Ontraport Review 2025: Pros & Cons (My Experience After 2 Years)

In this honest Ontraport review, I look at one of the most popular CRM for sales & marketing, Is it right for your business? Let’s find out.

Do you wanna take your online business to a whole new level? Are you looking for the best and most powerful CRM software for marketing automation? Are you in need of making your marketing efforts more effective?

If yes, then you might have some business automation plans that you want to execute. Ontraport is the best business automation platform, designed to take care of everything you need to grow your business.

Nowadays powerful CRM is quite difficult if it is done manually because there are tons of things you need to look for.

According to the reports, only 19% of marketers are actually tracking and reporting all of their marketing efforts. Are you one of them? If not, then it’s time to track and analyze all of your marketing efforts.

In such cases, we need to rely on powerful tools out there in the market that can help us achieve more without putting in that much effort. If we want to make the best possible decision, we need more accurate information.

Basically, Ontraport is an all-in-one platform that generally delivers outstanding business features, including a powerful CRM, membership sites, one-click WordPress integration, email marketing, affiliate management, and more.

In this post, I have featured Ontraport Review 2025, which includes detailed insights about its pricing, features, functionalities, and more. Let’s get started here.

Ontraport Review 2025: Top Pros & Cons 

Ontraport is a powerful marketing automation tool that offers essential business features like powerful CRM, payment processing, one-click WordPress Integration, email marketing, membership sites, affiliate management, and more.

Landon Ray is the founder and CEO of Ontraport. This idea of Ontraport came in 2006, and it was successfully launched in 2008.

Ontraport has exponentially grown over the last few years, and currently, they have more than 100 team members. Ontraport has also won several awards in the past few years.

Is Ontraport Easy to Use?

Ontraport is one way to automate your marketing map for your entire business and get the data you have always wanted.

Ontraport generally gives a CRM (Customer Relation Management) system to small and growing businesses in order to automate marketing and sales efforts.

Along with that, it also offers tools for email marketing, lead scoring, lead nurturing, affiliate management, payments, event management, lead generation, and many more things in a row.

Here, the new data can be easily collected via a web form builder that can easily be used to create fully customized forms. The best part is that pre-created templates are also available.

Once the lead is generated, Ontraport will automatically route it to the correct member of the sales team. It also leaves space for follow-up instructions along with lead-specific information.

Ontraport also includes a customizable dashboard that comes with a drag-and-drop interface, and you can easily set up the business so that users can have access to the areas of the system that is more relevant to their roles.

What Ontraport Offers?

Basically, Ontraport offers all the tools that you will need to manage the customer’s journey and build brand awareness right to brand advocacy.

• It offers a visual campaign builder right with built-in performance reporting and projection.
• It offers easy-to-build and fully customizable landing pages with a huge library of templates from which to choose.
• Personalized, easy-to-design messages that include emails, SMS, along with postcards.
• It also offers powerful membership site management tools that are generally integrated seamlessly right with WordPress.
• Provides multi-channel marketing automation for seamless leads and more in a row.
• It has advanced marketing tracking with UTM variables for in-depth reporting and insights.
• It offers e-commerce tools that will make it really simple to start selling online and take payments.
• It provides high-converting sales force automation features to optimize your sales process.
• It offers an extremely powerful customizable CRM that can organize all of your data and simply put it to work.
• Also, it has flexible business automation rights for more efficient processes throughout your entire business.

How To Build Campaigns and Automation?

Switch to Ontraport’s campaign builder after designing forms, emails, or landing pages for your campaigns. The campaign builder is now the platform’s most important tool.

Ontraport would be completely useless without it. Because everything revolves around it, the campaign builder is likely to be the tool you spend the most time with.

The builder, on the other hand, fundamentally mixes marketing automation with CRM through a simple visual approach. You may think of it as a standard automation builder with CRM capabilities built in.

By offering a bird’s-eye view of the entire approach, it attempts to simplify an otherwise complex campaign framework.

To put it another way, the campaign builder includes tools for designing visual automation workflows. The resulting chart should show the relationships between all of the segments, rules, tags, and relevant campaign messages in a graphical format.

As a result, you’ll be able to see your campaign’s blueprint as well as its progress data in real-time. And, speaking of views, Ontraport provides a variety of them. To begin, campaign creation takes place in the editing mode.

Otherwise, you can use the live view to keep an eye on the workflow in real-time. When you need a contextual view, the “projection” and “performance” modes come in handy.

How Can You Create Your Own Workflow?

Ontraport’s dynamic approach to campaign automation is a plus. The campaign builder can handle basic linear workflows as well as very complicated ones with numerous layers of rules.

As a novice, I recommend starting with the easier ones and progressing until you’ve mastered all of the fundamentals.

Simple workflows on Ontraport now follow a linear roadmap with several stages without the need for dynamic conditions.

A contact merely moves from one stage to the next while staying on the same path from beginning to end. So, in essence, such a workflow’s visual structure does not branch at any time.

Simple Workflows

A basic workflow is one in which a site visitor activates the system by joining the mailing list, and Ontraport responds with welcome emails or potentially even onboarding guidelines. The entire procedure is simple to follow.

What’s more, you know what? Although creating such a procedure from scratch isn’t difficult, Ontraport saves you time by providing a set of pre-built templates.

They even have customisable goal-tracking features that allow you to select the actions that will move your contacts to the next step.

Simple tasks like responding to an email or SMS message, browsing through a landing page, or clicking on an email link could serve as the foundation for your process automation.

If you can’t find the right template for your campaign, there’s another option. Other users can share their workflows with you using Ontraport’s workflow-sharing function. After that, you can start incorporating them into your campaigns.

Unfortunately, linear paths have limitations, including the difficulty of basic workflows. You can only cover so much in a single campaign.

Complex Workflows

Complex workflows, unlike in the past, now mix numerous paths into a single dynamic automation roadmap.

In layman’s terms, they use many triggers to cover a wide range of conceivable conditions that distinct targets can encounter at a given point in the flow.

To develop such a flow, you must first construct a logical framework of conditions, which will then set off triggers in response to certain actions done by various targets.

The requirements are defined using “if, then” statements, which result in qualification branches appearing at various locations.

However, aside from the campaign builder, Ontraport also allows users to create automation sequences via the contacts menu. In essence, you get to combine messages, times, and procedures to create unique autoresponder sequences.

How Ontraport Can Help Your Business?

And if you really wanna scale your business to a large scale and want to measure your success, then you must be using Ontraport as it is being trusted by smart marketers all over the world.

Help You Map the Entire Customer Journey: You may have seen that most marketing tools show you how your emails are actually performing or how your pages are working. However, Ontraport is the only platform that shows how your business works on a single campaign map.

Get Valuable Data and Insights Of Your Business: Really Ontraport campaign reporting is unrivaled. Now, you can easily find out who is converting, when, and where they are actually coming from. Then, you can easily tie them up with all of your marketing activity so you can have an idea of what’s actually working out for you.

Use Built-In Best Practices: Just build your campaigns right your build in campaigns right from scratch, or you can also choose from a library in order to turnkey templates that include all of the pre-designed pages, emails and here everything else you need in order to launch in minutes.

Ontraport Customer Reviews & Testimonials

FAQs 

Is Ontraport suitable for small businesses?

Yes, Ontraport caters to businesses of all sizes, including small businesses. It offers scalable plans with features that can be tailored to fit the needs of different-sized organizations.

Is there a free trial available?

Ontraport typically offers a free trial period, allowing you to explore the platform and its features before making a commitment.

‍♀️ What types of support and training does Ontraport offer?

Ontraport provides various levels of customer support, including email support, live chat, and phone support. They also offer onboarding assistance, documentation, video tutorials, and a community forum.

Can I integrate Ontraport with other tools and services?

Yes, Ontraport offers integrations with various third-party applications and services, including payment processors, e-commerce platforms, lead generation tools, and more.

‍♀️ What if I change my mind later and want to deactivate my account?

It's simple to terminate your account, and Ontraport will reimburse your cash if you cancel during the first 30 days of your subscription.

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Conclusion: Ontraport Review 

One of Ontraport’s primary benefits is its capability to optimize processes and automate repetitive operations. This resource allows you to streamline company processes to save time and energy.

Say goodbye to time-consuming manual steps, and welcome to streamlined, effective operations.

I like Ontraport because of its straightforward design and handy functions. You don’t need to be particularly tech-savvy to pick up on the features and start using them right away.

Ontraport gives you everything you need to thrive in business, including the ability to create effective marketing campaigns, manage client relationships, and monitor sales.

Ontraport’s scalability is one of its best features. Ontraport may be tailored to meet your specific requirements at every stage of business development. The platform is very flexible, allowing for extensive personalization to meet the specific needs of each given organization.

But what really separates Ontraport from the competition is the company’s promise to be a trustworthy companion on your business’s path to success. The Ontraport team offers great help and resources.

They are committed to ensuring your success by maximizing your use of the platform through advice, training, and continuous support.

I strongly advise giving Ontraport a try if you’re serious about taking your business to the next level through the use of automation. Feel the independence that comes with simplifying procedures, maximizing output, and expanding with minimal effort.

In my opinion, Ontraport is the hidden tool that can explode your company to new heights of success.

Do let us know what you think about the Ontraport review in the comment section below.