Premium CRM software reviews 2022? 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! Find extra details on ontraport crm review.
As a matter of fact, even experienced marketers might need some time to learn the ropes here. The only group that might have it easy are salespeople who’ve used advanced CRM tools before, while beginners are bound to face a steep learning curve. All in all, give yourself about a week to a month to grasp how every single tool works. The best thing about comprehensively-provisioned CRM systems is, they always come with powerful contact management features. And Ontraport is no different. Since all its CRM operations are directly linked with the corresponding contact database, you can bet you’ll get all the critical management privileges. The process of adding contacts, for instance, is incredibly flexible. If you’re trying to create a contact base from scratch, you could leverage Ontraport’s landing pages, SMS, and forms. Otherwise, users with pre-existing lists can proceed to import their contacts manually or through direct import.
The businesses that do not give this software a chance are reluctant because Ontraport lacks several new-age features that other automation software tools have. However, upon using it, you will realize that Ontraport is as good as any software if its features are compatible with your business. One of the biggest negatives of Ontraport is its split testing feature, it doesn’t provide much data to gauge campaign performance.
The app is as customizable as it gets, allowing you to edit navigation and switch between three different themes. Another thing you have complete control over is whether or not the app auto logs calls for you. If you have a habit of leaving notes about your calls while they’re still fresh in your mind, you’ll love this option. The app is available for Android, on the Play Store. At the time of writing this Ontraport review, users are still waiting for Ontraport for iOS. If you’re a first-time user, you’ll find plenty of resources on the website. There are beginner guides, video courses, and countless training options you can try.
Ontraport, on the other hand, has been praised for combining advanced CRM with marketing automation. It’s the type of tool you’d consider when you need to build complex CRM workflows that are aligned with your marketing strategies. But then again, how reliable is the entire platform when it comes to that? Let’s find out by comprehensively reviewing its primary functionalities. This Ontraport review provides all the insights you might need about the software. So, stay with me as I walk you through an overview of Ontraport’s capabilities, as well as the features that stand out when it comes to user experience, contact management, campaign building, automation, plus CRM. And since I’m all about the details, this Ontraport review analyzes even the level of customer support, as well as Ontraport’s pricing schedule.