What are the limitations of Ontraport CRM?
Ontraport is not a perfect platform and there are some key areas of CRM that could be improved.
- First, there is no free plan – This can be a barrier to entry for start-ups and SMEs without big budgets. This isn’t necessarily a deal breaker, but there are plenty of options on the market that offer powerful free plans with some of the same features as Ontraport’s basic plan.
- Too many contacts can be costly – Ontraport will charge an additional fee based on the number of contacts. For SMBs managing a large number of relationships across multiple platforms, Ontraport can actually grow without you noticing. Before signing up, use our pricing calculator to see exactly how much you’ll be paying.
Ontraport excels in bringing all your favorite platforms together in one place.
One of the coolest things about CRM platforms is that they organize their integrations into specific categories (pictured below).
These integration categories include:
- accounting and bookkeeping
- help desk
- landing page
- Shipping and fulfillment
Additionally, Ontraport offers integration with Zapier, with over 5,000 additional integrations available.
At Small Business Bonfire, we pledge to do the majority of our team communication in Slack. So, naturally, he was thrilled to find out that in just a few minutes (using Zapier) he could integrate Ontraport with Slack.
The beauty of Slack with Ontraport is that every time you fill out a new form, you can:
- set status
- enable notifications
- send a message
- Invite people to your channel
This meant we had you covered when it came to lead generation, and no potential client was left unsuccessful.
Overall, Ontraport offers some impressive native integrations along with thousands of great third-party add-ons.
How to get started with Ontraport CRM
Getting started with Ontraport CRM has been a great experience overall.
First, when you go to the home page, you’ll see a CTA (Call To Action) to initiate action. 14 days free trial.
Click to start immediately. free trial button.
Then I filled in some fields such as name and email address (see below).
Then I created a secure password and was well on my way to testing the platform.
From there you’ll see a nice little graphic where you can choose what to sell.
Options offered include:
- session or reservation
- Access to Content or Services
- project work
- physical product
I was then asked how many employees I had and how many contacts I had. When importing contacts from SBB when testing these platforms, we typically import around 10,000 contacts to really test the CRM contact capacity and pricing..
Then I was sent a confirmation email and authenticated with one click.
The final step was to enter information such as the business URL, address, and phone number.
Once signed up, it was easy to:
- Add contact
- Create impressive workflow automation
- Track sales holistically
Is Ontraport CRM easy to use?
Getting started with Ontraport was easy with Small Business Bonfire. It’s not just blowing hot air.
From signing up to setting up your first campaign, to creating and using complex automations, The whole process was smooth and effortless. The Ontraport system has essentially no learning curve.
I especially liked the detailed tutorials and step-by-step guides. The CRM coach made me feel like I was being coached by a personal coach.
Does Ontraport have a mobile app?
Yes, Ontraport has mobile apps available for iOS and Android.
For our Ontraport review, we downloaded the app on iOS and started using it.
The app gave me easy access to:
- Daily activity view
- contact address
- Help center
The view from mobile looks like this:
At Small Business Bonfire, we believe that a CRM platform must have a mobile app that you can use to take your business with you on the go.
Luckily, Ontraport definitely makes this happen. This app definitely makes it easier to manage all your daily activities while on the go.
Ontraport CRM customer service review
During our comprehensive review of Ontraport CRM, we couldn’t help but be impressed with their efforts. exemplary customer service.
We tested the CRM software by asking the support team a quick question about the Slack integration.
And let me tell you, we were blown away by their responsiveness. within secondsreceived a detailed response from the support team addressing the issue at hand.
Throughout the testing process, we encountered no issues with the platform, let alone customer service.
So, if you’re looking for a CRM backed by a great customer service team, Ontraport is definitely the way to go!