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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: May Week 2
Updates from last couple of weeks! 👀 Salesforge 📬 Contacts Export Now Includes First & Last Names Exporting contacts just got more useful. All export files now include First Name and Last Name columns Easier sorting, personalization, and CRM syncing Smarter Product Cards with AI-Powered Evaluations Product card creation now comes with built-in guidance. Evaluate key sections like Pain, Cost of Inaction, and Solution AI gives instant feedback to help you write stronger messaging for better-performing email copy Simplified User Invites We’ve reduced friction and improved clarity in a key area. Admins now only enter the new user’s email and role. The user receives an email invite and sets up their own credentials. Anti-Spam Filtering in Validation Step We’ve added another layer of protection to your sequences. During email validation, we now detect and filter contacts associated with major anti-spam tools This helps protect your sender reputation and keeps your outreach clean New Integration: Salesforge x Sendspark Bring video into your cold outreach with our new Sendspark integration. Add personalized video messages to your sequences Humanize your outreach and improve reply rates New Integration: Salesforge x Make.com Salesforge now connects with thousands of apps via Make.com. Automate workflows between Salesforge and your tool stack—no code required Triggers include: email sent, opened, replied, bounced, unsubscribed, label changes, and more Agent Frank 🤖 Export Reports from Agent Detailed View Agent Frank reports are now downloadable. Export data directly from the Agent view Ideal for performance reviews, audits, and team sharing Localized Greetings Are Here Make your outreach more personal and relevant across languages. Frank automatically adjusts greetings based on the recipient’s default language (from LinkedIn) Replies adapt too, and a toggle allows users to enable or disable this feature New Logic Update: Spam Filtering Now Baked Into Agent Frank The same anti-spam filtering logic used in Salesforge is now integrated into Agent Frank. Cleaner contact lists Improved deliverability across all your campaigns Warmforge 🔥 Bulk Edits for Mailboxes Are Live Managing multiple mailboxes just got a whole lot easier. Apply changes to several mailboxes at once Save time and reduce manual work User Management in Warmforge Warmforge now supports multi-user workspaces. Admins can invite teammates directly Great for growing teams that need to scale warm-up efforts together Public API + Placement Tests API A major update for power users and developers. Public API: Programmatically manage mailboxes and automate warm-up workflows Placement Tests API: Run inbox placement tests via API, integrate results into dashboards, and catch issues before launch New free tools on salesforge.ai 🔨 Cold Email Expert GPT: Ask anything about cold outreach - strategy, ICPs, copywriting, deliverability - and get expert-level answers instantly. Roast My Cold Email Copy GPT: Use our ChatGPT-powered assistant to get brutally honest, high-impact feedback on your cold email copy. The Forge Sales GPT: Use our ChatGPT bot to create cold email sequences based on your ICP and value proposition. Cold Email Domain Generator: Generate secondary domain names for your cold email outreach to protect your email deliverability! Buyer Persona Generator: Generate your ICP & buyer persona template in minutes for more accurate outreach!