IRIS CRM vs. Ontraport

The cost is a little higher than other CRM software options, so IRIS CRM is better suited for larger organizations. It is great when multiple departments and functions are accessing sales data, as the software is fairly comprehensive in retention of sales related data. It is also great for generation of processing stats and simple reports. Calculation of rolling opportunities data is made easy. It is less appropriate for smaller sized companies with many novice users looking for high levels of customization. The software is highly capable, but the company isn't as well established as some others so some custom features can take time to implement.

Incentivized

Starting a business you have enough stuff to deal with. Ontraport takes the headache out of the tech side. Everything works together and you don't ever get left alone to figure things out. I would beg any new business to invest in Ontraport. Or if you want to grow and scale an existing business it would be great. I think it more for service-based business.

Incentivized

• Grouping is done very effectively. For a company with a wide product portfolio, it is greatly beneficial to customize product families.
• Streamlines the life cycle of merchant services very well. E-signatures, workflows, and help tickets are well integrated to maximize efficiency.
• Processing stats and reporting tools are intuitive, useful, and aesthetically pleasing. The software allows you to quickly generate sales reports for specific product families and time periods.

Incentivized

• Campaign builder. The visual campaign builder is very easy to use and feels pretty modern.
• CRM: customizing what type of data I'd like WHERE has been great. Custom fields, being able to move them around.
• Task Management: one of the things that set ONTRAPORT apart from other similar automation platforms is the tasks. You can trigger automated tasks that cause your salespeople to take action, and the tasks stay in the queue until the salesperson takes that action and checks it off. This is great for putting together a web of accountability.

• It needs a solid visual invigorate to stay aware of the occasions.
• I have found it as a little pricey.
• The execution timetable took longer than we had arranged.
• The framework has a solid utility and usefulness, yet it looks somewhat dated.

Incentivized

• Ontraport is a very powerful and robust system capable of a great many things. The time it takes to get to know the program is a little intimidating. Don't get me wrong, you can get started right away, but a year in I know I am still not making the most of all Ontraport can do. I am UK based so access to their advanced trainings means international travel, maybe some online events could be initiated.

My client was already using Ontraport and had a decent investment in the tool. As soon as we turn around the revenue situation with my client's products, we will be ditching OAP immediately, despite the significant re-implementation cost we are going to face moving to a new system. I am part of a high-end, professional marketing group, and the overwhelming sentiment with these other professionals is that one should run away from this as fast as humanly possible. I thought their words were just ungrounded opinion, and I deeply regret that I did not heed them more closely before sinking still more time and effort into OAP.

It is a wonderful software with an automated messaging service. It has helped us in having a better knowledge of our customer’s needs, preferences, and habits, and by knowing all these we have improved our business. Security is my basic concern and the fact that it has a disabled human element from the business equation are the things that I don’t really like in it.

Incentivized

The software is just easy to use. The UI is fairly intuitive. The help system is pretty good. I find it is pretty quick to get my work completed and if I don't document my things well, I can always figure out how I did something when I need to make changes. When I have a problem the tech support is easy to deal with and when things need to get escalated they are resolved quickly.

Most of the time OP runs fine. But I've had to submit more support tickets this year do to messages, seq.'s or rules not running correctly. Also experienced slow response times moving in and around OP.

It has enabled us to keep a record of the demographics of our clients and eventually we can develop a better understanding of our clients that will lead us to uplift our business. With its amazing sales tool, we have developed a strong relationship with our clients, and helped us in creating a good brand image. We really adore the convenience of managing and reporting data. It is quite easy to handle and all our business is depended on it and it helped us in gaining more loyal customers.

Incentivized

The techs are reasonably savvy, highly courteous and want to do right by their customers. Unfortunately, the product they are supporting is so deeply flawed that there's only so much they can do when your legitimate business requirements are simply not supported.

I went to their Ontrapalooza event, and it opened my mind as to how the software can be used.

If you know your business, ONTRAPORT is easy

By using IRIS CRM we had a wonderful experience with the automated workflow process as compare to other alternatives. Now we are better able to keep a track of the performance and hence we can enhance productivity and eventually can get more profit.it has made automated messaging so convenient and simple. We believe that by understanding our customers we can make our business better and IRIS helped us in having a better knowledge of our customer’s needs, preferences, and habits, and by knowing all these we have improved our business a lot. We have found it very convenient to navigate and now we can better spread our business database. It helped us in having active and strong customer service and now we can better manage our relationship with our customers.

Incentivized

We used it because it was recommended by other coaching companies. It meets well the need we have which is mostly about creating different type of access based on when the clients joined our program. You can easily create automations and rules to be notified when clients evolve in the program. It allows us to send them our messages at the right moment.

Incentivized

With the new lower priced options, it's now easier for newer businesses to start with a more basic version and upgrade as they need more features.

• It provides CRM solutions to practical nature.
• I for one loved it, I had no aversion for it worked astonishingly.
• Mobile version doesn't work best as compared to PC versions.

Incentivized

• ONTRAPORT has helped us as we continue to segment our users - we're able to quickly determine what messaging is working and what isn't.
• Their form loading is so slow at times that it negatively affects signup conversion rates on our website.
• They have an open API that let's us connect to other productivity and marketing tools without hiring programmers.

Incentivized