Description
Ontraport is a comprehensive CRM and marketing automation platform tailored for small businesses looking to scale. It integrates CRM, marketing automation, payments, and a dynamic CMS into a single, customizable platform. This all-in-one solution is designed to eliminate the need for multiple suites and dedicated administrators, offering powerful tools without the overhead of enterprise platforms.
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The platform includes an AI Assistant that operates within automations, accessing customer data to perform tasks such as segmenting contacts, drafting personalized emails, and generating marketing promotions. Ontraport's CRM features a single shared customer record and visual pipeline, while its marketing automation capabilities cover email and SMS, lead scoring, routing, and attribution.
Ontraport also supports payments, upsells, subscriptions, and declined-transaction recovery, all connected to the same customer record. Its dynamic no-code CMS allows users to build and manage sites, landing pages, portals, courses, and member sites without coding expertise.
Security and compliance are prioritized, with features like PCI DSS Level 1 compliance, GDPR compliance, and role-based access control. Ontraport maintains a 99.99% uptime, ensuring reliability and performance. The platform integrates with numerous business applications and offers an open API for custom integrations.
Ontraport's support team is available seven days a week, providing assistance via live chat, email, or screenshare. The platform also offers migration and setup support, ensuring a smooth transition for new users. With a mission to remove the burden of technology, Ontraport delivers essential functionality at a transparent, fair price, making it an ideal choice for growing businesses.
- CategoryMarketing Automation
- Pricing ModelFreemium
- DeploymentCloud
- PlatformsWeb
Ontraport CRM & Marketing Automation's Core Features
Unified CRM and marketing automation
AI Assistant for automations
Single shared customer record
Visual sales pipeline
Email and SMS marketing automation
Lead scoring and routing
Payments and subscription management
Dynamic no-code CMS
PCI DSS Level 1 compliance
GDPR compliance
Role-Based Access Control
99.99% uptime
Open API for custom integrations
24/7 knowledge base and training videos
Migration and setup support
How to use Ontraport CRM & Marketing Automation?
Configure: Set up CRM and marketing automation
Use: Implement AI Assistant in workflows
Optimise: Integrate with existing business tools
Scale: Utilize OntraportDB for growing businesses
Ontraport CRM & Marketing Automation's Use Cases
- CRM Management
- Marketing Automation
- Payment Processing
- Website Management
- AI-Powered Workflows
- Data Security
- Custom Integrations
- Scalable Solutions








