Excellent CRM software reviews
Top rated sales 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 more details at ontraport.
That said, you’ll notice the company has made a good attempt at building a clean interface. I like the fact that Ontraport comes with a minimalistic design, which makes it easier to navigate around the platform. The main dashboard, however, might feel a bit cluttered because of the numerous default figures. You get to view all sorts of performance analytics generated from your campaigns. On the bright side though, at least Ontraport allows you to customize the dashboard. It essentially provides a drag and drop editor for organizing your dashboard layout, as well as specifying the type of reports you’d want to view. Now, as you start navigating around the platform, it becomes apparent that things might not be as simple as you might have previously imagined. Ontraport is a pretty extensive automation software with numerous tools and features that could overwhelm you.
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.
Ecommerce: The Ontraport ecommerce function makes selling both digital and physical products simple. It helps you with everything from order forms to processing transactions through all kinds of integrations. The platform gives you a chance to choose between subscriptions and different payment plans. Plus, you can include stuff like coupon codes and upsells. Ontraport also has a built-in payments tool that makes the financial side of running an online shop even easier.
A more robust full-scale CRM solution (integrates with everything), visual data analytics, and deep automation and tagging. You can start with a more basic CRM, but eventually you’ll need something like Ontraport to continue scaling. As you’ve probably guessed already, Ontraport was developed by a team that principally focuses on CRM. In fact, the story is that Ontraport’s founder and CEO Landon Ray had tried in vain to find comprehensive CRM software. He was apparently frustrated by the fact that he had been forced to run his small business on multiple tools at the same time. And so, in 2006, he came up with the idea of building an all-in-one platform for CRM and marketing automation. Ontraport was then released in 2008 to offer businesses what the company called “the best of both worlds”.