Ontraport (Office AutoPilot) just makes me smile... | TrustRadius

Overall Satisfaction

Pros and Cons

Pros

The rule based email marketing / business processes are fantastic.
Business automation was something I discovered it does really well, e.g. if card declines, set a followup call and much, much more.
They have some cherry-on-the-top features, e.g. native postcard mailing integration, which is cool.

Cons

Unfortunately, not enough developers have jumped on API integrations, which means some fancy things (e.g. integration with QuickBooks) requires you to hire your own coder.

Return on Investment

Better client communications
Great CRM
A new way of thinking about our "business processes".

Likelihood to Renew

10

Amazing software, amazing team.

Likelihood to Recommend

Product Usage

Business Processes Supported

Email marketing.
CRM
Marketing automation.
Business analysis.

Evaluation and Selection

Products Replaced

Internal CRM and MailChimp for email.

Alternatives Considered

Infusionsoft. I picked OAP because there was no $2,000 training fee, pricing seemed fairly reasonable, and features were a good match.

Implementation

Implementation Rating

10

Very easy tool. Self explanatory, with lots of video training.

Implementation Details / Implementation Partner

Implemented in-house

Training

Training Types Used

In-person training
Self-taught

In-Person Training

10

I went to their Ontrapalooza event, and it opened my mind as to how the software can be used.

Ease of Ontraport Training

Yes.

Support

Support Rating

8

They are very good at getting back to you ASAP.

Premium Support

No

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