Ontraport Review 2024: Best All-In-One Platform?

Ontraport's automation capabilities are incredibly powerful (and surprisingly simple).

Ontraport provides a ton of helpful templates (shown below) to help you get started, along with the ability to create your own brand-new automations.

You can also easily access your templates in the following views:

• Favorites
• Featured templates
• Recently used
• Shared with me
• My shared templates

We got started using one of the templates called "fancy webinar registration and follow up" to automate our webinars at Small Business Bonfire.

Getting started was as easy as a few clicks—Ontraport handles the rest.

Here's what our view looked like from simply clicking on the template.

As you can see, with the template we chose, we got the following automatically:

• 8 messages
• 1 landing page
• 1 form
• 1 webhook

The best part was that the whole process required zero coding knowledge!

During our three months of testing, we took advantage of a ton more automation.

With Ontraport, we were able to automate the following with ease:

• Newsletter sign up
• Membership subscriptions
• Abandoned cart follow up
• Lead scoring
• Declined customer payment notifications
• Sales workflows

Essentially, Ontraport manages to make it incredibly easy to automate everything from tedious tasks to complex sales and marketing processes.

We think it's fantastic for SMBs looking to scale their business, close more deals, and make life easier overall.

With Ontraport's powerful analytics and reporting features, it's like having a crystal ball that tells you everything you need to know about your business (only it actually works).

Over the course of three months, the Small Business Bonfire team and I put this bad boy to the test, and let me tell you, it did not disappoint.

First off, the dashboard view is absolutely beautiful. With just a glance, we could easily view trends and metrics that would have taken us hours to compile manually.

But the dashboard view isn't the only standout feature of this analytics and reporting system.

Here are some other things we loved:

• Customizable reports: You can create your own reports based on your specific needs. Say goodbye to sifting through data you don't care about.
• Goal tracking with trends: Set goals for your business and track progress towards them. It's like having a personal cheerleader for your business.
• Email performance tracking: We all know that a great email marketing solution is important, but do you know how your emails are actually performing? Ontraport CRM does. It tracks open rates, click-through rates, and more.

So there you have it, folks. The analytics and reporting feature of Ontraport CRM is a game-changer for SMBs looking to get the most out of their data.

If you want to take your business to the next level, this is the tool for you.

If you're looking for a CRM that can whip up a killer landing page faster than you can say "conversion rates," Ontraport's got you covered.

With their user-friendly drag-and-drop interface, you don't need to be a tech whiz to create a stunning landing page that's sure to make your competitors green with envy.

One great thing about creating landing pages with Ontraport is that they provide some awesome templates to help you get started.

Here's an example of some of the options they provide.

We got started by selecting a template titled "the Master Class."

From there, we were able to easily customize the following with ease:

• Text & buttons
• Image & video
• Page width
• Font color
• Forms

The whole process took a matter of minutes, and it was extremely easy from start to finish.

We created a landing page that showcased our Bonfire Field Guide—a newsletter designed to help you scale your business. We were able to see both desktop and mobile view, making it determine exactly how it will look for your site visitors. This is the mobile view (to give you a better idea). 

We were also happy to see that Ontraport provided us the ability to do A/B testing with our landing pages, letting us test out which ones landed (pun intended) with our clients and which didn't.

At the end of the day, Ontraport provides some pretty fantastic landing page creation to aid in your SMB's marketing efforts.

As a small business owner, the ability to manage your day-to-day activities is crucial.

Luckily, Ontraport makes it easy to do just that with its calendar feature.

With this feature, it's easy to accomplish the following:

• View and schedule events
• Sync calendar events with Google Calendar
• Create event templates
• Task management

For the purposes of testing, we created an event for our Monday morning meeting.

Here's how the setup process looked to give you a better idea.

While there are definitely better calendar management platforms out there, Ontraport provides a lot of great tools to help you stay organized and on top of your game!

We've talked about Ontraport's powerful automation capabilities—now let's go over their efficient method of segmenting automations into categories called systems.

Think of Ontraport CRM's systems like superheroes with specific powers tailored to your business goals.

Want to capture all those luscious leads? Use the lead magnet funnel system.

Dismayed by abandoned carts? The abandoned cart recapture system swoops in to save the day.

These systems are a collection of automation assets that work together to achieve your goals faster than Superman can change in a phone booth.

Plus, they're customizable, so you can tailor them to fit the unique needs of your business.

Some other template systems the CRM platform includes are:

• Membership Starter Kit
• Mini-course Lead Magnet Funnel
• Persuasive Sales Funnel
• Smiley Survey and Testimonial Generator
• Stay-in-touch Drip Email Automation

With Ontraport's systems, you don't just get a CRM; you get a superhero squad designed to propel your business to success!

If you're looking for sales management capabilities that will ignite your small business success, look no further than Ontraport.

With Ontraport's sales management capabilities, you can easily add and track any products you sell, view reports on all of your sales across the board, and even create customized reports for specific products or time periods.

Plus, the interface is intuitive and easy to navigate, making it ideal for sales teams of all levels.

Our favorite standout features of Ontraport's sales management include the following:

• The ability to offer payment plans for customers
• The option to tag and segment customers based on their buying behaviors and preferences
• A built-in affiliate program (the Customer Partner program) that makes it simple to incentivize others to promote your products and grow your reach
• The ability to track our entire sales pipeline

We got started with Ontraport by adding in our affiliate marketing deals and were able to easily view them all in one place.

The only thing we would have liked to see from this feature was the ability to view our deals in a drag-and-drop card view like most CRMs we've tested have.

Ultimately, if you have an E-commerce or sales-based business, you can't go wrong with Ontraport, in our opinion. They make it easy to track your entire buying cycle from start to finish.

With Ontraport's WordPress integration, PilotPress, you can easily create custom membership sites where visitors can do the following:

• Register for courses
• Access digital products
• Automate membership access
• Add videos and forms to your page

The plugin also allows you to track user engagement with performance analytics so that you know exactly what content is working best for your members.

Even better—Ontraport makes a complicated process incredibly easy by providing helpful step-by-step lessons (shown below).

At Small Business Bonfire, we use WordPress for the majority of our publishing efforts.

So we were ecstatic to learn that we could easily use the platform to take WordPress even further and use it to interact with our clients directly.

We were able to easily download the WordPress integration and quickly get to work improving our website. The whole process took about 30 minutes, and we were up and running.

We've tested a lot of CRMs throughout the years, and Ontraport's WordPress integration was easily one of the most helpful WordPress add-ons we've used.

Connecting with your customers via email and SMS is essential for any successful business.

Ontraport CRM makes it incredibly easy to manage both of these channels.

You can set up automated emails or text messages in no time and segment your contacts into lists so you don't send the same message to everyone.

Ontraport offers native email and SMS support, allowing you to do the following with both:

• Create powerful marketing campaigns
• Reach all of your clients quickly
• Automate and schedule both email and SMS messages for specific times

We'll break each of these down for you to keep things simple.

Email

When it comes to sending, scheduling, and automating your email campaigns, Ontraport makes building campaigns simple.

To test it out, we created a follow-up email to send to our affiliate marketing contacts that we had made contact with.

Here's what we came up with in a matter of seconds using Ontraport.

With just a click, we were able to schedule our email for a week out. That way, the follow-up would have maximum impact.

We clicked send and then put it out of our minds! Within a week, like magic, the email was sent off to the clients we selected.

All in all, Ontraport made this process easier than a lot of the CRM platforms we've tested.

SMS

The SMS feature in Ontraport worked great.

Just like with the emails, we were able to easily create, schedule, and send SMS messages without any hiccups.

Here's a sample email we created.

We loved how we were able to add personalized images, allowing our brand to shine through in all of our SMS campaigns.

We also thought the AI Copywriter feature was surprisingly robust and helpful for brainstorming. We typed in a simple command about how Small Business Bonfire can help businesses succeed in their digital marketing efforts, and this is what we got in response (shown below).

While the AI tool wasn't perfect, it was a nice addition to the SMS campaign feature.

All that to say, if you're looking to up your marketing game and reach your clients more effectively, Ontraport's got you covered.