High quality sales software reviews? I’ve been using Ontraport for my business and my client’s businesses for the past 2 years. I love that it’s so customizable. With a little creativity, you can manage nearly 100% of your business. I use it for my website, membership site, automations, new client onboarding, invoicing, payment processing, email marketing, lead management, customer management, order management, and reporting. There’s a bit of a learning curve—it took me about 6 months to learn enough to feel comfortable and confident. I don’t see this as a downside, though. I prefer to be able to customize everything exactly the way I want it, so a learning curve is a small price to pay! Find extra info at active campaign ontraport integration.

You could, for example, define lists that automatically qualify and disqualify leads based on their behaviour, interests, or demographics. And, of course, how you choose to group your contacts is entirely up to you. But, if you’re dealing with a large number of contacts, you might need help from your team members. This is the point where you could take advantage of Ontraport’s Lead Router automation tool, which assigns leads evenly to team members. Well, if you don’t have a team, worry not because Ontraport will still have your back. You can tweak it to automatically apply contacts to email campaigns. The entire framework is flexible enough to accommodate any qualification criteria you might choose.

The businesses that do not give this software a chance are reluctant because Ontraport lacks several new-age features that other automation software tools have. However, upon using it, you will realize that Ontraport is as good as any software if its features are compatible with your business. One of the biggest negatives of Ontraport is its split testing feature, it doesn’t provide much data to gauge campaign performance.

Nowadays, it’s practically impossible to stay behind your desktop all the time, especially when you have a business to run. The Ontraport mobile app gives you access to most of the functions you can find in the desktop version. It includes Contacts, Deals, Companies, and all the custom objects you’ve enabled in your account. Of course, you can view all of your saved data and continue working as if you were in the office. You can also perform deep searches in your record. If you get stuck at some point while using the Ontraport app, there’s a help center you can access from your mobile device. You can find it under the resources tab next to other exciting stuff, such as training resources and success stories.

How’s Ontraport any different? Turns out you’re right. We’ve indeed tried out a host of tools that supplement marketing automation with CRM. In fact, there are numerous options on the market. Mailchimp happens to be one of the most popular ones, along with ActiveCampaign plus SendinBlue. And yes, each of them is capable of both email marketing automation and CRM. But, here’s the kicker. While their email marketing features are pretty solid, the accompanying CRM functionalities are comparatively weak. In other words, they can’t possibly match up to dedicated CRM solutions. The best most of them can do is basic CRM.