Infusionsoft on the other hand, offer a plugin that works extremely well, but is only available for an extra monthly fee.
Ontraport’s membership site plugin for WordPress is both free and simple to use. This makes Ontraport the top choice for information marketing businesses. While you can get a plugin for Infusionsoft that does this just as well, again, it comes at an extra monthly cost.
While both Infusionsoft and Ontraport offer excellent plugins that allow you to create landing pages, online forms and membership sites relatively rapidly and hassle-free, it is the huge number of third party plugin creators that gives Infusionsoft the edge here. Their connection with this marketplace ensures you will be able to addon almost any functionality you may require as your business grows. Ontraport’s capabilities in this area are sufficient – but limited.
Aside from sales and list building, the other components every business owner looks for in a new CRM are:
So, how do these two CRMs compare:
Includes a webpage builder that allows you to create simple landing pages with drag and drop functionality. There are a range of available templates you can use and once your training is complete, this is easy to do. If you prefer to create your web pages exactly the way you want them rather than using the templates, you can do this as well but it takes longer to do and can be tricky.
Templates are provided for these too. Easy to use and format, Infusionsoft’s email templates are well done. You have the option of adding other functionalities to your client email campaigns, and you can personalise them for your clients as well. You can also tag contacts from any links clicked on in your emails.
There is no split test function though – and this seems to be quite an oversight, given the excellent Campaign Builder and the marketing focus of Infusionsoft’s CRM system overall.
Hands down the best one on the market for small businesses – the kind of campaign builder usually reserved for huge organisations with millions of clients on their lists. You can plot out every facet of every action as your customers enter and leave your sales funnel. You won’t miss any touch points and can have a plan and program for each and every customer entry and exit point on your site – now that’s a marketing plan!
Then – wait for it – you can automate those touch points. Create your email chains (or whatever), set it all up – and let it run. It is widely acknowledged as the best marketing automation tool available at this level.
The page builder in Ontraport is less intimidating than Infusionsoft’s – it’s also easier to customise. You’ll find this is also the case with their online order forms, landing pages and print-ready postcards. Ontraport also offers Personalised URLs (PURLs) which gives your marketing a very personal touch as your clients can logon using their own name. The PURLs offer up unique stats and information that give the impression you really know your client – it’s all automated of course.
While Ontraport’s campaign creation tool can’t hold a candle to Infusionsoft’s (it’s nothing personal – Infusionsoft’s is simply the best out there right now) they do have one. It is easy to use and simple to create if-then marketing programs. In terms of automation, it is very effective and quick to do. You also can split test easily in Ontraport, and adjust your marketing programs accordingly. This is a great time and money saver and something Infusionsoft lacks.
Infusionsoft offers a multiple item cart, with buttons to move the buyer through the checkout process. You can tag every part of the client’s actions throughout this process, and gain useful information for building in upsell or downsell programs. Using this feature together with your Campaign Builder results in powerful sales revenue.
Ontraport doesn’t offer any e-commerce functionality, although you can purchase third party plugins if your site requires shopping cart functionality.
Infusionsoft has a hosted affiliate centre that is out of the box and ready to go. The work required by you to set this up is minimal.
Ontraport’s self-hosted affiliate option requires you to build your own affiliate site via a third party plugin. It may end up more tailored but it certainly takes more time to establish.
The third party community is forever creating and launching new functionalities for various types of businesses and Infusionsoft’s connection to this community is a big plus. Whatever feature you want, you stand a good chance of finding a provider who has it. This is however, simply a result of Infusionsoft having been in business longer than Ontraport.
Infusionsoft has standard reporting functions that you will likely want – and need – to customise. With such dynamic sales and marketing programs, you will need specific reports. It is possible to find third party analytics tools for Infusionsoft and you may find these preferable. You can never have too much tracking.
Which CRM system is best depends on what you want it to do for your business – now, and into the foreseeable future. It really is all about you and what you need.
The bottomline is that if you work with a sales team, or run a business with a physical product, Infusionsoft is likely to be the better CRM for you. This is probably the answer for most companies.
However, for microbusinesses, consultants, information marketers, speakers, and authors, Ontraport seems like it has more of what these businesses need.
There is no doubt however, that Infusionsoft offers more future scoping at this stage. It’s much easier to scale your business campaigns up – or down – in Infusionsoft. The software is designed to be dynamic, and grow with your business needs. That said, Ontraport is newer and has a lot more still to come. If you can wait it out, it could be a case of Watch This Space. As always, the choice is yours’.
If you’d like to talk your business CRM needs over with one of our trained consultants:
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