Ontraport

Pros: Ontraport makes marketing and selling in my business effective and easy. With great email deliverability I don't have to worry that my marketing messages aren't getting to my prospects and customers. The payment processing and affiliate systems allow me to accept payments for my services and products and have my partners share them with their communities so I can help more people get the solutions they need. But the best part is how automated everything can be with the sequences, tasks, and if/then rules. No matter what the event: a client signs up, a promotion runs, a prospect wants to talk to me about how I can help them, everything that needs to happen to deliver a quality experience them, happens and it's on autopilot. And on top of all of that the support team isn't knowledgable and fast when I have a question about how I could use the system better to accomplish my goals. I couldn't be happier about my experience with Ontraport and love sharing it as a resource with my clients.

Cons: I don't have one complaint about the Ontraport system or the company. The staff are friendly and really care about the success of their customers. They are careful to roll out updates after thorough testing and creating new features that the community of users wants.

Comments: The biggest benefit is that it allows us to intelligently segment our customers and have a true CRM where we can see what happened when and troubleshoot errors.

Pros: You can just do so much with this software. It's amazing to have the ability to use such a powerful tool where we can design helpful systems for all aspects of our business without ever having to pay or consult a developer. The new updates they have made to the software have been amazing, and I love how there is always a helpful support person just one click away if you ever get stuck.

Cons: Because the software can do so much and is so flexible, it can be a bit overwhelming and at times confusing because you end up doing things in a non-standard way which can lead to a messy account.

Comments: -Easy to manage and navigate CRM
-Saves time during customer file management
-Intuitive user interface

Pros: I use Ontraport as a team member to manage client files and support membership-related inquiries. I love how easy it is to work with client files and support customers with their inquiries. In general, I've found this particular Ontraport feature relatively easy to learn, and in comparison, found it much easier and more user-intuitive than Infusionsoft. I can't speak to the marketing automation aspects, other than my client has installed a powerful and complex automated marketing email system and it seems to work quite well. Overall, this is a great software, especially if you're thinking of outsourcing CRM and support-related tasks.

Cons: I can't find any drawbacks for using this software. From what I understand support has also been wonderful whenever my client has needed to contact them.

Comments: It just simplifies so many processes. Being able to build a page, send emails, manage contacts, and set up campaigns all under one roof makes everything so straightforward. We're better able to roll out new ideas and events because multiple team members have learned the simple UI, and because we don't have to juggle amongst several different services for each step of the process.

Pros: I like how easy it is to create a sequence of events from start to finish--a page for customers to visit, a form to fill out, an email to send them upon form submission, a page to be routed to, a campaign of future emails to be added to... it's all so simple to set up with Ontraport's vastly powerful tools and visually intuitive interface.

Cons: Some quirks and bugs in the page editors can make building a page frustrating--for instance, in the sidebar where you upload a photo for a certain block of the page, your cursor naturally tracks over Ontraport's sample photos on the way to the Submit button--and hovering over one of those images causes it to be chosen, overwriting the image you just uploaded and inserted. I have to take a scenic route in a big C-shape with my cursor to avoid this happening. Little quirks like that stack up and become pretty frustrating.

Comments: Not having to juggle between a bunch of other software.

Pros: Ontraport does a lot of things. For the small businesses that are just starting and not sure what they want, Ontraport is great.

Cons: Ontraport made me terrified of all-in-one solution packages. It does a lot of things... but nothing well. Every solution that it solves also has a huge "Yes, BUT..." Rising prices, followed by my inability to do what I need for it to do perfectly, has made me leave Ontraport. Like, being able to control permissions for wordpress pages is neat. But incredibly tedious to disable access when there's a lot of content. Subscriptions would be hard to manage if the customer had multiple products. Email campaigns were difficult to execute. Just a long laundry list of problems. If you're a small business that DOES know what you want, and the software to handle it -- I recommend that solution instead.