Best rated CRM software reviews

Best rated marketing software reviews? 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! Discover extra info at ontraport review.

You could, for example, define lists that automatically qualify and disqualify leads based on their behaviour, interests, or demographics. And, of course, how you choose to group your contacts is entirely up to you. But, if you’re dealing with a large number of contacts, you might need help from your team members. This is the point where you could take advantage of Ontraport’s Lead Router automation tool, which assigns leads evenly to team members. Well, if you don’t have a team, worry not because Ontraport will still have your back. You can tweak it to automatically apply contacts to email campaigns. The entire framework is flexible enough to accommodate any qualification criteria you might choose.

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.

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.

Well, that approach seemingly resonated with a section of the e-commerce market. And as a result, Ontraport managed to grow quite tremendously in just 10 years. It attracted users at such a high rate that its initial team of three developers has now expanded to a workforce of over 120 employees. They currently work together to support thousands of businesses across the globe. And what do the businesses get in return? Well, to be precise, Ontraport describes itself as an “all in one automation software” that provides “all your tools” and “all your data” in one place. Although it primarily sells itself as an email marketing solution, Ontraport fundamentally offers a complete-cycle customer relationship management system with graphical campaign maps for planning and tracking your customer interactions.