Ontraport review

Whether you’re an entrepreneur or a small business owner, Ontraport’s unified platform of marketing, sales, and management tools can help you automate your business with ease and effectiveness.

Ontraport is considered as one of the top 10 software companies in the USA, with its headquarters based in Santa Barbara, California. It has another office in Sydney, Australia, but its clients come from over 60 countries around the globe.

But is Ontraport the right business automation software for you and your business? To help you decide, check out our review of its pros and cons.

Why Should You Choose Ontraport?

Unified System

Ontraport seamlessly integrates all your emails, landing pages, and other marketing materials with your CRM so that you can hyper-target your leads and convert them into customers.

Having a unified system for managing all your marketing operations puts all your data in one place, making it easier for you to make intelligent and data-driven decisions for your business.

Jampacked with Features

Ontraport boasts of a plethora of features that make marketing automation easier, such as the following:


With ONTRAforms, you can create order and opt-in forms and host them on your website. You can choose from hundreds of professionally designed templates available, then customize them with your own photos and texts using the click-to-select editor.

You also have the option to publish your forms as static, click-to-pop, or lightbox pop-up—a pop-up that’s triggered when a person spends a certain amount of time on your site, scrolls past a certain percentage of the page, or intends to exit your site.

Ontraport Marketplace

The Ontraport Marketplace allows you to share resources with the rest of the Ontraport community. You can share your Ontrapages, Ontramail, and Ontraform templates with them either for free or for a fee.

Ontraport Projects

The Ontraport Projects are a series of in-app training programs to help jump-start your business.

The CRM collects data about your business and suggests different projects depending on the needs of your business. Once you choose a project, you’ll be given access to a training module that walks you through the whole process.


With Ontraport, you can create highly customizable campaigns that can easily be set up using a series of follow-up actions and conditions. Customers can trigger each step of the campaign through your blog, email, or any other source.

You can also view performance and projection data to see the campaign in context.

Task Management

With the task management feature, you can automate most of your processes and save a lot of time. It’s easier to assign prospects to your teammates based on indicators you specified, like job title and website visits.

Content Tracking

You’ll know who is engaging with your content with Ontraport’s tracking feature.

But it’s not just limited to how much traffic you’re getting. It also tells you important information like who they are, the pages they viewed, and the products they downloaded.

You can also track users using different metrics like campaign, lead source, medium, content, or term.

Affiliate Program Management

If you have your own affiliate program, Ontraport can help you manage it.

You can create several affiliate programs for various products and partner types. You can also automate commissions so that you don’t have to worry about paying your affiliates on time.

Easy-to-Use Dashboard

In 2017, Ontraport launched Ontraport 5, which happened to be one of its most significant upgrades ever. It included a visual campaign builder, which made the software more comfortable to use.

Highly Scalable

The problem with most automation tools is their price creep. They cost less when you have a few thousand contacts, but once you breach 10,000 contacts, the price suddenly increases tenfold.

But with Ontraport, the cost for adding subscribers is significantly less than some of its competitors. Because of this, it’s easier and more affordable to grow your list and automate your email sequences.

You also don’t have to pay for things you don’t need. Instead of upgrading to the next tier, you have the option to simply pay an additional fee for extra email credits or users.

And as your business grows, Ontraport grows with you, so you don’t need to worry about switching to other solutions later on.

Multi-Channel Marketing

With Ontraport, you can automate sequences across multiple marketing channels. You can communicate with leads in different ways, such as via email, text messages, or even by posting a postcard.

This multi-channel marketing feature is a big hit among company owners as it allows them to stand out from the crowd and reach their leads and customers in environments with less noise and competition.

High Email Deliverability Rate

Since Ontraport has a dedicated IP address for sending emails, your emails almost always get delivered in the primary inbox of your customers. These IP addresses have very high sender reputations, allowing your emails to avoid the spam folder.

Thorough Reports

Ontraport tracks your campaigns using UTM variables, so you easily get to know your CPA and customer lifetime value. It also enables you to know which source or content is generating you the best returns.

Excellent Customer Support

Ontraport’s award-winning customer support team is technically knowledgeable and helpful in educating customers, regardless if they’re already long-time users or neophytes in business automation.

You can contact them via phone, chat, or email—whichever works best for you. The quality of their service remains the same no matter which medium you use. In fact, Ontraport’s customer service desk holds a 97% satisfaction rate.

Ontraport also invested in a content delivery network to ensure quick support for users wherever they are in the world. They also have a vast community of users on Facebook.

Aside from those things, Ontraport runs its own annual conference to ensure that customers stay informed about the latest updates. You also get access to a good amount of educational content on the website to ensure that you get the most out of this all-in-one marketing software.

Mobile Accessibility

In 2014, Ontraport launched its app version, allowing you to manage your CRM, add new contacts, and subscribe users to your sequences using your iPhone or Android device.

Though the app has limited functionality, it’s useful in sending quick messages and keeping your contacts updated.

Powerful E-Commerce Features

Online store owners can use Ontraport to boost conversion rates and reduce friction, thanks to its multitude of e-commerce features. Some of these are automated credit card payments and expiration notifications, upsells, cross-sells, and pre-made sequences designed to reduce money lost from abandoned cart payments.

Affordable Marketing Software

Ontraport is one of the most affordable marketing automation systems in the market right now, with its basic plan starting at $79 a month.

It does not have any setup or hidden fees, unlike other similar software in the market. Plus, each product plan comes with a 90-day no-risk, money-back guarantee.

Aside from that, Ontraport also offers a free 14-day trial to new users for any product plans. This allows you to go on a test drive first to see if it’s the platform you need for your business’ marketing needs.

What Are the Disadvantages of Ontraport?

Steep Learning Curve

While Ontraport can help you automate your business, it can take weeks or months of usage to explore and understand all of its features thoroughly. But to be fair, that’s almost always the case in every marketing automation tool.

The steep learning curve is worth the effort when you think about the tremendous impact it can make on growing and scaling your business.

Plain-Looking Dashboard

Though you can completely customize the contents of your dashboard, the design is not particularly inspiring or visually intuitive. It doesn’t show graphs or charts for more straightforward data analysis.

But if you’re fine with a table of boxes showing the metrics that are most important to you, then the overall design of Ontraport’s dashboard won’t pose a problem for you.

Limited Integrations

Despite having 24 partner integrations, Ontraport’s third-party apps are still miles away from its competitors.

Ontraport only focuses on basic integrations like QuickBooks, PayPal, LeadPages, WordPress, and 1ShoppingCart. Your choices are pretty limited unless your developers can play around with the API.

Duplicate Records

It’s not easy to clean up your records and remove duplicate contacts with Ontraport. A customer entering your funnel in three different ways will end up being added to your database three times, which can make cleaning up duplicate records a time-consuming task.

How Much Does Ontraport Cost?

Each plan offers unlimited email campaigns, one-on-one onboarding, and excellent customer support. But the prices depend on the number of contacts and account users:

  • Basic – $79 per month
  • Plus – $147 per month
  • Pro – $297 per month
  • Enterprise – $497 per month

Ontraport also offers custom pricing for accounts with more than 20,000 contacts.

If you’re looking for a marketing automation tool for your small online business, Ontraport is a good choice. It can help you do a wide variety of tasks, such as sell information products, run a membership site, or conduct online training and education, among others.

Ontraport is recommended for companies and entrepreneurs doing sophisticated email marketing for their info products, coaching services, online training programs, or paid memberships.