Ontraport review
CRM-centered automation with pipelines, messaging, custom records, and mobile apps.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Ontraport is a web-based CRM and business automation platform for small and mid-sized companies. It brings together contact and customer data management, drag-and-drop sales pipelines, task automation, lead routing, email and SMS marketing automation, payment management, websites, memberships, and reporting. Custom objects, customizable records, unified contact history, automation logs, and a shared multi-channel inbox support businesses that want customer operations and marketing activity in one system. Native apps extend access to Android and iPhone users, while web and API access support broader workflows.
Pricing is organized across three monthly plans. Plus costs $83 per month and includes CRM, marketing automation, email and SMS, websites and membership, payment management, and built-in AI. Pro costs $124 per month, adding marketing tracking and testing, advanced personalization, deep customization, user permissions management, partner programs, and a shared inbox with webchat. Enterprise costs $249 per month and adds SSO, field-level permissions, private infrastructure, and enterprise-grade scalability. A 14-day free trial is available, and annual billing offers two months free. The plan structure makes Plus the entry point for core CRM-centered automation, while Pro and Enterprise target more advanced customization and administration needs.
Its ecosystem covers Zapier, Google Calendar, QuickBooks Online, Shopify, WooCommerce, Zoom, DocuSign, and Twilio, with calendar and email synchronization included among the core capabilities. That combination suits companies connecting marketing, commerce, payments, scheduling, and communications around a central customer record. Ontraport is a strong fit for businesses that want broad CRM and automation coverage with mobile access and customizable data structures. It is less suitable for buyers seeking a lower-cost starting point or a verified lead-scoring capability, and teams needing SSO, field-level permissions, or private infrastructure must choose Enterprise.
Ontraport pros and cons
- Where it wins
- Combines CRM, pipelines, routing, and email/SMS automation
- Supports custom objects, shared inboxes, and synchronized contact history
- Offers web, iOS, Android, and API access
- Where it doesn't
- Starts at $83 per month with no free plan
- Lead-scoring capability is not provided
- Advanced controls require higher-priced plans
Ontraport fact sheet, pricing and score →
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