What Ontraport has achieved to build with a small, bootstrapped team is nothing short of a miracle. The Ontraport platform is a feature-rich, reliable, well designed tool that can do almost anything out of the box.
With no startup fee, month to month billing and a three-month money back guarantee, the entry and commitment level is somewhat lower than with Infusionsoft and Hubspot. It also features the lowest ongoing fees as the number of contacts and emails per month increases.
Ontraport are determined to become a true all-in-one platform by packing it to the gills with features (there are some examples under “pleasure points” below)
All this has established Ontraport as a real competition to Infusionsoft. Their CRM is powerful, flexible and fully customizable. There’s a huge number of Ontraport’s built-in features that are either impossible to do in Infusionsoft, or only available through a 3rd party add-on at extra monthly cost.
Feature richness, flexibility and scalability, together with the refreshingly sincere and open company culture (founder and CEO Landon Ray still takes the time to personally reply to requests and complaints in forums) have caused a sizeable number of well-known and respected online personalities, bloggers and coaches to move their businesses over to Ontraport over the last few years.
It is noteworthy that Ontraport is the only tool in this segment that features a fully relational database and the capability to design custom objects that can be linked with each other in any fashion.
Ontraport Pleasure Points
Of all the all-in-one automation solutions Ontraport provides the largest number of features out of the box, which makes it a great tool for people who prefer to have everything in one place. If you get Ontraport, everything is right there: top-notch responsive landing page and form builders that don’t need to fear a direct comparison with LeadPages, A-B-C-D split-testing, 2-way text messaging, order forms, 1-click upsells, custom objects, Facebook custom audience integration, personalized URLs, membership site, affiliate programs, and more.
Visual Campaign Builder and Reporting Tool
Ontraports new (June 2017) campaign builder is the easiest and the most powerful visual campaign builder on the market. It is the first ever which can show all parts of a business on a single map, giving the business owner unprecedented insight into how their business works, all in one place. The campaign builder’s performance mode is without question the most powerful built-in visual reporting tool available inside an all-in-one automation platform. You can visually see what lead sources and campaign elements are driving the most goal achievements, how your campaign performs at every step of the funnel, how long that process takes for a typical contact, average lifetime value for your customers, and lots more.
Ontraport’s open and modern company culture receives a lot of praise across the board. As a bootstrapped company with just over 100 employees they are still in a position to engage in personal conversations and to react quickly to feature requests or when upsets happen. Their founder and CEO Landon Ray personally responds to people on social media, and the company has a track record of communicating proactively and openly in the rare cases that something goes south.
Ontraport’s pricing is very competitive, both in the short term and for future scalabilty. Taking into account the feature richness, you get a lot of functionality for your monthly fee right from the beginning. As your database or list of subscribers grow, Ontraport still has pretty much the best monthly rates for large lists, compared to its competitors.
With their step-by-step if-then logic, dozens of different trigger types and dozens of different action types, there is almost no automation that I can think of that you can’t build out. The CRM is fully customizable (pages, tabs and fields can be arranged however it is best for your purposes), and the ability to create custom object types is a very unique selling point (see below).
Ontraport is the only small business CRM that allows you to build custom record types and link them together in the fashion of a true relational database (1-to-1, 1-to-many and many-to-many relationships). Use custom objects to create and link records for opportunities, companies, bids or quotes, customer installs, courses and students, trips, pets or any other data you’d like to store and put in relation with each other. Automations can be created for every object, they even have their own API.
Ontraport Pain Points
Small Number of Integrations
There is still only a very small number of 3rd party integrations available for Ontraport, likely due to the fact that they completely upgraded their API when they not too long ago changed their core system from the old Office AutoPilot to the current engine. Since it comes with many features built in, this may not pose a challenge at first, but the more sophisticated user may miss the ability to pick some best-of breed single-point solution for a specific business need as it arises. At the time of writing even our goto integration allrounder Zapier only has a laughable number of triggers and actions available for Ontraport. (Two, to be precise)
Rolling Out New Features Just a Little Too Soon
The frequency in which Ontraport rolls out great new features is commendable, however once in a while we’ve gotten the feeling that they should rather have spent a little more time on beta testing.