monday CRM vs. Ontraport

I think it's a fantastic tool for a small business or startup. It has many of the same features as other CRMs, and my favorite thing about it are the pre-built Sales Dashboards that generate your forecast, pipeline, deal value, everything you would expect to see when analyzing your sales efforts. I think the parts of it that aren't as scalable are the outbound sales efforts with email. I don't think you can set up drip campaigns or automated workflows through monday the way you can through HubSpot and Salesforce.

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

• It is very easy to use and logical. Teams and departments can collaborate together to work as one team.
• It is very useful in automating the processes of relevant departments.
• The field names, types, and data you enter can be customized as per your organization's requirements.

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.

• Perhaps individual archive boards for individual boards - sometime's it's difficult to locate an archived item to account when something is done so until projects are finished, I often leave items on the board when it could be 'cleaner'
• More color shades for groups and labels
• Keep adding new widgets for dashboards to provide an even greater overview

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.

The CRM is like clay and as long as the user has a productive and driven mind you can supplement your organization as well as your company.

Incentivized

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 was a little tricky when I first set up all of my automations and to kind of navigate my board and create it initially. So now that it's set up it's super easy to use so that's why I gave a seven in this rating.

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.

We only ever needed to us the FAQs and quick google searches as everything we needed to do was very straightforward and intuitive to do. We found the simple and easy design and interface helped prevent having any issues. A colleague did need to reach out for help and stated that it was quick and useful

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.

It was very easy to start using. It is also safe to use lots of trial and error whilst setting up.

Incentivized

If you know your business, ONTRAPORT is easy

I personally perfer monday's interface to Asana's, although they are both very similar in concept. I also feel that monday is better suited for cross-functional project management, which is something necessary to the way Dr. Squatch operates. Asana may be better suited to companies who have smaller teams and a simpler scope of project management, but for a company with the complexity of ours, monday's customizable features and ease of visibility was the better suited platform for our needs.

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.

• Better convertion rates, decreasing marketing overall costs to close new oportunities
• Decreasing the sales team cost, because people are more productive and you can get more results with less people
• Increasing the business growth rate, by helping focusing on growth and not only on sales

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