1.More flexible, powerful sales CRM

Most CRM systems for SMBs make it impossible to store, display and work with your data in a way that makes sense for your business. Ontraport is the most flexible, customizable platform on the market. 

2.Collect more data about each contact automatically

A more complete platform means more complete data. Automatically capture every page visit, every link click, every form fill-out, every purchase, everything said on a sales call, and much, much more. 

3.Keep your sales team on track

Time is money when it comes to sales. Design the perfect process and support your sales team by putting the most important next task front and center, and automate the tedious follow-up. 

4.Built-in enterprise-grade marketing platform

Stop struggling to make sure your marketing messaging and sales processes are in sync. Having both systems in the same platform makes it easy to create and scale any lead management process you can imagine.

5.Automate anything 

Automation doesn’t need to stop with closing the deal. Automatically kick off the next automated step in your process, whether that’s delivering a product, getting a contract signed or onboarding the new client. 

6.Track multiple pipelines at once 

Drag-and-drop pipelines help track contacts as they move through a process, and they’re useful for more than just sales. Create as many pipelines as you need: customer onboarding, projects, launches, online funnels, retention tracking and more.

7.Use custom objects to manage even the most complex business processes

Don’t be limited to storing and managing only contacts, deals and companies. Ontraport allows you to create new record types and make relationships between them to manage and automate any process you can imagine.