What are the Limitations of Ontraport CRM?
Ontraport isn’t a perfect platform, and there are some key areas of the CRM that could use improvement.
- First of all, there’s no free plan – This can be a barrier to entry for startups and SMBs without a big budget. While this isn’t necessarily a deal-breaker, there are a lot of options on the market that offer robust free plans with some of the same features as Ontraport’s basic plan.
- It can be costly with a lot of contacts – Ontraport charges more based on the number of contacts you have. If you’re an SMB that manages a ton of relationships across multiple platforms, Ontraport can really add up without realizing it. Be sure to use their pricing calculator before you sign up to see exactly how much you’ll pay.
Ontraport Integrations
When it comes to being able to integrate your favorite platforms all in one place, Ontraport brings home the bacon.
What’s especially great about the CRM platform is that they break down the integrations into specific categories (pictured below).
Some of these integration categories include the following:
- Accounting and bookkeeping
- Forms
- Help desk
- Landing pages
- Shipping and fulfillment
Plus, Ontraport provides integration with Zapier, allowing for over 5,000 additional integrations.
At Small Business Bonfire, we swear by Slack for the majority of our team communications. So naturally, we were thrilled to learn we could integrate Ontraport with Slack in just a matter of minutes (using Zapier).
What’s great about Slack with Ontraport is that it allowed us to accomplish the following whenever a new form was filled out:
- Set statuses
- Enable notifications
- Send messages
- Invite users to our channel
This meant that when it came to lead capture, we were covered—so no potential clients fell through the cracks.
All in all, Ontraport offers some impressive native integrations in addition to thousands of fantastic third-party add-ons.
How to Get Started with Ontraport CRM
Getting started with Ontraport CRM was a great experience overall.
First, we navigated to the homepage, where we were greeted with a call to action (CTA) to get started with a 14-day free trial.
We got started right away by clicking the free trial button.
Next, we filled out a few fields, including name and email (shown below).
Then, we created a secure password and were well on our way to testing the platform.
From there, we were prompted with a nice little graphic that allowed us to select what we sold.
The options provided included:
- Sessions or appointments
- Access to content or services
- Project work
- Events
- Physical products
- Other
We were then asked how employees and also how many contacts we had. When we import our contacts from SBB while testing these platforms, we typically import about 10k to really test out the contact capacity and pricing of a CRM.
Next, we were sent a verification email, which just required one click, and we were verified!
The final step was filling out some information like the business URL, address, and phone number.
Once we were signed up, we were easily doing the following:
- Adding contacts
- Creating impressive workflow automation
- Tracking our sales across the board
Is Ontraport CRM Easy to Use?
Getting started with Ontraport at Small Business Bonfire was a breeze, and we’re not just blowing hot air!
From signing up to setting up our first campaigns to creating and utilizing complex automation, the entire process was smooth and effortless. There’s essentially no learning curve to the Ontraport system.
We especially loved their detailed tutorials and step-by-step guides that made it feel like we had a personal CRM coach guiding us along the way.
Does Ontraport Have a Mobile App?
Yes, Ontraport has a mobile app that’s available on iOS and Android.
For our Ontraport review, we downloaded the app on iOS and got started with it!
With the app, we were able to easily access the following:
- Daily activity view
- Contacts
- Tasks
- Settings
- Help center
Here’s what our view from mobile looked like.
At Small Business Bonfire, we think it’s essential that a CRM platform has a mobile app that you can use to take your business with you on the go.
Luckily, Ontraport delivers this in spades! The app certainly made it easier to manage all of our day-to-day activities while out and about.
Ontraport CRM Customer Service Review
During our comprehensive review of Ontraport CRM, we couldn’t help but be impressed by their exemplary customer service.
We put the CRM software to the test by reaching out to their support team with a simple query about Slack integration.
And let me tell you, their responsiveness blew us away! Within mere seconds, we received a detailed response from their support team that addressed the issue at hand.
Throughout the entire testing process, we encountered no issues whatsoever with their customer service, let alone any problems with their platform.
So if you’re looking for a CRM that’s backed by a great customer service team, then Ontraport is undoubtedly the way to go!
