---
title: Ontraport Reviews
meta_title: 'Ontraport Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 255 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: 255
  scale: '5'
date_modified: '2026-08-03'
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:** 255
## 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&#39;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&#39;s potential. (2 reviews)
- Overwhelming (2 reviews)
- Payment Issues (2 reviews)
- Pricing Issues (2 reviews)

## Ontraport Reviews
  ### 1. Simply Amazing...

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ryan G. | Owner, Restaurants, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 13, 2016

**What do you like best about Ontraport?**

Customer Service, no doubt, customer service.  With software as powerful and complex and a CRM like ONTRAPORT, you are going to run into challenges and have questions.  They are always friendly and willing to help with anything I need.

**What do you dislike about Ontraport?**

The user interface is a bit old school looking, but it gets the job done.  At the end of the day, my user experience is not nearly as important as what my customers see and their forward facing design tools are amazing.

**Recommendations to others considering Ontraport:**

Don't just feature shop, this stuff is so complex and so overwhelming that you need to make a decision on who is going to support you the best.  You may save a few $ with another system, you may be able to piece three together, you may get that one feature somewhere else...but you will NOT get better service with ANY software than you will ONTRAPORT.

**What problems is Ontraport solving and how is that benefiting you?**

I use ONTRAPORT to help with simple online shopping cart stuff and page building.  However, where ONTRAPORT really shines is in their back end automation.  I run 3 different businesses on ONTRAPORT and have nearly unlimited amounts of rules, triggers and task that can be setup up in the over 50 sales and follow up funnels I have running live.

  ### 2. Its like a Rolls Royce - Without the expense

**Rating:** 5.0/5.0 stars

**Reviewed by:** Matt J. | CEO, Education Management, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 13, 2016

**What do you like best about Ontraport?**

Ontraport is a Beast of a Marketing Machine
My business has really starting to take off since we started to use it
We're such big fans that we've signed up a number of our clients to Ontraport too (one signed up just yesterday (13 Sep 16)) and a couple more are waiting in the wings 



**What do you dislike about Ontraport?**

Honestly, I can't think of anything I dislike (the team at OP are often so far ahead making development changes that when rolled out they're a pleasant surprise)

**Recommendations to others considering Ontraport:**

Just do it 
Not only is the software top notch but the support is outstanding and the community of users are incredible 

**What problems is Ontraport solving and how is that benefiting you?**

Ontraport has allowed us to effortlessly achieve two main goals

1 Grow our list and automate sales funnels with recurring billing

2 Build strong relationships with people on our list

These to outcomes are translating into consistent sales from both our funnels and direct response marketing

And if I'm being honest I doubt we are utilising 5% or the software's full capabilities - still, our limited use of the tools provided is translating into a big ROI  - last months ROI was 2848%

  ### 3. Terrible ability to customize templates and VERY deceptive cancellation policy (son't believe what t

**Rating:** 0.5/5.0 stars

**Reviewed by:** Marc L. | Vice President, Model Integration, Investment Management, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 01, 2016

**What do you like best about Ontraport?**

Easy to get started. And their pre-sales customer service is very responsive to questions.

**What do you dislike about Ontraport?**

Everything else.  For starters, terrible ability to customize templates and VERY deceptive cancellation policy.  In addition, their templates do not show up very well to cell phones and there is a very limited number of widgets.

**Recommendations to others considering Ontraport:**

Try Wix.com or 1and1.com.  You'll be much better off.

**What problems is Ontraport solving and how is that benefiting you?**

I have not realized any benefit.  My initial use of the tool seemed good and they advertised a three month return policy, so I figured it was worth trying for my small business.  I should not have been so impulsive because I quickly realized that the templates were so inflexible that I couldn't build the type of site I wanted.  But it was too late.  Apparently, the one year contract for which I pre-paid was in a category that they wouldn't refund. They shut off the account when I asked to cancel AND then  told me they won't refund my money.   Note that I received no design or other services from them and they have no justification other than stating that the account I just opened was not the ones described in the refund policy.  I am now using Wix.com and am so much happier.  It does everything I wanted and more.  I'm even going to cancel Constant Contact and start using Wix's integrated version.  You might also look at 1and1.com, which was a close runner up.

  ### 4. Good marketing automation software

**Rating:** 4.0/5.0 stars

**Reviewed by:** Kyle N. | Co-Owner, Marketing and Advertising, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 20, 2016

**What do you like best about Ontraport?**

Ontraport has helped me automate my marketing campaigns for a couple of clients. It's extremely useful to be able to track my contacts, and email them, add tags based on their actions, etc. 

**What do you dislike about Ontraport?**

Some tasks are a bit tedious. The email editor isn't the best, and the new Ontramail and Ontraform features are far too restrictive. Rules and sequences can also be a bit restrictive, but are overall very useful across the board.

**Recommendations to others considering Ontraport:**

Look into other options and do your homework. There might be better options out there. However, OP is pretty robust, and the support team is outstanding. Most helpful and personal support staff I have worked with from any software vendor.

**What problems is Ontraport solving and how is that benefiting you?**

Once set up for a client, the software allows me to collect/store lead information, and tract the actions those leads take once they're in the system. This is very useful because it allows us to monitor user behavior, and modify campaigns as needed. OP is also extremely beneficial because it allows us to automate our email campaigns, based on how users are tagged.

  ### 5. Great platform product, especially for the price

**Rating:** 4.5/5.0 stars

**Reviewed by:** Michael L. | President, Consumer Electronics, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 19, 2016

**What do you like best about Ontraport?**

Very solid, nearly all-in-one platform for CRM, email/funnel creation and management, and landing pages.  Since it also includes Boolean logic rules you can create automation fairly quickly and automate your funnel management and systems quite well.  Very easy to use once you understand the programs structure.  For me the key was to have Boolean logic at an affordable price in an easy to use package.  Customer service is outstanding and they offer several levels of support.  I have never had a problem getting an answer to my questions in a timely manner.

**What do you dislike about Ontraport?**

The reporting features are pretty simple.  There is no graphing at this time so charts, etc. are not available.  You can get to the data fairly easily using a set of queries and the database is quite good so there is a lot of flexibility, but it is not readily available out of the box.  They have a dashboard feature that likewise is simple and easy, but limited in scope.

**Recommendations to others considering Ontraport:**

I think Ontraport is very applicable for companies from one to several hundred employees.  To me the value is in using the automation features as fully as you can to realize the maximum benefit.  For the price and features it should be on everyone's list to evaluate.

**What problems is Ontraport solving and how is that benefiting you?**

Ontraport is my all-in-one marketing automation for CRM, email, and landing pages.  I have been able to establish significant workflow improvements with the automation features that have significantly reduced the amount of time spent on administration.

  ### 6. Absolute Necessary Business Tool!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Karen K. | Technical Virtual Assistant, Internet, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 16, 2016

**What do you like best about Ontraport?**

First off, the support at Ontraport is like no other. The response rate is high and they go way out of their way to help. The support staff always goes above and beyond. Plus they have an amazing Facebook group that cultivates community and sharing.

What I love about Ontraport itself is the structure and logic it is based upon. I am a very linear, logical person and everything within Ontraport is laid out in that way. On the surface it may not look as fancy as something like Infusionsoft, but underneath it is HUGELY powerful. And EASIER to learn.

**What do you dislike about Ontraport?**

Not a whole lot except that there are a few quirks here and there. But the team is so dedicated and always improving things, and communicating to their users. 

**Recommendations to others considering Ontraport:**

Learn how to set up your workflows and systems properly from the start! Really take the time to figure that out and it will save you headaches down the road.

**What problems is Ontraport solving and how is that benefiting you?**

We have all of our business processes set up within OP - automating people signing up to our list, purchasing services etc. With thousands of contacts it would be impossible to handle any type of automation or workflows without a system like OP.

  ### 7. Full-featured Marketing Automation Platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Denny Basham, MBA, M. | Reputation Marketing Expert, CEO, Internet Marketing Consultant, Mortgage Industry Consultant., Management Consulting, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 19, 2016

**What do you like best about Ontraport?**

So far we love the features and functionality that Ontraport provides.  They also worked with us on pricing based on our needs to we are happy with what has been made available to us.  Even though this has feature similar to Infusionsoft it is much more cost effective and doesn't require the significant up-front training that Infusionsoft does.

**What do you dislike about Ontraport?**

There is a lot of complexity here so when you first login it can be overwhelming.  It feels a bit hard to know exactly where to start despite the wizards and walkthroughs.

**Recommendations to others considering Ontraport:**

Make you you engage in due-dilligence and get a demo (and preferably a trial if possible) of any products you are considering.  If you aren't sure what features you need (especially # of contacts and # of e-mails) discuss it with your Sales Rep and you might just get a better deal.  Overall, don't jump into this without some significant planning because there is quite a bit of work involved here.  However, you will definitely get out of it what you put into it.

**What problems is Ontraport solving and how is that benefiting you?**

We are taking our Marketing Automation to the next level after working with LeadOutcome for a bit.  Ultimately we want very robust follow-up with detailed scoring and ranking for all of our campaigns with tight integrations to other platforms.  We also like that you can send physical postcards and SMS messages in addition to the new Facebook integration.  Overall we are building campaigns for lead nurturing, customer acquisition, customer onboarding and ongoing communications.

  ### 8. It's better than I expected

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kim M. | Brand Strategist, Professional Training & Coaching, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 01, 2016

**What do you like best about Ontraport?**

I love that Ontraport is an all-in-one CRM that is easy to navigate (once you get the hang of it). I also really love the customer service they provide.  They have an active Facebook community led by Ontraport staff that is really top notch.  Also they chat option is available about 20 hours a day.

**What do you dislike about Ontraport?**

It takes some getting used to. I had to hire a team member to support the setup.

**Recommendations to others considering Ontraport:**

Absolutely.  I tell all of my colleagues that if they can make the monthly investment - Ontraport is the way to go.

**What problems is Ontraport solving and how is that benefiting you?**

My email subscribers are much more engaged and my conversions have increased.

  ### 9. A lot of problems and bugs, terrible CRM and email template design features.

**Rating:** 0.0/5.0 stars

**Reviewed by:** Verified User in Internet | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 26, 2016

**What do you like best about Ontraport?**

Support seems responsive but it really does not make sense when features are not good;

**What do you dislike about Ontraport?**

1- Terrible CRM features. there is absolutely no logic.  I am a software developer and run marketing agency and have used many CRMs like infusionsoft, agilecrm, basecamp, salesforce, teamwork, but this was the worst.   
2- Their email design editor is not user friendly, we were so frustrated that we ended up using html source code and wasted a lot of time.
3- System can be very slow and not responding at times.  
4- System can cause a lot of troubles by sending wrong material. For example, we merged and sent xmas card to all of our clients but one side was totally messed up and printed with another companies message and image instead of ours.
5- Does not work with Chrome
6- Ecommerce payment part is very basic.  you can not run a simple shopping cart.
7- No visual Campaign automation editor. you can not create a logical work flow.  You have to do it on paper manually and keep good offline records because everything is everywhere.  bad layout.

**Recommendations to others considering Ontraport:**

do not use it.  we switched to agilecrm and we are really happy with it.

**What problems is Ontraport solving and how is that benefiting you?**

I have not realized any benefits, wasted a lot of time and money instead.

  ### 10. Ontraport is my #1 Business Tool!

**Rating:** 5.0/5.0 stars

**Reviewed by:** April I. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 14, 2016

**What do you like best about Ontraport?**

By far, the customer service and their company culture.  I think of Ontraport as my trusted business partner

**What do you dislike about Ontraport?**

I wish there was countdown timer capabilities in the emails

**What problems is Ontraport solving and how is that benefiting you?**

I was able to streamline my membership, shopping cart, affiliate program, CRM and so much more!

  ### 11. Useful and great chat customer service

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Primary/Secondary Education | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 10, 2016

**What do you like best about Ontraport?**

I love that it has so many uses! We can send out newsletters, have landing pages, add products and coupon codes quickly, etc. I also love their online chat support that can help right away with any issues. 

**What do you dislike about Ontraport?**

It isn't incredibly user friendly (to find where to add certain items such as coupon codes isn't necessarily where you would expect it to be) but they have great online support. 

**Recommendations to others considering Ontraport:**

Use it but take advantage of the online support where you see deficiencies. 

**What problems is Ontraport solving and how is that benefiting you?**

We needed to integrate our newsletters, website, etc. so that it was all in one place and Ontraport has done that for us. 

  ### 12. Great for customer satisfaction 

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 21, 2016

**What do you like best about Ontraport?**

I like that in acne to carry around with me a snapshot of my business. I can access data, tools, and customer infor in a second. Extremely helpful on the go and in the moment 

**What do you dislike about Ontraport?**

Nothing so far, no complaints as of yet 

**Recommendations to others considering Ontraport:**

Great app for the busy person 

**What problems is Ontraport solving and how is that benefiting you?**

As my personal business is growing, it's harder to organize client info, personal info, and business details. I don't want yo face to lug around a computer and I need quick  access to information 

  ### 13. Build A Better Business Publish. Market. Sell. Organize.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Public Relations and Communications | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 28, 2016

**What do you like best about Ontraport?**

Ontraport allows one to Build A Better Business
Publish. Market. Sell. Organize.
Publish - Publish beautiful, mobile ready websites with a few clicks
Market - Market your business with email, SMS, postcards 

and more

**What do you dislike about Ontraport?**

There is nothing I dislike and there is a good variety of pricing points - getting started, pro or team price points.

**Recommendations to others considering Ontraport:**

multi-channel marketing automation toolset 

**What problems is Ontraport solving and how is that benefiting you?**

multi-channel marketing automation toolset which is designed to follow-up with every lead, customer and partner inquiry via email, phone calls, direct mail postcards, SMS — and more and just getting started with this system...cannot wait to see our results.

  ### 14. Oh, so bad. So very bad.

**Rating:** 0.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 29, 2015

**What do you like best about Ontraport?**

That we are not using it any more. I don't really have 40 characters of stuff to say except that we are SO HAPPY to be away from Ontraport.

**What do you dislike about Ontraport?**

That we ever used it in the first place. I don't really have 40 characters of stuff to say except that we are SO HAPPY to be away from Ontraport.

**Recommendations to others considering Ontraport:**

Don't do it. Don't waste another minute even thinking about it. Your business is too important for that kind of risk.

**What problems is Ontraport solving and how is that benefiting you?**

To many problems to list so lets stick with business-killing upgrades and non-responsive customer service. Benefits? Well, they forced us to find a stable platform. So, thanks for that.

  ### 15. Updated Review:: Ontraport is a LOT for not much support.

**Rating:** 2.0/5.0 stars

**Reviewed by:** Racheal C. | Conscious Business Coach | Mindful Marketing Advocate | Founder of The Yogipreneur, Marketing and Advertising, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 13, 2013

**What do you like best about Ontraport?**

When I decided to dramatically uplevel my consulting business - The Yogipreneur - I knew my business model was shifting from 1 to 1 services to online training programs. As I started to build out my suite of training programs, I quickly realized that I needed 5 different solutions {membership software, video hosting, automated email marketing, affiliate management, and shopping cart}  to handle what Ontraport offered in ONE. I love that all my programs can exist under one roof - especially since many of my clients end up purchasing several different program - and they can log into my membership site ONCE to access them all. Since moving to Ontraport, I've easily seen 3X growth in my business in the past 2 years {with my revenues moving from 80% 1 on 1 consulting to 80% online training programs}.

Update August 2014 - At this time, after experiencing little to no support from Ontraport as my business continued to grow, I have moved to Simplero.com - a similar all-in-one platform with incredibly 1x1 support and personalized service. 

**What do you dislike about Ontraport?**

Ontraport has features upon features and I'm slowly learning them all! I really didn't have the time to master the software before using it... and that's been the greatest weakness. I'm thrilled to know that Ontraport is now certifying people to use it - I'm excited that my team will be able to become experts and it will be easier to hire people for specific projects.

Update August 2014 - After spending over 2 years {that's over $7200} on Ontraport and never utilizing all the features, PLUS needing to hire developers to run my membership site, I've dramatically reduced my ongoing expenses with Simplero.com. It got to the point where I was looking at spending another $1,000 per month on a team member just to manage Ontraport. 

The real straw that broke the camels back was the diminishing level of support. It seemed that as Ontraport grew, the "personal super hero" I was supposed to have on call dissapeared and I was left to figure a LOT out on my own.

**What problems is Ontraport solving and how is that benefiting you?**

With Ontraport, I replaced 5 different systems that were clunky and held together with duct tape. Seriously - when you're building a business that depends on online programs being delivered, there is nothing worse than dealing with lots of support questions because access to a program wasn't delivered when they checked out... or realizing that a payment was missed and having to manually follow-up. Ontraport makes all the systems work together seamlessly + dramatically simplifies all the processes you need to run your biz!

Update August 2014 - Yes, Ontraport does many many things... but I was not able to utilize many of them without needing additional support, which I couldn't get from Ontraport without paying their conceirge team {which always had a wait list} or hiring a consultant. So much happier with the support I'm receiving at Simplero.com

I would say only go after Ontraport if you're really planning to utilize the if-then tagging capabilities and do much more advanced marketing.

  ### 16. After being a paid member of Ontraport I personally found the service to be lacking

**Rating:** 0.5/5.0 stars

**Reviewed by:** Andrew D. | Business Development Manager, Architecture & Planning, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 11, 2014

**What do you like best about Ontraport?**

After reading through the website and tutorials the system looks great and would really help our business, the truth being that the company has not rectified issues that are 100% necessary to allow us to use the product. Very disappointing and expensive to say the least. 

**What do you dislike about Ontraport?**

As we all know we all have businesses to run and I personally think that 8 days is too much time to leave a business in limbo. I know some people are just frustrated when they write in these posts yet I can clearly say the service and functionality from Ontraport is well below par. So if you are busy and you need a CRM solution I strongly advice to try another company. I now have 90 days to wait before I can get my money back and I sincerely hope Ontraport can rectify their issues as on paper and all of their videos Ontraport looks amazing. I do hope it is not all smoke and mirrors.

**What problems is Ontraport solving and how is that benefiting you?**

I would like to post solutions that had been solved yet Ontraport cannot fix the CSV upload so we cannot even use the product we are paying for. The only solution I have is to find a different solution to Ontraport.

  ### 17. Absolutely Fantastic

**Rating:** 5.0/5.0 stars

**Reviewed by:** Phil P. | Real Estate Mentor, Real Estate, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 12, 2013

**What do you like best about Ontraport?**

VERY easy to use
EXTREMELY flexible
REMARKABLY reliable
OUTSTANDING support
Always improving
Tons of features that no other system has.
I couldn't run my operation without it. 

**What do you dislike about Ontraport?**

As crazy as this sounds, I don't have anything to complain about. The few bugs I have experienced over the years were usually not bugs at all, but user error (meaning, it was my fault).

**Recommendations to others considering Ontraport:**

If you have enough customer / lead flow to afford it, there is no better system available. It is absolutely fantastic.

**What problems is Ontraport solving and how is that benefiting you?**

Organizes the communications of my company with my customers. My business has exploded in the past 3 years since using it. I used to use 1ShoppingCart and Ontraport is night and day. It rocks. I have friends that use InfusionSoft. Ontraport is in an entirely different league. This is the best software I have ever used in business and recommend it to anyone who has a signficant customer base and needs to have a first class marketing engine. There is so much praise I have for Ontraport. A TON of software companies should study what Ontraport did. They are special. (Also, everyone who I have recommended this service to, has the same feelings I have on their service after using it.) 


  ### 18. Business Automation Masterpiece 

**Rating:** 5.0/5.0 stars

**Reviewed by:** Eric F. | Sales Manager, Health, Wellness and Fitness, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 12, 2013

**What do you like best about Ontraport?**

I love how easy it is for me to use the software for way more than just lead generation, marketing and sales. I have all my business metrics, and internal management running through Ontraport.

**What do you dislike about Ontraport?**

I haven not been able to send emails from my ipad using Ontraport. I can update records and check on customers but the email is the only thing that slows down my mobile productivity. I can send emails through my normal ipad email app it just isn't through the Ontraport email server so all my tracking will not show up. Open, click, and the actual email I mailed with a time and date stamp.

**Recommendations to others considering Ontraport:**

When I first started the learning curve was high. They didn't have all the cool videos and training available for users as they do today. Watch the videos and jump in. I call in for support all the time and they are great.

**What problems is Ontraport solving and how is that benefiting you?**

Over the past 3 years we have automated most of the daily routine tasks that can be delegated and tracked. Our customer satisfaction is much higher because the cracks have been filled using Ontraport. Our sales from existing customers and referrals are much higher also. I love that 9 out of 10 Ideas I have that I want to implement in my business I can figure out a way to do it with Ontraport. It's a powerful tool I don't want my competitors to know about.

  ### 19. Without Ontraport I Couldn't (and Wouldn't Want to) Run My Business - It's That Good!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Deanna M. | Associate Coach, Professional Training & Coaching, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 16, 2013

**What do you like best about Ontraport?**

Besides that features that I require to run my business, I love that I can access detailed training documents and tools to implement new strategies in my business. The support at Ontraport is unmatched. They support professionals are friendly, knowledgeable, and always helpful for finding a way to accomplish whatever goal I may be working on. I love their "can do" attitudes. 

**What do you dislike about Ontraport?**

I regret I didn't find it sooner! I spent three years using a competitor product that gave me headaches and hassles. Now running my business and automating my work processes is so much easier thanks to Ontraport. 

**Recommendations to others considering Ontraport:**

Don't waste another minute without it. Sign up right away and start implementing it into your business. 

**What problems is Ontraport solving and how is that benefiting you?**

Ontraport allows me to keep track of my prospects (and where they are in my sales funnel,) my customers and clients. I can implement powerful and dynamic email marketing campaigns, sell my programs and products, track and pay affiliates and so much more. I've saved hours and hours of time and staffing costs by using Ontraport.

  ### 20. Office Auto Pilot is GREAT!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Kyle M. | Owner, Hospital & Health Care, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 16, 2013

**What do you like best about Ontraport?**

I have personally used Office Auto Pilot for the better part of 2 years and I have to say its the best CRM I have ever used. We are a medical software company that had an issue with customer onboarding, until we met Office Auto Pilot. We used to do many manual touch point phone calls, emails and direct mailers when a new client came on board. Now with the help of OAP this has automated this entire process. We now have many sequences that will automatically subscribe users to marketing campaigns and different onboarding sequences. 

**What do you dislike about Ontraport?**

I wish there were better templates for the email builder as we don't have any in-house graphic people to do HTML. I also wish we could auto post any email to our Facebook, Twitter or LinkedIn accounts like other comparable email programs.  

**What problems is Ontraport solving and how is that benefiting you?**

Manual phone calls, Manual emails, Manual Post cards, Manual Fulfillment 
By using OAP we now have automated this into a sequence that uses steps to assign phone call to a task and automate the email, post card and fulfillment parts

  ### 21. Almost effortless with stellar support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Laura A. | International Speaker, Bestselling Author and CEO, Professional Training & Coaching, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 16, 2013

**What do you like best about Ontraport?**

Within moments of signing up you are able to begin setting up your systems with little to no additional help beyond the training videos. If you do need support, their teams will walk you through every aspect including linking your websites and email systems, doing graphic-based emails and even sequencing autoresponders for the highest possible open rates.

**What do you dislike about Ontraport?**

What I dislike the most is my lack of graphics abilities to take full advantage of the landing pages, opt-in pages and online materials. But then again, their concierge services are great so I can use them for my lack.

**Recommendations to others considering Ontraport:**

Price for features cannot be beat compared to others equivalent products.

**What problems is Ontraport solving and how is that benefiting you?**

I am a strategist, speaker and author so I have website where people can book me to speak, order books, sign-up for coaching and online courses or follow my blog. OAP allows me to automate the entire process and retain more of my followers.

  ### 22. Urber flexible automation and robust features for an affordable monthly fee

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jay M. | Principal Consultant, Marketing and Advertising

**Reviewed Date:** December 12, 2013

**What do you like best about Ontraport?**

What's not to love.  

If I had to choose, the best feature has to be If - then automation.  It's a logical, easy-to-understand workflow that is  built into almost every aspect of the system.  You basically create if-then rules that run the system so contacts move seamlessly from one process to another without any manual action on your part.   When properly configured of course.

My second favorite thing it does is tracks what a contact does.  It's like BIG BROTHER watching the contacts in your database.  And anything that's tracked can be used to trigger a response.  Nothing is as flexible as Ontraport in this price range.

**What do you dislike about Ontraport?**

Not enough integrations with 3rd party apps like shopping carts and social media tools yet.

**What problems is Ontraport solving and how is that benefiting you?**

Sales, marketing and business automation.  Most of the time I can automate just about any processes that a client is doing manually or delegating to someone else.  No telling how many hours of labor I've saved or money that's saved. 

My suggestion...get a demo and see what this Business Automation CRM can do...	
goo.gl/B7c6dH

  ### 23. Worth every penny!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jeffrey R. | Psychologist, Mental Health Care, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 16, 2013

**What do you like best about Ontraport?**

The sophistication and adaptability of this platform to automate all aspects of our on-line business is beyond measure.  The customer service is excellent; very responsive and very helpful.  Ontraport is the brains and the brawn of our automated responses and email blasts, member sites, affiliate coordination, payment and fulfillment, and provides useful and targeted metrics across the board.

**What do you dislike about Ontraport?**

The learning curve can be a bit steep.  However,  my understanding is that the new version of the interface will be easier and more intuitive.

**Recommendations to others considering Ontraport:**

We heartily recommend this product, without reservation, to anyone who is ready to take their online business to the next level.

**What problems is Ontraport solving and how is that benefiting you?**

We use Ontraport for all our automation, email drips, new contact content series, managing member sites, and affiliate tracking and payment.  The benefits include increased productivity, reduced time and hassle, increased profits, data tracking and management, and THE key to exponentially expanding our business.

  ### 24. Excellent customer service and a very good product.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dov G. | President, Marketing and Advertising, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 17, 2013

**What do you like best about Ontraport?**

I've been using Ontraport to run my business for about a year and a half.  During this time we've grown in size and sophistication.  And the Ontraport software has largely enabled that growth.

More than anything, their customer service is fantastic.  The people there are given freedom to do what they feel is best to solve your problem and to answer your question.  No software is perfect and no person is perfect, but you get the feeling that they listen, they care and they're always working to improve.

**What do you dislike about Ontraport?**

There have been a few bugs that I noticed and their support people looked into and said they were fixed.  But over time it became clear that they really weren't fixed.  None of these issues were mission critical for me.  And eventually, other another user reported the same issue.  He was able to take it further with them due to his tech savvy.  And eventually it was fixed.

We've also had to live with some limitations that surprised me at first, such as that the current version does not offer coupon codes.  But I'm told that this - and other improvements to payments - will be included in the new version, Ontraport 3.0 

**What problems is Ontraport solving and how is that benefiting you?**

Ontraport enables me to intelligently communicate with prospects and customers. It's a powerful system, with a bit of a learning curve.  But once you learn it, there's so much you can do with it.  The Facebook user group exposes me to a steady flow of new ideas and deepens my understanding of what's possible.

  ### 25. Simply the best automation software for growing and scaling your business. 

**Rating:** 5.0/5.0 stars

**Reviewed by:** Micah L. | CEO, Financial Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 13, 2013

**What do you like best about Ontraport?**

First is the awesome support staff that is always more then generous with their time to help out, even if its something small. Second is how easy its been for me to grow my company... rather then using 5 different softwares ( iContact, affiliate tracking, shopping cart, CRM... etc)  I now only have to log into Ontraport's centralized management system. 

**What do you dislike about Ontraport?**

Not too much to dislike here, theres bugs sometimes in the system but they are usually pretty quick to fix them.

**Recommendations to others considering Ontraport:**

Make sure you take the time to think about how you want to use the software and build mind maps (process maps - Lucid Charts has a great free one) before you start building.  Also, naming conventions is so important, its easy to dismiss this in the beginning but as your business grows, it will be a tangled mess if you don't set it up smart from the beginning. 

**What problems is Ontraport solving and how is that benefiting you?**

I help people learn to trade successfully in the stock market. 

  ### 26. Easy List Segmentation at Opt-In

**Rating:** 5.0/5.0 stars

**Reviewed by:** Yvonne O. | Speaker, Author, Coach, Management Consulting, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 16, 2013

**What do you like best about Ontraport?**

When people opt-in to my list via the personality quiz on my website, they are immediately and accurately segmented into groups based on their personality type. This is a HUGE benefit when marketing products and programs to a specific personality type. 

**What do you dislike about Ontraport?**

Although there are several sales-page templates to choose from, I would like to see email (message) templates for items like newsletters, product/program launches and affiliate recruitment.

**What problems is Ontraport solving and how is that benefiting you?**

The biggest business problem Ontraport helps me solve is being able to target  products and programs to my audience members based on what I have to offer for their specific personality types. This has increased sales because my audience members feel that the messaging, products and programs have been are customized to who they are. 

  ### 27. Ontraport - No better customer service tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** DavidPaul D. | President, Health, Wellness and Fitness, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 16, 2013

**What do you like best about Ontraport?**

The level of customizable automation and drill down is phenomenal. we have custom-built some very sophisticated workflows for our unique customer service program, and it works flawlessly.

**What do you dislike about Ontraport?**

Some of the components are not fully integrated with one another and require extra clicks. I'm told this will be fixed with their new update in the near future.

**Recommendations to others considering Ontraport:**

Just give the tool a try. You will fall in love with it I'm sure.

**What problems is Ontraport solving and how is that benefiting you?**

We are solving the problem of integrating shipping, phone support, and email suppor within one tool and managing all of our customer service tasks and to do lists between 10 customer support people. It's quite a feat, but this tool solves the problem well.

  ### 28. Ontraport is transforming the way I do marketing and CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** David B. | Owner / Serious Injury & Disability Benefits Lawyer, Law Practice, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 16, 2013

**What do you like best about Ontraport?**

The product is very easy to use and meets my business needs, but it's Ontraport's corporate culture and awesome customer support that sets them apart. Their annual user conference "Ontrapalooza" is a spectacle you won't want to miss.

**What do you dislike about Ontraport?**

The custom postcard feature isn't available for Canadian-based businesses.

**Recommendations to others considering Ontraport:**

The corporate culture and customer support is the difference-maker. They foster a culture of focusing on the needs and success of their users and this has certainly been my experience. The fact that they don't have a "sales" department speaks volumes of of their culture. They reply on good word of month from current users. This is why you will find that most Ontraport users will rave about them like I am.

**What problems is Ontraport solving and how is that benefiting you?**

I'm a lawyer and I use Ontraport as my CRM software for both potential clients and existing clients. The ability to segment my email list has vastly improved my ability to respond to potential clients with the right message at the right time. Though automation, Ontraport has allowing me to deliver a better customer experience to my existing clients.

  ### 29. Office Autopilot is an elgant and robust business solution

**Rating:** 5.0/5.0 stars

**Reviewed by:** Susan M. | Owner, Health, Wellness and Fitness, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 16, 2013

**What do you like best about Ontraport?**

The best thing about Office Autopilot is it's ease of use. I have used it for over a year with my non-profit organization and more recently with my health & wellness business. I don't always want to spend time on the technology, so I either hire their internal Concierge Services - which rock by the way - or it's easy to find amazingly talented consultant who have been certified by Office Autopilot. Their tech support is also incredibly helpful. They are friendly, available, pick up the phone right away and always have answers.

**What do you dislike about Ontraport?**

I have yet to find something that I don't like about Office Autopilot

**Recommendations to others considering Ontraport:**

Just get Office Autopilot NOW!  You won't find anything with more features that's easier to use with world class support!

**What problems is Ontraport solving and how is that benefiting you?**

Office Autopilot is an incredible tool for managing everything in your business, contacts, marketing funnel, follow-up sequences, affiliate programs, membership sites and more - all integrated.  It's such an elegant and robust CRM solution.

  ### 30. Will be impossible to run my company without them

**Rating:** 5.0/5.0 stars

**Reviewed by:** Juan M. | Founder and CEO, Marketing and Advertising, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 12, 2013

**What do you like best about Ontraport?**

It's as powerful as the big guys but a lot easier to use and reasonably priced. Their support team and the whole company REALLY cares about customer success and getting things right.

**What do you dislike about Ontraport?**

Their API needs to be a little bit more integral (there are things you can't do from the API yet).

**Recommendations to others considering Ontraport:**

Please don't use Confusionsoft. It will make your life so much difficult. I don't know why people still compare them. 

**What problems is Ontraport solving and how is that benefiting you?**

Well I run my company with this software. We do email marketing, crm, billing, recurring billing, affiliate management, product delivery, my call center uses it, everyone uses Ontraport at my company.

  ### 31. Blogger, speaker & author

**Rating:** 4.0/5.0 stars

**Reviewed by:** Wendy M. | Entrepreneur & owner, E-Learning, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 17, 2013

**What do you like best about Ontraport?**

If you want a system that allows you full functionality, from building relationships through email marketing, all the way to having multiple membership levels and numerous marketing & sales funnels that are completely automated by segment - this is for you. Bottom line - it's scalable and powerful.

**What do you dislike about Ontraport?**

It doesn't build the most beautiful forms and I still maintain a separate landing page program - so I can easily and quickly build great looking landing pages that integrate with my Wordpress and Facebook. It would be SUPER cool to be able to ditch that.

**What problems is Ontraport solving and how is that benefiting you?**

I'm more in control of my marketing. By taking the time to set up some logical, thoughtful marketing emails and sequences I know I'm not "missing" opportunities. In the past I'd forget or get slack with timings. It was costing me.

  ### 32. Ontraport have made it super easy to integrate with as an integration partner.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jake H. | Founder, Marketing and Advertising

**Reviewed Date:** December 12, 2013

**What do you like best about Ontraport?**

Ontraport's entire team are amazing. The level of support offered has been first class. Everyone within the company has made themselves as accessible as possible.

**What do you dislike about Ontraport?**

The only bad thing I can really say about the product is the design isn't brilliant. It's improving with the release of 3.0 but isn't as "nice" to look at as some other software companies in the same space. 

**What problems is Ontraport solving and how is that benefiting you?**

As an integration partner we're helping users extend the Ontraport platform. We focus on peripheral integrations so Ontraport can spend their time building the best product possible.

  ### 33. We LOVE OAP!!!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Garry S. | President & CEO, Publisher, Professional Training & Coaching, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 12, 2013

**What do you like best about Ontraport?**

We love the ease of use and impact. The videos and training calls set me up to get going right away.

**What do you dislike about Ontraport?**

That certain aspects need to be done via Admin vs a tab. Like file upload, tags, etc.

**Recommendations to others considering Ontraport:**

This is a no-brainer for communications and CRM work

**What problems is Ontraport solving and how is that benefiting you?**

We are handling Client COntacts and communications. We have saved thousands of dollars in time and other resources and made thousands of dollars in revenue. So a double win and we think we have used only 25% of what is available.

  ### 34. Ontraport - all I needed to grow my business!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Glory S. | Founder/CEO Author, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 07, 2014

**What do you like best about Ontraport?**

What's important when learning a new system - customer support! In my business we need to be sure our customers are well taken care of and speed of implementation is very important to us.  We truly appreciate the support of ONTRAPORT and their software.   UltimateMusicTheory.com

**What do you dislike about Ontraport?**

As in any software, there are always things it can't do.  Working towards quickly resolving issues in the new 3.0 will be greatly appreciated.  thanks!

**What problems is Ontraport solving and how is that benefiting you?**

Love the support and helpful business tips!  Autoresponders, rules, video uploads, we use it all!  It has been easy to use with our UltraCart shopping cart too.  Keep up the great job!  Thanks from UltimateMusicTheory.com

  ### 35. Problematic on many levels

**Rating:** 1.0/5.0 stars

**Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 16, 2013

**What do you like best about Ontraport?**

Not too much. There was one customer service guy who was helpful. Other than that - it's just not a great system. So many kinks in it.

**What do you dislike about Ontraport?**

Where to begin? The system has a ton of kinks. Simple things like no spell check on email and also no automatic save, so it's really easy to accidentally lose your progress when working. It's confusing to learn and not because the system is super functional once you learn its complexities. The customer service people are nice but not expert at what they're talking about - so you can spend an hour on the phone with someone, think your problem is resolved but then you find out from a customer that it is not. This has happened many times. You can't put in discount/promo codes for product. It is just not a user friendly system.

**What problems is Ontraport solving and how is that benefiting you?**

We have hosted out online program through it - but it hasn't solved very any problems. In fact, it's created more because of the above mentioned kinks.

  ### 36. Automation - Simple and Fast

**Rating:** 5.0/5.0 stars

**Reviewed by:** Garrett C. | CEO, Management Consulting, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 16, 2013

**What do you like best about Ontraport?**

Great integration with PayPal Payments Pro and WordPress to create a seamless user and customer experience.

**What do you dislike about Ontraport?**

I haven't discovered anything I dislike, yet.

**Recommendations to others considering Ontraport:**

Do your homework, watch the training videos, and ask for help if you hit a stopping point.

**What problems is Ontraport solving and how is that benefiting you?**

Sales and Landing pages, membership sites with downloads. The benefits have been amazing, it cuts down the amount of time to deliver products and services by 80%, and has increased my bottom line by 65%.

  ### 37. Ontraport is Your Business Partner; Your Success Partner

**Rating:** 5.0/5.0 stars

**Reviewed by:** Karyn E. W. | Creator and Visionary, Health, Wellness and Fitness, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 12, 2013

**What do you like best about Ontraport?**

Ontraport has stunning customer service. Hands down the best there is. They get it. They truly care. It Shows!

**What do you dislike about Ontraport?**

Some of the outstanding features have a certain clunkiness; Soon to be resolved with there 3.0 new version about to launch.

**Recommendations to others considering Ontraport:**

Go here first if you don't want to waste time!

**What problems is Ontraport solving and how is that benefiting you?**

Fully automating my marketing and sales funnel has created greater engagement with my customers. I am able to launch more products, quickly and easily.

  ### 38. Best CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kendrick S. | Creator of Authentic Selling, sales coach, and speaker., Professional Training & Coaching, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 16, 2013

**What do you like best about Ontraport?**

The ease of use.  I found it much easier to use than any other options available.  The price point is great as well. It's expensive but well worth it

**What do you dislike about Ontraport?**

As easy as the system is sometimes there is still a learning curve

**What problems is Ontraport solving and how is that benefiting you?**

I signed up when I needed to segment and tag a list of email subscribers.  This service was the absolute best at helping me segment my list

  ### 39. Great Automation Tool for serious Marketers

**Rating:** 5.0/5.0 stars

**Reviewed by:** Matthew L. | Private Equity Fund Manager, Financial Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 16, 2013

**What do you like best about Ontraport?**

The ability to create campaigns and automate them. I like the ability of the CRM to score contacts based on the actions taken by a lead. This allows you to identify higher probability sales. 

**What do you dislike about Ontraport?**

There is quite a learning curve to learning how to use the CRM. It is no different with most CRM's, but I wish there was a "campaign builder" feature to build campaigns easier.

**Recommendations to others considering Ontraport:**

They give you a trial period to try it out...with a money back guarantee...not too bad...

**What problems is Ontraport solving and how is that benefiting you?**

I am spending less time having to speak with and qualify prospects, and more time speaking to prospects that are pre-qualified.

  ### 40. Best customer support PERIOD.  Never a problem and always quick and to the point.

**Rating:** 5.0/5.0 stars

**Reviewed by:** William T. | CEO, Management Consulting

**Reviewed Date:** December 16, 2013

**What do you like best about Ontraport?**

Any time I have a question it's answered quickly with a can do attitude by the friendly support staff.  I am absolutely not a computer person but they walk me through the steps with the patience of a saint.  I know the system can do 99% more of what I use it for 

**What do you dislike about Ontraport?**

Because I'm not a computer person the steps to set things up are not intuitive and way beyond beginner capabilities but I'm sure if I knew what I was doing I wouldn't have a comment here. 

**What problems is Ontraport solving and how is that benefiting you?**

E-mail delivery when I want it without worrying if the system will work

  ### 41. Smart, comprehensive, versatile, and reliable.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ocean R. | CEO, Civic & Social Organization, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 12, 2013

**What do you like best about Ontraport?**

It is powerful, without being overly complex.

**What do you dislike about Ontraport?**

A few bugs interfacing with APIs, and the lack of a full shopping cart (though it does have a reliable payment processing system built in).

**Recommendations to others considering Ontraport:**

This is a great company that is headed in the right direction.  It is solid and getting better all the time.

**What problems is Ontraport solving and how is that benefiting you?**

Automation, sequences, list building, segmentation, and integration of all aspects of our business.

  ### 42. Best change I made in my business in the past 3 years!

**Rating:** 5.0/5.0 stars

**Reviewed by:** David G. | Creator/Host, Broadcast Media, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 16, 2013

**What do you like best about Ontraport?**

I like having everything play nicely together. Meaning having my affiliate program, email marketing, product order forms, customer data, etc. all in one place is AMAZING. Plus, the team is always responsive and quick to help/fix any issues that arise.

**What do you dislike about Ontraport?**

I'd love to see a bit easier-to-use landing page editor. 

**What problems is Ontraport solving and how is that benefiting you?**

The big solve for me is that I sell information products and before I had to use a bunch of different services. Now, it is all under one roof. Plus, I've learned all kinds of new skills that apply to my biz (like automation). Super cool. 

  ### 43. OntraPort Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Veit M. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 16, 2013

**What do you like best about Ontraport?**

The ability to use "if-then" automation.

**What do you dislike about Ontraport?**

it's too easy to delete important data at times... 

**Recommendations to others considering Ontraport:**

Fully utilize the if-then rules to target better.

**What problems is Ontraport solving and how is that benefiting you?**

Automation of processes. We can deliver a customer experience that would require a hell lot of manual labor, which makes our course a lot more powerful.

  ### 44. Ontraport Customer Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Joe T. | Vice President, Internet, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 16, 2013

**What do you like best about Ontraport?**

Personally I love the "if-then" rules, these are HUGE for our business.

**What do you dislike about Ontraport?**

As with any software solution there will be things you want to do that just aren't possible, or at least yet. 

**What problems is Ontraport solving and how is that benefiting you?**

Automation is the big key here... Ontraport helps us have one solution for email, our shopping cart, and much more. What used to be 3-4 systems is now 1. We have a much better understanding of who our customers area, and how we can serve them better.

  ### 45. Excellent and More. 

**Rating:** 4.5/5.0 stars

**Reviewed by:** Lawrence L. | Writer, Professional Training & Coaching

**Reviewed Date:** December 17, 2013

**What do you like best about Ontraport?**

I love the fact that I can do everything that I need to do through the Ontraport interface. Today it took me 5 minutes to send an email to my list. I like that. 

**What do you dislike about Ontraport?**

I dislike that there are aspects of the system that are not yet fully operational. 

**What problems is Ontraport solving and how is that benefiting you?**

I have solved the problem of having a total solution to my product - from crm to list management to products... I can do it all in one place. 

  ### 46. Game Changing for our business!!!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mary C. | Assistant, Non-Profit Organization Management, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 16, 2013

**What do you like best about Ontraport?**

The Customer Support far exceeds any company out there!

**What do you dislike about Ontraport?**

I have yet to find something that I dislike!

**Recommendations to others considering Ontraport:**

You won't be disappointed!!!

**What problems is Ontraport solving and how is that benefiting you?**

The system we switched from seems so archaic compared to this new system. I learn new things every day that I am able to use and the training is really out of this world. Everyone who I have spoken with has really helped me and I am so grateful we made the switch!!!

  ### 47. My favourite software.  

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Online Media | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 16, 2013

**What do you like best about Ontraport?**

This software is superb.  It has transformed my business since putting it into place.  I've still only scratched the surface of what's possible, not because it's hard to use but because it just does so much.  

**What do you dislike about Ontraport?**

As a UK based business, it's not set up out of the box for multi-currency or VAT.  The shopping cart has some limitations but I believe many of these are addressed in the new version (3.0) which I haven't tested yet.  

**What problems is Ontraport solving and how is that benefiting you?**

Much more effective follow up for B2B customers.  More effective marketing by being able to use 80:20 principles to market in different ways to different segments.

  ### 48. Taking for a test drive

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jason H B. | President, Health, Wellness and Fitness, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 16, 2013

**What do you like best about Ontraport?**

I like how easy the platform was to build out and the direct mail option to keep in touch with contacts via offline...

**What do you dislike about Ontraport?**

The lack of templates to help buildout funnels for beginners...

**What problems is Ontraport solving and how is that benefiting you?**

I am able to keep in contact now with my customers in a more sophisticated way. Based on my customers and prospects actions i can send them the appropriate communications

  ### 49. Brings your business into the Cutting Edge without the price tag

**Rating:** 4.5/5.0 stars

**Reviewed by:** Colin K. | Owner, Internet, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 17, 2013

**What do you like best about Ontraport?**

The automation rules and helpful community

**What do you dislike about Ontraport?**

Not enough support for international payment processors like braintree, 2co etc. on the affiliate program

**What problems is Ontraport solving and how is that benefiting you?**

Each product I sell requires a different followup sequence, and this allows you to do all that on AutoPilot. I am also sure of great delivery rates which is a huge plus

  ### 50. The perfect automated email system for our business.

**Rating:** 3.5/5.0 stars

**Reviewed by:** Sean D. | Expert Personal Injury Lawyer, representing people injured at work & in motor vehicle accidents, Law Practice, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 16, 2013

**What do you like best about Ontraport?**

The ability to contact all of our clients or specific groups of clients with the click of a button.

**What do you dislike about Ontraport?**

Unfortunately, we're unable to use the program to send our monthly eNewsletter. 

**What problems is Ontraport solving and how is that benefiting you?**

Being able to broadcast updates or offers to our clients with the click of a button is a huge time saver!


## 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?page=5&section=pricing&secure%5Bexpires_at%5D=2026-08-04+00%3A29%3A11+-0500&secure%5Bsession_id%5D=a236b951-0b49-48f3-9bca-d27ba2315fa6&secure%5Btoken%5D=73c1b45865e5fe253890b90b5177cd4518d639096a6435f386c96442c5648c3b&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) - 4.4/5.0 (14,231 reviews)
  - [HighLevel](https://www.g2.com/products/highlevel/reviews) - 4.6/5.0 (634 reviews)
  - [Constant Contact Advanced Automation](https://www.g2.com/products/constant-contact-advanced-automation/reviews) - 4.4/5.0 (938 reviews)

