Ontraport

Ontraport describes itself as one platform covering every customer touchpoint, with modules for CRM, marketing automation, payments and a dynamic CMS. Its official site states it is built for established small businesses that have outgrown starter tools but find enterprise software excessive. The company's about page states the founding team has grown its vision over the past decade into a team of over 120 employees and a software platform that powers thousands of businesses around the globe, and lists Landon Ray as Founder & Chief Executive Officer.

Ontraport's about page states that the founding team has grown its vision over the past decade into what Ontraport is today, a team of over 120 employees and a software platform that powers thousands of businesses (including its own) around the globe. It also states the company began with three people working in a yurt with spotty internet connection in Santa Barbara, California, to build software.

Built for established small businesses that have outgrown starter tools but find enterprise software excessive.

• CRM

  See every customer interaction in one place; track every customer action on a single record; manage pipeline, automate follow-up, and give every team a shared view of every contact.

• Marketing automation

  Build and automate email and SMS sequences, score and route leads, and track attribution from ad click to revenue; includes an AI assistant that takes action inside workflows.

• Payments

  Accept payments, run upsells, manage subscriptions, and recover declined transactions, all connected to the same customer record.

• Dynamic CMS

  Build and manage a site, landing pages, customer portals, course platforms, partner directories and member sites without code, all connected to the CRM.

1. 1All-in-one CRM & marketing automation for small business | Ontraportontraport.com
2. 2A CRM with complete customer data management | Ontraportontraport.com
3. 3About Ontraport | Our Storyontraport.com
4. 4The best service business software | Ontraportontraport.com