What is Ontraport

What is Ontraport? An Overview (2023)

Ontraport is a comprehensive business automation and customer relationship management (CRM) software platform. It is designed to help businesses of all sizes streamline their marketing, sales, and customer service processes.

Ontraport Features

  1. Marketing Automation and Email Marketing:
    Ontraport offers robust marketing automation capabilities, allowing businesses to create complex campaigns with ease. Users can design custom email sequences, set up triggers based on customer behavior, and segment their audience for targeted messaging. The platform provides a drag-and-drop visual campaign builder, making it accessible to users without advanced technical skills.
  2. Landing Pages and Forms:
    With Ontraport’s landing page builder, businesses can create high-converting landing pages without the need for additional tools. These pages can be customized to match the brand’s look and feel. Integrated forms help capture leads and feed them directly into the CRM system.
  3. Lead Scoring and Segmentation:
    Ontraport allows users to assign scores to leads based on their interactions and engagement levels. This lead scoring system helps businesses prioritize leads and identify those most likely to convert into customers. Segmentation options further enhance targeting, ensuring the right messages reach the right audience.
  4. Sales and Pipeline Management:
    Ontraport’s sales automation features streamline the sales process. Users can manage their pipelines, track leads, and automate follow-up tasks. The platform offers sales reporting and analytics, helping businesses gain insights into their sales performance.
  5. CRM and Customer Management:
    The built-in CRM system centralizes customer data, providing a 360-degree view of each contact. This includes contact information, interactions, purchase history, support tickets, and more. Having all this information readily available helps businesses deliver personalized experiences and provide better customer support.
  6. E-commerce Integration:
    Ontraport integrates with popular e-commerce platforms, making it convenient to manage online sales and order processing. Businesses can create and automate targeted follow-up sequences after purchases, upsell complementary products, and manage customer communication throughout the buyer’s journey.
  7. Analytics and Reporting:
    Ontraport provides detailed analytics and reporting, offering valuable insights into marketing and sales performance. Businesses can track the success of campaigns, measure conversion rates, and identify areas for improvement.
  8. Membership Site Management:
    For businesses that offer subscription-based services or exclusive content, Ontraport’s membership site management feature comes in handy. It allows users to create password-protected member areas and control access to different content based on membership levels.
  9. Integrations and API:
    Ontraport offers integrations with various third-party tools and services, expanding its capabilities and allowing businesses to connect with their preferred applications. Additionally, the platform provides an API for custom integrations and development.
  10. Customer Support and Resources:
    Ontraport provides customer support, training resources, and a community forum where users can exchange knowledge and best practices.


Ontraport FAQ’s

Is Ontraport a CRM?

Yes, exactly. Ontraport is a fully-fledged online CRM system that assists sole entrepreneurs and small and medium-sized businesses.

With Ontraport, you can implement full-on content management and lead tracking, including collecting customer contact and behavior data. You can also use traditional marketing approaches like e-mail, SMS, social media, and direct mail.

What is Ontraport Used for?

Ontraport is a fully-fledged online marketing and CRM system specializing in assisting sole entrepreneurs and small and medium-sized businesses.

With Ontraport, you can implement full-on content management and lead tracking, including collecting customer contact and behavior data.

You can also use traditional marketing approaches, such as e-mail, SMS, social media, and direct mail.

What Businesses Does Ontraport serve?

Currently, Ontraport has over 1300 users, a majority in the US, but a growing proportion overseas, for example, Australia and Europe. 

The typical user has between 3 and 20 employees, although we see some bloggers, speakers, and personal and business coaches using Ontraport.  

Users can be anywhere from their business’s formative stages to complete enterprise maturity, seeking to consolidate and grow their customer base.



Overall, Ontraport aims to be an all-in-one solution for businesses seeking to streamline their marketing, sales, and customer management processes. By consolidating these functionalities into a single platform, it reduces the need for multiple tools and enhances efficiency and collaboration across teams. As with any software platform, businesses should carefully assess their specific needs and requirements to determine if Ontraport is the right fit for their organization.

Interested in learning more about Ontraport and its suitability for your business? Take the opportunity to schedule a Free Consultation with our dedicated Ontraport Consulting Team. They will be more than happy to provide comprehensive answers to all your questions.