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Ontraport

CRMs

Ontraport is an all-in-one CRM and marketing automation platform designed to streamline business operations and enhance customer engagement. It provides tools for managing contacts, automating marketing campaigns, and tracking sales activities. Key features include lead management, email marketing, SMS marketing, and advanced analytics. Ontraport's customizable workflows and automation capabilities help businesses automate repetitive tasks and improve efficiency. The platform also offers integration with various third-party applications to centralize data and optimize operations.

Features

  • CRM & Contact Management: Comprehensive tools for managing contacts, leads, and customer interactions.
  • Marketing Automation: Automate marketing tasks, including email campaigns, lead nurturing, and customer segmentation.
  • Sales Automation: Tools for automating sales processes, such as lead scoring and pipeline management.
  • Reporting & Analytics: Advanced reporting and analytics for tracking performance and gaining insights.
  • Customizable Workflows: Flexible workflow automation and customization options.
  • Integration: Connects with various third-party applications and services.
  • Landing Pages & Forms: Create and manage landing pages and forms for lead generation.
  • Mobile App: Access CRM and marketing tools via mobile devices.

Pricing

  • Free Trial:
    • 14-day free trial available for all plans.
  • Basic:
    • Price: $79 per month (billed annually)
    • Includes essential CRM features, marketing automation, and reporting.
  • Plus:
    • Price: $159 per month (billed annually)
    • Adds advanced features like sales automation, custom reporting, and integration capabilities.
  • Pro:
    • Price: $319 per month (billed annually)
    • Provides additional features such as advanced analytics, API access, and dedicated support.
  • Enterprise:
    • Price: Custom pricing
    • Offers the most comprehensive features including extensive customization, higher limits, and premium support.

Pros

  • Comprehensive Features: Wide range of CRM and marketing automation tools in one platform.
  • Customizable: Extensive options for customizing workflows, reports, and dashboards.
  • Automation: Effective automation for both marketing and sales processes.
  • Integration: Good integration capabilities with various third-party applications.
  • Reporting: Detailed and customizable reporting and analytics.

Cons

  • Complexity: Steep learning curve due to the breadth of features and customization options.
  • Cost: Relatively high pricing, which may be a barrier for small businesses.
  • Performance: Some users report slow performance and occasional glitches.
  • User Interface: Interface can be overwhelming and less intuitive for new users.
  • Support: Mixed reviews on customer support responsiveness and effectiveness.

Watch the Tutorial:

Weekly release update: Apr Week 2
Updates from last week! 👀 Here’s what’s new in Salesforge 📬 & Agent Frank 🤖 1. New Feature Drop: Opt-Out Rate Metric is LIVE! Another slick upgrade just landed—we’ve added a new metric card for Opt-Out Rate in both Sequences and the Agent Frank detailed view in Salesforge! Now you can: See exactly how many prospects are opting out of their outreach Spot sequences that might be too aggressive or missing the mark Tweak messaging and targeting for better engagement (and fewer unsubscribes) This is a big win for deliverability, compliance, and keeping outreach sharp. 2. New Feature Drop: Product Email Notifications Are LIVE! 🚀 We just launched a brand-new layer of real-time visibility — Product Email Notifications are now LIVE in Salesforge! Here’s what you will now get alerted about, straight to their inbox: Mailbox(es) disconnected – so they can reconnect before it hurts deliverability New reply received – excluding OOO and bounces, only the real ones Running out of credits – whether it’s sending, validation, or anything else You can opt-in or opt-out of these notifications anytime from their settings. No more guessing. No more blind spots. Just clean, actionable updates to stay on top of their game. New free tools on salesforge.ai 🔨 The Forge Sales GPT: Use our ChatGPT bot to create cold email sequences based on your ICP and value proposition. We're still working on more features & workflow improvements across all forges in April! 🌱