Professional CRM software reviews today

Quality marketing software reviews? The founder and CEO, Landon Ray, got the idea for the Ontraport software because he didn’t like having to rely on multiple tools for interacting with his customers. Then he decided to make it an all-in-one solution for CRM and marketing automation. The platform was released in 2008. It proved to be a real hit as business owners liked the fact they’re getting the best of both worlds. Ontraport started growing tremendously, and the initial team of three has expanded to over 120 employees. Find more details at crmreviewed.com.

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.

This software’s user interface is a mixed bag, with some people finding it too complex, while others think it is manageable, so if this is your first automation software, you may need some time to understand this software’s functionalities. Ontraport’s CRM is great for maintaining categorized lists of your prospects, it allows you to send emails and newsletters to these lists to collect their data and update them regarding your business. Email and marketing automation are the strong features of this software and some companies only use Ontraport for its automation.

Ontraport webinar function has absolutely everything you need to get your video content out there. It helps you record, store, and stream previously shot clips. Another useful thing it does is let you schedule them and target a specific audience. The platform will then do all the rest. Just keep in mind that this feature comes at an additional cost. Ontraport has many integrations. The most popular include: Google Analytics – There’s no better way to collect and analyze your data. When you integrate your account with Analytics, you’ll be able to see which Google Ads are converting. Shopify – The popular Shopify app gives you a chance to market, sell, and manage your orders. With over one million users, this renowned platform can handle payments, checkouts, and shipping for you. It accepts all major credit and debit cards, cryptocurrencies, and all sorts of traditional currencies.

In essence, it goes beyond email marketing to provide additional tools for membership site creation (unique for a CRM to have specific membership site functionality), payment management, event management, affiliate management, task management, lead generation, leads nurturing, leads scoring, and much more. Such capabilities, of course, make Ontraport an asset to both marketing and sales teams. Make no mistake though. While you might have noticed that email is the core focus here, it turns out that’s not the only marketing channel supported by Ontraport. Rather, the marketing side of Ontraport is optimized for emails, SMS texts, landing pages, and website forms.