Likelihood to Recommend Well suited for any size company which needs CRM management. Easy to use. Great for individuals or teams that use Apple products. Daylite and ios expert integration has been key in capturing leads from our website into the Daylite database, plus then if they opt into email marketing, they are entered into the MailChimp database. The web forms also automate the creation of opportunities and are linked with the contacts/companies. Sales Managers with geographical responsibilities can easily filter contacts or projects based on these regions so they only see what they need. Daylite is not appropriate for Windows users.
Read full review Here are some cases where Ontraport is well suited : - When writing emails, you can easily access to preview, manage the changes and go back to what you did before - When using automations, if there's an error, you can go back to a previous version of it. There are also some super tools that allows to see where a clients is on an automation without having to go through the all automation. It is less appropriate when you are several colleague that are addressing an issue on an email/automation as it doesn't allows you to be multiple person on the item.
Read full review Pros Daylite allows you to link your email so when you email a client it will link to their contact in Daylite and save the communication so anyone on the team can see all the emails that have been sent between the client and our company. Daylite allows you to create "opportunities" for the different packages and services we offer. This lets us track where someone is in the process, if they are still thinking about a service, have been sold on it, or are not interested. Daylite lets you leave notes on the account that everyone on the team can see. This has been so helpful for our company because it lets us drop helpful notes on personal things about the client that would be good for everyone to know. Read full review Dashboards for our daily stats. The email follows up and broadcasts are simple and easy. Sales and marketing can now see the impact they have working together. Nobody can point finger anymore. They have the best customer support. I can't tell you how many times they have walked me through the problems that I created. Amazing email inboxing. Read full review Cons The main drawback of Daylite is that it becomes slow on its iOS mobile devices. Sometimes I face a lot of retries to log into the account. The mobile app needs a change and needs an upgrade. Apps are lacking in giving appointment reminders on time. Sometimes it does not notify on the right time about the appointment with the client. Read full review Wish they had more options for their forms. Would really like to use multi-step forms. A lot of times their forms load slowly on the website. Would like to see them speed up their services. Their broadcasting options are legacy. There are better options out there for sending broadcast messages. Read full review Likelihood to Renew My client was already using Ontraport and had a decent investment in the tool. As soon as we turn around the revenue situation with my client's products, we will be ditching OAP immediately, despite the significant re-implementation cost we are going to face moving to a new system. I am part of a high-end, professional marketing group, and the overwhelming sentiment with these other professionals is that one should run away from this as fast as humanly possible. I thought their words were just ungrounded opinion, and I deeply regret that I did not heed them more closely before sinking still more time and effort into OAP.
Read full review Usability Easy to use for Mac OS users. Not possible for Windows Users. I will still give a rating of 10, though.
Read full review The software is just easy to use. The UI is fairly intuitive. The help system is pretty good. I find it is pretty quick to get my work completed and if I don't document my things well, I can always figure out how I did something when I need to make changes. When I have a problem the tech support is easy to deal with and when things need to get escalated they are resolved quickly.
Read full review Performance Most of the time OP runs fine. But I've had to submit more support tickets this year do to messages, seq.'s or rules not running correctly. Also experienced slow response times moving in and around OP.
Read full review Support Rating The team at Marketcircle has always been good at support and usually quick to respond and usually under 1 hour. Keep up the good work here!
Read full review The techs are reasonably savvy, highly courteous and want to do right by their customers. Unfortunately, the product they are supporting is so deeply flawed that there's only so much they can do when your legitimate business requirements are simply not supported.
Read full review In-Person Training I went to their Ontrapalooza event, and it opened my mind as to how the software can be used.
Read full review Implementation Rating If you know your business, ONTRAPORT is easy
Read full review Alternatives Considered Daylite provides authentic services and features with excellent programming. I have also collaborated on the Daylite calendar with Apple Calendar so that I can never leave behind any updates of the future. Moreover, it keeps on updating its feature for giving better services.
Read full review Task management was the main thing that separated ONTRAPORT for me. Keeping things accountable. As well, I felt the campaign builder was slicker, and that the contact management was more robust. Custom fields are very customizable.
Read full review Scalability With the new lower priced options, it's now easier for newer businesses to start with a more basic version and upgrade as they need more features.
Jen Levitz The Ontraport Expert for Rapid Growth Solopreneurs
Read full review Return on Investment Daylite has been very helpful for new employees to answer their own questions about contacts/passwords, etc. We found the tiny notification bell to be weak, sometimes a project comes in with a tight deadline and we have to double-check and ask an employee if they saw the notification. More time would be saved by just chatting about the project and its expectations. A huge benefit is the institutional knowledge that can be had by reading past projects. We've tracked everything, so the history is there. Read full review We are providing better customer service as a direct result of Ontraport. We can track where all of our customers are, what pages/sites/modules they are visiting with ease and tailor our communication accordingly. Our marketing funnel has become vastly improved, meaning that our ROI for marketing has gone up. Sales this April are double what they were last year. Our team works better together because we all have a better idea of what the other needs and when. The tasks that we can assign in Ontraport mean nothing gets missed, creating a better customer and employee experience. Read full review ScreenShots