About Ontraport
Overview
Ontraport is an all-in-one CRM and business automation platform founded in 2006 in Santa Barbara, California. It unifies marketing automation, sales CRM, payments, and a no-code CMS on a single customer database.
Built for growing small and mid-sized businesses, it replaces a stack of disconnected tools with one system designed to scale without enterprise cost or complexity. The platform includes an AI-native layer, with content generation, automation-embedded AI, and a live MCP server for connecting data to Claude and ChatGPT.
Key Benefits
- Track every customer interaction on a single unified record shared across your whole team.
- Build and automate email and SMS sequences with lead scoring, routing, and attribution from ad click to revenue.
- Accept payments, run upsells and order bumps, manage subscriptions, and recover declined transactions.
- Build websites, landing pages, customer portals, course platforms, and member sites without code.
- Use an AI Assistant inside automations and connect your data to Claude and ChatGPT via a live MCP server.
- Rely on 99.99% uptime, PCI DSS Level 1 and GDPR compliance, and 7-day-a-week in-house support.
How It Works
Sign up for a 14-day free trial without a credit card, then import your contacts and start from a library of automation templates. Use the visual automation builder to design campaigns that segment, score, and route leads across email, SMS, and sales calls — all connected to the same customer record as payments and your website.
Use Cases
- Marketing and sales teams run campaigns, track leads, and manage a visual pipeline from shared live customer data.
- Operations teams build custom portals, dashboards, and internal tools without coding.
- Owners and leaders track pipeline and performance in real time from a single platform.
- Coaches and course creators run course platforms, membership sites, and client portals with access control.
- Ecommerce businesses connect Shopify or Stripe and manage orders, upsells, and subscriptions on the same customer record.
Why Choose This Product
Compared with enterprise suites such as Salesforce or HubSpot, Ontraport keeps CRM, automation, reporting, and CMS in one system without multi-suite contracts or dedicated admins. Serving thousands of businesses across more than 60 countries, the company offers migration and setup help plus in-house support at every plan level.
Ontraport Pros & Cons
- Unifies CRM, marketing automation, payments, and CMS on one customer database
- 14-day free trial with no credit card required
- 99.99% uptime with PCI DSS Level 1 and GDPR compliance
- In-house support available 7 days a week at every plan level
- AI Assistant embedded in automations plus a live MCP server for Claude and ChatGPT
Key Features
AI Assistant
Ontraport's AI Assistant runs inside automations to segment contacts, draft personalized emails, moderate comments, and take action on the unified customer database.
Live MCP server
A live MCP server connects your Ontraport data to Claude, ChatGPT, and other AI tools, with chat-with-your-data and campaign generation rolling out.
Campaign automation
A visual automation builder with a template library creates sophisticated multi-step campaigns across email, SMS, and sales calls.
Email + SMS
Send email and SMS sequences with world-class email deliverability managed on in-house delivery infrastructure by a dedicated postmaster team.
Payments
Accept payments, run upsells and order bumps, manage subscriptions and complex offers, and recover declined transactions connected to the customer record.
CRM + pipelines
Track every customer action on a single record with smart pipelines, lead scoring and routing, self-scheduling, and automated follow-up.
Dynamic CMS
Build websites, landing pages, customer portals, course platforms, partner directories, and member sites without code and connected to the CRM.
Tracking + attribution
Track attribution from ad click to revenue with Meta custom audiences and Campaign Performance Mode reporting for insight into what works.
Access control
Manage memberships, partner programs, and content access with role-based access control and conditional content.
Ontraport Pricing
View full pricing →Pricing extracted from the product website and may change. Check the source for current details.
Frequently asked questions about Ontraport
Does Ontraport have AI features?
Yes. Ontraport's AI Assistant lives inside your automations, so it can access customer data and take action on your behalf. It segments contacts, drafts personalized emails that reference past activity, moderates incoming comments, routes messages with AI-powered tagging, and generates promotions from long-form content. Because it runs on the same unified database as your other tools, it sees each contact's full history.
How does Ontraport compare to HubSpot or Salesforce?
Ontraport provides the same core capabilities — CRM, marketing automation, sales pipeline, reporting, and CMS — in one system, without buying multiple suites or hiring a dedicated admin. It is built for established teams that need powerful tools without the overhead that often comes with enterprise platforms.
What security and compliance features does Ontraport offer?
Ontraport offers PCI DSS Level 1 compliance for secure payment processing, GDPR compliance for handling personal data, Role-Based Access Control (RBAC) for team permissions, multiple backup layers with disaster recovery, and automation log tracking that provides full visibility into every account action.
How is Ontraport's reliability and uptime?
Ontraport maintains an average 99.99% uptime with cloud-based infrastructure that is continuously monitored and optimized. The team keeps systems running smoothly with recovery protocols to safeguard data before issues arise, and you can check real-time system status for live updates on uptime and performance.
Does Ontraport integrate with my other business tools?
Yes. Ontraport connects with popular business applications including shopping carts, payment gateways, analytics tools, and communication platforms. It also offers an open API for custom integrations and connects to Zapier, making it easy to sync with thousands of other apps.
How does the 14-day free trial work?
All accounts start with a 14-day free trial. You can upgrade to your chosen plan inside the Ontraport platform any time before the trial ends. If you do not upgrade, you do not need to cancel and you will not be charged — no credit card is required until you upgrade.