OVERALL
ALTERNATIVES
SPECS
VS AVERAGE
REVIEWS
Scored using CRM Software Methodology v3.0
CRM Software Methodology v3.0
Mathematical & Unbiased Scoring
Products in this category are scored under Frontum CRM Software Methodology v3.0: the technical score from the specifications is the base, and independent expert and video reviews (up to ±0.5 points), owner opinions (up to ±0.3) and best-of lists (up to +0.3) move it up or down.
Explore CRM Software Methodology v3.0

Ontraport review: 54 specs compared

Starting price:82 USD/user/moFree plan:noAI assistant:yesBuilt-in quotes and invoicing:yesWorkflow automation:yes

Ontraport Review: Compare 54 technical specifications, 7 expert and video reviews and 1 best-of list to see how this product ranks in the CRM Software category and whether it is worth buying.

Ontraport
8.2/10

Overall score

Score
8.2/ 10
✕
What it is
Our main score for this model, 1–10. It combines specs, expert reviews and best-of lists.
How we count it
Parts: Technical score 40%, Reviews score 30%, List score 30%
Marks: Each part gets a mark out of 10. For reviews, lists and owners, a typical model in this category gets about 8 and the best one gets 10.
No data yet: A part with no data shows "?". It counts as the mark of a weaker model in this category (4 in 5 models with data score higher). This way, models with reviews, lists and owners usually come out ahead.
Score distribution
▼
<55-66-77-88-99-10
▲ Better than 81% of models
Score components

40%

8.3

Technical score

30%

8.1

Reviews score

30%

8.1

List score

▲Better than 81% of CRM software
8.3

Technical score

Technical score
8.3/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
▼
<55-66-77-88-99-10
▲ Better than 70% of models
Score components

25%

6.7

Product & Pricing

25%

8.9

Core CRM

20%

9.0

Sales & Automation

15%

9.0

Integrations & Access

15%

8.5

Security & Deployment

▲Better than 70%
8.1

Reviews score

Reviews score
8.1/ 10
✕
What it is
Average grade from independent test sites, magazines and video reviewers, 1–10.
How we count it
Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
Share: Reviews count 30% of the overall score.
Score distribution
▼
<55-66-77-88-99-10
▲ Better than 55% of models

80%

8.0

Average grade

20%

8.8

Popularity

Grades by review (7)
3 reviews + 4 videos, average 7.9/10. Reviews count 30% of the overall score.
User ratings collected online are not part of this score.
▲Better than 55%
8.1

List score

List score
8.1/ 10
✕
What it is
How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
How we count it
Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
Lists with this model (1)
List score: in 1 of 44 lists (2%)
▲Better than 73%
Pricing & Access
Best rankings
Available: ranking among products currently available (including other versions of this product).All: ranking among all products in the database.

What reviewers say about Ontraport

Based on 5 · 4

Reviewers praise strong reporting and workflow automation, but say it is hard to use, integrations fall short and it costs too much.
Praised
Criticised
Pick a topic to see who said what
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Technical Specifications of CRM platform Ontraport

Technical score
Technical score
8.3/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
▼
<55-66-77-88-99-10
▲ Better than 70% of models
Score components:

25%

6.7

Product & Pricing

25%

8.9

Core CRM

20%

9.0

Sales & Automation

15%

9.0

Integrations & Access

15%

8.5

Security & Deployment

8.3
Reviews score
8.1
List score
8.1
Starting price
82 USD/user/mo
Market range: <0 USD/user/mo – >100 USD/user/mo
This CRM platform has a starting price of 82 USD/user/mo, which is higher than that of 79.5% of CRM platforms.
Billing period
Monthly, Annual
Free plan
no
This CRM platform does not offer a permanent free plan.
Free trial
yes
This CRM platform offers a time-limited free trial.
14 days.
Minimum seats
1 seat
Market range: <1 seat – >6 seats
This CRM platform has a minimum purchase requirement of 1 seat, which is lower than that of 1.9% of CRM platforms and equal to that of 98.1% of CRM platforms.
Show more
What reviewers say
Account and company management
yes
This CRM platform supports account and company management. 0.2% of CRM platforms support account and company management.
Contact management
yes
This CRM platform supports contact management. 0% of CRM platforms support contact management.
Lead management
yes
This CRM platform supports lead management. 0.2% of CRM platforms support lead management.
Automated lead capture via forms, landing pages, and popups.
Deal and pipeline management
yes
This CRM platform supports deal and pipeline management. 0.2% of CRM platforms support deal and pipeline management.
Visual sales pipelines with custom deal stages.
Custom fields
yes
This CRM platform supports custom fields. 0% of CRM platforms support custom fields.
Show more
What reviewers say
AI assistant
yes
This CRM platform offers an AI assistant. 78.1% of CRM platforms offer this feature.
Ontraport AI content generator for emails and landing pages.
Workflow automation
yes
This CRM platform supports workflow automation. 0.5% of CRM platforms offer this feature.
Industry-leading visual campaign and automation maps.
Lead scoring
yes
This CRM platform supports lead scoring. 80.4% of CRM platforms offer this feature.
Automated engagement and demographic lead scoring.
Email sync and tracking
yes
This CRM platform supports email sync and tracking. 0.5% of CRM platforms offer these features.
Sales forecasting
no
This CRM platform does not support sales forecasting. 15% of CRM platforms offer this feature.
Show more
What reviewers say
Marketplace integrations
yes
This CRM platform offers marketplace integrations. 1.9% of CRM platforms offer marketplace integrations.
Integrations with Zapier and popular web platforms.
API access
yes
This CRM platform offers API access. 0.2% of CRM platforms offer API access.
Webhooks
yes
This CRM platform supports webhooks. 1.4% of CRM platforms support webhooks.
Mobile apps
yes
This CRM platform offers mobile apps. 2.4% of CRM platforms offer mobile apps.
Ontraport mobile app for iOS and Android.
Data import and export
yes
This CRM platform supports data import and export. 0% of CRM platforms support data import and export.
Show more
What reviewers say
Single sign-on (SSO)
yes
This CRM platform supports single sign-on. 76.9% of CRM platforms support single sign-on.
Single sign-on supported for enterprise teams.
Security certifications
PCI DSS, GDPR compliant
Role-based permissions
yes
This CRM platform supports role-based permissions. 0.7% of CRM platforms support role-based permissions.
Role-based access permissions and team roles.
Audit logs
yes
This CRM platform provides audit logs. 2.6% of CRM platforms provide audit logs.
Detailed user login and record change history.
Supported operating systems
Web, iOS, Android
Show more

Ontraport vs the average CRM platform

246810TotalProduct & PricingCore CRMSales & AutomationIntegrations & AccessSecurity & Deployment
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (unlimited GB vs 10 GB).
    unlimited GB vs 10 GB
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Single sign-on supported for enterprise teams.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Ontraport AI content generator for emails and landing pages.
  • Supports custom objects
    This CRM platform supports custom objects, while the average CRM platform does not. 19.4% of CRM platforms support custom objects.
    Custom Objects supported on Plus plan and above.
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    Unified two-way SMS, email, and postcard communication.
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Automated engagement and demographic lead scoring.
  • Supports sales sequences
    This CRM platform supports sales sequences, while the average CRM platform does not. 22.7% of CRM platforms offer this feature.
    Multi-channel nurture sequences across email, SMS, and postcards.
  • Supports marketing automation
    This CRM platform supports marketing automation, while the average CRM platform does not. 28.9% of CRM platforms support marketing automation.
    Enterprise marketing automation with visual funnel tracking.
  • 4.7% better value for money
    Ontraport offers better value for money than the average CRM platform (8.73 vs 8.3).
    8.73 vs 8.34
  • 2.5% higher review score
    Reviews score
    8.1/ 10
    ✕
    What it is
    Average grade from independent test sites, magazines and video reviewers, 1–10.
    How we count it
    Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
    Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
    Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
    Share: Reviews count 30% of the overall score.
    Score distribution
    ▼
    <55-66-77-88-99-10
    ▲ Better than 55% of models

    80%

    8.0

    Average grade

    20%

    8.8

    Popularity

    Grades by review (7)
    3 reviews + 4 videos, average 7.9/10. Reviews count 30% of the overall score.
    User ratings collected online are not part of this score.
    8.1 vs 7.9
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (unlimited GB vs 10 GB).
    unlimited GB vs 10 GB
  • Supports custom objects
    This CRM platform supports custom objects, while the average CRM platform does not. 19.4% of CRM platforms support custom objects.
    Custom Objects supported on Plus plan and above.
  • Offers a client portal
    This CRM platform offers a client portal, while the average CRM platform does not. 36.3% of CRM platforms offer this feature.
    Built-in customer portals and membership site builder.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Ontraport AI content generator for emails and landing pages.
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Automated engagement and demographic lead scoring.
  • Supports sales sequences
    This CRM platform supports sales sequences, while the average CRM platform does not. 22.7% of CRM platforms offer this feature.
    Multi-channel nurture sequences across email, SMS, and postcards.
  • Supports marketing automation
    This CRM platform supports marketing automation, while the average CRM platform does not. 28.9% of CRM platforms support marketing automation.
    Enterprise marketing automation with visual funnel tracking.
  • In-quote online payments
    This CRM platform supports online payments within quotes, while the average CRM platform does not. 32% of CRM platforms support online payments within quotes.
    Native credit card, PayPal, and Stripe payment processing.
  • Built-in e-signature
    This CRM platform has built-in e-signature, while the average CRM platform does not. 22.5% of CRM platforms offer built-in e-signature.
    Integrated e-signature functionality on contracts and forms.
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    Unified two-way SMS, email, and postcard communication.
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Single sign-on supported for enterprise teams.
  • Lower contact limit
    This CRM platform includes fewer contacts than the average CRM platform (500 contacts vs unlimited contacts).
    500 contacts vs unlimited contacts
  • 43 USD/user/mo $/user/mo higher starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Ontraport
    the average CRM platform
    Ontraport has a higher starting price than the average CRM platform (82 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    82 USD/user/mo vs 39 USD/user/mo
  • Lower mobile app rating category
    This CRM platform ranks lower than the average CRM platform for mobile app store rating (3.5–3.9 vs 4–4.4).
    3.5–3.9 vs 4.0–4.4
  • 1.2% lower list score
    List score
    8.1/ 10
    ✕
    What it is
    How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
    How we count it
    Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
    Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
    Lists with this model (1)
    List score: in 1 of 44 lists (2%)
    8.1 vs 8.2
  • 1.2% lower list score
    List score
    8.1/ 10
    ✕
    What it is
    How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
    How we count it
    Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
    Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
    Lists with this model (1)
    List score: in 1 of 44 lists (2%)
    8.1 vs 8.2
  • Lower contact limit
    This CRM platform includes fewer contacts than the average CRM platform (500 contacts vs unlimited contacts).
    500 contacts vs unlimited contacts
  • 43 USD/user/mo $/user/mo higher starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Ontraport
    the average CRM platform
    Ontraport has a higher starting price than the average CRM platform (82 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    82 USD/user/mo vs 39 USD/user/mo
  • Lower mobile app rating category
    This CRM platform ranks lower than the average CRM platform for mobile app store rating (3.5–3.9 vs 4–4.4).
    3.5–3.9 vs 4.0–4.4

Video reviews

Hands-on testing and real-world video evaluations

9.0
SaaS Trac
≈ estimated
28/02/2020
Feature walkthrough · pricing overview · free trial review
Verdict
Ontraport suits businesses that want to run everything from one platform, though it is pricey for small firms.
8.0
Carl Taylor
≈ estimated
08/09/2017
Long hands-on review · full feature walkthrough · pricing overview
Verdict
Ontraport is a good all-in-one for service businesses, though it is weak for ecommerce and not always the best fit.
7.0
Dan Thorne
≈ estimated
20/01/2025
Short overview · pros, cons and competitor comparison
Verdict
Ontraport is a good all-in-one option for small to mid-sized firms, but pricing, usability and integrations hold it back.
7.0
Wise Explainer
≈ estimated
28/08/2024
Short overview · features, drawbacks and fit
Verdict
Ontraport is a powerful all-in-one CRM for businesses ready to invest, though its interface and learning curve are demanding.
Brand video
Brand video
Shop video
Shop video
Shop video

Expert reviews

In-depth analysis and verdict from leading tech publications

8.6
emailsoftwareinsights.com
✓ explicit
24/07/2025
Feature review · All-in-one automation
Verdict
Ontraport is an all-in-one platform for service businesses, combining CRM, automation and payments, but it can overwhelm people who only need email marketing.
9.0
marketingtoolpro.com
≈ estimated
22/05/2025
Hands-on review · Visual automation CRM
Verdict
Ontraport is a CRM for coaches, course creators and service firms, with visual campaign maps and built-in payments, but beginners face a learning curve.
6.8
ventureharbour.com
✓ explicit
11/01/2015
Opinion review · Marketing automation
Verdict
Ontraport is a good pick for membership sites and information product sellers, with multi-channel automation and tracking, but its dashboard looks plain and integrations are few.

Third-party reviews

What we like about Ontraport

  • Intuitive visual deal pipelines with drag-and-drop opportunity tracking and customizable stage progression.
  • Built-in AI assistant for conversation summaries and draft creation, paired with multi-step workflow triggers.
  • Built-in quotation and invoice creation directly connected to digital payment gateways for accelerated client checkout.
  • Relational data modeling supporting custom entities and tailored associations beyond basic accounts and deals.
  • Enterprise identity security with SAML Single Sign-On and granular role-based permissions regulating workspace visibility.

What we don't like about Ontraport

  • Absence of a permanent free plan, requiring an ongoing recurring subscription starting around $24/user/month.
  • Granular role-based permission tiers and advanced reporting customization require upgrading to premium subscriptions.
  • Native telephony dialer and call recording are not built into the core interface, requiring third-party VoIP software.
  • Multi-tenant public cloud hosting only, without on-premise installation choices or dedicated European data residency.

Verdict

Engineered by Ontraport, Ontraport provides a modern cloud customer relationship management suite designed to organize business opportunities and drive revenue. Core functionality centers on comprehensive account tracking, visual pipeline stages, custom attributes, and automated team task assignments. Communication modules streamline client touchpoints through automatic email tracking, follow-up notifications, and centralized interaction timelines complemented by AI deal scoring. The platform ensures seamless operational accessibility through responsive mobile apps, extensive developer APIs, and integrated sales performance dashboards. Drawbacks include the absence of a permanent free plan, starting subscription fees around $24 per user monthly, and advanced reporting restricted to enterprise tiers. It stands as a well-balanced platform for mid-market commercial teams demanding structured opportunity management and reliable sales pipeline oversight. Furthermore, administrative settings maintain flexible oversight as operational requirements expand.

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