Ontraport

Name: Ontraport
Brand: Ontraport

All-in-one CRM, marketing automation, and payments platform for established small businesses.

softwareMarketing Platforms marketing automation crm small business

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Our Verdict

Best for

Small businesses that want CRM, marketing automation, and payments in one connected database.

Skip if

You need transparent self-serve pricing upfront or only want a lightweight single-purpose tool.

What is Ontraport?

Ontraport unifies CRM, marketing automation, payment processing, and website/membership tools into a single shared database, so contact records, campaign history, and transactions stay connected without syncing separate systems. The company states it has operated for close to two decades, targeting small businesses that have outgrown basic starter tools but do not want the complexity or cost of enterprise suites. The platform includes visual campaign builders, lead scoring, a drag-and-drop landing page and membership site builder, and embedded payment and subscription handling for selling products and courses directly. It also offers a shared inbox for customer communication and AI-assisted workflow features, aiming to consolidate what would otherwise be several separate marketing, sales, and billing tools.

SpecificationsAI-estimated

deploymentCloud/SaaS

open source❌ No

api available✅ Yes

support optionsLive support, onboarding, done-for-you services on higher tiers

key integrationsZapier and third-party marketing and payment tools

Key Features of Ontraport

Unified contact database shared across CRM, marketing, payments, and website modules.

Visual automation builder for multi-step email and SMS campaigns triggered by contact behavior.

Built-in payment processing supporting order forms, subscriptions, upsells, and decline recovery.

Drag-and-drop page builder for landing pages, membership sites, and customer portals.

Sales pipeline management with lead scoring and task automation for follow-up.

Shared inbox that consolidates customer email conversations in one place.

AI assistant embedded into workflows to help draft content and automate steps.

Use Cases for Ontraport

Coaching and course businesses

Sell and deliver online courses through built-in membership sites with integrated payments.

Lead nurture campaigns

Score and route leads automatically based on engagement before handing off to sales.

Subscription billing

Manage recurring payments, upsells, and failed-payment recovery inside the same CRM.

Small business website and CRM consolidation

Replace separate landing page, email, and CRM tools with one connected database.

Pros & Cons of Ontraport

Pros

Combines CRM, marketing automation, and payments in one product
Long operating history with an established feature set
Built-in membership site and course delivery tools reduce need for extra plugins
Free trial with no credit card required to start

Cons

Public pricing is not fully transparent on the marketing site
Breadth of features means a steeper learning curve than single-purpose tools
Annual plans require a full-year commitment to get the discounted rate

Frequently Asked Questions

Does Ontraport include payment processing?

Yes, Ontraport has built-in order forms, subscription billing, upsells, and decline recovery.

Can I build a membership site with Ontraport?

Yes, it includes a drag-and-drop CMS for membership sites, course platforms, and customer portals.

Is there a free trial?

Yes, all plans start with a 14-day free trial and no credit card is required to sign up.

Can I pay monthly or annually?

Both options are available; annual subscriptions include two months free compared to paying monthly.

Pricing Overview

View full pricing →

Paid (Subscription)

Detailed plans are not listed. Visit the official website for pricing information.

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