Best CRM software reviews right now? Ontraport is a no-code business software that empowers service businesses to systemize and scale. Ontraport manages and automates the entire buying cycle, resulting in faster growth while freeing up business owners and teams to deliver more customer value. Ontraport’s full set of marketing, sales and business operations features include CRM, automation, payments, sales pipeline, web apps, tracking, email and SMS, landing pages, and membership sites. Service providers of all kinds — including consultants and agencies, coaches and advisors, and personal and professional service providers — trust Ontraport to achieve more growth with less work. For more information, visit www.ontraport.com. See additional details at ontraport reviews.
That said, you’ll notice the company has made a good attempt at building a clean interface. I like the fact that Ontraport comes with a minimalistic design, which makes it easier to navigate around the platform. The main dashboard, however, might feel a bit cluttered because of the numerous default figures. You get to view all sorts of performance analytics generated from your campaigns. On the bright side though, at least Ontraport allows you to customize the dashboard. It essentially provides a drag and drop editor for organizing your dashboard layout, as well as specifying the type of reports you’d want to view. Now, as you start navigating around the platform, it becomes apparent that things might not be as simple as you might have previously imagined. Ontraport is a pretty extensive automation software with numerous tools and features that could overwhelm you.
This software’s user interface is a mixed bag, with some people finding it too complex, while others think it is manageable, so if this is your first automation software, you may need some time to understand this software’s functionalities. Ontraport’s CRM is great for maintaining categorized lists of your prospects, it allows you to send emails and newsletters to these lists to collect their data and update them regarding your business. Email and marketing automation are the strong features of this software and some companies only use Ontraport for its automation.
Lead Scoring: With lead scoring, you gain insight into the engagement level of your contacts. The more you see them engaging in your assets, the more point value they’ll have. It gives you an idea of what they’re most interested in. You’ll notice percentages showing up next to lead scores. Their purpose is to give you an idea of how important a contact’s score is. These are the scores based on the median. The way it works is that the median score gets 50% while the highest one gets 100%. The rest are then weighted to reflect the smaller range values.
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.