Is Ontraport Good for a CRM?

The Pros and Cons of Using Ontraport for Your Business

Greetings, fellow business owners!

When it comes to managing customer relationships, having a reliable Customer Relationship Management (CRM) system is key. There are numerous CRMs in the market, but Ontraport has been making waves recently. Is it worth the hype? Let’s explore together!

The Introduction: Ontraport in a Nutshell

Ontraport is a powerful and intuitive CRM and marketing automation platform that streamlines your customer management processes. It has a plethora of features that cater to small and medium-sized businesses, such as lead management, email marketing, e-commerce, and analytics tools.

Ontraport boasts of its all-in-one system, which means that you don’t have to acquire and integrate several third-party apps to complete your tasks. This feature alone saves you time and effort, which you can redirect to other essential business pursuits.

Now, let’s dive deeper into how Ontraport functions as a CRM.

Lead Management

Ontraport’s lead management feature is one of its most robust. It allows you to collect leads from various sources, such as web forms, landing pages, and emails. Once a lead is captured, Ontraport automatically creates a contact record for the lead, which includes all the information you need to start building a relationship.

The lead management feature also enables you to segment your leads based on specific criteria, such as location, behavior, and engagement. This segmentation allows you to tailor your communications to their needs and preferences, which can ultimately lead to higher conversion rates.

However, some users find the lead management interface a bit clunky and unintuitive, especially if they are not familiar with Ontraport’s system. This issue can be resolved with proper training and orientation.

Email Marketing

Email marketing is a crucial component of any CRM, and Ontraport has an excellent email marketing module. It allows you to create visually stunning emails with templates and a drag-and-drop interface. You can also set up automated email campaigns based on triggers, such as lead behavior, demographics, and engagement.

Ontraport’s email marketing also has powerful segmentation and personalization features, which enable you to send targeted and relevant messages to your leads and customers.

One downside of Ontraport’s email marketing module is that it has limited customization capabilities compared to other email marketing platforms, such as Mailchimp and Constant Contact. However, this is not a dealbreaker if you prioritize ease of use and automation.


Ontraport’s e-commerce feature allows you to sell your products and services directly from your website or landing pages. It integrates with popular payment gateways, such as PayPal and Stripe, and has a built-in shopping cart and checkout process.

With Ontraport’s e-commerce, you can also create upsell and cross-sell offers, set up subscription plans, and manage your inventory. Plus, you can track your sales and revenue easily through Ontraport’s analytics tools.

The main limitation of Ontraport’s e-commerce feature is that it is not as robust as dedicated e-commerce platforms, such as Shopify and WooCommerce. If you have a complex product catalog or need advanced shipping and tax options, you may need to integrate third-party apps or opt for another e-commerce solution.


Speaking of analytics, Ontraport has a comprehensive set of performance metrics that allow you to monitor and optimize your campaigns. You can track your website traffic, email open rates, click-through rates, conversion rates, and more.

Ontraport’s analytics also integrate with popular tracking tools, such as Google Analytics and Facebook Pixel. This integration enables you to have a holistic view of your marketing efforts and make data-driven decisions.

However, some users find Ontraport’s analytics interface overwhelming and difficult to navigate. Again, proper training and orientation can help mitigate this issue.

Customer Support

Ontraport prides itself on providing top-notch customer support to its users. It has a dedicated support team that is available via phone, email, and chat, and a vast knowledge base that houses video tutorials, articles, and FAQs.

Ontraport also offers personalized coaching and consulting services for a fee, which can help you maximize the platform’s features and tailor them to your business needs.


Ontraport’s pricing is one of its most discussed aspects. It offers four plans:

Plan Features Pricing (monthly)
Basic CRM, marketing automation, basic email marketing $79
Plus Basic features + e-commerce, membership sites, and up to 1,000 contacts $147
Pro Plus features + more contacts, custom objects, and additional marketing channels $297
Enterprise Pro features + unlimited contacts, advanced features, and APIs Custom pricing

The pricing model is based on the number of contacts you have in your database and the features you need. Some users find Ontraport’s pricing steep, especially if they have a large contact list. However, Ontraport offers a 14-day free trial and a 90-day money-back guarantee, which can help alleviate the cost concerns.

The Pros and Cons of Using Ontraport for Your Business

The Advantages

Based on the features and pricing we’ve discussed above, here are the top advantages of using Ontraport for your CRM needs:

1. All-in-one system

Ontraport’s all-in-one system saves you time, effort, and money by consolidating multiple business tools into one platform.

2. Intuitive interface

Ontraport’s interface is user-friendly and easy to navigate, even for non-technical users.

3. Robust lead management

Ontraport’s lead management feature allows you to capture, track, and segment your leads effectively, resulting in higher conversion rates.

4. Powerful automation

Ontraport’s automation features enable you to create personalized and targeted campaigns that nurture and convert your leads and customers.

5. Great customer support

Ontraport’s customer support is responsive, knowledgeable, and helpful, which can help you solve any issues you encounter quickly.

The Disadvantages

However, Ontraport is not without its drawbacks. Here are some of the areas where it falls short:

1. Limited customization options

Ontraport’s email marketing and e-commerce modules have limited customization options compared to dedicated platforms.

2. Steep pricing

Ontraport’s pricing can be expensive, especially if you have a large contact list or need advanced features.

3. Clunky interface

Some users find Ontraport’s interface clunky and unintuitive, especially if they are not familiar with the platform.

4. Less flexibility

Ontraport’s all-in-one system approach means that you may have less flexibility in choosing and integrating third-party apps that suit your business requirements.

5. Learning curve

Ontraport’s features and interface may require a learning curve, especially for users who are new to CRM and marketing automation.

FAQs: Your Ontraport Questions Answered

1. Is Ontraport easy to use?

Yes, Ontraport has an intuitive and user-friendly interface that makes it easy to use.

2. Can Ontraport integrate with third-party apps?

Yes, Ontraport can integrate with several third-party apps, such as Zapier, WordPress, and Shopify.

3. How many contacts can Ontraport accommodate?

Ontraport’s plans can accommodate up to 100,000 contacts, depending on the plan you choose.

4. Is Ontraport suitable for e-commerce?

Yes, Ontraport has a built-in e-commerce module that allows you to sell your products and services.

5. What kind of analytics does Ontraport offer?

Ontraport’s analytics tools allow you to track your website traffic, email open rates, click-through rates, conversion rates, and more.

6. Does Ontraport have a mobile app?

No, Ontraport does not have a mobile app, but its interface is mobile-responsive, which means that you can access it on your smartphone or tablet.

7. Does Ontraport offer a free trial?

Yes, Ontraport offers a 14-day free trial.

8. Can I cancel my Ontraport subscription anytime?

Yes, you can cancel your Ontraport subscription anytime, and it has a 90-day money-back guarantee.

9. Does Ontraport offer personalized coaching and consulting?

Yes, Ontraport offers personalized coaching and consulting services for a fee.

10. Is Ontraport suitable for large enterprises?

Yes, Ontraport’s Enterprise plan can accommodate the needs of large enterprises, but it has custom pricing.

11. Can I send SMS messages through Ontraport?

Yes, Ontraport has an SMS messaging feature, but it is available only in the US and Canada.

12. Can I automate my social media posting through Ontraport?

No, Ontraport does not have a built-in social media automation feature, but it can integrate with third-party social media management apps.

13. Does Ontraport comply with GDPR?

Yes, Ontraport complies with GDPR and has features that help you comply with data protection laws.

The Conclusion: Should You Choose Ontraport as Your CRM?

Now that we’ve explored Ontraport’s features, pros, and cons, the question remains: Is Ontraport good for a CRM? The answer is, it depends on your business needs and goals.

If you prioritize an all-in-one system, intuitive interface, and robust lead management, Ontraport may be an excellent choice for you. However, if you need more customization options, third-party integrations, and cost-effectiveness, you may need to explore other CRM options.

Remember, Ontraport offers a 14-day free trial and a 90-day money-back guarantee, so you can test the platform and see if it fits your business requirements. Additionally, Ontraport’s customer support is always available to help you maximize the platform’s features and achieve your business goals.

The Closing: Our Disclaimer

Before we end this article, we want to remind our readers that the information provided in this article is for educational and informational purposes only. We do not endorse or guarantee any products or services mentioned in this article.

Furthermore, we encourage our readers to conduct their research, compare different CRMs, and consult with professionals before making any business decisions. Your success as a business owner depends on your due diligence and informed choices.

Thank you for reading, and we wish you all the best in your business journey!

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