Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Yes
API Access
Has API
No
Integrations
Aimdoc
Yes
AppointmentCore
Yes
Axis LMS
Yes
Bucket.io
Yes
ConvertFlow
Yes
JustCall
Yes
Nectar Desk
Yes
Peaka
Yes
Personizely
Yes
Quickwork
Yes
Integrations
Aimdoc
No
AppointmentCore
No
Axis LMS
No
Bucket.io
No
ConvertFlow
No
JustCall
No
Nectar Desk
No
Peaka
No
Personizely
No
Quickwork
No
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.
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
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
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
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Landing Page
A/B Testing
Yes
Analytics
Yes
Drag & Drop
Yes
Form Creation
Yes
Real Time Editing
Yes
Responsive
Yes
SEO Management
Yes
Templates
Yes
Lead Generation
Contact Discovery
Yes
Contact Import/Export
Yes
Lead Capture
Yes
Lead Database Integration
No
Lead Nurturing
Yes
Lead Scoring
Yes
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
Yes
Visitor Identification
No
Marketing Automation
A/B Testing
Yes
Analytics / ROI Tracking
Yes
Artificial Intelligence
No
Content / Blogging Platform
Yes
Customizable CTAs
Yes
Drip Campaigns
Yes
Dynamic Content
Yes
Landing Pages / Web Forms
Yes
Lead Scoring
Yes
Sales Intelligence
Yes
Search Marketing
Yes
Segmentation
Yes
Social Marketing
Yes
Website Visitor Tracking
Yes
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No