Ontraport
- Company typePrivate
- Founded2006
- HeadquartersCovina, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
Ontraport firmographics
Firmographics- Name
- Ontraport
- Legal name
- Ontraport
- Website
- https://ontraport.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
Ontraport industry classification
Industry- Product category
- Customer Experience Automation (CRM and Marketing Automation)
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Recurring Billing & Subscription Payments Enablement (FSAMACAF)
Keywords
Where Ontraport is headquartered
LocationHeadquarters
- HQ city
- Covina
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Ontraport business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- SaaS Platform Subscription: Monthly/annual subscription for access to the all-in-one CRM, marketing automation, payments, and CMS platform. Tiered pricing with different feature levels. Includes free 14-day trial for new users.
- Expert Certification Course: Five-day live training course for business owners and marketing professionals wanting to support Ontraport clients. One-time payment of $1,500 or payment plan ($600 + $500 + $500). Includes exam and certification status.
- Bootcamp Training Course: Three-day online training course for new users. Priced at $500. Additional days available for $525 each.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | 14-day free trial with no credit card required |
| One time/ perpetual license | Pay-as-you-go | Expert Certification - Full Payment |
| One time/ perpetual license | Pay-as-you-go | Expert Certification - Payment Plan |
| One time/ perpetual license | Pay-as-you-go | Bootcamp Basic Course |
| One time/ perpetual license | Pay-as-you-go | Bootcamp Additional Days (Day 4 and 5) |
Go-to-market motion2 records
Distribution channels6 records
Marketing channels11 records
Ontraport product offering
Product offeringCore offering
Ontraport sells an all-in-one customer experience automation (CXA) platform that unifies CRM, marketing automation (email and SMS), payments processing, and a no-code dynamic CMS on a single proprietary database (OntraportDB). Customers subscribe to access contact management, campaign automation, sales pipelines, payment/subscription handling, membership sites, and an embedded AI assistant that acts on customer data inside workflows. Paid training programs (Bootcamp and Expert Certification) and certified partner services extend the core subscription offering.
Product overview
Ontraport is an all-in-one CRM and marketing automation platform for small businesses that unifies CRM, marketing automation, payments, and website management on one proprietary database (OntraportDB). The core platform consists of integrated modules: CRM for contact and pipeline management, Marketing Automation for campaign execution including email and SMS, Payments for transaction processing, Dynamic CMS for website and landing pages, Shared Inbox for customer support, and Mobile App for on-the-go access. The platform is enhanced with Setup Wizards—pre-built campaign templates including lead magnet funnels, webinar promotion, abandoned cart recapture, sales funnels, and survey tools. Educational resources include Ontraport University (150+ free videos), Bootcamp training ($500), and Expert Certification ($1,500) for partners and consultants. The platform also offers AI capabilities through an MCP server connecting to Claude and ChatGPT.
Differentiator
Problem solved
Functional benefit
Products and services
- Ontraport CRM Centralized customer relationship management product that unifies contact records, tracks every customer interaction, manages sales pipelines, and provides shared contact history with task automation and lead scoring for growing businesses.
- Marketing Automation Campaign automation product for building and automating email and SMS sequences, lead scoring and routing, attribution tracking from ad click to revenue, and an AI assistant that takes action inside workflows.
- Payments Payment processing product covering accepting payments, running upsells, managing subscriptions, recovering declined transactions, and handling offline transactions, all connected to the same customer record as the rest of the platform.
- Dynamic CMS No-code content management product for building websites, landing pages, customer portals, online course platforms, partner directories, and membership sites, all connected to the CRM database without coding.
- Shared Inbox Customer support feature product that consolidates all customer communications into one shared inbox for support teams, tied to the unified contact record.
- Ontraport Mobile App Native iOS and Android mobile application providing on-the-go access to the CRM, marketing automation, and customer management features of the platform.
- Ontraport Bootcamp Course Three-day foundational online training course ($500) for new Ontraport users covering software skills and marketing strategy fundamentals, with optional Day 4 and Day 5 add-ons at $525 each and a 100% satisfaction guarantee with refund available up to one month after course dates.
- Ontraport Expert Certification Course Five-day live advanced certification course ($1,500 one-time or $1,600 payment plan) for business owners and marketing professionals who want to support Ontraport clients, including exam, certification status, and entry to the Expert community with referral commissions.
Quantifiable outcome
- Customer satisfaction rate of 96%
- +5 more outcomes
Companies that use Ontraport
Customer profileNamed customers9 records
Segments7 records
Ideal customer profiles3 records
Ontraport technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
AI capability6 records
Feature6 records
Ontraport partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- ZapiercoreOntraport integrates with Zapier, enabling users to sync their account with thousands of other applications. This extends the platform's reach and allows customers to connect Ontraport to their existing tool ecosystems, automating workflows across multiple systems without custom development.
- GooglecoreOntraport offers Google Play Store mobile app distribution for Android users, providing mobile access to the platform.
- ApplecoreOntraport offers iOS mobile app distribution through the Apple App Store for iPhone and iPad users.
Scale indicators6 records
Recent moves6 records
Expansion highlights6 records
Ontraport competitors and assessment
Company assessmentDirect peers
- Mailchimp: Email marketing and marketing automation platform that has expanded into CRM and landing pages. Competes aggressively in the SMB and creator segments with simple self-serve UX.
- Kajabi: All-in-one platform for creators and coaches with courses, payments, email, and websites. Direct overlap with Ontraport's coaches and online-business segments, where Ontraport cites Life Coach School as a flagship customer.
- HubSpot: All-in-one CRM, marketing automation, sales, and customer service hub for SMBs and mid-market. The most direct scaled competitor to Ontraport's bundled SaaS positioning, with a much larger customer base and ecosystem.
- ConvertKit (Kit): Email marketing and CRM platform purpose-built for creators, bloggers, and online businesses. Overlaps directly with Ontraport's creators and coaches segment.
- ClickFunnels: Sales funnel builder with email automation, payments, and basic CRM. Competes in the SMB entrepreneur segment with a similar bundled, low-friction value proposition.
- ActiveCampaign: Marketing automation + CRM + email platform focused on SMBs, with similar visual-automation workflows and tiered pricing. Competes head-on in Ontraport's core SMB customer segment.
- Keap (formerly Infusionsoft): All-in-one CRM, marketing automation, and payments platform for small businesses. Closest historical analogue to Ontraport's bundled approach with integrated payment processing.
- Pipedrive: Sales-focused CRM with automation and lightweight marketing features for SMBs and mid-market. Competes on pipeline management and ease of use, similar to Ontraport's visual pipeline approach.
- Zoho CRM: Broad business app suite including CRM, marketing automation, payments, and email. Competes on integrated-stack pricing and breadth of features, similarly targeting SMBs and mid-market.
Broad incumbents
- Salesforce: Enterprise CRM leader with marketing automation (Marketing Cloud Account Engagement) and a full ecosystem. Anchors the broader category and competes with Ontraport when customers move upmarket.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
Ontraport social profiles
Digital presenceOntraport compliance and trust
Trust signalCompliance3 records
Ontraport financial estimates
Financial estimateRevenue estimate
Valuation estimate
Ontraport leadership team
Management profileNumber of profiles
Profiles6 records
Ontraport funding detail
Funding detailFunding overview
Funding rounds2 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Ontraport M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Ontraport
What does Ontraport do?
Ontraport sells an all-in-one customer experience automation (CXA) platform that unifies CRM, marketing automation (email and SMS), payments processing, and a no-code dynamic CMS on a single proprietary database (OntraportDB). Customers subscribe to access contact management, campaign automation, sales pipelines, payment/subscription handling, membership sites, and an embedded AI assistant that acts on customer data inside workflows. Paid training programs (Bootcamp and Expert Certification) and certified partner services extend the core subscription offering.
Is Ontraport a public or private company?
Ontraport is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Ontraport founded?
Ontraport was founded in 2006. It employs 101 to 250 people.
Where is Ontraport based?
Ontraport is headquartered in Covina, United States, in the North America region.
How does Ontraport make money?
Three revenue lines are on record. SaaS Platform Subscription is the primary driver. The others are expert Certification Course and bootcamp Training Course.
Who are Ontraport's main competitors?
Direct peers on record are Mailchimp, Kajabi, HubSpot, ConvertKit (Kit), ClickFunnels, ActiveCampaign, Keap (formerly Infusionsoft), Pipedrive and Zoho CRM. Salesforce is listed as a broad incumbent.
Does Ontraport have an API?
Yes. Ontraport offers an open API for building custom integrations. Developers can access API documentation at api.ontraport.com/doc and a live API at api.ontraport.com/live. The platform also offers an MCP (Model Context Protocol) server for connecting data to AI models like Claude and ChatGPT. Developer documentation is at api.ontraport.com/doc.
What industry is Ontraport in?
Ontraport's product category is Customer Experience Automation (CRM and Marketing Automation). Its primary akta.pro industry code is FSAMACAF, Recurring Billing & Subscription Payments Enablement. Its NAICS code is 51821 and its SIC code is 7372.