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Ontraport CRM & Marketing Automation

Ontraport is an all-in-one CRM and marketing automation platform designed for small businesses. It unifies marketing, sales, and support on a customizable platform, offering scalability without the complexity or cost of enterprise solutions.

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Ontraport CRM & Marketing Automation screenshot
Ontraport CRM & Marketing Automation screenshot

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

  • 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

  1. Configure: Set up CRM and marketing automation

  2. Use: Implement AI Assistant in workflows

  3. Optimise: Integrate with existing business tools

  4. Scale: Utilize OntraportDB for growing businesses

  • CRM Management
  • Marketing Automation
  • Payment Processing
  • Website Management
  • AI-Powered Workflows
  • Data Security
  • Custom Integrations
  • Scalable Solutions

Ontraport CRM & Marketing Automation Reviews

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