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Ontraport’s solutions work together to give you everything you need to run your business in one centralized, easy-to-use platform.
Give each customer a tailored experience to drive sales while eliminating busy work for your team.
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Use visual analytics to make confident decisions for smarter marketing and more profits.
Create a custom subscription site and manage it from one place to earn recurring revenue with ease.
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Online sales to seamlessly manage payments and subscriptions.
Personalize every customer interaction to generate more sales using all-inclusive customer data.
Automate your team’s most time-consuming, repetitive tasks to create more freedom in your business.
Drive and track revenue generated by referral partners who receive commissions for helping you grow.
Create the kind of online experiences that today's users expect — customized and with self-service features — without writing a single line of code.
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Move your existing contact list into your Ontraport account so that you can market and sell to them with Ontraport.
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Integrate with a payment gateway — the intermediary between you and your merchant account — to allow money to flow securely to and from your company’s bank account.
The form settings allow you to choose whether you’ll require a single or double opt-in, receive notifications when a form is filled out, set up conditional or advanced redirects, and more.
Learn how to create, delete, move, and set user permissions for custom fields.
Partner programs allow you to set up referral relationships so that others can sell and refer your product and earn commissions.
Get strategy and tips for ensuring your emails hit the inbox.
Custom objects allow you to create your own unique records to store information that’s most relevant to your business.
Ontraport’s Dynamic Content Management System (DCMS) makes it easy to build the tools — or web apps — your business needs.
Add additional features to your Ontraport account such as SMS and dynamic content.
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CRM

Your customer relationship management (CRM) system is the hub for all your contacts’ information, such as their email address, purchase history, and page visit history. This data works seamlessly with Ontraport’s automation suite to provide your contacts with segmented, personalized journeys. With comprehensive data about your leads and customers, you can view real-time results and quickly make improvements as you grow.
CRM setup and display
  • Using rollup fields
    Unlock the potential of your data with rollup fields. Select the field value type and effortlessly perform actions like displaying totals, summing, or averaging data.
  • Import contacts
    To move your existing contacts to Ontraport, you will need to export them from your current system and then import them into Ontraport.
  • Connect your email account to Ontraport
    Ontraport uses Nylas’ Universal Email API to connect your email inbox to Ontraport so you can see emails to and from your contacts in their records.
  • Set your team users, roles and permissions
    To get the most out of your Ontraport account, you might have multiple team members using it for various purposes. New accounts start with just the role of administrator who has permission to do everything in the system. To share the account, you’ll add new user roles with their own individual logins.
  • Create and customize fields
    In addition to default Customer Relationship Management (CRM) fields, Ontraport allows you to create custom fields to hold information specific to your business.
  • Set up and use merge fields
    Merge fields allow you to personalize your messages or pages and serve as placeholders that will populate with data from your contact records.
Organize and manage contacts
  • Contact Quick View
    Contact Quick View allows you to manage your customer relationships on a one-to-one basis with easy access to customer information and interaction history.
  • Manage contacts by stage
    With Ontraport’s CRM, you can view your contacts in a list, or you can choose to use Card View, which displays your contacts’ information like business cards and organizes them within stages in your business.
  • Find and merge duplicate contacts
    Find and merge your duplicate contacts, and select the information you would like to keep in the remaining record.
  • Add contacts to Facebook Custom Audiences
    Get more out of your Facebook ads by adding your Ontraport contacts to Facebook Custom Audiences automatically from automation maps.
  • Create equations in fields
    Create custom numeric or price fields and use them in math equations when updating fields in your account.
  • Segment your data using groups
    Segmenting your contacts based on their interests, demographics, or stage in the buying cycle is an essential way to send targeted messaging that brings better results. Here’s how to use groups to segment your contacts in Ontraport.
  • Label contacts with tags
    Tags are labels for your contacts that allow you to create groups for segmentation and to provide personalized communications to each contact.
  • Perform actions on contacts
    If you segment your list with groups, you may want to perform manual actions, such as sending an email, assigning or removing a tag, or adding contacts to an automation map. Here’s how to use group actions in Ontraport.
  • Export contacts
    If you’d like to export your contact list from Ontraport, it’s as simple as selecting the contacts and clicking a button to create a CSV file for download.
  • Create a Fulfillment List
    Learn how to create, edit, and connect your fulfillment lists to your automation, and send your lists to your best email.
  • Applying GDPR strategies in Ontraport
    Here’s how to accomplish some of the recommended strategies for complying with GDPR using Ontraport.
Custom objects
  • The send email to field
    The "send email to" field appears in your email settings when you enable custom objects. This field allows you to send emails to the email addresses saved in related records.
  • Custom objects overview
    Custom objects are simply a type of record in a CRM, similar to a contact record, that can be tied to multiple other records and used to manage complex data relationships.
  • Custom objects: Virtual events
    If your business hosts multiple events throughout the year, using custom objects can be a great way to organize and automate the process for attendees to sign up and receive event details via email.
  • Surveys
    If you need to collect information such as demographics, market preferences, or any other feedback from your contacts you can use Ontraport’s Surveys to create surveys and store your responses in their own records. You also get a record of every survey your leads and customers take, so you don’t have to worry about overwriting […]
  • Custom objects use case: Events
    If your business hosts multiple events throughout the year, using custom objects can be a great way to organize and automate the process for attendees to sign up and receive event details via email.
Measure your business results
  • Using the Trends Dashboard
    Ontraport Trends helps you and your team easily understand your metrics quickly. Trends uses line graphs to show you how your important business stats have changed over time.
  • Using the Metrics Dashboard
    Learn how to set up your metrics dashboard in Ontraport with custom features that allow you to view a personalized display of all your account’s measurable stats.
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CRM Blueprint
Discover how to implement a CRM strategy and the software to boost your business's efficiency and empathy.
Get the Guide
CRM Blog
Check out our in-depth blog articles for strategic insights and best practices for implementing CRM in your business.
Check out the blog
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CRM Use Case
Boost your lead and customer engagement by sending segmented, strategic and personalized marketing messages to your contacts — automatically.
Read the Use Case
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