Phi

Tools · Ontraport

Ontraport

Unified CRM and marketing automation for growing businesses.

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CRMCRMMarketing Ops
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Overview

What is Ontraport?

Ontraport provides a customer relationship management platform combined with marketing automation capabilities. It is designed to help businesses manage contacts, automate marketing campaigns, and track sales processes. The platform serves organizations looking to consolidate their operational tools into a single system.

Ontraport is a business automation platform that combines CRM functionality with marketing tools to streamline operations. The system allows users to manage their entire customer lifecycle from lead capture through post-sale follow-up. It includes features for email marketing, landing page creation, and ecommerce management alongside traditional CRM contact tracking. Businesses use the platform to build automated workflows that handle repetitive tasks and nurture prospects through the sales funnel. The platform targets service-based businesses and entrepreneurs who need an all-in-one solution rather than managing multiple disconnected tools. Reporting and analytics capabilities provide visibility into campaign performance and revenue attribution.

Fit

Ideal customer profile.

Service-based businesses and entrepreneurs who need a unified platform to manage marketing, sales, and customer relationships without juggling multiple tools.

  • SMB
  • Mid-market
  • Series A

Capabilities

Key features.

01

Contact and lead management

02

Visual campaign builder for automation

03

Email marketing with dynamic content

04

Landing page and form creation

05

Ecommerce and payment processing

06

Task management and assignment

07

Reporting and revenue attribution

08

SMS marketing capabilities

09

Membership site hosting

10

API access for custom integrations

Usage

How to use Ontraport.

Teams typically import their contact databases into the platform and segment audiences based on behavior or demographic data. Users then build automated campaign sequences using the visual workflow builder to send targeted emails, assign tasks to sales reps, and trigger actions based on customer interactions. The landing page and form builders capture new leads directly into the CRM for immediate follow-up.

Cost

Pricing.

Pricing starts around $79 per month for the basic plan with tiered options based on contact volume and feature access.

At a glance

Quick facts.

Stack position
CRM
Category
CRM, Marketing Ops
Best for
SMB, Mid-market, Series A
Pricing
Pricing starts around $79 per month for the basic plan with tiered options based on contact volume and feature access.

Subcategories

  • All-in-One CRM
  • Marketing Automation

Pick the tool. We run the system around it.

Ontraport is one part of a stack. Phi builds and operates the revenue system the whole stack plugs into.