Ontraport Reviews & Product Details

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. Core Value Proposition: 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. Who Should Use Ontraport: Ontraport is built for marketing, sales and operations teams at established businesses that have outgrown entry-level tools but want an alternative to complex, high-cost enterprise platforms. Core Features and Capabilities: Ontraport's CRM and contact management gives teams a single shared customer record with unified contact history, segmentation, lead scoring, and visual sales pipelines. Marketing automation spans email and SMS with behavioral triggers, lead routing, and attribution reporting. Payments and ecommerce tools include order forms, upsells, subscriptions, declined transaction recovery, and a customer billing center. Dynamic CMS provides no-code tools for building websites, landing pages, membership sites, online courses, and customer portals. A shared inbox centralizes customer communications across channels for support and sales teams, while the AI Assistant runs inside automations to segment contacts, personalize messaging, and route communications automatically. Reporting and analytics tools track campaign performance, revenue attribution, and contact-level activity history. Integrations and Access: 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.

Seller

Ontraport

Discussions

Ontraport Community

Languages Supported

English, Spanish

Solution Type

All-in-One

Used by Zapier and 2 others

Beta

Pricing

Pricing provided by Ontraport.

Plus

Starting at $83.00

Per Month

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Ontraport Integrations

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JFO .

Destiny Coach

Small-Business (50 or fewer emp.)

7/9/2026

"Well-Organized CRM With Feature-Rich Pages"

4/5

What do you like best about Ontraport?

The way the CRM is organized and all of the features you can use like pages! Review collected by and hosted on G2.com.

What do you dislike about Ontraport?

Campaigns feel a bit overwhelming and sometimes the formatting in pages is frustrating Review collected by and hosted on G2.com.

Response from Lindsay Elswick of Ontraport

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Thanks for taking the time to share your feedback! Glad to hear the CRM's organization and features have been useful, and that it's helping you manage your contacts, pages, and funnels all in one place.

Totally hear you on Campaigns and page formatting - we know that can feel like a lot. Good timing too, we've got some new AI features in the works that will let you build pages and automations just by chatting, plus a new modern interface coming soon.

Thanks again for sharing your experience!

- The Ontraport team

Ramsey C.

Owner

Small-Business (50 or fewer emp.)

7/16/2026

"Ontraport’s Customizable CRM Layout Makes Work Easier for Everyone"

5/5

What do you like best about Ontraport?

Ontraport is a great CRM. I’ve tried and used many, and I really like the layout and the way I can customize my view. My employees can customize their views as well, which makes it easier for everyone to work the way they prefer. Review collected by and hosted on G2.com.

What do you dislike about Ontraport?

The cost is high compared to other comparable software's Review collected by and hosted on G2.com.

Response from Lindsay Elswick of Ontraport

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Hi Ramsey, coming from someone who's tried a lot of different CRMs, it's great to hear the layout and customization options have stood out, and that your team's been able to set up their views in a way that works best for each of them.

On cost, that's fair to bring up, and we're glad the time saved on billing, email, and text automation has made a real difference for your company day to day.

Thanks for the feedback!

- The Ontraport team

Verified User in Consulting

Small-Business (50 or fewer emp.)

7/11/2026

"Excellent Customer Service for Easy Setup"

4/5

What do you like best about Ontraport?

I appreciate Ontraport for helping me email a mass list and manage my pages effectively. The customer service is really great, particularly when I need support with technical issues, creating pages, and managing my pages. I'm able to use Ontraport to schedule emails to my list. Setting it up was very easy, especially with the help of the representative who assisted me in managing and setting up pages. Review collected by and hosted on G2.com.

What do you dislike about Ontraport?

Management of streamlining the pages can be a bit harder to navigate. Review collected by and hosted on G2.com.

Response from Lindsay Elswick of Ontraport

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Hi there, thank you for sharing this. Really glad our support team made setup feel easy, and that scheduling emails to your list and managing pages has been working well for your health consulting business.

On streamlining pages, that's helpful feedback. We've actually got new AI features in the works that will let you build and manage pages just by chatting, which should make that process feel a lot smoother. In the meantime, if you'd like any guidance, our support team is always happy to help.

Thanks again for taking the time to share this.

- The Ontraport team

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

9/11/2026

"Best CRM for the money - No doubt!"

5/5

What do you like best about Ontraport?

Customization, database flexibility, customer support. Review collected by and hosted on G2.com.

What do you dislike about Ontraport?

It's so flexible the user curve might be harder than some out of the box CRM's Review collected by and hosted on G2.com.

Kayleena K.

Owner

Small-Business (50 or fewer emp.)

7/9/2026

"24/7 Support and Easy to Use Once You Get the Hang of It"

5/5

What do you like best about Ontraport?

24/7 help and support. Once you understand it, it’s easy to use. Review collected by and hosted on G2.com.

What do you dislike about Ontraport?

It’s hard to understand how things work and how to use it Review collected by and hosted on G2.com.

Response from Lindsay Elswick of Ontraport

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Hi Kayleena, really glad to hear our support team has been there when you needed them, and that things have clicked for you along the way. Thanks so much for sharing this!

- The Ontraport team

Keyonna T.

Founder

Small-Business (50 or fewer emp.)

7/9/2026

"Easy-to-Use UI/UX That Creates a Clear Source of Truth"

4/5

What do you like best about Ontraport?

I love the UI/UX it's easy to flow and create a source of truth. Review collected by and hosted on G2.com.

What do you dislike about Ontraport?

Limited in integrations such as DocuSign Review collected by and hosted on G2.com.

Response from Lindsay Elswick of Ontraport

edit

Hi Keyonna, thank you for sharing this. Really glad the UI/UX has made things easy to navigate and given you a clear source of truth for your CRM.

On DocuSign, we do connect with it through Zapier, which acts as an integrator tool to link Ontraport with a wide range of outside apps. Zapier's free plan includes unlimited workflows, so getting DocuSign connected shouldn't come with an added cost. Our support team would be glad to point you in the right direction if you'd like some guidance getting started.

Thanks again for taking the time to share this.

- The Ontraport team

Verified User in Health, Wellness and Fitness

Small-Business (50 or fewer emp.)

7/17/2026

"Usable, Accessible Database—But Email Scheduling Needs a Unified View"

3.5/5

What do you like best about Ontraport?

The database is very usable and accessible Review collected by and hosted on G2.com.

What do you dislike about Ontraport?

It’s hard to see what emails are scheduled for when- I wish this existed in some unified central place. Review collected by and hosted on G2.com.

Response from Lindsay Elswick of Ontraport

edit

Hi there, glad to hear the database has felt usable and accessible, and that having product sales, user activity, and communications all in one place has made it easier to track everything together.

On seeing scheduled emails in one unified view, we may already have something that solves this for you. We recently released an MCP server that connects your AI client directly to your Ontraport data, so you can simply ask something like "what email broadcasts are scheduled to go out this week" and get that answer instantly, no digging through separate screens required. Here's how to get set up: https://ontraport.com/support/My-account/mcp-server.

Thanks for the feedback!

- The Ontraport team

See how Ontraport improved

Isabelle P.

Client Success & Operations Coordinator

Small-Business (50 or fewer emp.)

3/25/2026

"Seamless Membership Site That’s Improving Our Workflow"

5/5

What do you like best about Ontraport?

The software is great and works well. I love the membership site and how easy and seamless it was to put together. We are moving from Google Drive to this membership site and this will really improve our workflows. Review collected by and hosted on G2.com.

What do you dislike about Ontraport?

There is nothing that we dislike about Ontraport so far! Review collected by and hosted on G2.com.

Response from Lindsay Elswick of Ontraport

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Hi Isabelle, really glad the build process felt seamless! Moving from Google Drive to a membership site is a big workflow upgrade - thanks for sharing how it's going.

- Ontraport

Verified User

Small-Business (50 or fewer emp.)

7/17/2026

"Powerful Campaigns, but UI Needs Simplifying"

5/5

What do you like best about Ontraport?

I love Ontraport for its ability to create complex campaigns and market to very specific targeted people in my audience. I also like that the initial setup was fairly simple and they offer a dedicated onboarding call with clients. Review collected by and hosted on G2.com.

What do you dislike about Ontraport?

I feel like the user interface can be complex at times. Some areas are hidden or a little bit more difficult to navigate. It could be improved. Review collected by and hosted on G2.com.

Response from Lindsay Elswick of Ontraport

edit

Hi there, we're so glad our onboarding process led to a smooth setup for you! It's also great to hear the complex campaign targeting has let you reach exactly the right people in your audience.

On the interface, we have a new modern interface in the works - keep an eye out for it! If you'd ever like a hand finding your way around a specific feature, our support team is always happy to walk through it with you.

Thanks for the feedback!

- The Ontraport team

Verified User in Consulting

Small-Business (50 or fewer emp.)

7/9/2026

"Easy to Learn, Amazing Tool with Fabulous Customer Service"

5/5

What do you like best about Ontraport?

Even for someone like me who is not particularly "tech savvy" I have learned how to use this amazing tool to help me with my business. The customer service has been fabulous and I've been helped by so many kind, caring professionals. Review collected by and hosted on G2.com.

What do you dislike about Ontraport?

There are so many different options of things I COULD use that I can get overwhelmed at times. Review collected by and hosted on G2.com.

Response from Lindsay Elswick of Ontraport

edit

Hi there, this made our day! We've passed your kind words along to our support team. Really glad Ontraport has felt approachable, and that it's making communicating with and selling to your clients easy. If you're ever interested in understanding the options of what's possible with Ontraport, you can book an account review call here - our team will chat through your specific needs and help come up with a plan: https://ontraport.com/account-review. Thanks for sharing!

- The Ontraport team