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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Ontraport is an integrated platform that provides essential business features such as a powerful CRM system and marketing automation, membership websites, one-click WordPress hosting and outstanding email delivery. Payment processing can also be provided. Affiliate management, visual charts and graphs can also be used to track key business stats and our innovative business automation suite.

Description

A CRM solution integrated with Microsoft, specifically designed for the insurance industry, streamlines sales processes and manages marketing campaigns effectively. It assesses sales activities in relation to production objectives while offering an exceptional, ready-to-use user experience tailored to the sector. The system features lead tracking capabilities to attract new agents, profile potential clients, and maintain relationships with current agents. Users can develop targeted campaigns, segment their audience precisely, and leverage comprehensive dashboard reporting for insights. Additionally, it allows for seamless integration with iPipeline Agency Integrator and can utilize existing organizational data to enhance functionality. This innovative platform ensures that insurance professionals can optimize their operations and achieve better results.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AllayPay
Bloom
ClearoutPhone
Convert Pro
Digistore24
Interact
Kixie PowerCall & SMS
Pandium
Parsey
Quickwork
RegFox
Shift
Stackreaction
Sticky.io
Thrive Architect
Vervemail
WP-Chatbot
WiFi Marketing
Zippy Courses
involve.me

Integrations

AllayPay
Bloom
ClearoutPhone
Convert Pro
Digistore24
Interact
Kixie PowerCall & SMS
Pandium
Parsey
Quickwork
RegFox
Shift
Stackreaction
Sticky.io
Thrive Architect
Vervemail
WP-Chatbot
WiFi Marketing
Zippy Courses
involve.me

Pricing Details

$29.00/month
Basic - Starts at $29/month
Plus - Starts at $99/month
Pro - Starts at $149/month
Enterprise - Starts at $299/month

Ontraport offers a variety of plans to choose from based on the features you need. Pricing adjusts with the number of contacts in your database and users in your account. You can choose a monthly or annual plan, and all plans start with a 14-day free trial.

Additionally, Ontraport offers a Done-With-You Setup and Training Package for getting set up in your account quickly and easily. Users can also access a free video library with step-by-step instructions on getting started and using every feature of the platform.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Ontraport

Founded

2006

Country

United States

Website

ontraport.com/

Vendor Details

Company Name

iPipeline

Founded

1995

Country

United States

Website

www.ipipeline.com/products/crm-for-distributors/

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Landing Page

A/B Testing
Analytics
Drag & Drop
Form Creation
Real Time Editing
Responsive
SEO Management
Templates

Lead Generation

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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