Top rated CRM software reviews today? I’ve been using Ontraport for my business and my client’s businesses for the past 2 years. I love that it’s so customizable. With a little creativity, you can manage nearly 100% of your business. I use it for my website, membership site, automations, new client onboarding, invoicing, payment processing, email marketing, lead management, customer management, order management, and reporting. There’s a bit of a learning curve—it took me about 6 months to learn enough to feel comfortable and confident. I don’t see this as a downside, though. I prefer to be able to customize everything exactly the way I want it, so a learning curve is a small price to pay! Read extra information at active campaign ontraport integration.
How true is that though? Can Ontraport possibly cater to your email marketing, automation, and CRM needs in a pleasant, systematic manner? What type of capabilities should you expect from each of these core functionalities? Come to think of it, free plans are fairly common with email marketing solutions. I might not know how the trend started, but I figure it makes a huge difference when you’re comparing your options. That’s partly why MailChimp, for your information, is still growing at an exponential rate. Sadly, you won’t find that here. Ontraport squarely loses out to competitors like MailChimp when it comes to package generosity. The farthest it goes is a free trial, which surprisingly, stretches only 14 days.
A slightly confusing interface is one of the letdowns of this software. It’s not user-friendly or smooth enough to be good for a first time user, adjusting to it may take weeks or maybe even months. However, if you have the time to learn its features, this software will come in handy in a variety of ways. Ontraport and Aweber are miles apart from each other. Despite being limited in features, Ontraport holds up well against Aweber. It offers more value for money, has superior integration features and it is easier to operate. Customizable template options are the only areas where the latter software has the upper hand.
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.
A more robust full-scale CRM solution (integrates with everything), visual data analytics, and deep automation and tagging. You can start with a more basic CRM, but eventually you’ll need something like Ontraport to continue scaling. As you’ve probably guessed already, Ontraport was developed by a team that principally focuses on CRM. In fact, the story is that Ontraport’s founder and CEO Landon Ray had tried in vain to find comprehensive CRM software. He was apparently frustrated by the fact that he had been forced to run his small business on multiple tools at the same time. And so, in 2006, he came up with the idea of building an all-in-one platform for CRM and marketing automation. Ontraport was then released in 2008 to offer businesses what the company called “the best of both worlds”.
