Ontraport Review | 54 Data compared
OVERALL
SPECS
VS AVERAGE
PROS/CONS
ALTERNATIVES

Ontraport Review | 54 Data compared

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  • Starting price: 24 $/user/mo
  • Free plan: no
  • AI assistant: yes
  • Built-in quotes and invoicing: yes
  • Workflow automation: yes

Ontraport review. Compare 54 pricing, CRM features, automation, integrations, and security controls to see how this platform ranks in the CRM Software category and whether it fits your team.

8.5

Overall score

What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.

When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

Score components:

60.0%

8.5

Technical Score

40.0%

8.0

User score

Excellent
8.5

Technical Score

What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

Score components:

25.0%

7.4

Product & Pricing

25.0%

8.9

Core CRM

20.0%

9.0

Sales & Automation

15.0%

9.0

Integrations & Access

15.0%

8.5

Security & Deployment

Excellent
8.0

User score

What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

Score components:

70.0%

0.0

User reviews

30.0%

1.0

Popularity

Excellent
  • 8.5
    Small business

    What it is: Evaluates accessible starter pricing tiers, permanent free plans, risk-free trial access, and built-in client invoicing for small businesses.

    Score components:

    40.0%

    10.0

    Starting price

    25.0%

    4.0

    Free plan

    20.0%

    10.0

    Free trial

    15.0%

    10.0

    Built-in quotes and invoicing

  • 8.5
    Sales automation

    What it is: Measures visual workflow automation triggers, AI lead scoring accuracy, multi-stage sales forecasting, and seamless two-way email tracking.

    Score components:

    35.0%

    10.0

    Workflow automation

    25.0%

    10.0

    Lead scoring

    25.0%

    4.0

    Sales forecasting

    15.0%

    10.0

    Email sync and tracking

  • 7.3
    Client and pipeline management

    What it is: Assesses visual sales pipeline customization, quote and contract generators, native mobile iOS/Android apps, and built-in VoIP calling.

    Score components:

    35.0%

    10.0

    Built-in quotes and invoicing

    25.0%

    4.0

    Project management

    20.0%

    10.0

    Mobile apps

    20.0%

    4.0

    Calling and dialer

  • 8.8
    Enterprise security and compliance

    What it is: Evaluates enterprise SAML single sign-on (SSO), immutable audit log retention, self-hosted deployment options, and granular REST API permissions.

    Score components:

    35.0%

    10.0

    Single sign-on (SSO)

    25.0%

    10.0

    Audit logs

    20.0%

    4.0

    Self-hosting

    20.0%

    10.0

    API access

  • ontraport
  • ontraport
ontraport
ontraport

Best prices

    N/A~ £0

Best rankings

The first number in the "Best rankings" table above indicates the product's rank among all products in our database, while the second number (in brackets) represents its rank among available products only. | The "average product" rating mentioned below reflects the median values calculated across all attributes for products within this category.

Technical Specifications of CRM platform Ontraport

Technical Score

What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

Score components:

25.0%

7.4

Product & Pricing

25.0%

8.9

Core CRM

20.0%

9.0

Sales & Automation

15.0%

9.0

Integrations & Access

15.0%

8.5

Security & Deployment

8.5
Ontraport has a technical score of 8.5 points, which is higher than 89.3% of CRM platforms.
User score

What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

Score components:

70.0%

0.0

User reviews

30.0%

1.0

Popularity

8.0
Ontraport has a user score of 8 points, which is higher than 0% of CRM platforms.
Popularity
What it is: An indicator based on the number of reviews received by CRM platforms.
When it matters: When you prefer a CRM platform that has been chosen and reviewed by many other users.
1.0
Ontraport has a popularity of 1 points, which is higher than 0% of products in this category.
Ratio quality/price

What it is: An indicator that combines the overall scores of CRM platforms with their prices.

When it matters: When you are comparing CRM platforms and want a good balance between capability and cost.

Score components:

60.0%

8.5

Overall score

40.0%

10

Price

8.9
Ontraport has a quality-to-price ratio of 8.9 points, which is higher than 89.2% of products in this category.
Starting price
What it is: The lowest advertised recurring entry-plan price for the CRM software, including its currency and billing period.
When it matters: It matters when recurring cost is a primary buying constraint.

Importance: HIGH

Good value: Lower recurring entry-plan price

24 $/user/mo
Ontraport starts at a lower recurring entry-plan price.
Billing period
What it is: The recurring time interval attached to the advertised entry-plan price.
When it matters: It matters when comparing monthly and annual commitments with different headline prices.

Importance: LOW

Monthly, Annual
Free plan
What it is: Whether the CRM software offers a permanent free plan.
When it matters: It matters when you want basic CRM access without a recurring fee.

Importance: MEDIUM

no
Ontraport does not offer a permanent free plan.
Free trial
What it is: Whether the CRM software offers a time-limited free trial.
When it matters: It matters when you want to test the CRM workflow before choosing a paid plan.

Importance: MEDIUM

yes
Ontraport offers a time-limited free trial.
14 days.
Minimum seats
What it is: The smallest number of paid seats required for the entry plan.
When it matters: It matters when a small team wants to avoid paying for unused seats.

Importance: MEDIUM

Good value: Lower required minimum number of paid seats

1 seats
Ontraport has a lower minimum seat requirement.
Show more
Account and company management
What it is: Whether the CRM supports account and company management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Ontraport supports account and company management.
Contact management
What it is: Whether the CRM supports contact management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Ontraport supports contact management.
Lead management
What it is: Whether the CRM supports lead management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Ontraport supports lead management.
Automated lead capture via forms, landing pages, and popups.
Deal and pipeline management
What it is: Whether the CRM supports deal and pipeline management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Ontraport supports deal and pipeline management.
Visual sales pipelines with custom deal stages.
Custom fields
What it is: Whether the CRM lets users create custom fields.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Ontraport lets users create custom fields.
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AI assistant
What it is: Whether the CRM includes native AI assistant capabilities for generative text, summaries, and sales insights.
When it matters: It matters when you want AI to automate writing, summarize customer interactions, and speed up daily sales tasks.

Importance: MEDIUM

yes
Ontraport includes native AI assistant capabilities.
Ontraport AI content generator for emails and landing pages.
Workflow automation
What it is: Whether the CRM supports configurable workflow automation.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Ontraport supports configurable workflow automation.
Industry-leading visual campaign and automation maps.
Lead scoring
What it is: Whether the CRM supports lead scoring.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Ontraport supports lead scoring.
Automated engagement and demographic lead scoring.
Email sync and tracking
What it is: Whether the CRM syncs email and tracks opens and clicks.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Ontraport syncs email and tracks opens and clicks.
Sales forecasting
What it is: Whether the CRM provides sales forecasting.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

no
Ontraport does not provide sales forecasting.
Show more
Marketplace integrations
What it is: Whether the CRM provides a native integration marketplace.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Ontraport provides a native integration marketplace.
Integrations with Zapier and popular web platforms.
API access
What it is: Whether the CRM provides documented API access.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Ontraport provides documented API access.
Webhooks
What it is: Whether the CRM supports outbound webhooks.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Ontraport supports outbound webhooks.
Mobile apps
What it is: Whether the CRM provides official mobile apps.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Ontraport provides official mobile apps.
Ontraport mobile app for iOS and Android.
Data import and export
What it is: Whether the CRM supports both data import and export.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Ontraport supports both data import and export.
Show more
Single sign-on (SSO)
What it is: Whether the CRM supports single sign-on.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Ontraport supports single sign-on.
Single sign-on supported for enterprise teams.
Security certifications
What it is: The security certifications or compliance frameworks documented for the CRM provider.
When it matters: It matters when your organization needs evidence of formal security or compliance controls.

Importance: LOW

PCI DSS, GDPR compliant
PCI DSS Level 1 compliant and GDPR verified.
Role-based permissions
What it is: Whether the CRM supports configurable roles and permissions.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Ontraport supports configurable roles and permissions.
Role-based access permissions and team roles.
Audit logs
What it is: Whether the CRM provides audit logs of user or record activity.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Ontraport provides audit logs of user or record activity.
Detailed user login and record change history.
Supported operating systems
What it is: The operating systems supported by the CRM’s desktop or mobile clients.
When it matters: It matters when your team needs native clients on specific operating systems.

Importance: LOW

Web, iOS, Android
Show more

Ontraport vs the average CRM platform

  • Larger file storage
    Ontraport offers more included file storage than the average CRM platform.
    What it is: Total cloud storage capacity provided for document attachments, customer files, and media.
    When it matters: Essential for teams storing contracts, proposals, presentations, and customer media directly in the CRM.

    Importance: MEDIUM

    Good value: 50 GB or more

    Ontraport offers more included file storage than the average CRM platform.unlimited GB vs 10 GB
  • Supports single sign-on
    Ontraport supports single sign-on, while the average CRM platform does not support single sign-on.
    Single sign-on supported for enterprise teams.
    What it is: Whether the CRM supports single sign-on.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: MEDIUM

    Ontraport supports single sign-on, while the average CRM platform does not support single sign-on.
  • Native AI assistant
    Ontraport includes native AI assistant capabilities, while the average CRM platform does not.
    Ontraport AI content generator for emails and landing pages.
    What it is: Whether the CRM includes native AI assistant capabilities for generative text, summaries, and sales insights.
    When it matters: It matters when you want AI to automate writing, summarize customer interactions, and speed up daily sales tasks.

    Importance: MEDIUM

    Ontraport includes native AI assistant capabilities, while the average CRM platform does not.
  • Custom objects available
    Ontraport lets users create custom object types, while the average CRM platform does not let users create custom object types.
    Custom Objects supported on Plus plan and above.
    What it is: Whether the CRM lets users create custom object types.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: LOW

    Ontraport lets users create custom object types, while the average CRM platform does not let users create custom object types.
  • Omnichannel messaging
    Ontraport supports omnichannel messaging, while the average CRM platform does not.
    Unified two-way SMS, email, and postcard communication.
    What it is: Whether the CRM supports omnichannel messaging through WhatsApp, SMS, or live chat.
    When it matters: It matters when sales reps engage prospects through modern messaging apps like WhatsApp or SMS rather than email alone.

    Importance: LOW

    Ontraport supports omnichannel messaging, while the average CRM platform does not.
  • Supports lead scoring
    Ontraport supports lead scoring, while the average CRM platform does not support lead scoring.
    Automated engagement and demographic lead scoring.
    What it is: Whether the CRM supports lead scoring.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: LOW

    Ontraport supports lead scoring, while the average CRM platform does not support lead scoring.
  • Automated sales sequences
    Ontraport supports automated sales sequences, while the average CRM platform does not support automated sales sequences.
    Multi-channel nurture sequences across email, SMS, and postcards.
    What it is: Whether the CRM supports automated sales sequences.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: LOW

    Ontraport supports automated sales sequences, while the average CRM platform does not support automated sales sequences.
  • Native marketing automation
    Ontraport offers native marketing automation, while the average CRM platform does not offer native marketing automation.
    Enterprise marketing automation with visual funnel tracking.
    What it is: Whether the CRM offers native marketing automation.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: LOW

    Ontraport offers native marketing automation, while the average CRM platform does not offer native marketing automation.
  • Larger file storage
    Ontraport offers more included file storage than the average CRM platform.
  • 5 $/user/mo Lower recurring entry-plan price
    Ontraport starts at a lower recurring entry-plan price than the average CRM platform.
  • Custom objects available
    Ontraport lets users create custom object types, while the average CRM platform does not let users create custom object types.
  • Client portal included
    Ontraport includes a dedicated client portal, while the average CRM platform does not.
  • Native AI assistant
    Ontraport includes native AI assistant capabilities, while the average CRM platform does not.
  • Supports lead scoring
    Ontraport supports lead scoring, while the average CRM platform does not support lead scoring.
  • Automated sales sequences
    Ontraport supports automated sales sequences, while the average CRM platform does not support automated sales sequences.
  • Native marketing automation
    Ontraport offers native marketing automation, while the average CRM platform does not offer native marketing automation.
  • In-quote online payments
    Ontraport allows buyers to pay directly from quotes, unlike the average CRM platform.
  • Built-in e-signature
    Ontraport supports built-in e-signatures, while the average CRM platform does not.
  • Omnichannel messaging
    Ontraport supports omnichannel messaging, while the average CRM platform does not.
  • Supports single sign-on
    Ontraport supports single sign-on, while the average CRM platform does not support single sign-on.

Total
Overall
Product & Pricing
Core CRM
Sales & Automation
Integrations & Access
Security & Deployment
  • Lower contact limit
    Ontraport includes fewer contacts than the average CRM platform.
  • Lower mobile app rating
    Ontraport has lower mobile ratings or user experience than the average CRM platform.
  • Lower contact limit
    Ontraport includes fewer contacts than the average CRM platform.
    What it is: The maximum number of contacts included in the compared plan.
    When it matters: It matters when the CRM must store a large address book without frequent upgrades.

    Importance: HIGH

    Good value: Higher included contact limit

    Ontraport includes fewer contacts than the average CRM platform.500 contacts vs unlimited contacts
  • Lower mobile app rating
    Ontraport has lower mobile ratings or user experience than the average CRM platform.
    What it is: Real-world user satisfaction rating aggregated across iOS App Store and Google Play Store mobile apps.
    When it matters: Essential for field sales reps, mobile executives, and teams requiring reliable on-the-go CRM access.

    Importance: LOW

    Ontraport has lower mobile ratings or user experience than the average CRM platform.3.5–3.9 vs 4.0–4.4
Total
Product & Pricing
Integrations & Access

Graphic comparison of Ontraport and other CRM platforms

Attribute category
Attribute

What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.
When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

Pros

  • Lower recurring entry-plan price (24 $/user/mo)
  • Generous included file storage (unlimited)
  • Supports single sign-on
  • Custom objects available
  • Supports omnichannel messaging
  • Supports lead scoring
  • Automated sales sequences
  • Native marketing automation
  • Supports built-in e-signature
  • In-quote online payments

Cons

  • Lower included contact limit (500 contacts)
  • Subpar or missing mobile apps (3.5)
  • No calling or dialer
  • No project management
  • Limited language options (English only) (English only)
  • European data residency

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