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The Ontraport Insider’s Guide

Everything we know about Ontraport in one document: what it costs, its grades, getting a refund, getting help and what else to look at. Read it here, or keep a copy.

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ToolGPAOctober 2026

Ontraport

The Insider’s Guide

CRM with marketing automation, payments and membership sites

Every plan, grade, refund rule and rival among CRM tools, read from Ontraport’s own pages.

Made by Ontraport, Inc. · checked Oct 5, 2026 · toolgpa.com

2.4GPA

Contents

  1. 01WelcomeWhat it is, who it suits, its grades and the ten things to know first
  2. 02What it costsEvery plan, the free plan, ways to pay less and how prices have moved
  3. 03What it doesIts main features, where it runs, what it works with and who makes it
  4. 04Where it standsIts grades against its category, and whether to keep it or make your own
  5. 05The alternativesThe tools it is most often weighed against, side by side
  6. 06Quick answersThe questions people ask about it, each answered in a line or two
  7. 07About ToolGPAWho made this guide, what else is on the site, and how to cite it

ToolGPA put this guide together from Ontraport’s own pages, its app-store listings and our grades. Every fact in it is on Ontraport’s page too, where it is kept up to date. Checked Oct 5, 2026.

Part 01 · Overview

Welcome

What it is, who it suits, its grades and the ten things to know first

2.4

GPA, above 19 of the 48 other CRM tools we grade

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.

To get you started, here are 8 things to know about Ontraport, taken from its own pages and our grades.

What we can't tell you is the price: none is on record because the pricing page wouldn't load for our reader.
From our report card of Ontraport
  1. 1

    Best for selling courses and memberships from one platform

    Ontraport is a CRM with marketing automation, order forms that take payments, a page builder, membership sites and a shared inbox.

  2. 2

    You can try it first

    14-day free trial on all plans, no credit card required (per the pricing page as archived on 22 July 2026)

  3. 3

    It runs on 3 platforms

    Web, iOS and Android.

  4. 4

    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.

  5. 5

    Marketing automation

    Automated campaigns send email and SMS, with tracking and attribution tools and a Meta custom audiences integration.

  6. 6

    Payments

    Order forms take payments, with upsells and order bumps, recovery of declined charges, a customer center, and partner programs with referral tracking.

  7. 7

    A 2.4 GPA, above 19 of 48

    That is against the other CRM tools we grade, on value, the free plan, features, ease of use and platforms.

  8. 8

    Keep it

    To replace Ontraport you would be making email sent in volume that still reaches the inbox. That is not a weekend's work, with an AI app builder or without one.

Ontraport at a glance

Pricing
Free trial
Free plan
No
Free trial
14-day free trial on all plans, no credit card required (per the pricing page as archived on 22 July 2026)
Runs on
Web, iOS, Android
Made by
Ontraport, Inc.
Category
CRM Software
Our grade
2.4 GPA, fair

The report card

Best for selling courses and memberships from one platform

Ontraport is a CRM with marketing automation, order forms that take payments, a page builder, membership sites and a shared inbox. What we can't tell you is the price: none is on record because the pricing page wouldn't load for our reader. There's no free plan, just a 14-day trial, and an annual plan is refunded only in its first 30 days.

ToolGPA report cardOntraportGraded Oct 10, 2026
SubjectGradeComment
Value for moneyCWe can't put a number on it: no price is on record, because Ontraport's pricing page wouldn't load for our reader. An archived copy says an annual subscription comes with two months free. A listing that can't say what it costs lands in the middle of our ladder, no better.
Free plan and trialCNo free plan is described. Accounts start with a 14-day trial on any plan, with no credit card, going by the pricing page as archived in July 2026. After that you need a paid plan.
FeaturesBAs many drag-and-drop pipelines as you need, lead scoring and routing, email and SMS campaigns, order forms with upsells, a page and form builder, membership sites, custom record types and a shared inbox. The CRM job and most of the shop around it.
Ease of useCNo rating on record, and this is a platform rather than an app: campaigns, order forms, pages and membership access all have to be built before a customer sees anything. The builders are drag and drop and need no coding.
Platforms and integrationsBWeb, iPhone and Android, with the shared inbox in the phone app and no desktop app. It connects to Stripe, Zoom, WordPress, JotForm and Zapier, and there's an API, but Shopify and QuickBooks go through third-party connectors and the iOS app is iPhone only.
Grade point averageFair, out of 4.02.4

An A is worth 4 points, a B 3, a C 2, a D 1 and an F nothing. The GPA is the average of the five.

Who Ontraport is for

  • Fits if you sell courses or memberships and want pages, forms and checkout in one place
  • Works for teams that need custom record types and pipelines for more than sales

Who it is not for

  • Skip it if you want a free plan, as accounts need a paid plan after the 14-day trial
  • Not for you if you want to compare prices first, since none is on record here
  • Tight if you'd rather not commit, because an annual subscription is refunded only in the first 30 days
  • Watch out: Shopify and QuickBooks run through third-party connectors like Zapier or Connex
  • Skip it if you're on an iPad or want a desktop app, as the iOS app is iPhone only and there's no desktop app

Good to know

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.

Part 02 · Pricing

What it costs

Every plan, the free plan, ways to pay less and how prices have moved

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

We can't put a number on it: no price is on record, because Ontraport's pricing page wouldn't load for our reader.
From our grade for value for money

We could not confirm Ontraport’s current prices from its own site, so this guide lists no plans. ontraport.com has them.

Ways to pay less

  • Annual discount

    Two months free on an annual subscription

    Ontraport's pricing FAQ, as archived in July 2026, says an annual subscription commits you for the year and comes with two months free.

    Stated on web.archive.org

Part 03 · Features

What it does

Its main features, where it runs, what it works with and who makes it

3

Places it runs: Web, iOS and Android

CRM with marketing automation, payments and membership sites. Here is what it does, as its own site describes it, and what it covers: public API, booking links, shared inbox, sales pipeline, marketing automation, workflow automation, forms.

The CRM job and most of the shop around it.
From our grade for 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.

Where it runs

  • Web
  • iOS
  • Android

What it works with

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

Ontraport is made by Ontraport, Inc.

Part 04 · Standing

Where it stands

Its grades against its category, and whether to keep it or make your own

19/48

Other CRM tools it is graded above

Ontraport's GPA of 2.4 is higher than 19 of the 48 other CRM tools we grade, and level with 15.

It stands best on features (B, above 18 of 48) and worst on ease of use (C, above 1).

Each grade against the category

Every bar is all 49 CRM tools we grade, cut by the letter each got. Ontraport’s own letter is outlined.

  • CValue for moneyAbove 18 of 48
  • CFree plan and trialAbove 4 of 48
  • BFeaturesAbove 18 of 48
  • CEase of useAbove 1 of 48
  • BPlatforms and integrationsAbove 5 of 48

Keep it, or make your own?

Whether this is something you could build for yourself with an AI app builder, and what you would give up.

Keep it

To replace Ontraport you would be making email sent in volume that still reaches the inbox. That is not a weekend's work, with an AI app builder or without one.

What you could make

  • Sales pipeline and forms: an app builder makes these well.

What you could not

  • Email sent in volume that still reaches the inbox.
  • Connections to other products, each kept working as those products change.
  • One mailbox that several people work at once.
  • Booking pages that read and write other people's calendars and send the emails.
  • A real app for iOS and Android. Something home-made would be a web page.
  • The depth: we grade its features B, which means it covers the whole job.

What this rests on. Ontraport’s listing: what it does, where it runs, what it plugs into and what it costs. It is a judgement about the kind of software this is. We have not built a replacement for it, and making your own means looking after it too. How we decide, and every tool’s verdict.

Part 05 · Alternatives

The alternatives

The tools it is most often weighed against, side by side

Keap, HighLevel, HubSpot, EngageBay and Salesmate

The 5 tools Ontraport is most often weighed against, with where each one differs from it.

  • 2.2GPA

    Keap

    Free trial · from $299/mo

    CRM with sales and marketing automation for small businesses.

    • Ontraport also covers shared inbox.
    • Keap also covers invoicing.
    Ontraport and Keap compared in full
  • 2.6GPA

    HighLevel

    Free trial · from $97/mo

    Sales and marketing platform that agencies can resell to clients.

    • Only HighLevel lists macOS, Windows and Linux apps.
    • Ontraport also covers shared inbox.
    Ontraport and HighLevel compared in full
  • 3.2GPA

    HubSpot

    Free plan · from $20/mo

    Free CRM at the center of a marketing, sales and service suite.

    • HubSpot has a free plan. Ontraport does not, though it has a free trial.
    • Only HubSpot lists a browser extension.
    • Ontraport also covers shared inbox and forms.
    Ontraport and HubSpot compared in full
  • 2.4GPA

    EngageBay

    Free plan · from $13.79/mo

    All-in-one marketing, sales and support CRM for small teams.

    • EngageBay has a free plan. Ontraport does not, though it has a free trial.
    • Ontraport also covers shared inbox.
    Ontraport and EngageBay compared in full
  • 2.6GPA

    Salesmate

    Free trial · from $23/mo

    CRM with sales, marketing automation and support tools in one.

    • Only Salesmate lists a browser extension.
    • Ontraport also covers shared inbox.
    Ontraport and Salesmate compared in full

Part 06 · Questions

Quick answers

The questions people ask about it, each answered in a line or two

12

Questions, each answered in a line or two

The short version of everything above, for when you only need the answer. Each one is told in full in its part of the guide.

Is Ontraport free?

No, Ontraport is a paid product, but you can try it first. 14-day free trial on all plans, no credit card required (per the pricing page as archived on 22 July 2026).

What platforms does Ontraport work on?

Ontraport is available on Web, iOS and Android.

Does Ontraport offer any discounts?

Ontraport publicly lists the following: Two months free on an annual subscription.

Does Ontraport have a Windows app?

No Windows app was listed when its pages were read on Oct 5, 2026. Ontraport is listed for Web, iOS and Android.

Does Ontraport have a macOS app?

No macOS app was listed when its pages were read on Oct 5, 2026. Ontraport is listed for Web, iOS and Android.

Is Ontraport open source?

Ontraport is not described as open source on its own site, as read on Oct 5, 2026.

Does Ontraport have an API?

Yes. Ontraport offers a public API, according to its own site.

What does Ontraport integrate with?

Ontraport's listing names Zapier, Stripe, Zoom, Shopify, QuickBooks, JotForm, WordPress and TaxJar.

Who makes Ontraport?

Ontraport is made by Ontraport, Inc.

What are the alternatives to Ontraport?

The closest alternatives to Ontraport in our directory are Keap, HighLevel, HubSpot, EngageBay and Salesmate.

How does Ontraport compare with other CRM tools?

Ontraport's GPA of 2.4 is higher than 19 of the 48 other CRM tools we grade, and level with 15.

Could I make my own version of Ontraport?

To replace Ontraport you would be making email sent in volume that still reaches the inbox.

Where this guide comes from

The prices, plans, platforms and features were read from Ontraport’s own pages on Oct 5, 2026, and the grades were given on Oct 10, 2026. Graded from this listing, whose facts were read from archived copies of Ontraport's own pages and its store listings on 5 October 2026. Its live pricing page would not load for our reader on 9 October, and no prices are on record, so the value grade is the one our ladder gives a listing that can't say. Also tested with a demo account on 2026-10-03.

Every tool we list gets five grades, A to F, each with its reason, and a GPA that averages them. How each is decided is at toolgpa.com/grades. This guide is ToolGPA’s own work; it is not made, paid for or approved by Ontraport, Inc. Prices change, so check ontraport.com before you buy.

Part 07 · About

About ToolGPA

Who made this guide, what else is on the site, and how to cite it

3,189

Tools graded, in 94 categories

ToolGPA grades software the way a school report grades a pupil: five subjects, a letter for each with the reason written beside it, and a GPA that averages them. Prices, plans and platforms are read from each maker’s own pages and dated, so you always know how fresh a figure is.

Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Every tool on the site has a guide like this one, free to download and pass on. It all lives at toolgpa.com.

  • 3,189

    tools graded

  • 94

    categories

  • 426

    price changes on record

  • 579

    apps priced in 12 countries

What else is on toolgpa.com

Scan for the live page

Prices and grades as they are today

Quoting this guide?

Please name ToolGPA and link to the live page, so readers can check the figures for themselves:

ToolGPA, "Ontraport: The Insider's Guide", checked Oct 5, 2026. https://toolgpa.com/tools/ontraport

Know someone choosing between CRM tools?

Send them this guide: toolgpa.com/tools/ontraport/guide

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See our other guides

The best-graded CRM tools after Ontraport, each with an Insider's Guide of its own.

ToolGPA

Choosing software? Every tool graded, every price dated.

Compare tools at toolgpa.com ›

Everything in this guide is ToolGPA’s own summary of what Ontraport’s pages, its app-store listings and public reviews said on the dates shown. Grades are our judgement under the rules at toolgpa.com/grades. Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Ontraport is a trademark of its owner, and this guide is not made, paid for or approved by Ontraport, Inc. Prices and plans change: check ontraport.com before you buy.