# Ontraport

> CRM with marketing automation, payments and membership sites

Ontraport combines a sales CRM with marketing automation, payment processing, a page and membership-site builder and a shared inbox, aimed at small and mid-sized businesses. Contacts, deals and custom record types move through drag-and-drop pipelines, and automated campaigns send email and SMS. It is sold as a subscription, paid monthly or annually, that starts with a 14-day free trial.

- **Category:** CRM Software
- **Made by:** Ontraport, Inc.
- **Website:** https://ontraport.com
- **Runs on:** Web, iOS, Android
- **Facts last checked:** Oct 5, 2026

## Pricing

Ontraport's current pricing could not be confirmed from its own site.


## Ways to pay less

- **Two months free on an annual subscription** (Annual discount): Ontraport's pricing FAQ, as archived in July 2026, says an annual subscription commits you for the year and comes with two months free. Source: https://web.archive.org/web/20260722081144/https://ontraport.com/pricing

## Key features

- **Sales CRM and pipelines:** Drag-and-drop pipelines track contacts through any process, with as many pipelines as needed, plus lead scoring and routing and a unified history for each contact.
- **Marketing automation:** Automated campaigns send email and SMS, with tracking and attribution tools and a Meta custom audiences integration.
- **Payments:** Order forms take payments, with upsells and order bumps, recovery of declined charges, a customer center, and partner programs with referral tracking.
- **Pages, forms and membership sites:** A drag-and-drop page builder, form builder and access controls are used to build online courses, customer portals and membership sites without coding.
- **Custom objects:** Beyond contacts, deals and companies, you can create new record types and relate them to each other, then automate processes around them.
- **Shared inbox:** Email and SMS conversations with customers are handled in one shared inbox, which is also available in the mobile app.

## Good for

- Small and mid-sized businesses wanting CRM, marketing and payments in one platform
- Businesses selling courses or memberships that need pages, forms and checkout together
- Teams that want custom record types and pipelines beyond sales

## Worth knowing

- No free plan is described; accounts start with a 14-day trial and then need a paid plan.
- An annual subscription is a commitment for the year; a full refund is offered if you cancel within the first 30 days after signing up.
- The iOS app is listed for iPhone only.
- Some integrations, such as Shopify and QuickBooks, run through third-party connectors like Zapier or Connex.

## Works with

Zapier, Stripe, Zoom, Shopify, QuickBooks, JotForm, WordPress, TaxJar

**Tags:** Sales pipeline, Marketing automation, Workflow automation, Forms, Shared inbox, Booking links, Public API

## Alternatives

- [Keap](https://toolgpa.com/tools/keap): CRM with sales and marketing automation for small businesses. [Compare](https://toolgpa.com/compare/keap-vs-ontraport)
- [HighLevel](https://toolgpa.com/tools/highlevel): Sales and marketing platform that agencies can resell to clients. [Compare](https://toolgpa.com/compare/highlevel-vs-ontraport)
- [HubSpot](https://toolgpa.com/tools/hubspot): Free CRM at the center of a marketing, sales and service suite. [Compare](https://toolgpa.com/compare/hubspot-vs-ontraport)
- [EngageBay](https://toolgpa.com/tools/engagebay): All-in-one marketing, sales and support CRM for small teams. [Compare](https://toolgpa.com/compare/engagebay-vs-ontraport)
- [Salesmate](https://toolgpa.com/tools/salesmate): CRM with sales, marketing automation and support tools in one. [Compare](https://toolgpa.com/compare/ontraport-vs-salesmate)

## Sources

The prices, plans, platforms and features above were read from these pages on Oct 5, 2026:

- https://web.archive.org/web/20260722081144/https://ontraport.com/pricing
- https://web.archive.org/web/20260610150952/https://ontraport.com/features/crm/
- https://web.archive.org/web/20260513010149/https://ontraport.com/integrations
- https://apps.apple.com/us/app/ontraport-mobile/id1543965216
- https://play.google.com/store/apps/details?id=com.ontraport.android&hl=en_US&gl=US
- https://api.ontraport.com/doc/

Page: https://toolgpa.com/tools/ontraport
Listed by ToolGPA (toolgpa.com).