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Business process automation

Use Ontraport’s extensive automation suite to systemize and streamline your internal business processes. The Card View feature allows you to organize and easily manage information based on stages within any process. Use automated tasks to prompt team members to perform manual actions, such as making a phone call or filing physical documents. Plus, view the status of your critical KPIs in real time with the metrics dashboard.

Explore our Ontraport University lessons on automations here.

Automate and manage your business processes
  • Manage appointments with Ontraport Calendar
    Ontraport Calendar makes it possible to manage your schedule and automate your event communication with internal and external attendees — all from one location.
  • 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.
  • Create custom automation
    Ontraport’s Automation Builder combines your offline and online assets onto one map for clear insight into how all your efforts are working together.
  • Tasks
    A task is a prompt or reminder for someone on your team to perform a non-automated action, such as making a phone call to a lead, sending personal gifts to clients, or following up with a team member. Here's how to use tasks as part of your automation to keep the manual parts of your job streamlined and on track.
  • Create a custom invoice template
    Ontraport’s invoice templates enable you to brand and personalize the invoices you send to your customers. Here’s how to access and set up invoice templates in Ontraport.
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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Business process automation blueprint
Discover how to create and delegate repeatable processes in your business to free up time to do what matters most.
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Business process automation blog
Check out our in-depth blog articles for strategic insights and best practices for implementing business process automation in your business.
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Business process automation use case
Reduce no-shows and keep your services calendar full using self-scheduling appointments and automated appointment reminders.
Read the Use Case
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