High quality CRM software reviews? Ontraport is a business automation software that offers an all-in-one experience. It includes tools for customer relationship management (CRM), email automation, and email marketing. The program is a great solution for both small business owners and solopreneurs. It puts an emphasis on the five phases of the customer life cycle – attract, convert, fulfill, delight, and refer. The service even includes graphical campaign maps for planning and keeping track of your customer interactions. Discover even more information at crmreviewed.com.
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.
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.
Today we are taking a different route with our Ontraport review since the service is seemingly like no other marketing software we’ve reviewed so far. What do I mean? Well, here’s the interesting thing about Ontraport. While it understandably touts itself as an email marketing service, Ontraport doesn’t operate like a typical email marketing solution. It, instead, feels like a CRM software that happens to offer email marketing tool capabilities. Hence, I like to think of it as a CRM platform first, and then marketing automation comes second. Ok, I know what you might be wondering at this point. Haven’t we already reviewed an array of other automation software solutions that combine email marketing with CRM?