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Ontraport

All-in-one CRM & marketing automation for small business·ontraport.com

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Ontraport is an all-in-one CRM and marketing automation platform that unifies marketing, sales, payments and a website/CMS on a single customer database. It offers campaign automation, email and SMS messaging, payment processing, a drag-and-drop CMS, and a shared inbox for customer communications. The platform is aimed at small and mid-sized businesses looking to replace multiple disconnected software tools with one system.

What it's for

Managing sales pipeline and contact recordsAutomating email and SMS marketing campaignsLead scoring and routingAccepting and managing payments, subscriptions and upsellsBuilding websites, landing pages, customer portals and membership sites without codeTracking marketing attribution from ad click to revenueManaging customer communications in a shared inboxRunning Facebook Custom Audience retargeting campaigns

Features 23

  • Access control and membership site tools
  • AI Assistant embedded in automations
  • Campaign automation with drag-and-drop builder
  • Complex offers, upsells and order bumps
  • Custom objects for relational database structures
  • Customer center / partner programs and referral tracking
  • Decline recovery for failed payments
  • Drag-and-drop page builder and Dynamic CMS
  • Email and SMS messaging with 3 email editors
  • Email deliverability tools (SPF/DKIM, private IPs, custom domains)
  • Facebook Custom Audiences integration
  • Form builder and conditional content
  • Lead scoring and routing
  • MCP server for connecting data to Claude, ChatGPT and other AI tools
  • Mobile app
  • Order forms and offline transactions
  • Self-scheduling and calendar tools
  • Shared inbox for customer communications
  • Smart pipelines and pipeline management
  • Task automation
  • Tracking and attribution (including Google Analytics)
  • Unified contact history
  • WordPress integrations

At a glance

free trialAPI
TypeWeb app
DeploymentCloud
PlatformsWeb
Forsmall businesses, mid-sized businesses, startups, entrepreneurs, marketing teams, sales teams, operations teams, developers, support teams, business owners and leaders
CompanyOntraport

Integrations

Facebook Custom AudiencesZapierGoogle AnalyticsWordPressClaudeChatGPT

Complianceself-reported

PCI DSS Level 1GDPR

Resources

Pricing

Exact plan prices are available on request; visitors are directed to talk to sales or start a free trial. All plans start with a 14-day free trial, no credit card required until upgrading. Annual billing includes two free months.

Last checked 29 days ago·