Ontraport vs Infusionsoft – Who’s the Better CRM?

Stumped finding the right CRM? You’re not alone. It’s a pretty common predicament to be in as a business owner. As your business starts growing, you’re going to need help to automate and balance all of the work. That’s where a CRM like Ontraport or Infusionsoft steps in and lets you relax. Today we will be comparing the two to look at the difference between their pricing, features, ease of use and more.

Ontraport vs Infusionsoft


You could they’re a company that’s been around the block, being in business for more than 15 years. If you want to streamline customer life cycle, marketing, e-commerce and more within your business, Infusionsoft is what you’re looking for. Imagine being able to focus on other important tasks while many other processes are being automated. You and your employees can get more work accomplished, plan better, and have more data to play with.

Marketing Automation

How does getting more work done with less effort sound? You can create entire marketing campaigns with Infusionsoft’s drag and drop system. This includes personalized contact messages, triggers based on lead behavior, landing pages and more. No more repeating every step when you can automate it.

Landing pages are also created with a drag and drop system. No coding experience required. Now you can spend less money on expensive landing page services. Customize your pages to suit your branding, goals and add any of the thousands of free images it comes with.

Your clients are people too, not numbers in a database. Infusionsoft’s CRM organizes all of your contact data and communication history in one place. This way you can personalize messages, autoresponders and keep your emails relevant.

Sales Automation

Close more sales. Save money money. That’s what to expect with sales automation. There’s no need to hire a huge sales team or increase outreach when Infusionsoft will do it for you.

Imagine you could organize your leads based on their likeliness to become a customer. Sounds too good to be true? Actually, it’s a feature you’ll have called lead scoring. Based on the prospects actions and activities, a score is assigned based on a criteria you set. This means it’s tailored to your business exactly. When you go to cold call, you can prioritize leads to get more paying customers.

When you need to receive payment, send a quote through the Infusionsoft app. It’s fast and secure for both you and the customer. You can also send emails to sales reps if they are accepted or declined to assure no overlapping.

Try infusionsoft today

Reporting & Analytics

Data is king. I don’t remember who said that, but they are 100% correct! Without analytics you won’t have a clue what’s going on inside your business. You won’t be able to optimize or split test. Don’t worry about that though. Infusionsoft has in-depth reporting so you can make better business decisions through real data.

You’ll have access to easy-to-read reports on conversion rates, web form completion, campaign stats, email delivery and so much more. Infusionsoft analyzes millions of data points to accurately inform you on your business progress. Use this to grow even bigger.

I’m sure you check your sales reports often. Infusionsoft sales reports include:

  • Revenue by lead, products and other criteria.
  • Sales generated by each rep.
  • Average sales cycle stage times.
  • Forecasted revenue.
  • Referral partner revenue.

No one likes accounting or bookkeeping. Well, unless you’re an accountant or bookkeeper. For the rest of us, we can enjoy Infusionsoft’s billing and order reports on:

  • Payments, receivables, subscriptions and more.
  • Failed invoices and payments.
  • Customer lifetime value.
  • Invoice and quotes you’ve sent.

Support & Service

You may be thinking this is a lot to take in. There’s so many features to figure out. You haven’t used a CRM before like this. Relax. Infusionsoft has hands-down the largest amount of support and services to help you use the software perfectly.

Begin with the knowledge center or help center. User guides, videos, webinars, free e-books and FAQ’s will solve most of your questions. Still need assitance? Hire an Infusionsoft expert, visit the PartnerCon convention, get coaching or take a training class.

  • Score your lead’s performance for better organization
  • Segment your leads into different groups
  • Track web activity
  • SMS marketing
  • Personalized web content
  • Predictive analytics
  • Bi-directional CRM syncing
  • Event management
  • Send invoices
  • Create quotes
  • Create membership sites
  • Sales reports
  • Mobile app so you can work on the go
Integrates with
  • Shopify
  • BigCommerce
  • Outlook
  • Zapier
  • Zoho
  • Quickbooks
  • Almost 700 other integrations
  • Starting price: $199/month
  • Setup fee: $1,000
  • Full feature price: $379/month
  • 2.5k contacts: $199/month
  • 10k contacts: $379/month
  • Larger contact list: Contact Infusionsoft
  • Refund policy: No refunds
  • Starting number of users: 3
  • Extra user cost: Contact Infusionsoft
  • Demo available: Yes
Pros of Infusionsoft
  • Improves the productivity, organization and marketing within your business which ultimately means more revenue.
  • They offer training to help you understand the software which combats the steep learning curve.
Cons of Infusionsoft
  • No split testing, bulk social media posting or real time sales alerts.
  • Bigger learning curve.
  • No free demo.
Who Infusionsoft is for
  • Small to medium sized businesses that have up to 100 employees.

Try infusionsoft today


“I was running another business and ran into the problems that all entrepreneurs do, and I couldn’t believe there wasn’t a slick solution to solve them”. This is what the founder of Ontraport, Landon Ray, said when he decided to start up the company. Like many entrepreneurs, he identified a problem in the market that he was experiencing himself and wanted to resolve it.

Ontraport was officially founded in 2006 and offers business automation software to make your life easier. They boast award winning support, a cutting edge campaign builder, and built in reporting so you know what’s going on with your business.

Marketing Automation

Ontraport has dynamic and powerful marketing automation. You will lead your customers through a personalized sales funnel that’s tailored to their behaviors and preferences. Personalization is the future of e-commerce and you don’t want to be left behind, here’s the stats to prove it. Not every consumer is the same so it only makes sense to create individual journeys.

With email funnels, ads and landing pages, Ontraport will make purchasing irresistible for leads. Customize the timing and details of each action in your campaign to make it perfect. You can also set goals to quantify your results.

Sales Automation

Sell everywhere and anywhere. Ontraport enables you to create order forms, upsell, launch a storefront and manage payment gateways. Most importantly, it’s very secure. Ontraport integrates with PayPal, Stripe, Authorize.net and other trusted services. Secure payment processing has been proven to reduce abandoned carts and fraud.

Want to offer memberships? Subscription businesses are on the rise and you may want to take advantage of it. Whether you offer exclusive content or monthly physical goods, memberships can be a wise revenue stream.  You can link your Ontraport to a WordPress website and begin instantly.

Reporting & Analytics

The Ontraport dashboard gives you an overview of what’s happening within your business. No more guessing. You can customize it to display the most important information. Marketing, sales and engagement is all tracked to identify trends and opportunities.

The reporting dashboard also uses a drag and drop feature to easily swap around metrics. This way you can configure it so it makes sense for you. Have some new marketing ideas? Split test them and figure out which one performs better.

Finally, you’ll be able to see which products and contacts generate the most revenue to double down.

Support & Service

Just like Infusionsoft, Ontraport has a large array of services to get you familiar with the software. Their customer service has a 96& sanctification rate so reach out to them with any questions you have. Also visit the answers forum, knowledge, Facebook community or join an online workshop.

For a more hands-on approach, get one on one training, stop by an Ontraport meetup or speak with a certified consultant. The last thing you have to be concerned about is figuring out the software with so many resources.

  • Lead segmentation
  • Track web activity
  • SMS marketing
  • Personalized web content
  • Predictive analytics
  • Event management
  • Send invoices
  • Create membership sites
  • Split testing to discover the best strategies
  • Bulk social media posting
Integrates with
  • SugarCRM
  • Gmail
  • Netsuite
  • Zapier
  • Salesforce
  • Quickbooks
  • Almost 700 other integrations
  • Starting price: $79/month
  • Setup fee: None
  • Full feature price: $379/month
  • 2.5k contacts: $297/month
  • 10k contacts: $297/month
  • 25k contacts: $597/month
  • 100k contacts: $597/month
  • Refund policy: 90 days
  • Starting number of users: 2
  • Extra user cost: $47/month
  • Demo available: Yes
Pros of Ontraport
  • The pricing is much more friendly with their starting price less than half of Infusionsoft.
  • Free demo to try out the platform to see if you like it.
Cons of Ontraport
  • No mobile app.
  • Dashboard can feel a bit lackluster.
  • No lead scoring.
Who Ontraport is for
  • Small businesses, especially those that sell digital products or offer memberships.

Get your free ontraport demo

So, Who’s Better?

For the businesses that are trying to bootstrap and keep their costs as low as possible, we recommend Ontraport. Their starting price is very reasonable at $79/month and their contact pricing scales just as sensibly. Go apply and try out a demo of their software today to see if it suits your needs.

If you want a lot more power behind your back to take your marketing to the next level, Infusionsoft will satisfy you and more. They are a bit more pricey but with the results you’ll experience it will be a very positive ROI.

My name is Carmine and I own Mastro Digital, Pierro Shoes, and Wisetech Report. I’m a self published author and full time internet marketer. If you need blog article, e-book or sales copy services please contact me at [email protected]

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