Ontraport vs. Pipeline CRM

Starting a business you have enough stuff to deal with. Ontraport takes the headache out of the tech side. Everything works together and you don't ever get left alone to figure things out. I would beg any new business to invest in Ontraport. Or if you want to grow and scale an existing business it would be great. I think it more for service-based business.

Incentivized

It is great for managing multiple sales people and the ability to see where the company is in sales cycles. Great for our forecasting. The ability to track email opens has helped us with next steps as well.

Incentivized

• Campaign builder. The visual campaign builder is very easy to use and feels pretty modern.
• CRM: customizing what type of data I'd like WHERE has been great. Custom fields, being able to move them around.
• Task Management: one of the things that set ONTRAPORT apart from other similar automation platforms is the tasks. You can trigger automated tasks that cause your salespeople to take action, and the tasks stay in the queue until the salesperson takes that action and checks it off. This is great for putting together a web of accountability.

• Flexibility: It provides the flexibility to set it up how you want to use it. Customization is beyond what you probably want or need.
• Reporting: We were able to setup all types of reporting and tracking.
• Ease of Use: While the platform was powerful, it was always easy to use.

Incentivized

• Ontraport is a very powerful and robust system capable of a great many things. The time it takes to get to know the program is a little intimidating. Don't get me wrong, you can get started right away, but a year in I know I am still not making the most of all Ontraport can do. I am UK based so access to their advanced trainings means international travel, maybe some online events could be initiated.

• I wouldn't say no areas for improvement exist, but I will say that PipelineDeals takes customer input, shared product roadmap, and supports what they have very nicely. What they provide works out-of-the-box. Improvements can always be made with respect to pre-packaged integration with 3rd party services/solutions, and with extended attributes, but you also want to avoid something that attempts to boil the ocean.

Incentivized

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.

If we can integrate and easily export and clean all of our data such that it can be used for multiple purposes, i.e. outreach to guests, sending out newsletters to subscribers, doing research and tracking progress, we will definitely renew

Incentivized

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.

The user interface is simple and easy to navigate. Anyone who is overwhelmed with some of the more complicated CRM systems will definitely enjoy the simplicity of what PipelineDeals has to offer

Incentivized

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.

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.

Any time I have had questions or issues that have come up I've always been able to get a quick response and a resolution to what I was needing.

Incentivized

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

If you know your business, ONTRAPORT is easy

We used it because it was recommended by other coaching companies. It meets well the need we have which is mostly about creating different type of access based on when the clients joined our program. You can easily create automations and rules to be notified when clients evolve in the program. It allows us to send them our messages at the right moment.

Incentivized

We are currently using HubSpot for one of our other companies and it has been great. The marketing integrations that come with it blow PipelineDeals out of the water. On top of that, it also has a ticketing system in it where you can tie customer issues to a customer in the CRM.

Incentivized

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.

• ONTRAPORT has helped us as we continue to segment our users - we're able to quickly determine what messaging is working and what isn't.
• Their form loading is so slow at times that it negatively affects signup conversion rates on our website.
• They have an open API that let's us connect to other productivity and marketing tools without hiring programmers.

Incentivized

• Visibility. Tracking and seeing our activity increased our productivity.
• Encouraging. Seeing our progress made it more encouraging to keep going when things were hard.
• Tracking ROI: Our ability to see our ROI on our marketing and sales efforts was powerful in adjusting our efforts as a company.
• Followup Efficiency: Knowing who we need to reach out to and when is very helpful when managing multiple contacts and leads.

Incentivized