A Review of the Ontraport CRM and Marketing Automation Platform

Ontraport is an all-in-one CRM and marketing automation platform designed to help you grow your business. Signing up for Ontraport is a simple process that takes only minutes and offers a 14-day free trial period. This allows users to explore the features of the platform and determine if it is the right fit for their business.

The Metrics Dashboard is a customizable display of all the measurable statistics for your business in one place. It shows you what’s working and where your opportunities are in real time. The dashboard is accessible from any device and requires no download to access.

In addition to the metrics, the dashboard also gives you a visual representation of your sales and leads in terms of quantity, color and type. This can help you spot any problems in your lead generation or sales pipeline and take the necessary action to fix them.

Another feature available in the Ontraport dashboard is the ability to create and update notes about your contacts and other records. Notes are stored as subcollection of every record in your database and are a great way to keep track of important information. You can also view and edit previous notes. The dashboard is easy to navigate and has an intuitive user interface.

Creating coupon codes is a simple process within Ontraport. You can use these codes to give new contacts a push in their decision-making process or entice existing customers with a hard-to-resist discount. There are two types of coupons you can make: personal and group. Personal coupons are only available to a single contact, while group coupons can be used by multiple contacts.

The Ontraport website is mobile-ready and has all of the tools you need to create high-converting pages and forms. It also has powerful upsell features that can increase your revenue and reduce cart abandonment. In addition, you can create responsive landing pages that automatically adjust to suit the screen size of any device.

Ontraport offers a number of integrations with other marketing and CRM platforms. This includes integrations with Facebook, WordPress and Zapier. This allows you to sync your data with other systems and gain valuable insights into your campaign performance.

In addition to the built-in integrations, Ontraport also has a robust API that you can use to connect your Ontraport account with third party applications. This provides the opportunity to build and integrate automation workflows, sales funnels, and other systems.

A unique feature of Ontraport is the built-in membership & subscription site functionality. This is possible by integrating your Ontraport account with WordPress and their Pilotplugin plugin. With the plugin, you can allow or deny access to pages and content based on a user’s level of access.

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