You want to be able to automate your email marketing campaigns and CRM workflow. That’s where a tool like Ontraport steps in.
As a business scales in size, so also does its customer base increase! And it is vital that you manage your customers effectively – that’s if you want to keep them.
From the onset of your business, it might be okay to manage your customers’ data manually. Create their database, send them emails, and execute marketing campaigns. But with customer increase comes the need for the right marketing automation tool.
And as it’s our custom, we will be reviewing this feature-rich marketing tool, so you can decide if this is the right tool to handle your customer management needs.
Ontraport is a powerful CRM (Customer Relationship Management) solution with marketing automation features. It is one of the few CRM tools that come packed with all you need to manage your customers’ data.
Although the company claims that it is an email marketing tool, it is obvious that the tool is better suited for CRM solutions.
Using Ontraport, you can automate tasks like CRM workflow and email marketing. You can also manage customer payment, events, affiliates, lead nurturing and scoring.
Using this tool, you can create membership sites, landing pages, and web forms. If you want to have all your customer data and management tools in one place, Ontraport may just be the best solution.
To give you better insights into Ontraport, let’s take a deeper look into its basic features.
Basic Features of Ontraport
1 – Dashboard
The dashboard provides an easy-to-use interface to enable users to track actions and different metrics.
You can view everything about your customer data and marketing campaigns from a single place – the Ontraport dashboard which prevents you from having to use different marketing tools for related tasks.
You can find tools with drag-and-drop features that allow you to create marketing assets with ease. You can measure and customize your reports for easy viewing.
You will also find out details about your landing pages and how customers interact with your email campaigns.
2 – Membership Sites
If you want to convert your WordPress site into a membership site, then this feature is for you.
One of the popular ways of earning passive income is setting up a membership site, which allows you to receive monthly and yearly subscription payments from users.
To take advantage of this business model, brands are shifting their focus to Ontraport.
It offers a way to integrate learning and membership features on a site, and gives you the tool to create a unique and exclusive user experience for members of your site.
This feature allows you to protect content that is on your membership site, and gives you the power to restrict access to your content based on members’ subscription levels.
You can even create and promote marketing campaigns using this feature.
3 – Landing Pages
This feature allows anyone, having little or no technical skills, to create stunning landing pages, which can be used to promote products and services that belong to your business.
With lots of easy-to-customize templates, you can create landing pages that suit your brand. You know, having these landing pages that align with your brand makes for easy conversion.
4 – Ontraport Visual Campaign Builder
This tool allows you to view all the details about your campaign efforts. In fact, it is the ideal tool for creating marketing campaigns with ease.
You can customize triggers, actions, and even set marketing goals for your campaigns. This tool also allows for segmenting your audience based on their behavior and interests, helping you to create a unique experience for different users of your brand.
The visual campaign builder helps you create campaign assets just like a pro.
5 – Automate Business and Marketing Workflow
This is the main feature that sets Ontraport apart from the rest of its peers. It is a feature that allows you to automate different aspects of your business and marketing tasks.
With more businesses setting their focus on Artificial Intelligence and marketing automation, you will find Ontraport a great tool.
You can also automate the management of clients’ relations with this tool. Other business functions that you can integrate are email and SMS messaging, lead capture, and nurturing.
Using the elements of this feature, you can target your campaigns that produce better ROI.
While other businesses use different tools to manage these tasks, Ontraport gives you one platform to get them done.
6 – Partner Referral Program
Create high converting referral programs that help you build customer loyalty, and boost your revenue. You can use this tool to create rewards for clients that introduce others to your business.
You can manage the creation of referral partners’ accounts, track and also reward your partners.
Ontraport offers a 14-day (2 weeks) free trial period to test its products. You are not required to provide any credit card details – meaning, you can opt-out if you don’t find it suitable for your business.
Ontraport pricing plans are designed to scale with your business, based on your needs and budget. And the Basic Plan starts from $79 per month for users that prefer the plan.
I – Basic Plan – $79/month
On this plan, you can access such features as contact segmentation, lead capture, and nurturing, automated follow-up. Other features on Basic Plan include Landing Page personalization, goal-based automation, and automated re-engagement.
II – Plus Plan – $179/month
This includes extra features such as custom metric dashboard, lead routing and scoring, and automated partner payments.
Others are WordPress hosting, cart abandonment automation, and payment gateway integration.
III – Pro Plan – $297/month
It combines both plans and also includes custom objects, performance projection, and first and last click tracking. Also included are link generator, lead source tracking, ROI tracking, and free email tracking.
Pros and Cons of Ontraport
As we draw towards the end of this review, let’s highlight the pros and cons of using Ontraport.
- This is a great CRM tool that comes with a lot of features to enable business and marketing automation
- The Ontraport dashboard offers a well-designed and easy-to-use dashboard for users
- A visual composer that makes it easy for anyone to create stunning landing pages and email campaigns.
- The plans are costly for a startup that is yet to find its feet in the business world
- The options for integration are quite limited because Ontraport only provides support for a few apps
- Because this tool comes bundled with a lot of features, it can be tough for users to navigate the dashboard.
If you need a tool that can help you manage your customer data as your business grows, then this tool is for you.
But if your marketing needs are quite basic, you do not need all the features that come with Ontraport. It is better to settle for a cheaper solution or one with the tools that your business needs.
All in all, if you need to automate various aspects of your business or marketing, this tool will serve you just fine. And getting started is quite easy because Ontraport offers a free 14-day trial, which you can get started using right now.
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