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9.3

SpotScore

Ontraport - Marketing Automation SoftwareProfileVerifiedThis vendor has claimed and verified the listing.
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Ontraport Review: Is It The Right Marketing Automation Software For Your Team?

Best for SMB teams · Mid-market

Free Trial Available

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Starts from $83 / month when Billed Yearly

Integrates with

QuickbooksQuickbooks
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Google CalendarGoogle Calendar
ShopifyShopify
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Spotsaas Analysis for Ontraport

Ontraport is a marketing automation software used by marketing managers and sales teams in small to medium-sized businesses. A 4.5/5 rating from 735 reviews indicates broad validation, suggesting it meets the needs of many users effectively.

Ontraport's standout features include its comprehensive integration of CRM, marketing, automation, and analytics, which eliminates the need for multiple tools. Users also appreciate its high level of customization, allowing for personalized workflows through tag-based functions and automations. However, new users may find the platform's extensive features present a steep learning curve, which can be initially overwhelming.

Quick facts about Ontraport

Rating4.5/5 (735 reviews) | SpotScore: 9.3/10Best forMarketing managers, sales teamsPricingFree tier, public paid plansDeploymentBrowser Based, Android, iOSTop strengthComprehensive feature integrationWatch-outSteep learning curve for new users

What is Ontraport?

Ontraport is a CRM and marketing automation platform designed for small and mid-sized businesses that need to manage contacts, automate marketing and sales, process payments, and build web experiences from a single system. Unlike point solutions that require multiple integrations, Ontraport centralizes customer data, marketing automation, sales pipelines, payment processing, and website management in one shared database. This unified architecture allows teams to create connected workflows across every stage of the customer lifecycle without relying on third-party integrations or custom development. Ontraport is built for operations, marketing, and sales teams that have outgrown entry-level tools but want an alternative to complex, high-cost enterprise platforms. Core features and capabilities: • CRM and contact management — a single shared customer record with unified contact history, segmentation, lead scoring, and visual sales pipelines • Marketing automation — multi-channel automation across email and SMS, with behavioral triggers, lead routing, and attribution reporting • Payments and ecommerce — order forms, upsells, subscriptions, declined transaction recovery, and a customer billing center • Dynamic CMS — no-code tools for building websites, landing pages, membership sites, online courses, and customer portals • Shared inbox — centralized customer communications across channels for support and sales teams • AI Assistant — runs inside automations with access to unified customer data to segment contacts, personalize messaging, and route communications automatically • Reporting and analytics — campaign performance tracking, revenue attribution, and contact-level activity history Ontraport integrates with third-party tools via API and Zapier and supports custom development through an open API. The platform is web-based and includes a mobile app for iOS and Android. Founded in 2006 and headquartered in California, Ontraport serves thousands of businesses across more than 60 countries.

Pricing

  • Starts from $83 / month when Billed Yearly

  • Free Trial available

Best For

Built for growing teams, from small businesses to mid-market

Security & Compliance

GDPR
  • SSO & MFA supported

Platform

  • Web + mobile app (iOS & Android)

  • Browser Based (Cloud)

Ontraport Software Demo

Ontraport was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.

Who should consider Ontraport

Use cases
Lead generation and follow-up automation, Small to medium-sized businesses needing integrated CRM and marketing, Businesses requiring customizable marketing workflows
Team types
Marketing managers, Sales teams
Company size
Small Business, Medium Business
Workflow style
Flexible and configurable
Setup complexity
Medium

Why teams choose Ontraport

  • Exceptional customer support with knowledgeable and responsive representatives

  • Comprehensive all-in-one platform combining CRM, marketing automation, and analytics

  • Highly customizable workflows using tags, automations, templates, and triggers

Is Ontraport right for you?

Best for SMBs needing customizable CRM and marketing automation workflows.

Choose Ontraport if

  • You require an all-in-one platform integrating CRM, marketing automation, and analytics.
  • Your business needs highly customizable workflows with tags, triggers, and templates.
  • You have a marketing or sales team ready to leverage advanced automation features.

Consider alternatives if

  • You want a simple, out-of-the-box solution with minimal setup and learning.
  • Your team lacks time or technical skill to manage a medium-complexity platform.

What buyers should know before shortlisting Ontraport

Ontraport stands out as a top-tier customer relationship management (CRM) platform, offering businesses unparalleled flexibility, intuitive functionality, and powerful automation tools. The consistent praise from users highlights its ability to combine diverse features like email marketing, lead management, detailed tagging, and even membership site creation—all under one roof.

Long-time users frequently mention the efficiency gains, with some reporting significant time and cost savings compared to using multiple platforms. Additionally, Ontraport’s pre-loaded templates and drag-and-drop builder make it approachable for businesses of all technical skill levels.

However, what truly sets Ontraport apart is its stellar customer support. From real-time chat assistance to screen-recorded walkthroughs, the support team’s patience, expertise, and genuine desire to help customers succeed receive near-universal acclaim.

For beginners and seasoned users alike, this level of service minimizes the occasional learning curve, which some users note can feel steep with Ontraport’s more advanced features. Overall, Ontraport delivers a robust and user-centric experience, making it an excellent investment for businesses looking to streamline operations and enhance customer relations.

Pros and cons

Ontraport pros and cons

  • Ontraport pros
  • Exceptional customer support with knowledgeable and responsive representatives

  • Comprehensive all-in-one platform combining CRM, marketing automation, and analytics

  • Highly customizable workflows using tags, automations, templates, and triggers

  • Ontraport cons
  • Steep learning curve for new users due to extensive features

  • Occasional system limitations requiring creative workarounds

4.5/5 rating
508 verified reviews
Free trial available

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Ontraport reviews and ratings

Buyer sentiment

Overall, buyers appreciate Ontraport's powerful automation and comprehensive feature set but note a challenging learning curve and higher pricing.

What buyers like

  • Customer support
  • Feature comprehensiveness
  • Customizability

Common complaints

  • Learning curve
  • Pricing

4.5

Very Good

Based on 735 ratings & 508 reviews

Are you using Ontraport?

Rating Distribution

Excellent

(463)

Very Good

(28)

Good

(5)

Poor

(1)

Terrible

(11)

What users are saying

FC

Fay Chamoun

03/18/24

5 out of 5

Ontraport - Great customer support

I have been with Ontraport for several years. I am very impressed with the great customer support they provide.

FC

Fay Chamoun

03/18/24

5 out of 5

Ontraport - Great customer support

I have been with Ontraport for several years. I am very impressed with the great customer support they provide.

MS

Megan S

01/03/24

5 out of 5

"Ontraport is a brilliant platform."

What do you like best about Ontraport? I never thought I could learn something tech with this much detail! What do you dislike about Ontraport?

MS

Megan S

01/03/24

5 out of 5

"Ontraport is a brilliant platform."

What do you like best about Ontraport? I never thought I could learn something tech with this much detail! What do you dislike about Ontraport?

AU

Anonymous User

10/30/23

5 out of 5

"An incredible platform. The best I've used in 10+ years running my own businesses"

What do you like best about Ontraport? Ontraport is the best small business software out there, bar none. Flexible. Easy to use. Intuitive. And SUPER ...

Read more

AU

Anonymous User

10/30/23

5 out of 5

"An incredible platform. The best I've used in 10+ years running my own businesses"

What do you like best about Ontraport? Ontraport is the best small business software out there, bar none. Flexible. Easy to use. Intuitive. And SUPER ...

Read more

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What are the features of Ontraport?

78%

Feature coverage

69 of 89 tracked features

A/B testing, also known as split testing, is a marketing experiment in which you divide your audience to test various campaign versions and…

An abandoned cart email is a sales recovery approach that uses follow-up communication to persuade a consumer to continue an unfinished purc…

The access control structure is a crucial characteristic that distinguishes a digital asset management system from other storage systems. Yo…

Analytics (ROI Tracking) is a method of calculating the return on investment from a company's marketing expenditures. Return on marketing in…

A script that automates email answers is known as an autoresponder. The script is activated by user actions on a website or when a user send…

Automations refer to the use of technology to automate and streamline repetitive tasks and processes. It is a feature commonly seen in vario…

Business Process Automation has increasingly become a critical factor for the efficiency of any business organization. Business process auto…

Customer relationship management (CRM) is a tool that allows to keep track of all of the company's relationships and interactions with its c…

Marketers frequently use demographic information such as age, gender, residency, or region and a variety of other predetermined attributes t…

An organization creates and controls marketing and sales processes, people, policies, and platforms to offer goods and services indirectly t…

Client management, also referred to as customer management, is a key aspect of business operations that involves managing and organizing cli…

A client portal is a software that allows your company to share digital files, information, and services with customers. For example, it wil…

A contact database allows a business to more efficiently manage and coordinate information about its clients, customers, and other contacts.…

Importing involves adding your previous contacts to your phone after a reset, whereas exporting entails updating your backup contact list. C…

Contact List Import is a feature that allows users to easily import and organize their contact information into their software. With just a…

Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most bas…

Material management is the end-to-end acquiring, designing, processing, and distributing of content. It is a set of methods and technologies…

The ability to link site engagements to metrics on who has interacted with your campaigns is conversion tracking. You can track conversions…

Customer Database is a vital feature of any software that allows businesses to store, organize, and manage information related to their cust…

A customer portal is a website that allows current customers to access services and information. It's usually safe and confidential, and it…

Customizable templates allow you to customize the template structure and information to meet the demands of your project, allowing you to cr…

Customization is a powerful feature offered by various software solutions that allows users to tailor the software according to their specif…

The drag and drop editor is a valuable tool for used for creating emails by dragging and dropping blocks into a template and modifying their…

Drag and drop page building is at the core of the new Builder. Just drag and drop to place your content anywhere on your page, and adjust it…

Drip campaigns are a series of automated emails sent in response to user actions or predefined schedules. They let you interact with groups…

Using email distribution lists, resource sharing, collaboration, research, and community engagement are all made easier. This strategy is co…

Drip emails are a sequence of automated emails sent to people who complete a specific action. You may specify the number of emails to send a…

Email list management refers to the process of organizing and maintaining a group of email contacts for effective communication and marketin…

Email marketing is a type of marketing that informs your customers via email list of new products, discounts, and other services. It can als…

Email scheduling is the process of specifying a precise time for an email to be sent. A planned email is a message that you may send later;…

An event-triggered email is sent automatically when a specific event happens. The events could be a one-time occurrence or a user-performed…

For Websites is a software feature that is designed specifically for websites to enhance their functionality and performance. This feature o…

The General Data Protection Regulation or GDPR is a regulatory framework that establishes standards for acquiring and processing personal da…

It's critical to track a goal's progress after corporate objectives have been adequately defined. When a company keeps track of its objectiv…

A knowledge base is a centralized documentation repository that includes frequently asked questions, how-to guides, and troubleshooting inst…

Landing pages are single-page websites designed to promote or advertise a marketing or ad campaign. Visitors " land " on a landing page afte…

The process of saving lead data to convert the lead into a paying customer is termed "lead capture." A newsletter subscription or a quote re…

Contact with a possible consumer, often known as a "prospect," is referred to as a "lead." A lead database is a structured compilation of a…

The lead management process is a series of activities in which businesses engage with leads and convert them into customers. It entails gath…

lead nurturing creates and reinforces relationships with customers, at every point of the sales funnel. A good lead nurturing plan concentra…

Lead scoring is a sales and marketing tool for determining the sales readiness of leads. You score leads based on their level of interest in…

Lead segmentation is determining how a company's prospects and customers can be segmented into groups of leads based on numerous factors and…

Publishing data cards and boosting sales through promotional efforts are part of list management. Processing orders, organizing approvals wi…

List segmentation helps send relevant material to the right individuals at the right time. For example, you can segment your contact and lea…

A mailing list is the total number of people who have signed up for your website, whether a blog, an e-commerce site or a corporate website.…

Marketing automation is a technology used to assist marketing departments, and businesses promote more effectively across different internet…

Marketing management is a crucial aspect of any successful business strategy. It involves the planning, implementation, and control of vario…

A marketing automation app for mobile devices is a software application that allows marketers to automate and manage marketing activities. T…

A mobile-friendly website is easy to use on a mobile device, especially one with a small screen like a smartphone. A mobile-friendly site ap…

Multi-Channel Customer Service encompasses a variety of platforms such as phone, email, live chat, social media, and self-service channels s…

Multi-channel messaging entails sending customized material to customers via text messages, emails, push alerts, social media, and online br…

Multi-user support is a highly valuable feature that allows multiple users to access and use software simultaneously. This feature is partic…

Multivariate testing is a process for testing a hypothesis by changing numerous factors. Multivariate testing aims to determine which combin…

The critical term in Notification Scheduling is "scheduling" – this is a very new concept! When a push notification is planned, such as "Tak…

Payment Processing is defined as providing a Person with the ability to charge or debit accounts using any payment mechanism, including but…

A pre-built template is a document that can be used as a starting point for creating a new one. A template is pre-formatted in some way when…

An email template is a preformatted HTML email that you may use to make your unique email template by replacing the suggested content with y…

Real-time collaboration or live editing in the workspace, in the same email template – by multiple users at the same time, with the automati…

Referral tracking entails gathering information throughout the entire referral process, from a customer registering to become a referrer to…

A self-service portal is a website or app that enables workers (or external clients for externally visible support providers) to help themse…

Surveys are a vital tool for gathering information and feedback from a specific group of people. It allows organizations and businesses to u…

A chat survey is a method of gathering customer feedback to access their overall experience across channels such as the website, mobile apps…

The technique of managing a task throughout its life cycle is known as task management. Planning, testing, tracking, and reporting are all p…

Templates are pre-designed formats or layouts that are used as a starting point for creating various documents or designs. They serve as a f…

Third-party integration refers to the addition of relevant external data to an existing project via various APIs. Because of third-party API…

User Management is a crucial feature in software which aims to efficiently manage the users accessing the system. This feature enables the a…

The process of splitting visitors to your website, viewers of digital adverts, marketing email subscribers, and others depending on a partic…

Website visitor tracking is the practise of collecting, storing, and sharing information on visitors' activity on the internet by website ad…

Writing Assistant is a software that has been developed to help individuals with their writing tasks. This feature allows users to improve t…

Security & Compliance

Ontraport security and data handling

Key compliance certifications and security features for IT and security teams evaluating Ontraport.

Certifications

SOC 2✗ Not certified
GDPR✓ Certified
HIPAA✗ Not certified
ISO 27001✗ Not certified

Security features

Single Sign-On (SSO)✓ Yes
Multi-Factor Authentication✓ Yes
Data Encryption✓ Yes
Audit Logs✓ Yes

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Help & Contact

Ontraport Support Options

Customer ServiceBusiness HoursOnline
LocationCovina, California

Connect with Ontraport

Frequently Asked Questions About Ontraport

Common questions buyers ask before choosing Ontraport.

Ontraport is a Marketing Automation Software. Ontraport offers Website Visitor Tracking, Lead Nurturing, Lead Management, Landing Pages, Email Drip Campaigns and many more functionalities.

Ontraport is a strong fit if: You require an all-in-one platform integrating CRM, marketing automation, and analytics.; Your business needs highly customizable workflows with tags, triggers, and templates.. Consider alternatives if: You want a simple, out-of-the-box solution with minimal setup and learning.; Your team lacks time or technical skill to manage a medium-complexity platform..

Buyers commonly note the following limitations of Ontraport: Steep learning curve for new users due to extensive features; Occasional system limitations requiring creative workarounds; Pricing can be expensive for small businesses or startups.

Some top alternatives to Ontraport includes Outgrow, ActiveCampaign, CleverTap, Moosend and Contactspot.

Ontraport offers Free Trial, Subscription pricing models

Yes, Ontraport can integrate with Quickbooks, Zoom, Google Calendar, Shopify and many more.You can find more integration for Ontraport here

The starting price of Ontraport is $83/month when Billed Yearly

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About the reviewer

Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].