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Expert sales software reviews today? I’ve been using Ontraport for my business and my client’s businesses for the past 2 years. I love that it’s so customizable. With a little creativity, you can manage nearly 100% of your business. I use it for my website, membership site, automations, new client onboarding, invoicing, payment processing, email marketing, lead management, customer management, order management, and reporting. There’s a bit of a learning curve—it took me about 6 months to learn enough to feel comfortable and confident. I don’t see this as a downside, though. I prefer to be able to customize everything exactly the way I want it, so a learning curve is a small price to pay! Discover more information at ontraport.
Also, the type of contact information you can save here is unrestricted. Ontraport gives you the power to customize your contact fields based on the information you’d want on your profiles. Then to help you target the right contacts in your campaigns, Ontraport goes ahead and provides supplementary details like appointment history, account activity, engagement history, lead score, purchase history, etc. You should be able to follow up on such parameters from each contact’s profile. You shouldn’t leave it at that though. For the best campaign results, consider grouping and segmenting your contacts based on shared parameters. Thankfully, Ontraport comes with just the right tools for that. It gives you the power to set up dynamic groups using custom rules.
A slightly confusing interface is one of the letdowns of this software. It’s not user-friendly or smooth enough to be good for a first time user, adjusting to it may take weeks or maybe even months. However, if you have the time to learn its features, this software will come in handy in a variety of ways. Ontraport and Aweber are miles apart from each other. Despite being limited in features, Ontraport holds up well against Aweber. It offers more value for money, has superior integration features and it is easier to operate. Customizable template options are the only areas where the latter software has the upper hand.
Business Automation: The platform helps you deal with any repetitive business process you believe is interrupting your workflow. Being an all-in-one solution, Ontraport absolutely excels at this. It can automate time-consuming actions like assigning work, fulfilling orders, and replying to inquiries. The way it works is that the platform collects all relevant information to help you create recurring processes. Ontraport automation functions like this are designed to ensure you can focus on your core business operations. If you want, you can even leave customer service to the platform. Ontraport can even onboard new clients. It’ll send them everything from forms to follow-up emails.
A more robust full-scale CRM solution (integrates with everything), visual data analytics, and deep automation and tagging. You can start with a more basic CRM, but eventually you’ll need something like Ontraport to continue scaling. As you’ve probably guessed already, Ontraport was developed by a team that principally focuses on CRM. In fact, the story is that Ontraport’s founder and CEO Landon Ray had tried in vain to find comprehensive CRM software. He was apparently frustrated by the fact that he had been forced to run his small business on multiple tools at the same time. And so, in 2006, he came up with the idea of building an all-in-one platform for CRM and marketing automation. Ontraport was then released in 2008 to offer businesses what the company called “the best of both worlds”.