Ontraport

Ontraport is a powerful sales and marketing platform that helps agencies, consultants, and coaches scale their businesses.

It takes hard work to run a business. The last thing you want is spending hours of your time stressing over your marketing and sales funnels.

Fortunately, Ontraport has the tools you need to streamline your customer sales.

Automate every stage in the sales process, even for successful closed deals. Ontraport lets you create multiple sales pipelines all at once, whether it’s onboarding clients or retaining existing customers to reduce churn.

One excellent feature is its custom objects. Easily create record types and add relationships between them. This helps you run complex business processes within seconds and provide more context for the sales team.

Integrate your Ontraport account with your existing tech stack. With your entire customer data deeply connected across multiple devices, you get a complete picture of your customers and business performance in one central location.

Ontraport also sports an excellent marketing automation platform. Since all data is gathered in a single hub, you can segment your audience more accurately and deliver ultra-targeted messages through the right channels.

Identify visitors who change email addresses, devices, and clear their cookies. Ontraport also knows exactly what pages your leads were browsing before they opted in to your lists.

If you don’t know where to begin in your funnels, choose one of Ontraport’s many proven pre-designed templates. From lead nurture sequences to transactional emails, you can customize these funnels easily to fit your unique needs.

Another highlight is the drag-and-drop builder. Build opt-in forms to increase leads and embed them on any page. Create membership sites to educate customers and promote as many products as you like, at no extra cost.

Ontraport offers multiple built-in payment options, making it an ideal choice for all kinds of online businesses. Accept one-time payments, subscriptions, upsell offers, and more.

You can also automate all kinds of complex billing processes, like charging on specific dates and handling declined credit card payments.

Key features

• Sales and CRM automation that tracks multiple pipelines at once
• Marketing automation (e.g., including robust lead tracking and SMS)
• Drag-and-drop form builder to convert visitors to leads and customers
• Deep funnel analytics reporting to optimize conversions
• Multiple built-in payment options to sell faster
• App and web builder to create membership sites, customer portals, and more