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High quality CRM 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 extra details at infusionsoft vs ontraport.

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.

Ontraport demonstrates its expertise when it comes to focusing on the needs of the users, it allows you to create focused campaigns in order to gain potential leads. The software helps you narrow down your leads by maintaining their data and letting you analyze and decide the kind of leads that will suit your business the most. The main focus of Ontraport is to deliver quality instead of quantity. Users can even make campaigns for regulating their messages and monitoring sales performances.

Nowadays, it’s practically impossible to stay behind your desktop all the time, especially when you have a business to run. The Ontraport mobile app gives you access to most of the functions you can find in the desktop version. It includes Contacts, Deals, Companies, and all the custom objects you’ve enabled in your account. Of course, you can view all of your saved data and continue working as if you were in the office. You can also perform deep searches in your record. If you get stuck at some point while using the Ontraport app, there’s a help center you can access from your mobile device. You can find it under the resources tab next to other exciting stuff, such as training resources and success stories.

How’s Ontraport any different? Turns out you’re right. We’ve indeed tried out a host of tools that supplement marketing automation with CRM. In fact, there are numerous options on the market. Mailchimp happens to be one of the most popular ones, along with ActiveCampaign plus SendinBlue. And yes, each of them is capable of both email marketing automation and CRM. But, here’s the kicker. While their email marketing features are pretty solid, the accompanying CRM functionalities are comparatively weak. In other words, they can’t possibly match up to dedicated CRM solutions. The best most of them can do is basic CRM.