Ontraport Features
What are the features of Ontraport?
Reporting & Analytics
- Basic Reporting
Email Marketing
- Building and Personalizing Emails
- Sending Outbound Emails
- Manage Email Deliverability
- Automated Email Responses
Online Marketing
- Landing Pages and Forms
- Dynamic Content
- Mobile Optimized
Lead Management
- Marketing Lead Database
- Data Quality Management
- Segmentation
- Lead Nurturing
- Automated Alerts and Tasks
- CRM Lead Integration
Campaign Management
- Event / Webinar Marketing
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Technology Glossary Features
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Ontraport Categories on G2
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Platform
Customization | Based on 32 Ontraport reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | 86% (Based on 32 reviews) | |
Workflow Capability | Based on 32 Ontraport reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | 88% (Based on 32 reviews) | |
User, Role, and Access Management | Based on 33 Ontraport reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 90% (Based on 33 reviews) | |
Internationalization | Based on 14 Ontraport reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies. | 71% (Based on 14 reviews) | |
Sandbox / Test Environments | Based on 17 Ontraport reviews and verified by the G2 Product R&D team. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | 81% (Based on 17 reviews) | |
Document & Content Mgmt. | Based on 26 Ontraport reviews and verified by the G2 Product R&D team. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. | 82% (Based on 26 reviews) | |
Performance and Reliability | Based on 33 Ontraport reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 91% (Based on 33 reviews) | |
Output Document Generation | Based on 21 Ontraport reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | 81% (Based on 21 reviews) | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Internationalization | Not enough data | ||
Performance and Reliability | Not enough data | ||
Customization | Based on 35 Ontraport reviews and verified by the G2 Product R&D team. System provides sufficient customization to meet business requirements | 92% (Based on 35 reviews) | |
Workflow Capability | Based on 33 Ontraport reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | 91% (Based on 33 reviews) | |
User, Role, and Access Management | Based on 42 Ontraport reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 90% (Based on 42 reviews) | |
Internationalization | Based on 23 Ontraport reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies. | 89% (Based on 23 reviews) | |
Sandbox / Test Environments | Based on 21 Ontraport reviews and verified by the G2 Product R&D team. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | 88% (Based on 21 reviews) | |
Performance and Reliability | Based on 38 Ontraport reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 92% (Based on 38 reviews) | |
Output Document Generation | Based on 23 Ontraport reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | 91% (Based on 23 reviews) | |
User Community | The system has a large and interactive community of users. | Not enough data | |
SEO | Pagination, page headers and titles, meta tags and URL structure all contribute well to site SEO. | Not enough data | |
Flexible Navigation Structures | Able to build out different and multiple taxonomies to store and index content. | Not enough data | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Enterprise Scalability | Provides features to allow scaling for large organizations or an expansive web presence. | Not enough data | |
Internationalization | Enables users to view and interact with the same content in multiple languages. | Not enough data | |
Dashboards and Reports | Access pre-built and custom reports and dashboards. | Not enough data | |
API / Integrations | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. | Not enough data |
Sales Force Automation
Contact & Account Management | Based on 45 Ontraport reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | 90% (Based on 45 reviews) | |
Partner Relationship Mgmt. (PRM) | Based on 30 Ontraport reviews and verified by the G2 Product R&D team. Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information | 80% (Based on 30 reviews) | |
Opportunity & Pipeline Mgmt. | Based on 43 Ontraport reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | 81% (Based on 43 reviews) | |
Task / Activity Management | Based on 39 Ontraport reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. | 78% (Based on 39 reviews) | |
Territory & Quota Management | Based on 21 Ontraport reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | 73% (Based on 21 reviews) | |
Desktop Integration | Based on 31 Ontraport reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. | 76% (Based on 31 reviews) | |
Product & Price List Management | Based on 31 Ontraport reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. | 76% (Based on 31 reviews) | |
Quote & Order Management | Based on 21 Ontraport reviews and verified by the G2 Product R&D team. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. | 72% (Based on 21 reviews) | |
Customer Contract Management | Based on 22 Ontraport reviews and verified by the G2 Product R&D team. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. | 83% (Based on 22 reviews) |
Marketing Automation
Email Marketing | Based on 48 Ontraport reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. | 91% (Based on 48 reviews) | |
Campaign Management | Based on 43 Ontraport reviews and verified by the G2 Product R&D team. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. | 87% (Based on 43 reviews) | |
Lead Management | Based on 39 Ontraport reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | 89% (Based on 39 reviews) | |
Marketing ROI Analytics | Based on 30 Ontraport reviews and verified by the G2 Product R&D team. Enables analysis of effectiveness of an organizations various marketing activities | 82% (Based on 30 reviews) |
Customer Support
Case Management | See feature definition | Based on 30 Ontraport reviews and verified by the G2 Product R&D team. Tracks issues/help requests reported by customers through the resolution process. | 83% (Based on 30 reviews) |
Customer Support Portal | Based on 42 Ontraport reviews and verified by the G2 Product R&D team. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. | 87% (Based on 42 reviews) | |
Knowledge Base | Based on 44 Ontraport reviews and verified by the G2 Product R&D team. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. | 89% (Based on 44 reviews) | |
Call Center Features | Based on 32 Ontraport reviews and verified by the G2 Product R&D team. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. | 81% (Based on 32 reviews) | |
Support Analytics | Based on 27 Ontraport reviews and verified by the G2 Product R&D team. Enables analysis of customer support activities to optimize customer support professionals, processes and tools. | 81% (Based on 27 reviews) |
Integration
Data Import & Export Tools | Based on 30 Ontraport reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file. | 86% (Based on 30 reviews) | |
Integration APIs | Based on 33 Ontraport reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | 89% (Based on 33 reviews) | |
Breadth of Partner Applications | Based on 26 Ontraport reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | 83% (Based on 26 reviews) | |
Data Import & Export Tools | Not enough data | ||
Integration APIs | Not enough data | ||
Breadth of Partner Applications | Not enough data | ||
CRM Integration | Integrates with CRM software, which can help provide context to your mailing lists. | Not enough data | |
Social Media Integration | Integrates with Social Media platforms, which can help expand your reach. | Not enough data | |
E-Commerce Integration | Integrates with e-commerce platforms, which can link directly to your online store. | Not enough data | |
Data Import & Export Tools | Based on 41 Ontraport reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file. | 89% (Based on 41 reviews) | |
Integration APIs | Based on 44 Ontraport reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | 88% (Based on 44 reviews) | |
Breadth of Partner Applications | Based on 34 Ontraport reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | 85% (Based on 34 reviews) | |
Payments | Integrate with payment processing software and payment gateways. | Not enough data | |
Accounting | Integrate with financial management systems such as accounting and ERP. | Not enough data | |
CRM & Sales | Integrate with software that manages customers, sales, and marekting. | Not enough data |
Mobile & Social
Social Collaboration Features | Based on 21 Ontraport reviews and verified by the G2 Product R&D team. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone | 82% (Based on 21 reviews) | |
Social Network Integration | Based on 22 Ontraport reviews and verified by the G2 Product R&D team. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. | 80% (Based on 22 reviews) | |
Mobile User Support | Based on 23 Ontraport reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 77% (Based on 23 reviews) |
Reporting & Analytics
Reporting | Based on 42 Ontraport reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | 80% (Based on 42 reviews) | |
Dashboards | Based on 50 Ontraport reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | 82% (Based on 50 reviews) | |
Forecasting | Based on 24 Ontraport reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 72% (Based on 24 reviews) | |
A/B Testing | Run A/B tests on subject lines, areas of content (both images and text), from names, or send dates. | Not enough data | |
Basic Reporting | Not enough data | ||
Basic Reporting | Based on 64 Ontraport reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives. | 85% (Based on 64 reviews) | |
Web Analytics | Based on 44 Ontraport reviews and verified by the G2 Product R&D team. Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity. | 82% (Based on 44 reviews) | |
ROI Analytics | Based on 38 Ontraport reviews and verified by the G2 Product R&D team. Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward. | 79% (Based on 38 reviews) | |
Revenue Analytics | Based on 39 Ontraport reviews and verified by the G2 Product R&D team. Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline. | 83% (Based on 39 reviews) | |
SEO / Keyword Analytics | Based on 30 Ontraport reviews and verified by the G2 Product R&D team. Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors. | 74% (Based on 30 reviews) |
Email Marketing
Email and Mobile Preview | Make sure subscribers see email as intended. View emulated inboxes of major email providers and mobile devices (e.g., iOS, Android) to resolve rendering issues. | Not enough data | |
Manage Email Lists | List management tools include importing and maintaining subscriber data. Manage list segmentation, profile attribute management, and delivery status. Subscribers self-manage preferences. | Not enough data | |
High-Volume Sending | Ability to send thousands of unique, personalized emails per second. | Not enough data | |
Building and Personalizing Emails | Not enough data | ||
Sending Outbound Emails | Not enough data | ||
Manage Email Deliverability | Not enough data | ||
Automated Email Responses | Not enough data | ||
Multi-user Account | Enables multiple users to login to the same account to maintain a single account for your entire marketing team. | Not enough data | |
Surveys | Ability to send secure and personalized survey invites to your contact list. | Not enough data | |
Building and Personalizing Emails | Based on 76 Ontraport reviews and verified by the G2 Product R&D team. Create and design emails with an editor; manage templates; personalize dynamically | 88% (Based on 76 reviews) | |
Sending Outbound Emails | Based on 76 Ontraport reviews and verified by the G2 Product R&D team. Create targeted lists, schedule and manage bulk email sending. | 92% (Based on 76 reviews) | |
Manage Email Deliverability | Based on 75 Ontraport reviews and verified by the G2 Product R&D team. Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring. | 85% (Based on 75 reviews) | |
Automated Email Responses | Based on 73 Ontraport reviews and verified by the G2 Product R&D team. Set up automated nurturing emails based on events, online activities, and lead scores | 90% (Based on 73 reviews) |
Online Marketing
Landing Pages and Forms | Based on 73 Ontraport reviews and verified by the G2 Product R&D team. Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information. | 89% (Based on 73 reviews) | |
Dynamic Content | Based on 63 Ontraport reviews and verified by the G2 Product R&D team. Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects. | 87% (Based on 63 reviews) | |
A/B Testing | Based on 48 Ontraport reviews and verified by the G2 Product R&D team. Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion. | 87% (Based on 48 reviews) | |
Mobile Optimized | Based on 57 Ontraport reviews and verified by the G2 Product R&D team. Support mobile-optimized emails, online forms, and landing pages. | 84% (Based on 57 reviews) | |
Search Tracking and Optimization | Based on 45 Ontraport reviews and verified by the G2 Product R&D team. Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords. | 80% (Based on 45 reviews) |
Lead Management
Marketing Lead Database | Based on 63 Ontraport reviews and verified by the G2 Product R&D team. A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history. | 90% (Based on 63 reviews) | |
Data Quality Management | Based on 52 Ontraport reviews and verified by the G2 Product R&D team. Data quality consists of deduplication, cleansing, and appending your marketing database. | 87% (Based on 52 reviews) | |
Segmentation | Based on 61 Ontraport reviews and verified by the G2 Product R&D team. Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information. | 89% (Based on 61 reviews) | |
Lead Scoring and Grading | Based on 47 Ontraport reviews and verified by the G2 Product R&D team. Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization. | 87% (Based on 47 reviews) | |
Lead Nurturing | Based on 64 Ontraport reviews and verified by the G2 Product R&D team. Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps. | 89% (Based on 64 reviews) | |
Online Behavior Tracking | Based on 48 Ontraport reviews and verified by the G2 Product R&D team. Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks. | 88% (Based on 48 reviews) | |
Automated Alerts and Tasks | Based on 52 Ontraport reviews and verified by the G2 Product R&D team. Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device. | 89% (Based on 52 reviews) | |
CRM Lead Integration | Based on 57 Ontraport reviews and verified by the G2 Product R&D team. Sync lead, contact, account, and opportunity information with your CRM system. | 86% (Based on 57 reviews) |
Campaign Management
Program Management | See feature definition | Based on 51 Ontraport reviews and verified by the G2 Product R&D team. Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI. | 88% (Based on 51 reviews) |
Event / Webinar Marketing | Based on 52 Ontraport reviews and verified by the G2 Product R&D team. Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar. | 84% (Based on 52 reviews) | |
Calendaring | Based on 33 Ontraport reviews and verified by the G2 Product R&D team. Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR. | 76% (Based on 33 reviews) | |
Budgeting | Based on 25 Ontraport reviews and verified by the G2 Product R&D team. Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices. | 73% (Based on 25 reviews) |
Social
Social Listening | Based on 26 Ontraport reviews and verified by the G2 Product R&D team. Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores. | 78% (Based on 26 reviews) | |
Social Sharing | Based on 31 Ontraport reviews and verified by the G2 Product R&D team. Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions. | 81% (Based on 31 reviews) | |
Social Campaigns | Based on 25 Ontraport reviews and verified by the G2 Product R&D team. Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets. | 79% (Based on 25 reviews) | |
Social Media Engagement | Based on 25 Ontraport reviews and verified by the G2 Product R&D team. Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails. | 77% (Based on 25 reviews) | |
Social Media Advertising | Based on 27 Ontraport reviews and verified by the G2 Product R&D team. Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time | 75% (Based on 27 reviews) |
Content
Content Authoring | Drafting and publishing content is intuitive and non-technical. | Not enough data | |
Rich Text Editor | Formatting content is straight-forward and painless. | Not enough data | |
Versioning | Keep track of incrementally changing versions of the same content. | Not enough data | |
Plug-ins/Widgets/Apps | Available gadgets and modules suit the needs of your site and are easily incorperated onto the page. | Not enough data | |
Approval Process | Can easily institute an approval routing process between authors and editors. | Not enough data | |
Content Scheduling | Easily schedule content to be published at a certain time and in a certain order. | Not enough data | |
Asset Management | System allows the storage and management of rich media files. | Not enough data | |
Internal Search | Able to search your content based on keyword, metadata, tags, etc. | Not enough data | |
Content Repository | Content--both published and yet-to-be published--can be intuitively managed, edited, tagged, approved, and stored. | Not enough data | |
Email Integrations | Provides an email for users to field communication within their website builder too. | Not enough data | |
Content Management | Manages content such as blogs, marketing tools, newsletters, etc. | Not enough data | |
Permissions | Allows administrators to create role or password-based permissions to ensure users see only what they should see. | Not enough data | |
WordPress Tool | Website Builder | Not enough data |
Design
Breadth of Pre-Built Templates | The software provides a wide breadth of free or purchasable site templates that are attractive and suited to your webpages' needs. | Not enough data | |
Mobile | Effective mobile templates are available and easily customizable. | Not enough data | |
Branding/Themes | Consistent design elements across sites (including personalized brand components) unites webpages into a coherent online presence. | Not enough data | |
Customization | The visual appearance of webpages can be easily customized to fit your site’s needs. | Not enough data |
Customizations
Templates | Provides ready-made templates for simplified website creation. | Not enough data | |
Drag and Drop | Allows users to drag and drop items and content to customize their site's look. | Not enough data | |
HTML Input | Permits HTML-savvy administrators to input code to uniquely customize their website. | Not enough data | |
Domain Name | Offers customers the option to purchase a unique domain name. | Not enough data |
Growth
SEO | Provides insight into words that would increase search engine optimization. | Not enough data | |
Site Analytics | Gives users insight into unique pageviews, subscribers, location of viewers, etc. | Not enough data | |
Marketing Tools | Provides tools that aid in user marketing efforts. | Not enough data | |
E-Commerce | Allows users to turn their website into an online store by offering e-commerce capabilities. | Not enough data | |
Hosting | Hosts domains within the tool. | Not enough data |
Integrated Workflows
Task Management | Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. | Not enough data | |
Email Tracking/Automation | Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. | Not enough data | |
Calls and Voice | Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. | Not enough data | |
Other Outreach Options | Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. | Not enough data | |
CRM Integration | Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. | Not enough data | |
Calendar | Integrates with calendar software so users can seamlessly schedule calls. | Not enough data | |
Shared Records | Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. | Not enough data |
Repeatability and Reportability
Content Management | Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. | Not enough data | |
Workflow Management | Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. | Not enough data | |
Workflow Performance | Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. | Not enough data | |
Sales Coaching and Insights | Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. | Not enough data | |
Gamification | Provides gamifaction features to rank sales reps on performance | Not enough data |
Text Messaging
Bulk SMS | Enables users to send mass text message campaigns | Not enough data | |
Two-Way Text Messaging | Facilitates two-way text messaging to encourage consumer engagement and loyalty | Not enough data | |
Text Scheduler | Provides the ability to schedule single or bulk text messages to recipients on a specific date and time | Not enough data | |
Automatic Replies | Provides automatic text message replies to recipients | Not enough data | |
Automatic URL Shortening | Provides automatic URL shortening to use less characters via text | Not enough data | |
MMS Marketing | Sends out multimedia via text messages, such as coupons, pictures, and audio | Not enough data | |
Personalization | Offers features for personalizing text messages based on customer information or past behavior | Not enough data | |
Transactional SMS | Allows users to establish automated workflows and triggers to deliver transactional text messages | Not enough data |
Productivity Tools
Notes | Allows users to leave notes or comments on emails or relevant cases. | Not enough data | |
Internal Discussion | Provides a dedicated space or a thread feature that allows for long-form discussion. | Not enough data | |
Assignments and Tasks | Offer in-application assignment and task tracking functionality. | Not enough data | |
Workflows | Allows users to create and follow predetermined workflows attached to actions. | Not enough data | |
Templates | Allows users to create canned answers or templates for email responses. | Not enough data | |
Integrations | Integrates without outside software to provide additional functionality or pull information. | Not enough data | |
Tagging System | Provides a tagging system to allow users to sort emails by relevant subject. | Not enough data |
Analytics
Trends | Analyzes trends in email content and resolution. | Not enough data | |
Performance Tracking | Tracks performance and productivity of users inside the application. | Not enough data | |
Email Tracking | Tracks email analytics like emails opened, how long the email was opened for, etc. | Not enough data |
SMS Platform
Reporting | Provides pre-built or customizable performance reports | Not enough data | |
Automation | Automates tasks and features for added convenience | Not enough data | |
White Label | Offers a white labeling service for agencies or resellers to customize platform branding | Not enough data | |
Text-to-Landline | Text enables landline phones so users can receive text messages sent to an existing business number | Not enough data | |
Short Codes | Provides businesses with 5- to 6-digit short codes for running text marketing campaigns | Not enough data | |
API Integration | Facilitates the integration of text messaging into existing business applications through an SMS gateway API | Not enough data |
Order Management
Opportunities | Manage open opportunities for new or existing customers. | Not enough data | |
Order History | Track all open and closed orders by customer, or by product and plan. | Not enough data | |
Upsell & Cross-sell | Identify opportunities to upsell and cross sell based on product usage. | Not enough data | |
Renewals | Plans can be renewed automatically or manually, when changes are required. | Not enough data |
Products & Plans
Packages | Track the financial performance of various types of packages. | Not enough data | |
Multi-part Deals | Create deals that combine multiple products and plans, with differrent pricing | Not enough data | |
Plan Changes | Monitor plan changes such as upgrades and downgrades, or cancellations. | Not enough data | |
Bundles | Ability to group standard plans and products to create bundles | Not enough data |
Pricing
Standard Price | Assign standard monthly and yearly prices to products, plans, and packages | Not enough data | |
Discounts | Define standard and custom discounts that can be applied to one or more products and plans | Not enough data | |
Optimization | Analyze pricing data to identify opportunities to improve prices. | Not enough data |
Revenue Management
Automation | Ability to create and send invoices automatically at predefined or custom frequencies. | Not enough data | |
Consolidation | Consolidate invoices so customers can make one payment for multiple bills. | Not enough data | |
Adjustments | Adjust invoices to handle exceptions and correct errors. | Not enough data | |
Billing Types | Provide the option to combine recurring, one-time, and usage based billing | Not enough data |
Page Customization
Drag and Drop | Based on 37 Ontraport reviews and verified by the G2 Product R&D team. Allows users to drag and drop items and content to customize their site's look. | 89% (Based on 37 reviews) | |
Templates | Based on 42 Ontraport reviews and verified by the G2 Product R&D team. Provides ready-made templates for simplified landing page creation. | 87% (Based on 42 reviews) | |
Advanced Customization | Based on 31 Ontraport reviews and verified by the G2 Product R&D team. Allows users to edit a page's HTML or CSS code, or add custom code. | 86% (Based on 31 reviews) | |
Content Library | Based on 32 Ontraport reviews and verified by the G2 Product R&D team. Allows users to upload and manage content such as photos, videos, and audio. | 83% (Based on 32 reviews) |
Page Optimization
A/B Testing | Based on 22 Ontraport reviews and verified by the G2 Product R&D team. Enables users to test changes to a page by administering the change to a portion of visitors and measuring conversion. | 89% (Based on 22 reviews) | |
Mobile Responsive | Based on 26 Ontraport reviews. Creates mobile responsive pages for optimized viewing on mobile devices. | 88% (Based on 26 reviews) | |
Web Analytics | As reported in 29 Ontraport reviews. Gives users insight into unique pageviews, conversions, visitor location and device type, etc. | 86% (Based on 29 reviews) | |
SEO | Based on 22 Ontraport reviews. Optimizes content to increase search engine result rankings. | 83% (Based on 22 reviews) |
Integrations
E-Commerce Integration | Based on 24 Ontraport reviews. Integrates with e-commerce platforms. | 92% (Based on 24 reviews) | |
Email Marketing Integration | Based on 40 Ontraport reviews and verified by the G2 Product R&D team. Integrates with email marketing providers to share captured lead data. | 93% (Based on 40 reviews) | |
Domain Integration | Based on 35 Ontraport reviews and verified by the G2 Product R&D team. Allows companies to connect landing pages to their existing domain. | 91% (Based on 35 reviews) |
AI and Automation
Lead Prioritization | Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. | Not enough data | |
Lead Scoring | Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage | Not enough data | |
Best Time of Day Scheduling | Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations | Not enough data | |
Buyer Intelligence | Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. | Not enough data | |
Machine Learning | See feature definition | Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers
based on historical buyer behavior. | Not enough data |
Support
Customer Support | Customer Support | Not enough data |
Customization
Custom Fields | Allows users to add custom fields to forms that aren't already on the templates 21 reviewers of Ontraport have provided feedback on this feature. | 87% (Based on 21 reviews) | |
Conditional Logic | Enables forms to hide or show certain fields based on respondents' answers 17 reviewers of Ontraport have provided feedback on this feature. | 85% (Based on 17 reviews) | |
Multi-page Forms | Based on 15 Ontraport reviews. Allows users to create forms with more than one page | 89% (Based on 15 reviews) | |
Design | Based on 21 Ontraport reviews. Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) | 82% (Based on 21 reviews) |
Additional Functionality
Embedded Forms | Based on 21 Ontraport reviews. Enables forms to be embedded onto a website without having to create code from scratch | 84% (Based on 21 reviews) | |
Offline Capability | As reported in 10 Ontraport reviews. Can used without an internet connection | 65% (Based on 10 reviews) | |
Notifications | Based on 12 Ontraport reviews. Sends notifications when a completed form is recieved | 90% (Based on 12 reviews) | |
Payments | As reported in 17 Ontraport reviews. Contains integrations with payment processors, enabling users to accept payments through forms | 88% (Based on 17 reviews) | |
Mobile Forms | Based on 17 Ontraport reviews. Allows users to build, distribute and access forms from a mobile device | 86% (Based on 17 reviews) |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. This feature was mentioned in 11 Ontraport reviews. | 86% (Based on 11 reviews) | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data |
