--- title: Ontraport Reviews meta_title: 'Ontraport Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 254 reviews by the users' company size, role or industry to find out how Ontraport works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 254 scale: '5' date_modified: '2026-07-20' parent_category: name: Marketing url: https://www.g2.com/categories/marketing --- # Ontraport Reviews **Vendor:** Ontraport **Category:** [Marketing Automation Software](https://www.g2.com/categories/marketing-automation) **Average Rating:** 4.5/5.0 **Total Reviews:** 254 ## About Ontraport Ontraport is a CRM and marketing automation platform designed for small and mid-sized businesses that need to manage contacts, automate marketing and sales, process payments, and build web experiences from a single system. Unlike point solutions that require businesses to integrate multiple tools, Ontraport centralizes customer data, marketing automation, sales pipelines, payment processing, and website management in one shared database. This unified architecture allows teams to create connected workflows across every stage of the customer lifecycle without relying on third-party integrations or custom development. Ontraport is built for operations, marketing, and sales teams at established businesses that have outgrown entry-level tools but want an alternative to complex, high-cost enterprise platforms. Core features and capabilities: • CRM and contact management — a single shared customer record with unified contact history, segmentation, lead scoring, and visual sales pipelines • Marketing automation — multi-channel automation across email and SMS, with behavioral triggers, lead routing, and attribution reporting • Payments and ecommerce — order forms, upsells, subscriptions, declined transaction recovery, and a customer billing center • Dynamic CMS — no-code tools for building websites, landing pages, membership sites, online courses, and customer portals • Shared inbox — centralized customer communications across channels for support and sales teams • AI Assistant — runs inside automations with access to unified customer data to segment contacts, personalize messaging, and route communications automatically • Reporting and analytics — campaign performance tracking, revenue attribution, and contact-level activity history Ontraport integrates with third-party tools via API and Zapier and supports custom development through an open API. The platform is web-based and includes a mobile app for iOS and Android. Founded in 2006 and headquartered in California, Ontraport serves thousands of businesses across more than 60 countries. ## Ontraport Pros & Cons **What users like:** - Users rave about the **amazing customer support** at Ontraport, appreciating prompt assistance and knowledgeable agents. (10 reviews) - Users love the **amazing customer support** from Ontraport, highlighting quick, knowledgeable assistance for their needs. (8 reviews) - Users greatly appreciate the **exceptional customer support** of Ontraport, highlighting responsive and knowledgeable agents to assist them. (5 reviews) - Users find Ontraport **very user friendly and intuitive** , making it easy to navigate and utilize its features effectively. (5 reviews) - Users value the **powerful automation** and contact management features of Ontraport, streamlining their business processes effectively. (4 reviews) - Users value the **automated emailing system** of Ontraport, facilitating collaboration and efficient communication with ease. (4 reviews) - Automation (3 reviews) - Users love the **flexible automation features** of Ontraport, enabling personalized interactions with leads and clients. (3 reviews) - Automation Efficiency (2 reviews) - Automations (2 reviews) **What users dislike:** - Users find the **steep learning curve** challenging, requiring time and support to fully understand the system. (6 reviews) - Users find the **interface not intuitive** , leading to a steep learning curve that can be overwhelming for beginners. (4 reviews) - Users report **poor customer support** , particularly regarding refunds and a rigid policy that prioritizes rules over relationships. (3 reviews) - Users find Ontraport's **no refund policy** frustrating, especially concerning charges for unused and dormant accounts. (2 reviews) - Users find **contact management confusing** , especially with automatic billing and using triggers to group contacts effectively. (2 reviews) - Expensive (2 reviews) - Users feel there are **missing features** in Ontraport that hinder a complete experience, despite the platform's potential. (2 reviews) - Overwhelming (2 reviews) - Payment Issues (2 reviews) - Pricing Issues (2 reviews) ## Ontraport Reviews ### 1. Ontraport Makes Building Pages and Sequences Easy for Small Businesses **Rating:** 4.0/5.0 stars **Reviewed by:** Leah H. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2026 **What do you like best about Ontraport?** Ease of building pages and sequences. I've used other automation and CRM softwares in the past that are almost impossible to work without formal training. Ontraport is much more user-friendly for the small business owner or anyone who has used a CRM or simple email responder in the past. **What do you dislike about Ontraport?** Not as easy to integrate as other softwares out there without using paid plugins and when connections are broken it's not as easy to reconnect - in my experience. I also don't like that it does not connect with Square, as one of the premier merchant services this is a detriment if one wants to build sales pages and connect with Square. Stripe is an inferior merchant service in my opinion and to only connect with them or Paypal has cause issues in deployment with some of my customers. **What problems is Ontraport solving and how is that benefiting you?** I like the simple CRM and landing pages that I can publish within minutes for sales pages or one-off sales items and easily add automation instead of it being a 6 week build as I had to do in the past. The CRM part has a great dashboard, I do think for small business it is a great solution. ### 2. Ontraport Delivers: Flexible Custom Objects and Powerful, Scalable Automation **Rating:** 4.5/5.0 stars **Reviewed by:** Ben J. | Founder & Director, Design, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Ontraport?** Forms are one of the most underrated parts of Ontraport. You can build one and it just works, without fighting CSS or worrying about third-party plugin conflicts the way you often do with a lot of WordPress form tools. Custom objects have been a game-changer for client work as well; they give me the flexibility to model a business’s real data structure instead of forcing everything into a generic contact/deal schema. That matters a lot when clients have unusual sales processes or need to track things beyond standard CRM fields. The automation builder is also powerful enough to handle genuinely complex workflows—multi-step campaigns, conditional logic, lead scoring—without needing custom code. That lets me build sophisticated systems for clients quickly, and then maintain them without relying on a large dev team. Cost-effectiveness as clients scale is another major advantage. Rather than clients outgrowing the platform and facing a painful migration once they hit a certain size, Ontraport tends to grow with them, which saves everyone the cost and disruption of switching systems later. Support has been genuinely helpful too. When I’ve needed to escalate something technical, I’ve gotten real answers instead of being bounced around a ticket queue. **What do you dislike about Ontraport?** One area I’d like to see improved is the lack of a true decision diamond (branching) element in the automation builder. It’s definitely workable to recreate branching logic with conditions, but it ends up requiring more steps than a native decision point would. For smaller automations this isn’t a big deal, but as automations get larger and more complex, those extra steps add up, and navigating or troubleshooting a big workflow can become unwieldy compared to platforms that offer cleaner visual branching. Also, as the number of tags grows across an account, it becomes increasingly difficult to keep everything organised. Stronger tools for searching, grouping, and cleaning up unused tags would make a noticeable difference. **What problems is Ontraport solving and how is that benefiting you?** For my clients, Ontraport solves the fragmentation that comes from stitching together separate tools for CRM, email marketing, landing pages, booking calendars, forms, and transactions. Rather than juggling half a dozen subscriptions held together by brittle Zapier connections (each one a potential point of failure), everything sits in a single system with native integration. That means fewer moving parts to break, less time spent tracking down why a lead didn’t sync properly, and a much clearer view of the customer journey because all the data lives in one place. For my consultancy specifically, this directly translates into being able to deliver more sophisticated outcomes for clients without needing a large team. The automation builder and custom objects let me build systems that would otherwise require custom development, keeping projects cost-effective for SME clients while still addressing genuinely complex business needs—things like multi-step lead nurture, lead scoring, and CRM logic tailored to a client’s actual sales process instead of a generic template. This consolidation also makes ongoing maintenance and account audits far more manageable. When something needs fixing, I’m troubleshooting one system instead of chasing down which of five disconnected tools is causing the issue. ### 3. Ontraport: A True One-Stop Business Partner for Clients, Classes, Payments, and Web Updates **Rating:** 5.0/5.0 stars **Reviewed by:** Amy T. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2026 **What do you like best about Ontraport?** I am able to easily track my clients, set up classes, take payments, and change my website on my own. I have an ontraport specialist who helps me when I need deeper design/capabilities and he understands the intricacies and capabilities of Ontraport. It is my one-stop business partner **What do you dislike about Ontraport?** The one thing I wish were a bit more robust or easy to use would be the "email" or newsletter function. Since my CMS is here, I would love to be able to design intricate emails like in Constant Contact without having to use an outside design tool and then import as an html file. I am not able t use some of the fun gamification plug-ins that come with the Stripo tool I use as they do not work with Ontraport **What problems is Ontraport solving and how is that benefiting you?** The main thing I built was a reporting function. Each month, I prepare detailed astrological reports for my clients, and I was trying to figure out how to make the whole process easier and more seamless. Ontraport made that possible. My tech team built a system that personalizes each report based on the information I enter. It’s saving me at least 8–10 hours a month and has really reduced my stress levels. ### 4. Transformative Power, Innovation and Support from Ontraport **Rating:** 5.0/5.0 stars **Reviewed by:** Rebecca C. | Senior Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about Ontraport?** I find Ontraport to be a life-changer for both us and our clients. It does everything we need, from building what we envision to cutting down manual work significantly. I love how easy it is to create beautiful webpages and collect information through forms. The powerful automation features elevate our productivity, and the dynamic CMS offers a whole new layer of power for creating portals, web apps, and dynamic websites. The Ontraport support team is incredible, always happy to help with even the most complex questions and scenarios. I also appreciate that the platform is easy to use while continually innovating and releasing new functionalities. Their commitment to improvement is a strong point, with innovations like Dynamic CMS and the AI MCP layer changing how we work. **What do you dislike about Ontraport?** I'd love native show/hide conditions on pages for custom object form data. Right now we hard code, or find other workarounds. But honestly, it's such a minor thing. **What problems is Ontraport solving and how is that benefiting you?** Ontraport has transformed our operations by reducing manual work, enabling easy creation of beautiful webpages and forms, and offering powerful automations. The Dynamic CMS allows us to build portals and dynamic websites, adding a new layer of functionality. ### 5. Ontraport’s Robust CRM Automation with the API Flexibility I Needed **Rating:** 5.0/5.0 stars **Reviewed by:** Etienne C. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about Ontraport?** It's a pretty robust contacts database and automation system, with solid features to adapt to any needs. While they moved on to full UX features, I scaled back to the basic features as I code my own systems and integrate via API. I actually tried replacing Ontraport with some of their competitors. The others looked good on paper but lacked critical features, lacked decent API support, or where overly fragmented. After looking all around, I I decided Ontraport was best. I re-created a clean account with cheaper plan and cleaned up all my systems. **What do you dislike about Ontraport?** For many years, I had a grand-father pricing which ended up costing me a lot more than I should; but since migrated into a new cheaper account scaled for my needs. API had some weird quirks but I developed Ontraport.NET library to access the API which hides all those quirks. Other than that, it's mostly minor issues that got solved over time. Ontraport grew into a pretty robust platform. Certain things require slight work-around but I never stay stuck. **What problems is Ontraport solving and how is that benefiting you?** Managing contacts, automations, sales history and emails. Even if someone develops their own system, contacts, automations and emails may be better delegated to a system like Ontraport. ### 6. Integrated Solution with Stellar Customer Support **Rating:** 4.0/5.0 stars **Reviewed by:** Christina M. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about Ontraport?** I love Ontraport's customer service, especially their chat, which is available often and always gives me what I need. I'm really grateful for how everything is integrated, allowing me to send newsletters, build web pages, lead pages, and shopping carts. Everything interacts with lots of automation. The customer service has great hours, and whenever I get stuck, I can reach out for immediate help that's easy to follow. It's really helpful in keeping my business moving. I've been a grateful user for over thirteen years. **What do you dislike about Ontraport?** I think building the pages, the web pages, could be a little bit more intuitive. And a little bit more user friendly. **What problems is Ontraport solving and how is that benefiting you?** I use Ontraport to build shopping cart pages, send newsletters, and create web and lead pages. Everything is integrated with lots of automation, and their customer service is super helpful, keeping my business moving smoothly. ### 7. Great Integrations, Thorough Help Library, and Extremely Helpful Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Owner / Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Ontraport?** It just works for what I need in my business. The integrations are great, the help library covers every subject I’ve needed, and if I’m still stuck, the support team is extremely helpful as well. **What do you dislike about Ontraport?** As it's so useful, it can take a while to get used to getting the hang of it all, especially the site builder - and can be a little 'clunky' - but again the help and support available makes it all possible to use, even if you're not a technical person. **What problems is Ontraport solving and how is that benefiting you?** Automations from lead generation to sales and follow ups. I was recommended this software to use within my business and I can see why. It just make things so much easier to manage and handle. ### 8. Robust CRM with Stellar Automation and Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Michael N. | C, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Ontraport?** I use Ontraport as my CRM to manage my massively growing email list and all of our members for my company, Infinite Leads. I love its dynamic CMS platform that lets us build pages on the fly and change them instantly, which our members adore. It's also the only CRM I know of that has it, and that's pretty cool. The automation sequences are really user-friendly, allowing you to see what's going to happen and put in forks in the process with multiple paths, which is why it's my favorite among automations. Another major plus is that Ontraport covers so many bases all together and does it well. It's amazing that it includes affiliate tracking systems, probably one of the best I've seen. I also really love the integration aspects, especially with webhooks and AI tools like Claude for running reports quickly. The initial setup was a breeze, and I enjoy how it has grown with my business. I also appreciate their support team, who quickly solve any little glitches I run into. **What do you dislike about Ontraport?** There are a few things around Ontraport that could maybe be a little bit better. As someone who considers myself an ultra high level user, I go well beyond the basics that most people would operate at, and sometimes I run into little glitches, especially in the operation of the system where it may miss a certain element in an automation. However, there are always workarounds and a way to tackle these issues, and the support team is great at solving problems quickly. **What problems is Ontraport solving and how is that benefiting you?** I use Ontraport for managing my CRM and email lists, building dynamic CMS pages, and creating user-friendly automation sequences. Its integration capabilities streamline my business processes by connecting with other tools efficiently, which makes it a game changer for my business. ### 9. I actually look forward to calling their support line! **Rating:** 5.0/5.0 stars **Reviewed by:** carole c. | Founder & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about Ontraport?** Honestly? Their customer service is beyond compare. The staff are beyond friendly, incredibly competent, and an absolute delight. It's the only business I work with where I look forward to calling to get help. **What do you dislike about Ontraport?** I have made referrals in the past and have mixed messages about how to get compensated for those referrals. So far, no money. It's been disappointing. **What problems is Ontraport solving and how is that benefiting you?** Using Ontraport means I'm not zapping a bunch of other softwares together to make a functional business. Individual software platforms might be cheaper overall, but the peace of mind I get and the time I save is more than worth the cost. ### 10. Ontraport: Powerful All-in-One CRM That Covers Our Business Needs **Rating:** 4.0/5.0 stars **Reviewed by:** Carly S. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2026 **What do you like best about Ontraport?** I like Ontraport's ability to be an all in one CRM, managing a lot of my business's needs and requirements under one roof. **What do you dislike about Ontraport?** There are times when (due to its complexity), things can be cumbersome and hard to manage/not very intuitive to follow in terms of a UX. A high degree of knowledge is often required. But ontraport's help desk are great at helping out. **What problems is Ontraport solving and how is that benefiting you?** Managing my customer relationships, hosting my landing and checkout pages and using automations to send emails automatically when people sign up to a program or buy my products. ### 11. Impressive All-in-One Functionality That Keeps Getting Better **Rating:** 4.5/5.0 stars **Reviewed by:** Ramon I. | Systems Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about Ontraport?** The amount of functionality you get in a single piece of software is impressive. And if you ever think of a feature that’s missing, you can be confident it will show up soon, because the production team is always improving and adding to the product. Overall, it feels like you consistently get more for your buck. **What do you dislike about Ontraport?** Some missing third-party integrations, but as I say, if is not there today, you know that it will be available in the near future. **What problems is Ontraport solving and how is that benefiting you?** Automating my whole business, from the marketing to the operations. ### 12. Ontraport Keeps Evolving—With Support That’s Been There When We Needed It **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about Ontraport?** Ontraport is constantly developing and improving. It doesn’t feel like a one-and-done piece of software; it keeps evolving as our needs evolve, growing right alongside us as users. One feature that drew me to Ontraport 6 years ago were the Australian friendly support hours. The support team have helped me out many, many, many times - giving solutions to my problems and offering help when I needed it. **What do you dislike about Ontraport?** Support hours were recently reduced which cut back the times available in Australian business hours. That's about it - I love everything else. **What problems is Ontraport solving and how is that benefiting you?** As a not-for-profit with a basic tech stack, Ontraport has allowed our organisation to centralise our customer database, sell membership sites, integrate with Wordpress for our LMS subscriptions, manage donations, sell event tickets and host multiple different websites. ### 13. All-in-One CRM, Marketing, and Payments With Powerful Customization **Rating:** 5.0/5.0 stars **Reviewed by:** Justin F. | Founder, Director and Head Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about Ontraport?** The level in which you can customise everything and the fact that it contains just about everything I need for CRM, marketing, payments, etc in one membership. **What do you dislike about Ontraport?** The customisation can make setting some things up slower than other options, but once you template and get a hang of it, the customisation is worth it. Also sometimes the automation and website builders can stop responding and occasionally I have lost unsaved work. **What problems is Ontraport solving and how is that benefiting you?** Keeping everything in one system avoiding multiple subscriptions and fragmented software. ### 14. Powerful Automation for Complex Marketing and Course Workflows **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in E-Learning | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2026 **What do you like best about Ontraport?** Ontraport is a powerful automation tool, especially when running complex marketing and course automations. **What do you dislike about Ontraport?** The cost. For so few contacts (sub 2500), Ontraport is super expensive compared to other CRM solutions, especially now AI has come along and disrupted the market. Some of the issue is that there's a whole lot of functionality we don't need, and a small, deep pocket of course automation that we do. **What problems is Ontraport solving and how is that benefiting you?** Ontraport enables our self-sufficient online LMS to work seamlessly, giving students a professional impression and reassuring experience. It enables our 2-person team to achieve more than the sum of us, with behavioural-based automations for students and mailing list subscribers. ### 15. Endless Possibilities Backed by Excellent Customer Service **Rating:** 4.5/5.0 stars **Reviewed by:** Ephraim M. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about Ontraport?** Depth of possibilities, so much can happen here! Excellent customer service. **What do you dislike about Ontraport?** Can get a little complicated when trying to get everything right. I get lost sometimes, and it takes time to find my way. **What problems is Ontraport solving and how is that benefiting you?** Replaces multiple other accounts I would need to have. I love having it all in one place. And, the depth of options means I can do almost anything I dream up. ### 16. Perfect tool for the solopreneur who wants to grow a scalable business. **Rating:** 4.0/5.0 stars **Reviewed by:** Penny C. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Ontraport?** It’s all in one and can organize by systems **What do you dislike about Ontraport?** It’s so massive as a small business it’s hard to know where to start. And ontraport videos don’t cover all the little quirks. They should have a downloadable checklist for example building an automation for reminders. What to do with the hidden settings and what keeps contacts from getting stuck. **What problems is Ontraport solving and how is that benefiting you?** Everything is in one spot. ### 17. More than a CRM - helping us manage a community of nurses and healthcare organisations **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about Ontraport?** I love that Ontraport is very technically capable and constantly surprises me with its level of capability. I'm always learning more about it, which keeps things interesting. What I appreciate most, though, is the community of people with expertise in using it. There's a lot of available knowledge out there, which is great for support. **What do you dislike about Ontraport?** It's taken me a long time to figure out how to use it properly. So we initially engaged a consultant to build our system. We had a consultant to help us build the system but if anything, we overengineered it. When we probably could have just kept it a little bit more simple. **What problems is Ontraport solving and how is that benefiting you?** Ontraport automates marketing and stores records, making us agile in communicating with our audience. We use it for our app Help Centre, Incident Management, onboarding automations and more. ### 18. Ontraport’s Automations and Workflows Are Unmatched **Rating:** 4.5/5.0 stars **Reviewed by:** Brooke E. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about Ontraport?** I love the automations and the workflows. I've tried a lot of different CRMs and you can do so much more with Ontraport than you can with any of the other ones out there that I've tried. **What do you dislike about Ontraport?** The dashboards and reporting. I have had to build my own. **What problems is Ontraport solving and how is that benefiting you?** Tracking clients, emails, automations,et.c ### 19. All-in-One Platform That Simplifies Everything **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2026 **What do you like best about Ontraport?** It’s an all-in-one platform, so I don’t have to use multiple options. If something breaks, there’s only one place to look, instead of trying to track down where something failed. **What do you dislike about Ontraport?** If you’re a smaller team and don’t need all the features, it can sometimes feel expensive for what you actually use. **What problems is Ontraport solving and how is that benefiting you?** It’s really user-friendly. I’ve used OP since 2016, and I’ve seen how much it has evolved and grown over that time. It continues to add new features and options that make my process easier. ### 20. Easy to Use, Feature-Rich, and Backed by Top-Notch Support **Rating:** 5.0/5.0 stars **Reviewed by:** Jen K. | Practice Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** March 16, 2026 **What do you like best about Ontraport?** Ontraport is very easy to use and has a lot of features. The customer support is top notch. There are multiple ways to get support and they stay with you until things are finished and ready to go. **What do you dislike about Ontraport?** My FAQ page is a bit bulky, but they are working on ways to make things better all the time. **What problems is Ontraport solving and how is that benefiting you?** It is doing my marketing for me. I can gather potential client and clinician information and sort it in many different ways. People can sign up and it does everything for me from there until I make contact with them through a discovery call. I love it! **Official Response from Lindsay Elswick:** > Hi Jen, this made our day - thank you! It's great to hear that the automation is handling your marketing end-to-end, from capturing potential client and clinician information all the way through to your discovery call workflow. That's exactly what Ontraport is built for. We're always working to improve, so feedback like this helps. Thanks for taking the time to share it. - Ontraport ### 21. Well-Organized CRM With Feature-Rich Pages **Rating:** 4.0/5.0 stars **Reviewed by:** JFO . | Destiny Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about Ontraport?** The way the CRM is organized and all of the features you can use like pages! **What do you dislike about Ontraport?** Campaigns feel a bit overwhelming and sometimes the formatting in pages is frustrating **What problems is Ontraport solving and how is that benefiting you?** I can manage my contacts, pages and funnels all in one place ### 22. Ontraport’s Customizable CRM Layout Makes Work Easier for Everyone **Rating:** 5.0/5.0 stars **Reviewed by:** Ramsey C. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Ontraport?** Ontraport is a great CRM. I’ve tried and used many, and I really like the layout and the way I can customize my view. My employees can customize their views as well, which makes it easier for everyone to work the way they prefer. **What do you dislike about Ontraport?** The cost is high compared to other comparable software's **What problems is Ontraport solving and how is that benefiting you?** Automation for billing, emails, and texts to clients. it saves our company a lot of time. ### 23. Excellent Customer Service for Easy Setup **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 11, 2026 **What do you like best about Ontraport?** I appreciate Ontraport for helping me email a mass list and manage my pages effectively. The customer service is really great, particularly when I need support with technical issues, creating pages, and managing my pages. I'm able to use Ontraport to schedule emails to my list. Setting it up was very easy, especially with the help of the representative who assisted me in managing and setting up pages. **What do you dislike about Ontraport?** Management of streamlining the pages can be a bit harder to navigate. **What problems is Ontraport solving and how is that benefiting you?** I use Ontraport to manage my health consulting business by emailing a mass list and scheduling. It helps me create and manage pages with great customer service support. ### 24. 24/7 Support and Easy to Use Once You Get the Hang of It **Rating:** 5.0/5.0 stars **Reviewed by:** Kayleena K. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about Ontraport?** 24/7 help and support. Once you understand it, it’s easy to use. **What do you dislike about Ontraport?** It’s hard to understand how things work and how to use it **What problems is Ontraport solving and how is that benefiting you?** Tracking leads, getting people to my pages, supporting my pages ### 25. Easy-to-Use UI/UX That Creates a Clear Source of Truth **Rating:** 4.0/5.0 stars **Reviewed by:** Keyonna T. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about Ontraport?** I love the UI/UX it's easy to flow and create a source of truth. **What do you dislike about Ontraport?** Limited in integrations such as DocuSign **What problems is Ontraport solving and how is that benefiting you?** A unified approach to the client relationship management and opportunities. ### 26. Usable, Accessible Database—But Email Scheduling Needs a Unified View **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2026 **What do you like best about Ontraport?** The database is very usable and accessible **What do you dislike about Ontraport?** It’s hard to see what emails are scheduled for when- I wish this existed in some unified central place. **What problems is Ontraport solving and how is that benefiting you?** It helps me to know and track product sales alongside other user activity alongside client, communication and marketing. I like that this is all in one place. ### 27. Seamless Membership Site That’s Improving Our Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Isabelle P. | Client Success & Operations Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** March 25, 2026 **What do you like best about Ontraport?** The software is great and works well. I love the membership site and how easy and seamless it was to put together. We are moving from Google Drive to this membership site and this will really improve our workflows. **What do you dislike about Ontraport?** There is nothing that we dislike about Ontraport so far! **What problems is Ontraport solving and how is that benefiting you?** Ontraport is helping to reduce workload with the automations feature and keep things cleaner for our membership participants. **Official Response from Lindsay Elswick:** > Hi Isabelle, really glad the build process felt seamless! Moving from Google Drive to a membership site is a big workflow upgrade - thanks for sharing how it's going. - Ontraport ### 28. Powerful Campaigns, but UI Needs Simplifying **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2026 **What do you like best about Ontraport?** I love Ontraport for its ability to create complex campaigns and market to very specific targeted people in my audience. I also like that the initial setup was fairly simple and they offer a dedicated onboarding call with clients. **What do you dislike about Ontraport?** I feel like the user interface can be complex at times. Some areas are hidden or a little bit more difficult to navigate. It could be improved. **What problems is Ontraport solving and how is that benefiting you?** I use Ontraport for email marketing, landing pages, courses and opt-ins to drive business. ### 29. Easy to Learn, Amazing Tool with Fabulous Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about Ontraport?** Even for someone like me who is not particularly "tech savvy" I have learned how to use this amazing tool to help me with my business. The customer service has been fabulous and I've been helped by so many kind, caring professionals. **What do you dislike about Ontraport?** There are so many different options of things I COULD use that I can get overwhelmed at times. **What problems is Ontraport solving and how is that benefiting you?** It makes communicating with my clients SUPER easy and it makes selling to my clients super easy. ### 30. Flexible and powerful platform **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User **Reviewed Date:** July 09, 2026 **What do you like best about Ontraport?** I like Ontraport for its flexibility and their amazing customer support. **What do you dislike about Ontraport?** It can be extremely expensive and complex and can take a while to learn. You do get what you pay for though! **What problems is Ontraport solving and how is that benefiting you?** I use Ontraport as a central place for keeping all of our customer data, resource library, website and integrating it, which helps in organizing our business and with marketing. ### 31. All-in-One Workflow, Automations, and Payments in One System **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Ontraport?** It basically has all my workflow and automations in one system as well as payment. **What do you dislike about Ontraport?** It’s a little old school and clunky. It also has some outdated features that need help like making forms easier. **What problems is Ontraport solving and how is that benefiting you?** It hosts multiple landing pages and directs traffic through webinars. ### 32. Database and Sales in One Platform, with Easy Reporting **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Ontraport?** Database and sales in one platform. Easy to pull reports **What do you dislike about Ontraport?** Email templates limited. Not integrated with seamless. Zapper too complicated to connect. Always goes out. **What problems is Ontraport solving and how is that benefiting you?** Managingvpurcdatsbase and prospect list and seeing what people are doing ### 33. Rigid, Unhelpful Response to a Clear Accidental Renewal on Unused Account **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** August 07, 2025 **What do you like best about Ontraport?** When we first used Ontraport, I appreciated that their tech support team included a few responsive and knowledgeable agents who were able to walk me through setup questions. The platform had some promising features for automation and CRM, though they weren’t fully optimized for our nonprofit’s needs at the time. **What do you dislike about Ontraport?** Their rigid “no refund” policy is applied with no exceptions — even for an unused annual renewal on a dormant account. In our case, a $792 renewal went through on an expired card, was re-billed after updating payment info, and we caught it exactly 30 days later. Despite zero usage for months, Ontraport refused to issue a refund. This “policy over customer relationship” approach, especially toward a 501(c)(3) nonprofit, makes it hard to recommend them. **What problems is Ontraport solving and how is that benefiting you?** We had hoped to build our sales funnels for online education programs with Ontraport. While the platform offered some automation tools, several features we needed were still incomplete or not functioning as expected — such as time zone integrations for scheduling when traveling, conditional logic surveys, and smoother integration with online education platforms. In the end, these limitations, combined with poor customer service and a rigid no-refund stance on an accidental unused renewal, meant Ontraport created more challenges for our organization than it solved. **Official Response from Lindsay Elswick:** > Thank you for taking the time to share your experience. We understand this situation was frustrating, and we're sorry to hear it left a negative impression. Our renewal and refund policies are applied consistently across all accounts to ensure fairness, and we stand behind them - though we recognize that doesn't make it easier when the outcome isn't what you hoped for. We appreciate your candid feedback and wish your organization well. ### 34. Powerful, but too bulky for billing-focused businesses **Rating:** 2.0/5.0 stars **Reviewed by:** JuanCo B. | Director of Business Inteligence, Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2025 **What do you like best about Ontraport?** All-in-one toolbox — great if you want CRM, email, and automation in one place without stitching tools together. **What do you dislike about Ontraport?** Too many layers — billing feels buried under marketing fluff. Stripe is cleaner and faster for payment flows. **What problems is Ontraport solving and how is that benefiting you?** Ontraport helps us automate recurring billing without building it from scratch. It’s useful for managing subscriptions and sending receipts—but we’re only scratching the surface of what it offers. **Official Response from Lindsay Elswick:** > Hi JuanCo, thanks for the honest feedback. Earlier this year we rolled out a major upgrade to our Stripe integration that we think you'd appreciate. The Stripe Payment Element is a single drag-and-drop element you add to your order forms — once it's there, it automatically shows the best payment methods for each buyer, including Buy Now Pay Later options like Klarna and Affirm, Apple Pay and Google Pay. We also added Stripe Tax, which handles tax compliance automatically based on customer location, and Stripe Instant Payout so you can pull funds to your bank any time within 30 minutes. With these upgrades, billing is a lot more streamlined. If you'd like us to show you around the changes or help get you set up, you can book an account review call here: https://ontraport.com/account-review ### 35. Ontraport is an Amazing Company with a Top Notch Product. **Rating:** 5.0/5.0 stars **Reviewed by:** Susan A. L. | IAC Clinician, Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2025 **What do you like best about Ontraport?** Amazing support, several great options for landing pages and a ton of information about how to get things right. **What do you dislike about Ontraport?** Nothing. - I signed up for an ontraport account and then got overwhelmed and cancelled it thinking there was something easier (I'm am not skilled at creating landing pages). This was the worse mistake I ever made and have gone back as there is no platform better for what I am trying to develop. Shoulda never left but this is how we learn right? **What problems is Ontraport solving and how is that benefiting you?** All-in-one platform building so I don't have to shell out tons of money. **Official Response from Lindsay Elswick:** > Hi Susan, welcome back - we're really glad you gave it another shot! It means a lot to hear that once you got back into Ontraport, everything clicked. That's what we're going for with all the support and resources we build out. Thanks for the kind words. - Ontraport ### 36. Very helpful support. Helped me immediately with my issues. **Rating:** 5.0/5.0 stars **Reviewed by:** Vlad B. | CSM, Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2025 **What do you like best about Ontraport?** Customer Support is amazing. Helped me with the issues immediately! **What do you dislike about Ontraport?** Nothing to object about Ontraport. Everything is good until now. **What problems is Ontraport solving and how is that benefiting you?** - **Official Response from Lindsay Elswick:** > Hi Vlad, really glad our support team could get things sorted out quickly for you! That's exactly the experience we aim for. Thanks for taking the time to share this. - Ontraport ### 37. New exciting Ecosystem - With killer support **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan W. | Owner & Trainer, Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2024 **What do you like best about Ontraport?** Everything is interconnected for me. There is really no indepth planning for a small business. There are wizards and systems to get most of it working. ONtraport Univeristy Videos to learn about the new way of thinking about your business process and client communication. I also must mention the tech support. I am sitting at a Dashboard stuck on where I need to do something and just reachout to support in a chat window and within minutes, I am off and running with a video of how to move pages to my domain in one fell swoop. I had been doing it all individually. Time saved. **What do you dislike about Ontraport?** It's really hard to wrap your head around the ecosystem and I have not had to bolt on any apps to meet a need. Weirdly my biggest complaint so far is that I feel like I am missing something becuase its too easy. There should have been more hoops. I think its just change management for my brain. **What problems is Ontraport solving and how is that benefiting you?** I had several apps bolted together to have a fairly basic site that got me leads for my business. Each change I wanted to make had its own challenges working with the others. Throw in Ai and its spending too much time on the digitial side of the business and not enough on the work. Each new solution was adding a new cost as well. **Official Response from Lindsay Elswick:** > Hi Jonathan, "it's too easy" might be our favorite piece of feedback yet :) Really glad Ontraport University and the support team helped it all click. Thanks for sharing -Ontraport ### 38. How often do you love a company MORE the longer you stay with them? **Rating:** 4.5/5.0 stars **Reviewed by:** Carole C. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2023 **What do you like best about Ontraport?** edited to add: i am fangirling their whole damn support team. they are dreamy. Ontraport impresses me for two reasons. First, OP is the first platform that has me believing that an all-in-one platform is a good choice. Over the past year I've looked at a number of CRMs, LMSs, and ESPs, and I didn't like any all-in-one options so I was prepared to stitch together different platforms to get the experience I'm after. But as I've explored OP during the trial period I can see its power for my future business - the business I'm building toward over the next year. I can totally see how putting these systems in place while the business is still smal will be very smart over the longer haul. I can see the way it will save me time. I can see the way I can more easily bring team-members on. It's very exciting. Second, their customer service is TO DIE FOR. My first call didn't go super well and I shared that feedback -- in the post-support survey and also with the person who recommended OP to me. Next thing I knew the SWAT team had swooped in, and everybody was on deck to make sure I was taken care of. I get extra TLC from a VP, a long call with an account exec, and very attentive support in the chat. They understood my questions, kept me focused on the most crucial things I needed to know to launch my membership, and helped me see what was possible and how to do it with my very short deadline. The people truly are extraordinary, and are 100% the reason I'm signing on as a new client. **What do you dislike about Ontraport?** The price -- with a caveat. I've been exploring membership sites and that's my primary use for OP right now. Given that, I wish it had a better entry price point, since I'm not looking for an all-in-one CRM/ESP/payment platform/course platform etc. That said, for its full power, I think OP is well-priced. And much to my surprise, the trial period has me thinking about how well OP will serve my future business. So I'm willing to pay more now with the hope that it's the right move longer-term. But it *is* more than I would pay if I were just choosing a membership platform. **What problems is Ontraport solving and how is that benefiting you?** I came to Ontraport to explore a membership platform. I really want a platform that has a community chat feature, which they don't all have. I also wanted a user-friendly design for my members. Other platforms I've looked at have had one but not both. Ontraport has them both. Add to that the simplicity of payment processing and integrations and I'm very happy with OP as a solution. Even more, it is simple to set up email automations and reminders within the membership, and now that I can do that I can imagine using it as my ESP and my CRM moving forward. So they're solving a problem I wasn't looking to solve because I had another solution...but OP's solution looks better. **Official Response from Alexandria Loza:** > Carole, thanks for taking the time out of your day to leave this very thorough review. Firstly, we're geeking out at the fact that you share our vision for software that grows WITH your business. Additionally, we're very happy to hear that you got the support you needed to launch your membership site on a tight deadline. We're constantly working to improve the app so we appreciate your feedback. Thanks for choosing Ontraport – we can't wait to see everything you accomplish. 👏 ### 39. Superb Support **Rating:** 5.0/5.0 stars **Reviewed by:** Elise P. | Psychotherapist, Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2024 **What do you like best about Ontraport?** I most like the support that Ontraport gives you. As I was buidling my first Membership site, they really held my hand and took me through it, helping me with my mistakes or queries. i especially like the videos they make that explain everything step by step in my site, so I can copy and learn within my own site. **What do you dislike about Ontraport?** For the amount of stuff it gives you there is nothing to disline. It's easy to use. **What problems is Ontraport solving and how is that benefiting you?** Ontraport helps me reach out to my clients and through their membership site allows me to help more people than when I'm working 1 on 1, so it' s very complementary to our practice. **Official Response from Lindsay Elswick:** > Hi Elise, so glad our team could be there as you built out your membership site. Helping more people beyond 1-on-1 work is such a great use case for a membership site. Thanks for sharing how it's working for your practice. - Ontraport ### 40. Great product, awesome customer service! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Ontraport?** Support has been amazing. Saif personally reached out to me when I needed help. The system itself is slick and easy to navigate with my business. Highly recommend! **What do you dislike about Ontraport?** I'm new to this type of system so it took some learning to figure a few things out but it didn't take long. **What problems is Ontraport solving and how is that benefiting you?** It gives an all in one platform to have my online marketing sites housed where I can also see data of how things are going with my marketing. ### 41. Best support chat I have experienced! **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley D. | Customer Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2024 **What do you like best about Ontraport?** Ontraport is flexible CRM perfect for communication "On Brand". What sets them appart for me what the support that they offer using their live chat - Simply Supurb. **What do you dislike about Ontraport?** Would be nice if numbers could be dialed from the Android app **What problems is Ontraport solving and how is that benefiting you?** Onbrand Lead Generation ### 42. Saif from Ontraport did an incredible job! **Rating:** 5.0/5.0 stars **Reviewed by:** Connor L. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2024 **What do you like best about Ontraport?** Easy to use and efficient CRM! Very user friendly and intuitive. **What do you dislike about Ontraport?** I don't like how I was automatically billed for increasing my contacts. **What problems is Ontraport solving and how is that benefiting you?** Automating messaging and user interactions. ### 43. One system for my online business **Rating:** 4.0/5.0 stars **Reviewed by:** Sam F. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2023 **What do you like best about Ontraport?** I have found the onboarding support to be super helpful, as I'm not a super techy person. Being able to walk through the set up to get a high level overview to correctly set things up to build upon was really helpful and time saving. I really like having all of my systems in one place. My online courses, membership site, sales pages, checkout pages, and email automations are all in ontraport. Pretty much hands off, once it's set up. **What do you dislike about Ontraport?** The support used to be amazing, but sometimes depending on who you get on the live chat, it's limited in how much they can advise you, especially when your systems get more complicated. **What problems is Ontraport solving and how is that benefiting you?** fully automating my online course membership site, from marketing, sales, and to fulfilment. ### 44. One Happy Customer! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2023 **What do you like best about Ontraport?** Ontraport is a highly flexible CRM and sales platform and the ease of implementation by way of the support teams onboarding skills was a massive part of my decision to choose this. Sure it's possible to nickel and dime your way through all of the various facets with a selection of alternate products but this is pretty much a one stop shop for all marketing teams of most sizes. It's pricey for small businesses but when your time is at a premium, for me it's a no brainer. Ontraport offer a support team which in my experience is absolutely second to none. The team are constantly working on feature enhancements and it's virtually unheard of to have senior management not only hanging out in a user group but actively responding to questions and queries. **What do you dislike about Ontraport?** It's a really highly customisable platform but the down side is that it can be difficult to find the specific item you're looking for. This has been offset somewhat by the huge Ontraport University funciton which has videos and guides for most things and also the top notch live chat and support team. **What problems is Ontraport solving and how is that benefiting you?** I host a variety of online courses on Ontraport and also have an automated sales funnel at the front end of this. It captures leads from my website (ontraform embedded) and I'm going to be looking at more of the deep sales funnel social media aspects which were released in recent months ### 45. Automations - customer support - amazing **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** February 05, 2024 **What do you like best about Ontraport?** The immediate customer support available is of very high level. All of my questions and queries when i run into problems are solved in an efficient and professional manner. The flexibility when creating automations is also great. I would reccomend Ontraport to others as i found the customer service, features and ease of use great. I use the system every day and love it. **What do you dislike about Ontraport?** Having customers only being able to opt-in to SMS comms by filling out an Ontraport form is diffcult as many of our event registrations come from Facebook lead forms and therefore when ending up in our database are not opted in to receive text messages. **What problems is Ontraport solving and how is that benefiting you?** Database Automations for marketing and comms ### 46. I love Ontraport- and their service **Rating:** 5.0/5.0 stars **Reviewed by:** Haley Lynn G. | Blogger, Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2023 **What do you like best about Ontraport?** I LOVE the customer support at Ontraport. In a world where other companies are impossible to get in touch with, and impossible to get customer support, I HIGHLY recommend Ontraport. Their customer support is outstanding, and the platform is solid, and works as it is intended to about 99% of the time. When it doesn't work exactly as I'd like it to- then well, I contact customer support, and they do a consistently phenomenal job of supporting me, even when I'm pretty sure they'd want ot pull their hair out, because I'm alwasy pushing the boundaries of what the service can do. **What do you dislike about Ontraport?** It is not for the faint of heart, and is not the simplest platform to use. The only thing that the solution does NOT have is a built in shopping cart, and built in contracts. I get around that by using other platforms, or integrating multiple platforms together. **What problems is Ontraport solving and how is that benefiting you?** It allows me to do lead management, lead capture, email management, and a ton of things within my business. I use it for landing pages, events, membership courses, and the list goes on. I generally buy and use endlessly the software that I purchase. **Official Response from Alexandria Loza:** > Haley, thanks for sharing your experience. We're happy to hear the app has been valuable for your business – we're constantly working to add new features and improve the app so we'll keep your feedback in mind. Thanks again! ### 47. Service is definitely their focus! **Rating:** 5.0/5.0 stars **Reviewed by:** Paul S. | Overhead Supervisor, Small-Business (50 or fewer emp.) **Reviewed Date:** August 27, 2023 **What do you like best about Ontraport?** The first thing that comes to mind when I think about Ontraport is there unwavering focus on service. They offer so much and are there to help you find what you need. There are so many features that are all housed in one place that all focus on your CRM needs. What's great about that is that it reduces the likelihood of breakdowns between services. On top of that, they have people and many resources to help you figure out ways to make even better use of their services. It really is incredible. And just to be certain, I'll mention the people again. At every level I have spoken with, I have been completely astonished with the level of focus every employee has had on serving the customer. It even translates into the dialogue you have with the service representatives. There is no sense of judgment for not knowing something. They are just looking for ways to help you succeed. I couldn't be more grateful. **What do you dislike about Ontraport?** I would have to stretch to find something to say about what I don't like. The only thing that comes to mind is a challenge in finding what services I want to use because there are so many. **What problems is Ontraport solving and how is that benefiting you?** Ontraport is helping me bring all of my tools together in one place for my clients' journeys. The setup they have makes things so easy to create what I need and figure out things I may have missed or have not thought of. There are even wizards to prompt you through setting up various functions and items. Ontraport is helping me tailor and optimize my clients' experiences. All while reducing the amount of time, effort, and figuring out that I need to invest. **Official Response from Alexandria Loza:** > Love to hear it Paul! Thanks for sharing your experience. 😎 ### 48. I LOOOOVE Ontraport! **Rating:** 5.0/5.0 stars **Reviewed by:** David C. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2024 **What do you like best about Ontraport?** You can customize a lot of things (fields, custom objects, automations...) The automations are very precise, you can do nearly everything The support team is fantastic and savvy **What do you dislike about Ontraport?** The translations in other languages are sometimes weird **What problems is Ontraport solving and how is that benefiting you?** You can automate everything, based on any conditions (field value, tags, URL visited...) ### 49. An incredible platform. The best I've used in 10+ years running my own businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2017 **What do you like best about Ontraport?** Ontraport is the best small business software out there, bar none. Flexible. Easy to use. Intuitive. And SUPER powerful. Since we've implemented Ontraport we have saved literally 0.8 of a staff member's time in admin and tasks (our previous platforms were SugarCRM). That's, like, $40,000 worth of saved time!!! I LOVE the fact that it is effectively an all-in-one solution that will be enough for pretty much any small to medium sized business. However, its potential is basically limitless if you need to do deep integrations with other systems too...so even the stuff where our business works 'out of the box' we are able to easily connect Ontraport to other platforms for highly specialised work. What else..... Their Customer Support are phenomenal. The best out there. They are online, like 18 hours per day (maybe a little less on weekends) and you can call, chat or email in....and actually get a real response, no matter how small the question. Their online Facebook community is like nothing I've ever seen too - responsive, supportive, funny... Ontraport's dynamic CMS has allowed us to build all sorts of interesting web experiences for our clients, technology that you'd usually pay a lot more for but it's at everyone's fingertips. Love how this platform is constantly innovating and improving. **What do you dislike about Ontraport?** The fact we can't do Postcards here in Australia is a bit of a pain, but that's related to an external integration (I'm guessing), so not really OPs fault. **Recommendations to others considering Ontraport:** This product will change your business BUT you have to spend enough time working on it. Set aside a couple of hours to work ON (not IN) your account each week and you will reap the rewards. **What problems is Ontraport solving and how is that benefiting you?** We have automated parts of our workflow that I didn't think were possible. We've integrated our marketing (e.g. Facebook ads) directly in with our client support (Ontraport's CRM features) so our business has become so much more streamlined. We've literally saved tens of thousands of dollars in staff time and have only been using it for about 9 months. ### 50. Take more money then authorized **Rating:** 0.5/5.0 stars **Reviewed by:** Frank D. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2023 **What do you like best about Ontraport?** Every now and then this company just takes however much money they want from your bank, if you don't do anything they have free money, if you contact them you have to wait a number of days for the money to be returned to you. They break the law by taking more money from your bank than you agree to, find a different company that is more worthy of trust when it comes to your money. **What do you dislike about Ontraport?** Take more money than authorized randomly and then bounce you around from support person to support person taking days to return the money they have stolen from you. **What problems is Ontraport solving and how is that benefiting you?** Right now they are taking more money from my bank than authorized to leaving my bank account short for other expenses while they take days to get it back to me, if you are going to steal peoples money at least return it instantly when they catch you. **Official Response from Alexandria Loza:** > Hello Frank. Looking into your account I can see that you went over your contact limit and were auto upgraded to a Plus plan (as per our policy). You did remove the excess contacts from your account but unfortunately didn't downgrade back to Basic before the billing cycle. Please see our Fee Agreement (https://ontraport.com/legal#oa4a5f19963f2) for reference, which states that should your account exceed your current account limit of contacts plus object records with email address fields, user seats or emails, your service plan will either be upgraded automatically to the next most affordable account level or service package, or it will be billed for overages. Given the situation we voided the transaction and remedied the situation the same day. Additionally, because we voided charges for the Plus plan before they were settled (and then we re-billed at the correct rate) the funds were never removed from your account. Not sure what more we could have done here but please reach back out with any others questions you might have. ## Ontraport Discussions - [Is Ontraport a CRM?](https://www.g2.com/discussions/is-ontraport-a-crm) - 2 comments - [How much does Ontraport cost?](https://www.g2.com/discussions/how-much-does-ontraport-cost) - 2 comments - [Who uses Ontraport?](https://www.g2.com/discussions/who-uses-ontraport) - 2 comments - [What is Ontraport used for?](https://www.g2.com/discussions/what-is-ontraport-used-for) - 1 comment - [View Ontraport pricing details and edition comparison](https://www.g2.com/products/ontraport/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-21+06%3A10%3A06+-0500&secure%5Bsession_id%5D=e6b29120-5aa6-47ce-8034-4adcb3e55580&secure%5Btoken%5D=ebf9d55b80f3fc4c3216fcf73b1bdd5a8b9c9c4658d8aa740cc9b0a17dc387e0&format=llm_user) ## Ontraport Integrations - [AccessAlly](https://www.g2.com/products/accessally/reviews) - [Acuity Scheduling](https://www.g2.com/products/acuity-scheduling/reviews) - [APIANT](https://www.g2.com/products/apiant/reviews) - [ApiX-Drive](https://www.g2.com/products/apix-drive/reviews) - [Astra WordPress Theme](https://www.g2.com/products/astra-wordpress-theme/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [CallHippo](https://www.g2.com/products/callhippo/reviews) - [Call Loop](https://www.g2.com/products/call-loop/reviews) - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews) - [Deadline Funnel](https://www.g2.com/products/deadline-funnel/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Heartbeat](https://www.g2.com/products/heartbeat-chat-heartbeat/reviews) - [Hyros](https://www.g2.com/products/hyros/reviews) - [iDevAffiliate](https://www.g2.com/products/idevaffiliate/reviews) - [InvoiceBerry](https://www.g2.com/products/invoiceberry/reviews) - [Jotform](https://www.g2.com/products/jotform/reviews) - [JustCall](https://www.g2.com/products/saas-labs-justcall/reviews) - [KrispCall](https://www.g2.com/products/krispcall/reviews) - [LeadsBridge](https://www.g2.com/products/leadsbridge/reviews) - [Make](https://www.g2.com/products/integromat-by-celonis-make/reviews) - [PayKickstart](https://www.g2.com/products/paykickstart/reviews) - [PlusThis](https://www.g2.com/products/plusthis/reviews) - [SamCart](https://www.g2.com/products/samcart/reviews) - [Seamless (formally Seamless.AI)](https://www.g2.com/products/seamless-formally-seamless-ai/reviews) - [Shopify](https://www.g2.com/products/shopify/reviews) - [SimpleTexting](https://www.g2.com/products/simpletexting/reviews) - [Stripe](https://www.g2.com/products/stripe-agentic-workflow-stripe/reviews) - [Stripe Connect](https://www.g2.com/products/stripe-connect/reviews) - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews) - [Stripe Tax](https://www.g2.com/products/stripe-tax/reviews) - [SyncSpider](https://www.g2.com/products/syncspider/reviews) - [TaxJar](https://www.g2.com/products/taxjar/reviews) - [Wicked Reports](https://www.g2.com/products/wicked-reports/reviews) - [WordPress.org](https://www.g2.com/products/wordpress-org/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zoom Rooms](https://www.g2.com/products/zoom-rooms/reviews) ## Ontraport Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Email Marketing** - Building and Personalizing Emails - Sending Outbound Emails - Manage Email Deliverability - Automated Email Responses **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Online Marketing** - Landing Pages and Forms - Dynamic Content - A/B Testing - Mobile Optimized - Search Tracking and Optimization **Content** - Content Authoring - Rich Text Editor - Versioning - Plug-ins/Widgets/Apps - Asset Management - Internal Search - Content Repository **Lead Generation** - Lead Builder - CRM Integration - Marketing Automation Integration - Social Media Integration - Data Import & Export Tools **Integrated Workflows** - Task Management - Email Tracking/Automation - Calls and Voice - Other Outreach Options - CRM Integration - Calendar - Shared Records **Text Messaging** - Bulk SMS - Two-Way Text Messaging - Text Scheduler - Automatic Replies - MMS Marketing - Personalization - Transactional SMS **Productivity Tools** - Notes - Assignments and Tasks - Workflows - Templates - Integrations - Tagging System **Order Management** - Order History - Upsell & Cross-sell - Renewals **Page Customization** - Drag and Drop - Templates - Advanced Customization - Content Library **Customization** - Custom Fields - Conditional Logic - Multi-page Forms - Design **Agentic AI - Lead Scoring** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Decision Making **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Lead Management** - Marketing Lead Database - Data Quality Management - Segmentation - Lead Scoring and Grading - Lead Nurturing - Online Behavior Tracking - Automated Alerts and Tasks - CRM Lead Integration **Design** - Breadth of Pre-Built Templates - Mobile - Branding/Themes - Customization **Attribution** - Lead Opportunity - Lead Assignment - Pipeline Acceleration **Customizations** - Templates - Drag and Drop - HTML Input **Repeatability and Reportability** - Content Management - Workflow Management - Workflow Performance - Sales Coaching and Insights - Gamification **Analytics** - Trends - Email Tracking **Products & Plans** - Packages - Multi-part Deals - Plan Changes - Bundles **Page Optimization** - A/B Testing - Mobile Responsive - Web Analytics - SEO **Additional Functionality** - Embedded Forms - Notifications - Payments **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Campaign Management** - Program Management - Event / Webinar Marketing - Calendaring - Budgeting **Platform** - User Community - SEO - Flexible Navigation Structures - User, Role, and Access Management - Enterprise Scalability - Internationalization - Dashboards and Reports - API / Integrations **Discovery** - Lead Management - Scoring/Ranking - Lead Context **Growth** - SEO - Site Analytics - Marketing Tools - E-Commerce - Hosting **Pricing** - Standard Price - Discounts **Integrations** - E-Commerce Integration - Email Marketing Integration - Domain Integration **AI and Automation** - Lead Prioritization - Lead Scoring - Best Time of Day Scheduling - Buyer Intelligence **Agentic AI - Shared Inbox** - Autonomous Task Execution - Decision Making **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Social** - Social Listening - Social Sharing - Social Campaigns - Social Media Engagement - Social Media Advertising **Management** - Conversion Viability - Workflow **Content** - Content Management - Permissions - WordPress Tool **SMS Platform** - Reporting - Automation - API Integration **Revenue Management** - Automation - Consolidation - Adjustments - Billing Types **Support** - Customer Support **Generative AI** - AI Text Generation **Generative AI** - AI Text Generation **Agentic AI - Web Content Management** - Cross-system Integration - Natural Language Interaction **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Reporting & Analytics** - Basic Reporting - Web Analytics - ROI Analytics - Revenue Analytics - SEO / Keyword Analytics **Platform** - Data Synchronization - Analysis **Integration** - Payments - Accounting - CRM & Sales **Agentic AI - SMS Marketing** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Decision Making **Agentic AI - Sales Engagement** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Decision Making **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation **Agentic AI - Subscription Management** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Decision Making **AI Automation - SMS Marketing** - AI SMS **Generative AI** - AI Text Generation **Agentic AI - Marketing Automation** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Decision Making **AI Content Generation - SMS Marketing** - AI SMS **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Decision Making **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications ## Top Ontraport Alternatives - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 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