Top 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! Read additional details on ontraport reviews.

On the bright side though, at least Ontraport won’t ask for your credit card details. You’re free to try out its features for two weeks without committing yourself for the long haul. Beyond that, however, the lowest Ontraport goes is $79 per month for the basic plan. So, it might lock you out if you’re on a budget. Now, when you sign up and log in, the first impression you get of Ontraport’s system might be confusing. Considering it reportedly focuses on email marketing, you’d probably expect to find options like “Automation” or “Campaigns” on the menu bar. But, surprisingly, that’s not the case here. Only three of its six main menu options are consistent with email marketing solutions- “Dashboard”, “Campaigns”, and “Contacts”. The rest (“Pages”, “Tasks”, and “Sales”) are more commonly associated with CRM tools as opposed to email marketing. Hence, Ontraport might come off as a CRM solution when you first land on its dashboard.

A slightly confusing interface is one of the letdowns of this software. It’s not user-friendly or smooth enough to be good for a first time user, adjusting to it may take weeks or maybe even months. However, if you have the time to learn its features, this software will come in handy in a variety of ways. Ontraport and Aweber are miles apart from each other. Despite being limited in features, Ontraport holds up well against Aweber. It offers more value for money, has superior integration features and it is easier to operate. Customizable template options are the only areas where the latter software has the upper hand.

Lead Scoring: With lead scoring, you gain insight into the engagement level of your contacts. The more you see them engaging in your assets, the more point value they’ll have. It gives you an idea of what they’re most interested in. You’ll notice percentages showing up next to lead scores. Their purpose is to give you an idea of how important a contact’s score is. These are the scores based on the median. The way it works is that the median score gets 50% while the highest one gets 100%. The rest are then weighted to reflect the smaller range values.

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”.