Free guide: The Beginner's guide to setting up your business

The number one goal of your business is to automate your business as much as possible so you can work on your “amplification”. Ontraport is a business software that automates almost every process from capturing leads to following up to taking money and fulfilling orders.

After seeing several solopreneurs start with Ontraport and grow their businesses into $10 to $30 million dollar businesses, I highly recommend Ontraport. You never have to overthink your business.

What is Ontraport?

Ontraport is a CRM and marketing platform designed to create fully customizable sales pipelines. They have a very sleak visual marketing campaign builder that allows for intuitive email marketing, landing page builders and fulfillment.

Ontraport's All in One Platform


Ontraport is a all-in-one marketing software that allows small businesses to setup full marketing campaigns to build and grow their business.  Ontraport is fully setup to grow with you.

  • Easy to Use - /10
  • Value for Price - /10
  • Customer Support - /10
  • Variety of Features - /10


  • Landing Pages
  • Email Marketing
  • Marketing Tracking
  • Membership Sites
  • Visual Campaign Builder
  • SMS Marketing
  • Postcard Marketing
  • Payment Processor
  • Affiliate Program Add-On
  • Easy to Use
  • Reasonably Prices
  • Nothing Else to Buy
  • Ontraport Imports Your Data During Setup


  • Slight Learning Curve

Marketing Tools

When you’re looking for a specific tool for your business like email marketing or landing page builders, Ontraport combines everything into one nice platform. This allows you and your team to streamline your business “processes” from the sales and marketing to fulfillment and team tasks management.

For your basic marketing tools, companies tend to solve one specific problem. For example,

  • Leadpages – Builds unlimited landing and sales pages.
  • Aweber – Create newsletter and email marketing campaigns.
  • ConvertKit – Email marketing sequences for email marketing.
  • ClickUp – Manage and organize team tasks.
  • Google Analytics – Tracking.
  • Square, Stripe, Paypal or – Payment processing.
  • Twilio – SMS text messaging marketing.

Ontraport Features

Ontraport Landing Page Examples

I recommend all of these companies above, but they are great at solving one specific need. Ontraport solves all of these problems with a all-in-one automation platform. That means you get access to:

  • Fully customizable landing page builders.
  • Intuitive email marketing and tagging campaigns.
  • Team tasks & reminder notifications.
  • Complete tracking and metrics dashboard.
  • Built-in membership sites.
  • SMS marketing.
  • Visual marketing campaign builder.


Ontraport Backoffice Demo
  • Full Tracking Included
  • Landing Pages
  • Email Marketing
  • Marketing Tracking
  • Membership Sites
  • Visual Campaign Builder
  • SMS Marketing
  • Postcard Marketing
  • Payment Processor
  • Affiliate Program Add-On
  • Easy to Use

If you’re looking to build your brand, then you’ll want to start out with an all-in-one so you can grow with the software. Plus, this comes with an affiliate program that allows you to recruit and pay partners to promote your brand. That’s just another way you can easily scale your business.


I never like to include price on the list of con’s. It’s very easy to start with Ontraport at a very low cost. When you’re building your business and you start adding up the costs, it’s nice to know that there’s an all-in-one service that eliminates all the piece by piece cost. Right?

One of the reasons I don’t include price on any list of con’s is because of my experience with Ontraport and seeing how quickly businesses grow as a result of using the landing page to launch membership sites technique that works so well. While you’re making millions with your business, I think $79 to $297 is very low pricing.

  • Slight Learning Curve

Ontraport Pricing

What is Ontraport’s pricingThere are four plans: Basic ($79/month), Plus ($147/month), Pro ($297/month) and Enterprise ($497/month).

Even if you’re a large account, Otraport offers custom pricing for accounts with up to 5 million contacts.

Ways to Manage Ontraport’s Transactions

  • Give one-off discounts
  • Pro-rate bills
  • Record a sale made through another payment system
  • Charge an order manually on contact’s behalf
  • Refund orders
  • Write off a transaction
  • Alter the date an open order will charge
  • Change the price or quantity for a specific subscriber
  • Re-send an invoice
  • Pause or cancel subscriptions
  • Record a sale made at an event
  • Replace a paid transaction that was voided
  • Mark something as paid
  • Void a transaction
  • Re-run referral commissions
  • Edit credit card for future transactions

Ontraport Background

Founded in 2006 in Santa Barbara by Landon Ray, Pin Chen and Steven Schneider, Landing Ray sat out to solve the problems that entrepreneurs face. Why isn’t there a slick solution that automates most of the marketing online?

In 2008, the first solution was called Office Autopilot and three years later was listed on Inc 500’s list of America’s Fastest Growing Private Companies.

Frequently Asked Questions about Ontraport

Can Ontraport Import Your Data from Other Companies?

All new Ontraport customers get 2 free hours of setup support. During this session, Ontraport onboarding will help build your most important funnels, setup your emails and additional pages. Plus, they walk you through how to use the app to reach your goals as well as give you the grand tour of Ontraport.

Does Ontraport take payments from my customers?

Yes. Ontraport offers a flexible payment management system that makes satisfied customers. Most platforms are straight-forward with little to no flexibility. Ontraport allows for one-off discounts, easy refunds, paused subscriptions and other accommodations for your customer’s requests.

Can I setup payment plans with Ontraport?

Yes. Ontraport stores the credit card so you can recharge for subscriptions and payment plans. They also allow you to build out payment plans like pay $200 now and the rest later.

Is the credit card data kept safe?

Yes. Ontraport meets the highest security standards (PCI-DSS Level 1 Certification) for managing your customers’ credit cards so you can be confident they’re safe.

Can I add offline sales?

Yes. Sales reps can lock in a sale while on the phone with your leads or even run a promotion at an event and charge credit cards manually.

What is the free-trial link to Ontraport?

You can click here for a free trial to Ontraport.

Will I be charged after my free trial to Ontraport ends?

No. Once your free trial ends, you will not be charges, and you’ll be able to upgrade your account on your own.

Who uses Ontraport?

Business owners from all industries — including consumer services providers, coaches, speakers, authors, bloggers, and B2B services providers — have found success with Ontraport.

I have been with another software for a long-time, will I be able to transfer my data without losing anything?

Yes! During your free personalized setup sessions, your dedicated specialist will assist you in migrating your contacts, emails and pages over to Ontraport to ensure nothing is lost.

If you’re doing research, please bookmark this page by adding it to your toolbar so you can easily come back to it. If you know someone who is looking for a all-in-one marketing automation, then share this with them. Most of our advertising is word of mouth marketing.

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