best about Ontraport?** Great for small organizations and sales teams. We run a franchise company of ostensibly independent operators and the sales portion of the product works well for them. **What do you dislike about Ontraport?** There is no central hub to control every account. It would be great to send a message from all the accounts under our umbrella but that functionality doesn't exist. **What problems is Ontraport solving and how is that benefiting you?** Great CRM. Not good for complex organizations. Great email drip tool. Hard to navigate names at times. Confusing to export lists, which is very frustrating. Great support. **Official Response from Alexandria Loza:** > Hello! Thank you for taking the time to share your experience. We're happy to hear Ontraport has helped support your organization. We appreciate you giving your feedback as we're constantly trying to improve our app. Please feel free to submit your feature request here: https://support.ontraport.com/hc/en-us/community/topics/200621578--Community-Forum-Feature-Requests I'm not sure what kind of complexity you're looking for, but Ontraport's Custom Objects feature (https://ontraport.com/features/crm/custom-objects/) allows for the most complex data organization that most small business CRMs don't offer. Also (in case you haven't heard), Ontraport just launched the beta release of our Dynamic Content Management System that will allow businesses to create no-code web apps without hiring a developer. https://ontraport.com/features/landing-pages/dynamic-content/ Hopefully those features will allow you the complexity you're looking for. Our support team is always here to answer your questions! https://ontraport.com/support/ ### 25. Ontraport is great for managing email marketing and Contact profiles/automations **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2021 **What do you like best about Ontraport?** Ontraport is a great CRM management tool and has excellent workflows utilizing campaigns & sequences. I like the ability to checkout with Credit Card or PayPal. The reporting is easy to utilize. Affiliate programs and management is excellent, especially when paired with a WordPress membership site to deliver the links & resources needed to our affiliates. **What do you dislike about Ontraport?** Order forms don't look the best. The one click OTO settings are funky and don't provide a lot of alternatives to getting it to work. I wish I could send an invoice to a customer to allow them to pay. **What problems is Ontraport solving and how is that benefiting you?** We use it to run all transactions, group contacts into smart lists for email marketing, setup automation around purchases to provide access to membership sites, affiliates for our products, **Official Response from Alexandria Loza:** > We're happy to hear Ontraport's affiliate and email marketing have been helpful in supporting your business. We appreciate you leaving your honest feedback as we're always looking for ways to improve the app. You'll be delighted to learn that there actually is a way to send your customers invoices. Here's how: https://ontraport.com/support/ecommerce/create-a-custom-invoice-template/ ### 26. The most flexible automation tool, top complex usecases on an easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Alejandro C. | Co Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** January 21, 2021 **What do you like best about Ontraport?** The flexibility to decide what can be useful for, I have worked many of our companies project's with Ontraport, from Content Marketing (cookie profiling and lead generation) to nowadays complex systems for ecommerce that support not only communication's with clients, but also supply team support connected to logistic companies to tailor a fulfillment experience close to Amazon. **What do you dislike about Ontraport?** I mostly dislike that custom objects, are somehow limited to connect with analytics dashboard within the tools, and that Sales and Deals can't share data. Also the cherry on the cake for this tool is the native mobile app for salesman or system users to perform simple tasks over contacts or deals **What problems is Ontraport solving and how is that benefiting you?** Lead Generation with automated profiling, a great way to take advantage of SEO content and brand content, to know more about customer's interest before and after registration, our client's salesforce is more accurate on what to offer resulting on increasing sales rates. Ecommerce, our online stores (mainly Shopify, Woocomerce and custom codes) use Ontraport as the middleware to connect: ecommerce orders, logistic companies endpoints, supply teams and customer to create a tailored fulfillment experience, while the order is changing status. Also, this allows us to have transactional data of customers to tailor communications and email marketing offers. The top implementation is regarding deep funnel convertions with Google, and clustering connected with custom audiences of FB Accounts. If you have a client service tool as Zendesk or messagebird, you can also create automations with webhooks to trigger to Whatsapp. ### 27. Ontraport helped us increase conversions by 18% **Rating:** 5.0/5.0 stars **Reviewed by:** Chris A. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 19, 2021 **What do you like best about Ontraport?** The visual campaign editor! Top in it's class and way ahead of competitors in the same space. The ease of use of the visual campaign editor is why my organization made the purchase in the first place. In addition, creating forms using the simple editor and creating landing pages using the drag-and-drop editor is a breeze. This makes it quick and simple to create landing pages and embed forms to track conversions. I like the clean interface; very easy to navigate. Managing contact records (aside from duplicates) is a breeze with the clean user interface. The Ontraport API allowed us to greatly enhance the functionality and automation. **What do you dislike about Ontraport?** Lack of in-depth reporting functionality. A dashboard is available, but it lags behind similar competitors in this space. I found that the Tasks and task management settings aren't the greatest or easiest to use. Furthermore, my team and I opted not to use the Deals feature(s) for a similar reason. To track sales, we implemented our own custom updates using the Ontraport API. Managing duplicated contact records can be a challenge, as well. Finally, Ontraport seems to lack some of the features of enterprise CRM's and is desperately lacking in available integrations. Most anything you may want to integrate requires use of Zapier, which adds unnecessary complexity and cost. **What problems is Ontraport solving and how is that benefiting you?** The problem we initially looked to solve using Ontraport is a dramatic lack of marketing engagement with our customers. We needed a way to market to and engage with our customers and track those interactions beneath the same roof. In addition, we relied entirely upon unsolicited, inbound sales to sell our product. With Ontraport, it enabled us to deploy a dedicated sales process and increase our conversions. **Official Response from Alexandria Loza:** > Hi Chris! We're glad to hear you've been able to use Ontraport to solve your business problems and increase customer engagement! We hear your feedback about the dashboard and task management. Keep an eye out though, as we'll be coming out with something new soon. 👀 ### 28. Ontraport makes your business run better **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** October 01, 2020 **What do you like best about Ontraport?** campaigns make it easy to keep things running smoothly behind the scenes **What do you dislike about Ontraport?** the list doesn't automatically update for scheduled emails **Recommendations to others considering Ontraport:** If you're looking for an all in one platform with outstanding support, Ontraport is a good place to go! **What problems is Ontraport solving and how is that benefiting you?** Better automation than my previous email provider, better CRM, everything in one place, so no need for many apps **Official Response from Alexandria Loza:** > "Campaigns make it easy to keep things running smoothly behind the scenes." Love that! Thanks for the feedback! ### 29. Incredible technology with fantastic customer support. **Rating:** 5.0/5.0 stars **Reviewed by:** Carina Michelle P. | Adjunct Professor - Marketing and Ecommerce, Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2021 **What do you like best about Ontraport?** Marketing automation for prospective customers, and communication automation to improve engagement with current customers. The functionality is amazing. The support team is quick to reply and always thorough. Elizabeth has been awesome, and Michael and his team always go above and beyond. **What do you dislike about Ontraport?** It's a bit hard to understand and learn as a user, with so many options (which also make it impressive tech that meets many needs). As mentioned above, customer support is incredibly helpful and have supported me through all of my questions. **Recommendations to others considering Ontraport:** Stop considering, and just get it! **What problems is Ontraport solving and how is that benefiting you?** Communicating with prospects in many different ways, automatically, based on very specific criteria. Improving engagement with customers through automated communication based on activities. Enabling customers to refer other customers. **Official Response from Alexandria Loza:** > Hey Carina! So happy to hear that you've not only been able to improve customer engagement but have felt supported by our team in the process. We'll definitely pass your positive message on to our team. Thanks! ### 30. Ontraport - Flexible CRM that is constantly moving forward **Rating:** 4.5/5.0 stars **Reviewed by:** Karen M. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2021 **What do you like best about Ontraport?** I like the product; it is very powerful. The induction was awesome and empowering; they look at what you are doing and give you credit and help you advance your skill level, rather starting at a zero base for everyone! You get to talk to real support people who KNOW how to use the product; you can message the CEO and he writes back - really quickly! **What do you dislike about Ontraport?** the way it connects with Australian internet - it can be very slow to load and / or not load properly at times. I believe they are addressing it but it won't come a day too soon! **Recommendations to others considering Ontraport:** Ontraport is actively invested in Australia and even have staff here; They are a company who want to excel and empower their clients to excel. Most of their support people are Amazing! The approachability of the CEO is second to none. **What problems is Ontraport solving and how is that benefiting you?** Tracking my prospects ; have made several pages and set up email campaigns; I want time to do a lot more. **Official Response from Alexandria Loza:** > Wow Karen, thanks for this awesome review! Our entire Ontraport team loves working and interacting with our clients so we love to hear that you feel supported by our team! We're working on a lot of big things that will be coming very soon, so keep an eye out. 😉 ### 31. One system to rule them all **Rating:** 4.0/5.0 stars **Reviewed by:** Romain B. | Master Trainer and Executive Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** January 21, 2021 **What do you like best about Ontraport?** The biggest advantage of Ontraport for us is its versatility, built on strong foundations. It's the fact that whatever you want to build, in terms of marketing or sales automations, there's a way to do it. The learning curve is steep but it's definitely worth it and I do consider Ontraport as a competitive advantage in my industry (and I would in any small to medium business, honestly). **What do you dislike about Ontraport?** The UX makes it look cumbersome to use; it's a bit like having a direct access to a database (which, in some respect, it is) and some people are having a hard time getting use to it. Also, the logic is sharp but sometimes it's a bit hard to make sure all the seup is correctly done and some reminders would come in handy (like "are you sure of your Goals settings?" or "did you update all those fields after copying this?" —OK, we could build our own process for that). **What problems is Ontraport solving and how is that benefiting you?** We first came for the marketing automations, then we decided to use it as our CRM, and then again we realized we could do a lot more! Like setting up our own ticketing system, our own events management system, surveys too, and even automate some admin parts of our business beyond sales force automation. Plus it integrates well with other tools so much so it has become central to us! When I sometimes test other solutions (new or updated), I always go back to Ontraport because it really can do it, plus a lot more. ### 32. Everything You Need to Run a High-Level Business **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Photography | Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2020 **What do you like best about Ontraport?** It's difficult to just pick one. Being able to attach different sequences to a client based on how they submitted their inquiry on a landing page. It's a very robust system. **What do you dislike about Ontraport?** At times it takes too long to save the page you're working on. I'm not a fan of the change in pricing structure and the offers. I got a little more when I first signed up. **Recommendations to others considering Ontraport:** Be prepared for information overload. I highly recommend taking their Consultation Course, teaches you all the ins and outs of using Ontraport over the course of 3-4 days. You see all the capabilities it has! **What problems is Ontraport solving and how is that benefiting you?** Not having to answer a million FAQs to non-booked clients. I can create sequences full of educational material. Because of this I am able to establish trust and expertise before even having a conversation with a potential client and many times they book with me because of the value I provided initially. **Official Response from Alexandria Loza:** > The certification course really is a game-changer, huh? Love to hear Ontraport has allowed you to provide valuable material to your clients -- thanks for taking the time to tell us about your experience with the app. :) ### 33. Great and very powerful system, but user experience is a bit complex **Rating:** 4.0/5.0 stars **Reviewed by:** Jonathan R. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 14, 2019 **What do you like best about Ontraport?** I love how powerful this system is. Ontraport can really do a lot with regards to my email and customer management. And the insights it provides are very useful. **What do you dislike about Ontraport?** The user experience isn't the easiest. There are a lot of bells and whistles and extra steps I need to go through to make the process of emailing to my list, and it can be time-consuming. It would be helpful if there were templates or other things I could use to create really great looking emails and other content. Recently they launched website templates, but I don't need those. Overall, the system is powerful, but complex. **What problems is Ontraport solving and how is that benefiting you?** I use Ontraport primarily to manage my list. It works really well in managing a large email list, and there are many ways I can track and measure the effectiveness of my campaigns. **Official Response from Alexandria Loza:** > Wow Jonathan, this is awesome! Seriously, thank you so much for taking the time to make this review video. Love to hear that you're getting a lot of use out of the app. We hear you on the "done-for-you" and "streamlined" thing. We just launched our Setup Wizards last month and I think these campaign templates could be really helpful for your business needs. Learn more info here: https://ontraport.com/features/marketing-automation/setup-wizard Find the templates here: https://ontraport.com/setup-wizards ### 34. Ontraport powers both my online businesses **Rating:** 4.0/5.0 stars **Reviewed by:** Mitch B. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2020 **What do you like best about Ontraport?** They obviously care and are continuing to evolve the platform which makes it easier and easier to build and integrate with the rest of our technology stack. One of the things I like best is that support is always there and happy to help with whatever issue is happening, so you aren't going back and forth with an endless email chain. **What do you dislike about Ontraport?** I'm excited to see what Ontraport does to upgrade its affiliate partner management. It's one area of the software that hasn't yet seen the big updates that the other areas have, but I know it is in the works. Aside from that the product has just continued to improve and get stronger over the years. **What problems is Ontraport solving and how is that benefiting you?** Ontraport does a ton, but mainly we use it for our CRM and managing email campaigns. The new campaign builder makes it easy to visualize what's happening as someone goes through the email sequences. One other thing that we like is that Ontraport allows us to expand our tech stack by connecting with Zapier and other custom tools so everything can talk to each other. It still amazes me that this level of automation is accessible to us without having to need to be a programmer. **Official Response from Alexandria Loza:** > Hey Mitch! Thanks for taking the time to write a review and give us your feedback for Ontraport's affiliate management. Our product team plans new projects based off client feedback so we love hearing what updates you're looking for in the app. Also, glad you enjoy using the campaign builder as much we do. :) ### 35. It's a Toyota, not a Ferrari **Rating:** 3.5/5.0 stars **Reviewed by:** Juinn T. | Head Of Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2020 **What do you like best about Ontraport?** It's a pretty lean tool that doesn't have too many features that my team won't end up using. We had very specific needs that we wanted a marketing automation tool to address. And while many of the more popular tools (Hubspot, Pardot etc.) did exactly what we wanted it to do, they also did too much and we couldn't justify the pricetag that came with them as well. Ontraport is like a Toyota - affordable, reliable, well built, no feature overload. ie. Perfect for a small team that wouldn't have the time or expertise for a full on marketing automation tool. Also, their Facebook group is really helpful because it gives you a direct line to the team and user community for support! **What do you dislike about Ontraport?** The email tracking for each individual user could be improved. Granted it's not purpose built for email marketing like Mailchimp, I still would like a way to easily look at all users in a particular campaign and how they interact with each email sent to them. You can get the information, but it's not the most straightforward way. **Recommendations to others considering Ontraport:** Have a clear understanding of how much (or little) your team needs. If you need something really robust that can do it all, Ontraport is not for you. However, if your needs are lean and manageable and you only have a small team who has the time and space to use the tool, it could be worth considering. **What problems is Ontraport solving and how is that benefiting you?** We needed a tool that could: - Automate the routing of inbound leads to Salesforce - Build landing pages that could be hosted on Wordpress - Set up campaigns **Official Response from Alexandria Loza:** > Glad to hear that Ontraport has been a good fit for your team, Juinn. Providing our users with straightforward data that's easily accessible has always been a priority as we've continued to develop the app and email tracking data is no exception. Hopefully this resource can be of some help: https://ontraport.com/support/marketing-analytics/view-email-performance/ And as always, thanks for your feedback! ### 36. The Best CRM Platform, PERIOD! **Rating:** 5.0/5.0 stars **Reviewed by:** Matt G. | Co-Founder, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** October 01, 2020 **What do you like best about Ontraport?** I can manage my contacts, landing pages, emails, marketing campaigns, sales and more in a savvy, seamless user experience backend software and the customer service is better than any other CRM service out there. Other software seemed to be either too marketing driven without a good user experience or too outdated from a UI/UX approach. Additionally, Ontraport is constantly thinking ahead about the digital paradigm and what will be needed for businesses to scale more proportionately to where many industries and markets are heading. Example - adding a "Systems" tab so we can track systems for various aspects of our brands or various marketing campaigns overall and then knowing that we might need to make more systems for other areas of our business in the future. **What do you dislike about Ontraport?** I cannot think of anything at the moment. Everything Ontraport does has been exceeded my expectations. I know they're constantly working on "forms" and "email newsletter" template creation so that's what I'm looking forward to next. They want to replicate their page builder to also have the same functionality for their forms and email newsletters so that's a pretty big deal to me. **Recommendations to others considering Ontraport:** Don't walk, run to these people! And feel free to reach out to me and I'll show you anything you want to know. :) **What problems is Ontraport solving and how is that benefiting you?** Systemizing my brands, now running my own agency and managing all the automations and tech for other brands. I realized how powerful the right software for sales and marketing automation can be to my livelihood. lol It drastically changed my business approach, which I knew I needed. **Official Response from Alexandria Loza:** > Wow, this is quite the review. Thanks for all the positive feedback, Matt. Systems was something we built because we saw a need for it for our own use here at Ontraport, so hearing that you love the feature as much as we do is awesome. We do have a lot of new features in the works, so stay tuned! ### 37. BIZ TECH WONDERLAND! **Rating:** 5.0/5.0 stars **Reviewed by:** Joey R. | Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** January 14, 2021 **What do you like best about Ontraport?** First off, Ontraport's support team is unparalleled. Ontraport is your one stop shop for all things business technology! I love how each tool comes together and works seamlessly as a team. It may take some getting used to, but it is so worth the training! **What do you dislike about Ontraport?** As I said above, Ontraport may take some getting used to. But once you get the hang of it, it can replace many other software a business owner might subscribe to. **What problems is Ontraport solving and how is that benefiting you?** I'm solving new business-related problems all the time! The biggest benefit is having so many tools in one software! **Official Response from Alexandria Loza:** > Thanks Joey! It's always been our goal to make sure you have all the tools you need to solve all your business problems. We sincerely appreciate your feedback! ### 38. The best All-in-one software **Rating:** 5.0/5.0 stars **Reviewed by:** Aja D. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 01, 2020 **What do you like best about Ontraport?** Ontraport is the best CRM for small business that I have encountered. Their page editor allows you to do far more than anything on Clickfunnels. You can make your pages look however you want. The customization is incredible and the functionality of the Campaign feature is literally like having another employee. **What do you dislike about Ontraport?** I really only wish that the email editor has the same design capabilities as the page editor. It's a little clunky compared to the functionality of the pages editor but it still does the job. **What problems is Ontraport solving and how is that benefiting you?** I use it for my website, my email list management, lead follow-up and tracking. It so nice to have everything in one program. Usually if I think I need a functionality that Ontraport doesn't offer they either have it and I don't know or they are in the process of building it. **Official Response from Alexandria Loza:** > Thanks for this raving review, Aja! So glad to hear Ontraport has given you the functionality you need for your business. We are in the process of building lots of things so keep an eye out. 😉 ### 39. Ontraport is a business changer **Rating:** 5.0/5.0 stars **Reviewed by:** Nicole E. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2020 **What do you like best about Ontraport?** I love how we have been able to customize it to fit our business needs. So many other applications we used and researched were not able to accommodate how we use Ontraport for our customers. **What do you dislike about Ontraport?** The only major dislike is the email editor but we are patient, as we are confident that Ontraport is improving this in the future. **Recommendations to others considering Ontraport:** Customer support is exceptional. Always someone to answer user questions, and problem solve in real-time. Not many platforms offer instant customer service via chat. **What problems is Ontraport solving and how is that benefiting you?** We have been able to keep efficient track of our client's purchase history, communicate with them on their present purchases and plan for their future purchases. It is integrated with our website and social media platforms. We organize our marketing campaigns with specific targets, measure ROI all in one platform. **Official Response from Alexandria Loza:** > Hi Nicole! We're happy to hear that Ontraport has solved your business needs and made it easier for you to track your client's purchase history. We hear you about the email editor -- keep an eye out for improvements to come. Thanks for this awesome feedback! ### 40. I love this CRM! Ontraport has changed the way I do business **Rating:** 5.0/5.0 stars **Reviewed by:** Rebecca B. | Business Strategist, Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2020 **What do you like best about Ontraport?** I love this CRM! Ontraport has changed the way I do business and I recommend it to all my clients (and let's face it - to anyone who will listen). The support is wonderful and the platform is powerful. You can set up any funnel you can dream up! Before OP, I was overworked, after getting OP I have so much more time to pour into my clients. You won't regret making the leap! Questions - ask me! **What do you dislike about Ontraport?** The only thing would be not having a countdown timer in emails... BUT... I'm sure this is something they are working on because they always take requests from their community and work on making it happen! **What problems is Ontraport solving and how is that benefiting you?** I have more time freedom because my funnels are running for me with OP. I also have my members site setup using OP! **Official Response from Alexandria Loza:** > Hi Rebecca! At Ontraport, our mission is to remove the burden of technology for entrepreneurs and small business owners. so to hear that OP has allowed you more time to focus on your clients is like music to our ears! Thanks SO much for leaving us this awesome review; we'll be sure to pass along your feedback to our support team. 😊 ### 41. Ontraport Increase in customers !! **Rating:** 4.0/5.0 stars **Reviewed by:** Robin R. | Head Of Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2020 **What do you like best about Ontraport?** Due to the need on the part of us and the company to increase our visibility online and at the same time the networks, in addition to the fact that mainly the objective is sales, it is important to promote them in order to attract more new customers and build an extensive system and sales optimization, offers an incredible detailed solution and support in which we can boost our company, very happy with the tool. **What do you dislike about Ontraport?** There is no negative point on which I clung to, the system works correctly and optimally however it can improve its tools by giving it more optimization and utilization of services so that the software can be attractively associated with other software without any kind of inconvenience, I mean that we do not need help from technical support to be able to couple the system our company and other software. **Recommendations to others considering Ontraport:** This system works perfectly for us offering solutions which we did not think would be so expanded, it goes much beyond our objectives and thoughts, this system believed that it can improve certain aspects to make it easier when coupling the company, however its tools are Very simple to use tools, which is enough for me because the problems are solved in an optimal way by ontraport. **What problems is Ontraport solving and how is that benefiting you?** Mainly in systems it was used to be able to expand our accounts more, however it has gone much further, the concern for which we have passed the sale is at a key definitive point, and this service specifically has been able and has allowed us to remain visible to new users and attract new customers a system in which it has been possible to connect to any marketing system, be it email or through networks, allowing a service of other attraction and much more powerful than software, simple and attractive. **Official Response from Alexandria Loza:** > Hello Robin! We're so glad to hear that Ontraport has been able to assist you in growing your customer base and sales optimization. Thank you for taking the time to leave such a detailed and thorough review! ### 42. Five Years with Ontraport **Rating:** 5.0/5.0 stars **Reviewed by:** Michael P. | CEO & Founder, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** January 04, 2018 **What do you like best about Ontraport?** I have been using Ontraport for over 5years now and their customer support is top notch. **What do you dislike about Ontraport?** A few of the shipping features need to be updated, but they are working on that. **Recommendations to others considering Ontraport:** At the very least get on a demo with Ontraport, you will not be dissapointed. **What problems is Ontraport solving and how is that benefiting you?** We mainly use Ontraport for email campaigns for our clients. The ease of use and reporting are extremely well done. **Official Response from Alexandria Loza:** > Hey Michael! Glad to hear you've been successful using the app. We appreciate all of your feedback, as it helps us improve the app for our users. Thanks! ### 43. All in one platform with THE BEST customer support! **Rating:** 5.0/5.0 stars **Reviewed by:** Juliane C. | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** October 01, 2020 **What do you like best about Ontraport?** I came to OP because it offered one platform that could look after most of the needs of our business but I will stay with OP because of their incredibly responsive customer tech support. I own a business and just cannot keep all the tech in my head. When I hit a road block I love that I can get answers in a timely manner. **What do you dislike about Ontraport?** I don't have a good working knowledge of other programs so I really can't compare. The few glitches I have experienced have been dealt with well by customer support. **What problems is Ontraport solving and how is that benefiting you?** Business automation, email broadcasts, lead generation, land page development for selling both physical and online products. OP has helped us do all of this. **Official Response from Alexandria Loza:** > Hi Juliane! We're so happy to hear you've had such a great experience with our Support team and that the app has helped you with so many areas of your business. It's reviews like this that keep us doing what we're doing. Thanks! ### 44. Ontraport saved the day **Rating:** 4.5/5.0 stars **Reviewed by:** Claytonia B. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2020 **What do you like best about Ontraport?** It is very user friendly and has great support staff to help with anything you don't understand. Also, there are lots of templates that can be used to help you get started with your funnels and landing pages. I also like that it provides a way for me to reduce the amount of tasks I have to do manually. Setting up and creating fully functions funnels with landing pages and a lot easier than I thought. It does take some time, but because it is user friendly, the learning curve is shorter than with some other platforms. **What do you dislike about Ontraport?** You have to really use it to make it worthwhile for your business. For a small business, this can be a large expense, so you have to use it to directly impact your bottom line in order to justify the cost. I would like it to have more integrations with different payment gateways. I had to sign up for one I didn't have before in order to use this feature. **Recommendations to others considering Ontraport:** I would recommend it if you will use it. **What problems is Ontraport solving and how is that benefiting you?** Having Ontraport solved my need for a CRM and process builder. It allowed me to put some functions on autopilot to run the business more efficiently. As a solopreneur, I have to wear many hats. So anything that removes a task it a winner for me. It's just a matter of me being consistent using Ontraport to help manage and grow the business. It has helped me to be more intentional about what I do. **Official Response from Alexandria Loza:** > Hi Claytonia. We're so happy to hear that Ontraport has made things easier for you as a solopreneur as that's our sole mission. We do offer tons of integrations and are always looking to add more. Check out our list of integrations here: https://ontraport.com/support/integrations/integrations-overview/ Thanks for your feedback. :) ### 45. How Work Gets Done **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher A. | Customer Success Manager / Product Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 01, 2020 **What do you like best about Ontraport?** My favorite aspect of Ontraport is it's intuitive, easy to navigate interface as well as the clean, top-down campaign builder. With the campaign builder, it's easy to determine what comes next with color- and shape-coded elements, making it quick to build a campaign to reach one's target audience. The handy checklist that's provided let's me know if I missed anything before the campaign is published. **What do you dislike about Ontraport?** Ontraport offers a lot of features and functionality. When we first got started, it was our organization's first time with a combination CRM/marketing automation tool, especially one as powerful as Ontraport. Therefore, it was tough for us to determine where we ought to begin; what do we need to do; aside from the obvious, what's most useful for us. Ontraport does provide two, hour-long on-boarding calls. Sadly, they only scratch the surface. **What problems is Ontraport solving and how is that benefiting you?** We needed a clear way to aggregate all our customer engagements in one easy-to-use platform; track tasks; collect notes, etc. In addition, we didn't perform any proactive marketing outreach at the time and needed a solution to jumpstart our email marketing strategy. **Official Response from Alexandria Loza:** > Christopher, we're SO happy to hear Ontraport has made running your campaigns so seamless. We hear you about 2-hour onboarding calls -- don't hesitate to reach out to support with any questions you come across! Though it sounds like you're already a pro. Thanks for your feedback! ### 46. The best all-in-one system to run your business! **Rating:** 5.0/5.0 stars **Reviewed by:** Lindsey W. | Marketing Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** October 01, 2020 **What do you like best about Ontraport?** Ontraport is amazing because you can literally see every customer interaction from lead to sale in one place. You can create landing pages, sales processes and follow up automation to keep your business running like a well-oiled machine. **What do you dislike about Ontraport?** It can sometimes be quite technical and a steep learning curve for people who aren't very technologically savvy - but once it's set up properly and people are trained, everyone falls in love with it! **What problems is Ontraport solving and how is that benefiting you?** Building business infrastructure for teams on a system that lasts. It definitely can scale with your business and you can do everything - sales, marketing, business processes, affiliates, CRM, etc - you name it, you can build it! **Official Response from Alexandria Loza:** > A visual picture really is everything when it comes to your business! We're so happy to hear Ontraport has provided you with the tools you need to scale. Thanks for this awesome review! ### 47. Only place that could handle our specific needs and dreams for growth! **Rating:** 5.0/5.0 stars **Reviewed by:** Emily- S. | Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 19, 2021 **What do you like best about Ontraport?** The customer service. The live chat people helped me often and very specifically to help us succeed. **What do you dislike about Ontraport?** The editing software to design emails was not as intuitive as I expected for such robust software. **What problems is Ontraport solving and how is that benefiting you?** Ontraport has allowed us to create a paid email subscription with dated materials. And that includes multiple payment options and campaigns. ### 48. I've grown into my relationship with Ontraport. **Rating:** 5.0/5.0 stars **Reviewed by:** Joseph H. | Business Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2020 **What do you like best about Ontraport?** The fact that I can manage 99% of my entire business on Ontraport (minus accounting, HR, legal, etc) is a true blessing. The value in growing my business is in the data from sales, marketing, and nurturing my clients. The reality and magic behind using Ontraport is that it manages, presents, and organizes that critical data that I need to run and grow my company. **What do you dislike about Ontraport?** I'd love to see Ontraport offer a blogging solution so I can dump WordPress. **What problems is Ontraport solving and how is that benefiting you?** Client relationship management, landing pages, thank you pages, sales pages, offer pages, almost my entire web presence outside of blogging. Sales campaigns, follow up campaigns, SMS messaging, custom postcards, marketing. **Official Response from Alexandria Loza:** > Hey Joseph! It's true, data is everything! Love to hear that you're getting the most out of Ontraport for your business. Thanks for the feedback. :) ### 49. Nonexistent deliverability/terrible support **Rating:** 0.0/5.0 stars **Reviewed by:** Jonny A. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 03, 2020 **What do you like best about Ontraport?** Their phone sales process is quite good. **What do you dislike about Ontraport?** We experienced less than 9% open rates with a fresh list (moving to another service increased to 23.5%). After 2.5 hours on the phone during set up to an “enterprise” level package we incurred large additional charges that should not have been associated with that package. We were told those charges would not be reversed and we would, yet again, have to go through their lengthy “enterprise upgrade call” **Recommendations to others considering Ontraport:** Use literally any other service. Between the virtually zero deliverability and the total lack of customer service, this product deserves a wide pass. **What problems is Ontraport solving and how is that benefiting you?** Their dashboard is very difficult to use and does not provide accurate data. It reports our list size to be almost 25% larger than it is in reality. They have not been able to give an answer as to why this is the case. There are no benefits as far as I can tell. Having changed providers we have experienced over double the open rates ### 50. CRM and Marketing Automation that can grow with your business **Rating:** 5.0/5.0 stars **Reviewed by:** Brett J. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 04, 2020 **What do you like best about Ontraport?** Ontraport sets the standard and is constantly improving. I've been using it for 7 years now (since before it was Ontraport) for myself and my clients. I'm blown away by the features that keep being added and the fact that I can do so much with the platform without having to use other add-ons. Support is outstanding and the CEO of the organisation has his finger on the pulse of the community so you know you are being heard when you raise an issue or suggestion. You can build out a sales funnel end to end without using any other platforms and can even build a website or membership site with it. We mostly use Wordpress which Ontraport integrates with nicely. We've yet to use the Custom Facebook Audience feature but will certainly make use of that when we dive more deeply into Facebook advertising. Whether you are just starting out or if you have a well-established business Ontraport will be up to the task. **What do you dislike about Ontraport?** I'm not a fan of the page builder but it certainly does the job and they are always improving it. It comes with a good range of templates and they've designed it so that it's difficult to make too much of a mess of the pages, unlike many drag and drop editors that can leave you with pages looking like a train wreck. **What problems is Ontraport solving and how is that benefiting you?** Marketing automation. List building - Lead generation and capture. Lead nurture. Affiliate management. Sales processing and fulfillment. Upsells. Business development (CRM functionality). Lead page building. Membership site management and access. Course delivery. Managing back-end tasks. Analysing funnel performance... ## Ontraport Discussions - [Is Ontraport a CRM?](https://www.g2.com/discussions/is-ontraport-a-crm) - 2 comments - [How much does Ontraport cost?](https://www.g2.com/discussions/how-much-does-ontraport-cost) - 2 comments - [Who uses Ontraport?](https://www.g2.com/discussions/who-uses-ontraport) - 2 comments - [What is Ontraport used for?](https://www.g2.com/discussions/what-is-ontraport-used-for) - 1 comment - [View Ontraport pricing details and edition comparison](https://www.g2.com/products/ontraport/reviews?page=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-08+19%3A36%3A57+-0500&secure%5Bsession_id%5D=a6686ce2-4cd5-4e62-85fd-c5a3519223f6&secure%5Btoken%5D=d1d28063066c86cef3366a541deea271e466c8f9b573a34a2b086c646ca178b6&format=llm_user) ## Ontraport Integrations - [AccessAlly](https://www.g2.com/products/accessally/reviews) - [Acuity Scheduling](https://www.g2.com/products/acuity-scheduling/reviews) - [APIANT](https://www.g2.com/products/apiant/reviews) - [ApiX-Drive](https://www.g2.com/products/apix-drive/reviews) - [Astra WordPress Theme](https://www.g2.com/products/astra-wordpress-theme/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [CallHippo](https://www.g2.com/products/callhippo/reviews) - [Call Loop](https://www.g2.com/products/call-loop/reviews) - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews) - [Deadline Funnel](https://www.g2.com/products/deadline-funnel/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Heartbeat](https://www.g2.com/products/heartbeat-chat-heartbeat/reviews) - [Hyros](https://www.g2.com/products/hyros/reviews) - [iDevAffiliate](https://www.g2.com/products/idevaffiliate/reviews) - [InvoiceBerry](https://www.g2.com/products/invoiceberry/reviews) - [Jotform](https://www.g2.com/products/jotform/reviews) - [JustCall](https://www.g2.com/products/saas-labs-justcall/reviews) - [KrispCall](https://www.g2.com/products/krispcall/reviews) - [LeadsBridge](https://www.g2.com/products/leadsbridge/reviews) - [Make](https://www.g2.com/products/integromat-by-celonis-make/reviews) - [PayKickstart](https://www.g2.com/products/paykickstart/reviews) - [PlusThis](https://www.g2.com/products/plusthis/reviews) - [SamCart](https://www.g2.com/products/samcart/reviews) - [Seamless (formally Seamless.AI)](https://www.g2.com/products/seamless-formally-seamless-ai/reviews) - [Shopify](https://www.g2.com/products/shopify/reviews) - [SimpleTexting](https://www.g2.com/products/simpletexting/reviews) - [Stripe](https://www.g2.com/products/stripe-agentic-workflow-stripe/reviews) - [Stripe Connect](https://www.g2.com/products/stripe-connect/reviews) - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews) - [Stripe Tax](https://www.g2.com/products/stripe-tax/reviews) - [SyncSpider](https://www.g2.com/products/syncspider/reviews) - [TaxJar](https://www.g2.com/products/taxjar/reviews) - [Wicked Reports](https://www.g2.com/products/wicked-reports/reviews) - [WordPress.org](https://www.g2.com/products/wordpress-org/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zoom Rooms](https://www.g2.com/products/zoom-rooms/reviews) ## Ontraport Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Email Marketing** - Building and Personalizing Emails - Sending Outbound Emails - Manage Email Deliverability - Automated Email Responses **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Online Marketing** - Landing Pages and Forms - Dynamic Content - A/B Testing - Mobile Optimized - Search Tracking and Optimization - Conversion Rate Optimization - Multivariate Testing - Customizable Forms **Content** - Content Authoring - Rich Text Editor - Versioning - Plug-ins/Widgets/Apps - Asset Management - Internal Search - Content Repository - SEO Management - eCommerce Management - Forms Management - Campaign Management - Media Management - Drag & Drop Editor - Audio Editor **Lead Generation** - Lead Builder - CRM Integration - Marketing Automation Integration - Social Media Integration - Data Import & Export Tools **Integrated Workflows** - Task Management - Email Tracking/Automation - Calls and Voice - Other Outreach Options - CRM Integration - Calendar - Shared Records - Business Process Automation - Performance Management - Calendar Management - Sales Pipeline Management - Communication Management - Campaign Management **Text Messaging** - Bulk SMS - Two-Way Text Messaging - Text Scheduler - Automatic Replies - MMS Marketing - Personalization - Transactional SMS - Link Shortening - SMS Messaging - Scheduled Messaging - Chat/Messaging - 2-Way Messaging **Productivity Tools** - Notes - Assignments and Tasks - Workflows - Templates - Integrations - Tagging System **Order Management** - Order History - Upsell & Cross-sell - Renewals **Page Customization** - Drag and Drop - Templates - Advanced Customization - Content Library - Email Templates **Customization** - Custom Fields - Conditional Logic - Multi-page Forms - Design - Forms Creation & Design **Agentic AI - Lead Scoring** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Decision Making - AI/Machine Learning - Social Media Integration - Third-Party Integrations **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Lead Management** - Marketing Lead Database - Data Quality Management - Segmentation - Lead Scoring and Grading - Lead Nurturing - Email Tracking - Automated Alerts and Tasks - CRM Lead Integration - Third-Party Integrations - Real-Time Data - Social Marketing - Email Marketing - Multi-Channel Marketing - Conversion Tracking - ROI Tracking - Activity Tracking - Engagement Tracking - Campaign Segmentation - Search Marketing - SMS Marketing - Website Visitor Tracking **Design** - Breadth of Pre-Built Templates - Mobile - Branding/Themes - Customization **Attribution** - Lead Opportunity - Lead Assignment - Pipeline Acceleration **Customizations** - Templates - Drag and Drop - HTML Input - Custom Domains - Customizable Forms - Customizable Branding - Customizable Templates **Repeatability and Reportability** - Content Management - Workflow Management - Workflow Performance - Sales Coaching and Insights - Gamification **Analytics** - Trends - Email Tracking **Products & Plans** - Packages - Multi-part Deals - Plan Changes - Bundles - Sales Tax Management - Alerts/Notifications - Customizable Reports **Page Optimization** - A/B Testing - Mobile Responsive - Web Analytics - SEO - Real-Time Analytics - Campaign Analytics - Reporting/Analytics **Additional Functionality** - Embedded Forms - Notifications - Payments - Customizable Forms - Real-Time Notifications - Alerts/Notifications **Additional Functionality** - Search/Filter - AI Copilot - Commenting/Notes - Content Publishing Options - Reporting & Statistics - Content Library - Document Classification - Drag & Drop - Customizable Branding - SSL Security - API - Document Management - Document Storage - Collaboration Tools - Data Capture and Transfer - Autofill - Multi-Channel Distribution - Convert to PDF - Customizable Templates - Media Library - Generative AI - Full Text Search - Surveys & Feedback - Data Import/Export - Forms Management - Electronic Signature - Third-Party Integrations - Reporting/Analytics - Workflow Management - Template Management - Mobile Access **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Campaign Management** - Program Management - Event / Webinar Marketing - Calendaring - Budgeting - Campaign Management - Workflow Management - Template Management **Platform** - User Community - SEO - Flexible Navigation Structures - User, Role, and Access Management - Enterprise Scalability - Internationalization - Dashboards and Reports - API **Discovery** - Lead Management - Scoring/Ranking - Lead Context - Pipeline Management - Workflow Management - Opportunity Management - Task Management - Contact Management - Calendar Management - Email Management - Campaign Management **Growth** - SEO - Site Analytics - Marketing Tools - E-Commerce - Hosting - Online Booking Tools - Website Analytics **Pricing** - Standard Price - Discounts **Integrations** - E-Commerce Integration - Third-Party Integrations - Domain Integration - Social Media Integration - Multi-Channel Marketing **AI and Automation** - Lead Prioritization - Lead Scoring - Best Time of Day Scheduling - Buyer Intelligence **Agentic AI - Shared Inbox** - Autonomous Task Execution - Decision Making **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Social** - Social Listening - Social Sharing - Social Campaigns - Social Media Engagement - Social Media Advertising - Drip Campaigns - Multi-Campaign **Management** - Conversion Viability - Workflow **Content** - Content Management - Permissions - WordPress Tool - Design Management - Website Management - eCommerce Management - SEO Management - Website Integration - Social Media Integration - Third-Party Integrations **SMS Platform** - Reporting - Marketing Automation - API Integration - QR Codes **Revenue Management** - Automation - Consolidation - Adjustments - Billing Types - Recurring/Subscription Billing **Support** - Customer Support **Generative AI** - AI Text Generation - Generative AI - Lead Generation **Generative AI** - AI Text Generation - Generative AI - Lead Generation **Agentic AI - Web Content Management** - Cross-system Integration - Natural Language Interaction - Social Media Integration **Additional Functionality** - AI/Machine Learning - Reporting/Analytics - Collaboration Tools - Image Editing - Website Publishing Options - Chatbot - Content Publishing Options - Text Editing - Access Control - Website Accessibility Tools - Content Delivery - Content Personalization - Configurable Workflow - Generative AI - Alerts/Notifications - Video Editing - AI Copilot - Performance Testing - Activity Monitoring - Multi-Channel Distribution **Additional Functionality** - Shopping Cart - Online Store Builder - Real Time Editing - Multi-Language - Landing Pages/Web Forms - CRM - API - Activity Tracking - Generative AI - Alerts/Notifications - Visitor Tracking - Survey Builder - Auto Update - Widgets - AI Copilot - SSL Security - Data Import/Export - Customizable Fields - Activity Dashboard - Media Library - WYSIWYG Editor **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Reporting & Analytics** - Basic Reporting - Web Analytics - ROI Analytics - Revenue Analytics - SEO / Keyword Analytics - Behavior Analytics - Real-Time Analytics - Campaign Analytics - Website Analytics - Visual Analytics - Sales Analytics **Platform** - Data Synchronization - Analysis - Sales Trend Analysis - Demographic/Firmographic Data - Real-Time Data **Integration** - Payments - Accounting - CRM & Sales **Agentic AI - SMS Marketing** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Decision Making - Third-Party Integrations - Campaign Planning - Multi-Language **Agentic AI - Sales Engagement** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Decision Making - Strategic Planning **Additional Functionality** - Prospecting Tools - Reporting/Analytics - AI Copilot - Auto-Dialer - For Sales Teams/Organizations **Additional Functionality** - Drag & Drop - Interaction Tracking - Customizable Fields - Multiple Scoring Models - CRM - Customer Segmentation - Predictive Analytics - Prioritization - Lead Qualification - Contact Database - Reporting & Statistics - Alerts/Notifications - Email Marketing - Lead Nurturing - Web Forms - Document Storage - Search/Filter - Prospecting Tools - Email Tracking - Sales Forecasting - Customizable Templates - Lead Generation - Sales Reports - Lead Distribution - Data Enrichment - AI Copilot - API - Real-Time Notifications - Lead Capture - Reminders - Generative AI - Forecasting - Email Templates - Activity Dashboard - Activity Tracking - Workflow Automation **Additional Functionality** - Campaign Segmentation - Form Builder - Contact Management - Website Management - API - Drip Campaigns - Email Marketing - Event Triggered Actions - Website Publishing Options - Engagement Tracking - Email Management - Customizable Branding - Template Management - Conversion Rate Optimization - Alerts/Notifications - Customizable Forms - SEO Management - Real Time Editing - Conversion Tracking - Campaign Management - Forms Management - Widgets - Lead Management - Customizable Fields - Activity Dashboard - Autoresponders - WYSIWYG Editor - CRM - Activity Tracking - Design Management - Content Management - Responsive Web Design - Reporting & Statistics - Lead Capture - AI Copilot - Customer Segmentation - Web Forms **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation - Lead Generation - Content Management - Lead Management - List Management - Mobile Access **Agentic AI - Subscription Management** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Decision Making - Accounting Integration - Third-Party Integrations - Multi-Language **AI Automation - SMS Marketing** - AI SMS **Additional Functionality** - Billing & Invoicing - Data Visualization - Customizable Fields - Revenue Recognition - Cancellation Management - Real-Time Data - Search/Filter - Summary Reports - Contact Database - CRM - Customer Profiles - Generative AI - Client Portal - API - Customer Database - Access Controls/Permissions - Tax Management - ACH Payment Processing - Usage Tracking/Analytics - Data Import/Export - Product Catalog - Discount Management - Revenue Management - Invoice Management - Reporting & Statistics - Customizable Branding - Billing Rate Management - Customizable Templates - AI Copilot - Real-Time Analytics - Multi-Currency - Invoice Processing - Self Service Portal - Subscription Plan Management - Order Management - Customer Accounts - Activity Dashboard - Real-Time Reporting - Credit Card Processing - Reminders - Dunning Management - Subscription Management - Enrollments/Onboarding **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - Marketing Automation** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Decision Making - Campaign Planning **AI Content Generation - SMS Marketing** - AI SMS **Additional Functionality** - Campaign Scheduling - Reputation Management - Polls/Voting - Compliance Management - Customer Segmentation - Landing Pages/Web Forms - AI Copilot - API - Text-to-Win - Mobile Coupons - Natural Language Processing - Customizable Templates - Drip Campaigns - Contact Management - Activity Tracking - Communication Management - Reporting/Analytics - Keyword Tracking - Multi-Campaign - Mass Texting - Interaction Tracking - Alerts/Notifications - Consent Management - Engagement Tracking - Open Rate Tracking - Generative AI - Automated Responses - Reporting & Statistics - Templates - Survey Builder - Contact Database - Real-Time Notifications - Customizable Fields - Reminders - Mobile Alerts - Automated Scheduling - Campaign Management - MMS - Event Triggered Actions - Mobile Keywords - Audience Targeting - Activity Dashboard - Template Management - Autoresponders - Survey/Poll Management **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Decision Making - Calendar/Reminder System **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Social Media Integration **Additional Functionality** - Social Promotion - Customizable Branding - Monitoring - CRM - Reporting & Statistics - Live Chat - Customer Journey Mapping - Generative AI - Mass Texting - Drag & Drop - Email Templates - Automated Scheduling - Campaign Scheduling - AI Copilot - Social Media Monitoring - Activity Dashboard - Lead Capture - Customizable Templates - Marketing Automation - Event Triggered Actions - Marketing Calendar - Customizable CTAs - Multi-Channel Communication - Data Import/Export - Lead Qualification **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top Ontraport Alternatives - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,242 reviews) - [HighLevel](https://www.g2.com/products/highlevel/reviews) - 4.6/5.0 (636 reviews) - [Constant Contact Advanced Automation](https://www.g2.com/products/constant-contact-advanced-automation/reviews) - 4.4/5.0 (938 reviews)