Ontraport vs Infusionsoft: The Definitive Review

 

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ontraport review

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So your business is looking to upgrade to the newest CRM management software, but you have no idea where to begin. If you’re stuck between Ontraport vs Infusionsoft, you’re in the right place. Both of these products can take you business to the next level, they just do it in a different way. Here you’ll find some of the features (great and not-so-great) of both products to help you decide which product will work best for you.

Why to choose Infusionsoft

Infusionsoft is a bigger business with more funding and employees. That doesn’t necessarily make it the best, but it does mean you’ll have access to more resources. It’s one of the most flexible programs you’ll find on the market today. You can send emails, faxes, voicemails, and more, giving you more ways to reach potential clients. Through an intricate tagging system, you can track your customer’s behavior on the site which will better gear your marketing strategies to their actions and interests. The tags are super in depth and you have a ton of options for customizing and fitting them to exactly what you need.

The amount of customization you can do with Infusionsoft is incredible. It’s a feature that sets it apart from any other product on the market. The Visual Campaign Builder has a drag and drop feature making it really easy to use. It comes with templates that you can adjust or you can start from scratch. The drag and drop feature is also included in the email builder so you can fully customize the emails you are sending out. It also has offline sales capabilities like sending out proposals, negotiating or signing contracts, all important steps for sales forecasting. This feature simply isn’t available with Ontraport.

As if that isn’t enough, it has a fully integrated e-commerce system including a shopping cart, promotions and deals, payment processing, and sales reports. You can sell multiple items to one person in an easy to use system. Basically, all the features necessary to keep your sales team happy. Also for your sales team are the sales opportunity features and pipeline which, you guessed it, sets Infusionsoft apart from the competition.

If recruiting affiliates is an important part of your business, Infusionsoft is the way to go. Bottom line, their affiliate system is better and it’s much easier for your affiliates to use. If having this feature isn’t essential to how you function and you are leaning towards Ontraport, their affiliate system is okay. It just doesn’t stand up to Infusionsoft.

All these great features come with a price. Depending on the plan, you are looking at pay anywhere from $199 to $379 a month, plus a $2000 start-up fee. Don’t have a heart attack yet. Not only does the fee include everything you need to learn how to use the software and to get everything up and running but it also gives you access to the support team to help you fix any issue. Infusionsoft is all about the sales, so don’t be afraid to try to negotiate that start-up fee a bit. Honestly, as a non-tech savvy person, I think that the $2000 to teach me how to use the program was 100% worth it. It takes an average of 8 weeks to get everything up to full working potential and to learn how it all works, so if you are planning on going this route, be sure to give yourself some time.

Now, no program is perfect, not even the all-amazing Infusionsoft. The reporting is really not that amazing and takes a lot of configuration on your part to get any worthwhile information. Once you’ve gone through and customized the reporting, it works fine, but with such an advanced program, you shouldn’t HAVE to go through all that extra work. Also, there are quite a few features that aren’t included in the monthly fee. Want awesome web analytics? That’s going to cost you extra. Want to add a membership site? Extra. How about text messaging, or good old snail mail post cards? Extra and extra. All that extra you are paying is going to add up and do some damage to your wallet. Infusionsoft doesn’t offer split testing, a marketers worst nightmare.

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  • Best Affiliate System
  • With Offline Sales Force

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Why to choose Ontraport

For those that aren’t as tech savvy, Ontraport may be a better choice. It’s a smaller business and doesn’t have as much funding as Infusionsoft, but many more features are included in the monthly fee. Like Infusionsoft, it has a tagging system to help organize campaigns; however it doesn’t connect as seamlessly with the automated email service. Their tracking services, however, blow Infusionsoft out of the water. Not only can you track so many more things, but you can see how often each of your contacts has visited the site and if they haven’t stopped by in a while, you can send a reminder email. In fact, the automation capabilities in Ontraport are so good, it’s like you stalking your customers (in a totally non-creepy, just-trying-to-get-some-marketing-out-there kind of way).

The email service comes with many different templates that are easy to customize, and you can send out up to 4 different emails to test out using the Split Test feature. Ontraport is also the way to go if you need to send a bunch of emails with just the automation for the email sequence.

Ontraport’s membership services are also one of the best on the market. Not only do you get Facebook integration, but it also includes WordPress integration. If you use WordPress to deliver content, Ontraport is the better fit for you. It also has SMS features to help you reach a wider variety of people; however it only works with some carriers and you have to be sure to ask for it specifically. You can also send good old snail mail to your contacts. This may seem completely redundant with today’s technology, but I’ve found that there are still some people out there that appreciate the “extra work” that goes into sending a postcard. The best part is that with Ontraport, it isn’t extra work.

The biggest issue I have with Ontraport is its look. While the webpage builder is easier to customize than Infusionsoft, it doesn’t offer as many options and in comparison, can look pretty cheap. I also have issues with duplicate records. It’s such a pain to go through and organize it all. One person is using up all your contacts and you won’t know unless you are going through it all. The CRM isn’t super strong with Ontraport. There is no tracking sales opportunities or creating pipelines, basically it’s a migraine and a half for your sales team. Not to make that migraine worse, but Ontraport doesn’t have a shopping cart system included; only order forms. If a shopping cart is a deal breaker for you, you’ll want to go with Infusionsoft; however both products use some sort of third party shopping cart, so it isn’t that much of a problem.

This software runs at $279 or $579 a month. It’s a bit more than what you pay for Infusionsoft, but it doesn’t have any startup fees or extra payments for other features. It only take an average of 4 weeks to get everything up and running, and that includes the free 2 hour training session plus an incredible support staff to get things going.

Use Ontraport Cheat Sheet

  • WordPress Integration
  • Company Reps are Low Pressure Sales

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Priced From $297/Month

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The Brass Tacks on Ontraport vs Infusionsoft

To sum it all up, both of these products have their ups and downs, but you’ll never find a perfect product out there. The best you can do is find one that you can manipulate enough to fit within your business’s needs. Infusionsoft has an amazing campaign builder, an integrated shopping cart, and an easy to use affiliate system. Ontraport is less intricate that Infusionsoft, which may be more appealing to smaller, less tech savvy companies. They also include WordPress integration and a split testing feature for email templates. I can’t tell you which specific program you should run out and purchase, but hopefully now you have a better idea of what each program offers and you can make a better choice for yourself and your company.

Try Infusionsoft

Priced From $199/Month

-Best Affiliate System

-With Offline Sales Force

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Try Ontraport

Priced From $199/Month

-Best Affiliate System

-With Offline Sales Force

Try Now