Ontraport vs Agile CRM: Which is the Best CRM Platform for You?

Ontraport vs Agile CRM: Which is the Best CRM Platform for You?

When it comes to managing your contacts and customers, CRM software is a great way to keep on top of things. If you have a good system in place for organizing your contacts, it will enable you to market to them effectively. A good platform will also allow you to see, in detail, how your marketing campaigns are doing and whether there are ways you can tweak it to lead to more sales.

The question is, how do you know which one to pick? In our Ontraport vs. Agile CRM comparison, we’ll be looking at both platforms in detail, showing you their features, pricing and pros, and cons, before deciding which one is the best.

First of all: what is CRM, and what should a good platform include?

What is CRM?

CRM stands for Customer Relationship Management. Simply put, this software allows you to manage your customers and contacts and will allow you to market products to them more effectively. They help you to manage the journey your customer will take through your website and enable you to interact with them based on the decisions they make. CRM platforms can include the following:

  • Contact management, including tagging and segmenting
  • Email and SMS marketing
  • Marketing campaigns/campaign funnels
  • Sales automation
  • Page builder
  • Detailed analytics and reporting
  • Ecommerce

A good platform will include a great support section or knowledge base – this will allow you to use the platform in the correct way, taking advantage of all the features it offers.

The Main Differences between Ontraport and Agile CRM

In a hurry? Here are the main differences between the two:

  • Ontraport offers better email and landing page templates
  • Onrtaport’s campaign builder is more intuitive
  • Agile CRM has a steeper learning curve
  • Agile CRM has a Social Media Suite, where you can manage your social media accounts
  • Agile CRM also has gamification software, encouraging your sales force to be more productive
  • Agile CRM offers a free plan, whereas Ontraport does not

What is Ontraport?

ontraport logo

Founded in 2006 in Santa Barbara, California, Ontraport aims to offer the complete package when it comes to online marketing. Offering email marketing, marketing campaigns, landing pages, and sales automation, Ontraport could be your one-stop-shop, saving you the hassle of managing multiple platforms.

Let’s take a look at the main features Ontraport has to offer.

The Main Features of Ontraport

  • Contacts – Ontraport allows you to organise your contacts into groups based on very specific criteria
  • Marketing Campaigns – Ontraport offers detailed and specific marketing campaigns with a range of fully customizable pre-made templates
  • Performance – detailed reporting section allows you to see exactly how well your campaigns are doing
  • Email Marketing – create email marketing campaigns using a simple block-based editor
  • Landing Pages – create landing pages using premade templates, or make your own from scratch
  • Task Management – give tasks to various team members

Contacts

ontraport contacts

One of the main selling points of Ontraport is detailed contact management. You can keep a record of every contact and customer who enters the system, view their purchase history, their engagement history, and their account activity.

ontraport contact informationYou can add notes to each customer, log phone calls and transactions, and send them SMS messages or emails.

In terms of tagging and segmenting, Ontraport offers a lot of different options.

New Contacts in Ontraport

You can create groups based on engagement, purchase history, lead score, demographics, and more, so you can send them messages that are specific for them.

Contact settings in Ontraport

In the ‘settings’ section, you can play around with the fields you include in your contact records, merge fields together, manage tags, set lead scoring rules (more on that later), identify and merge duplicate contacts, import contacts from other places, and more. You can also export a list of contacts via a ‘fulfillment list’, a CSV file which you can email to other members of your team. This is great if you need to send across information about a specific group of customers.

Overall, the contacts section is easy to use and is packed with information.

Campaigns

New Campaigns in Ontraport

With Ontraport, you can create marketing campaigns that are highly customizable. Ontraport offers a quick tutorial when you click on the ‘Campaigns’ section for the first time – this is great for giving you a quick overview of how the platform works, and also includes videos to help you get to grips with it.

Select a Campaign Map in Ontraport

You can choose to start a campaign from scratch or choose from their pre-made templates. Some of the many template options include:

  • Demo self-scheduling and follow-up
  • eBook opt-in and delivery
  • Partner sign-up, welcome, and thanks
  • Simply abandoned cart follow-up
  • List cleaning and re-engagement
  • One-click email survey
  • Resend email to non-openers
  • Newsletter sign-up, confirmation, and delivery

Essentially, using Ontraport’s software, any situation that you can imagine for your customers as they journey through your website or interact with you can be accounted for using a marketing campaign. Some of them are quite complex and may take a while to get your head around; others are quite simple and easy to set up.

Here’s one of their pre-made templates, ‘eBook Opt-in and Delivery’:

pre-made templates in Ontraport

It takes a few moments for Ontraport to import the campaign template to your campaign, but once it’s done, it looks like this. On the left, you have a small box which shows you the entire campaign, so you can easily navigate to the right place. On the right, you have ‘checklist items’ – this gives you the structure you’ll need to set up an eBook campaign.

You can click on each ‘step’ in the flowchart, editing it if you wish.

flowchart in ontraport

For example, if you click on ‘send an email’, it opens the box on the left, which allows you to choose which email you will be sent, add a description, and add notes if you want.

You can choose to share and print templates too, which is a handy feature. This is great if you want to share your most successful campaigns with others.

contact flow in ontraport

The ‘Performance’ tab allows you to see how your campaign is doing. It creates several reports for you based on certain criteria. These reports are as follows:

  • Contact Flow – this shows you how your contacts are flowing through your campaign, and which stage of the process they are currently at
  • Funnel Conversion – this shows how effectively you are moving your contacts through the funnel
  • Lifetime Value – this shows how long your customer is spending with you at each stage of the process
  • Goal Conversion Rate – this shows you how likely a contact will be to achieve the goal you have set for them
  • Goal Conversion Time – this shows you how quickly your contact will reach the goal
  • Goal Conversion Point – this shows you which ‘elements’ of your campaign drive the most goal conversions

This is pretty extensive. You can really get into the nitty-gritty of how your campaigns are working, which will allow you to fine-tune them over time, making them work for you and your customers.

flow chart in ontraport campaigns

If you like, of course, you can start a campaign from scratch. There’s a learning curve involved here, but you may want to set up a campaign with a specific set of triggers that aren’t covered by a premade template, or you may want to learn how the software works by starting from the beginning.

You can click ‘what happens next?’ to bring up a range of options:

Click what happens next in Campaigns

‘Actions’ are things that will happen once your customers trigger certain criteria – for example, if they submit an order, you can choose to have them added to a campaign.

Add new actions in Campaigns in Ontraport

‘Filters’ move your contacts to the correct point. You can have them wait in a certain stage for a period of time, go somewhere else in the campaign, or even split-test your campaign, sending your customers down slightly different routes to see which way works best.

Although any marketing campaign platform has a learning curve, Ontraport has made it simple and intuitive to use.

Tasks

ontraport tasks

This section allows you to create tasks for your team. You can also cancel them, re-schedule them, or group them together (for example, you could create a group of tasks named ‘High Priority’, so your team will know to get to work on those first). Any non-automated actions that need to be completed can be given a task (for example, making a phone call). You can add outcomes, which allows you to automate what happens once the task is completed based on how it goes. The example Ontraport give is what happens if a team member has to call a customer: you can set your outcomes to the following:

  • Interested, but needs more time (adds a contact to series of follow-up actions)
  • Not interested (adds a tag of ‘not interested’ to the customer)
  • Left a message/no answer (adds contact to another task for the following week)
  • No further action (if no action is required)

This is a great way of managing your team and automates some of the tasks that may have taken up their time.

Email Marketing

email marketing in ontraport

When you choose to create a new message, you’re given a series of choices. Simple Mail allows you to send a very basic email using a basic email editor. You can change the fonts and add images, bullet-point lists, and hyperlinks.

Ontraport email templates

Ontramail, meanwhile, gives you a range of premade email templates to choose from. Once you’ve chosen a template you like, you can then customize it:

ontraport email editor

You can do this by clicking on a section and then editing it. You can also choose to add new blocks of content to your email. You can also choose to view what your email will look like on a mobile device.

If you click on ‘stats’, Ontraport will show you how many broadcasts were sent and opened, and how many people unsubscribed. You can also see how many times a particular link is clicked.

The Raw HTML email editor, meanwhile, looks like this:

Ontraport Raw HTML email editor

It’s a very simple email editor, which helpfully shows you stats along the left side, including how many emails were sent, opened, and clicked.

You can also create SMS messages: this is very simple, using a basic editor.

New SMS Message

Sales

New Product in Ontraport

Ontraport also offers a ‘Sales’ section. This allows you to organize products that you can sell through your landing pages.

Sales Section in Ontraport

You can’t add much information about individual products here, but you can add more information to your landing pages.

Ontraport reports

You can also choose to view how well your products are selling via the Reports section. This allows you to see the following:

  • Sales – all-time sales report by product
  • Subscription Sales – total sales from subscription products
  • Product Sales Logs – report of transactions by product
  • Shipping Collected – report on shipping charges
  • Open Orders – upcoming transactions by product
  • Subscriber Retention – contact retention on different subscription products
  • Transaction Logs – transactions by contact
  • Customer Value – all-time sales report by contact
  • Taxes collected – taxes charged by contact name and shipping type

The reporting is, as you can see, pretty detailed, and will enable you to have a good overview of how your products are selling. You can choose to integrate with a shopping cart if you wish – Ontraport offers a few integrations for eCommerce, including Shopify and WooCommerce (but more on integrations later).

Pages

Landing pages in Ontraport

You can create landing pages based on a whole range of templates:

Ontraport landing page templates

You can create a wide variety of landing pages, including:

  • Lead Capture
  • Sales pages
  • Content Delivery
  • Upsell pages
  • Thank You pages
  • Coming Soon pages

Once you’ve chosen a template, you can easily adjust the landing page to suit you:

landing page editor in ontraport

Many of these templates require an extra one-off payment, however. Still, there’s a decent range of free templates to choose from. Plus, you can start a page from scratch:

banners editor in ontraport

The page editor allows you to build your page block-by-block. It also includes a ‘stats’ section, which allows you to see how well your page is performing.

The landing pages look great and professional – and they’re easy to set up.

Analytics

The Dashboard – which shows you an overview of all the features of Ontraport and how well each section is performing – is not available on the free trial, so we were unable to get screenshots.

You can view the following:

  • Number of contacts who did something
  • Number of times something happened
  • The average number of time something happened per contact
  • Conversion rate
  • The average time between two things happening
  • The total value of something across contacts
  • The average value for a numeric across contacts

If you choose ‘number of contacts who did something’ and ‘gets a refund on a product’, the dashboard will show you statistics for those criteria. This allows you to look at very specific things, as well as a general overview of your whole business.

Integrations

ontraport homepage

Ontraport is designed to be a complete package for all your digital marketing needs. However, they do offer a range of integrations:

  • Accounting and Bookkeeping – these include Quickbooks Desktop and Quickbooks Online
  • API Helpers – these include Apiant and PlusThis
  • Appointments and Calendars – these include Calendly and Google Calendar
  • Forms – These include ConvertPro and JotForm
  • Help Desk – These include FreshDesk and ZenDesk
  • Landing Pages – These include Leadpages and Megaphone
  • Mail and Fulfilment – These include Lob and MailLift
  • Membership and Learning Platforms – These include LearnDash and Sensei
  • eCommerce – These include SamCart and Shopify
  • Reporting and Tracking – These include Picreel and Segmetrics
  • RSS Feeds – Includes Bulletini
  • Signatures – Includes Docusign
  • Social Media – These include Facebook Custom Audience and Twitter Lead Generation Cards
  • Surveys, Quizzes, and Contests – These include Dilog R and Viral Sweep
  • Video – This includes Bonjoro and Wistia
  • Voice and SMS – These include Call Loop and Simple Texting
  • Webinars – These include WebinarJam and Yondo

Knowledge Base and Support

ontraport knowledgebase

Ontraport offers a range of articles by feature. They also have a section for new users:

ontraport fundamentals

These include a range of tutorials on how to use the platform effectively.

They also have a support center, with a helpline, email service, and online chat feature.

Ontraport Pricing

So how much does Ontraport cost?

ontraport pricing plan

Ontraport has four pricing plans:

Basics – $79 per month

  • 1000 contacts
  • Unlimited emails
  • 1 Account User

Plus – $147 per month

  • 2,500 contacts
  • Unlimited emails
  • 2 account users
  • Account setup
  • Ecommerce

Pro – $297 per month

  • 10,000 contacts
  • Unlimited emails
  • 3 account users
  • Account setup
  • Email consultation
  • Ecommerce

Enterprise – $497 per month

  • 20,000+ contacts
  • 200,000 emails per month
  • 5 account users
  • Account setup
  • Email consultation
  • Ecommerce
  • Personal Account Rep

They also offer a free 14-day trial so you can test out the platform for yourself – click here to find out more about it.

Pros of Ontraport

  • Contacts section is detailed
  • Premade templates for marketing campaigns are great
  • Email templates and landing page templates look attractive
  • The whole platform is pretty intuitive and easy to use

Cons of Ontraport

  • The learning curve can be pretty high if you haven’t used similar software before
  • Not all of the features may be immediately apparent – you may need to take some time to explore the platform to find everything

What is Agile CRM?

AgileCRM logo

Founded in 2013, Agile CRM focuses on, as you may have guessed by the title, Customer Relations Management. They offer a huge amount of features, including contact management, lead scoring, email marketing, and more.

Let’s take a look at the main features Agile CRM has to offer.

The Main Features of Agile CRM

  • Contact Management – View and organize your contacts, looking at their interests and behaviors
  • 360 Contact View – See detailed contact information and share this data with the rest of your team
  • Calendar – Create and manage an online calendar
  • Documents – Upload and save documents in Agile CRM, sharing them with team members
  • Lead Scoring – Assign points to your contacts and identify them as potential leads
  • Gamification – Encourage your sales force using gamification software
  • Project Management – Manage projects with a drag-and-drop task list
  • Telephone Calls – Organise and assign calls to team members
  • Email Marketing – Build email marketing campaigns using campaign builder
  • Social Media Marketing – Market your business on social media platforms
  • Landing Pages – Build beautiful landing pages
  • Help Desk – Help your customers when they need it most

Contacts

Import Contacts Agile CRM

When you log into Agile CRM for the first time, and you visit the Contacts section, it will give you the opportunity to import contacts from another place. You can import them from a CSV file (up to 10,000 contacts), or from a variety of other places, including Salesforce, QuickBooks, HubSpot, Stripe, and Shopify.

Agile CRM Contacts

As you can see, you can filter your contacts based on a number of things: by tags, by lead score, by campaign status, by county, and so on.

Agile CRM Timeline

Once you click on a contact, you have a lot of options. You can add notes, deals, and events to their file, you can view their interactions with your marketing campaigns (for example, how many links they’ve clicked in an email), and upload documents. You can also add them to an existing marketing campaign, send them an email, and view their lead score.

You can also view companies in the same way you would view contacts – you can add tags, send them emails, and view/organize them by a variety of criteria.

The contacts section is pretty extensive and allows you to see your customers’ information with ease.

Tasks

My pending tasks Agile CRM

The Tasks section allows you to see the jobs you need to do. You can add tasks, and you can check them off when they are completed. As Agile CRM is designed for multiple users, it’s helpful to be able to manage your team by allocating tasks to specific people.

Dashboard

An interesting feature of Agile CRM is the dashboard. You can design your own dashboard based on what you want to see, via ‘Dashlets’. These are like widgets that you can attach to your dashboard to show the information you would like. You can add a contact list of your 50 most recently used contacts, a tag graph, marketing statistics like email opens and campaign stats, information about deals, upcoming events on your calendar, and more.

Agile CRM Dashboard

This makes Agile CRM very customizable – if you spend a bit of time tweaking it, you can make the dashboard suit your needs.

Automation

Agile CRM automations

The Automations section was in Beta mode when we tested it, so it may include more features in the future. At the time of writing, you were able to create the following automations:

  • Contact Added
  • Score Increased
  • Tag Added
  • Tag Removed
  • New Email
  • Email Reply
  • Soft Bounce
  • Hard Bounce
  • Inbound Call
  • Outbound Call
  • Event Added

Agile CRM automations

Once you choose one, you can name your automation and select triggers. You can then see the events that will occur via symbols on the left-hand side of the screen. This is a little cumbersome, as you have to do a lot of scrolling to look at the entire automation.

Agile CRM Content

If you want to add a new event, you’ll have a lot of choices: you can create highly personalized automation. It’s all very straightforward, with easy-to-understand terminology.

There are many more marketing automation available on the paid plans – but even on the free price plan, there’s a lot here to work with.

Campaigns

You can create a variety of campaigns. If you want to create an email campaign, you can do so using one of their pre-made templates.

Agile CRM HTML Editor

This process feels a little dated: firstly, the email editor looks a bit old-fashioned and isn’t as intuitive as other email marketing campaign platforms we’ve tested. Secondly, there aren’t many templates to choose from. There are a few ‘dynamic’ emails, but some of the older email templates aren’t very exciting to look at.

Agile CRM Email Templates

It also pops up in a separate window – a small thing, but it doesn’t feel very intuitive and easy to use as other platforms.

One plus, however, is that you can record a video to include in your emails quite easily using Agile CRM.

Landing Pages

landing pages in Agile CRM

The landing page creator feels a lot more up to date and responsive than the email campaign creator. You can simply add blocks by dragging them from the left onto the page. They have a variety of pre-made blocks which will build a professional-looking website in minutes. Blocks include headers, forms, sliders, portfolios, FAQs, pricing tables, and more. Whatever you need from your landing page, you should be able to create it easily here.

You can also set push notifications for your page, which is a great way to point customers towards your email marketing campaign, for example, or to notify them of a sale.

Social Suite

Social Suite in Agile CRM

Once you connect your social media platforms to AgileCRM, it will give you the option of adding streams. This allows you to see activity across your social media platforms all on the same screen. For example, if you connect a Twitter account, you can choose to see retweets, mentions, and favorites. This is a great way to keep on top of your social media accounts. It’s also another example of how versatile AgileCRM is. You can personalize it to suit your needs.

Sales

Add Products in Agile CRM

Agile CRM allows you to upload products in a similar way to Ontraport – you can input simple information about each product your company sells, and then you can track how well they’re selling, set sales goals, and add tracks and milestones.

Deals in Agile CRM

Once you’ve input products, you can also create Deals. This is a great way of keeping track of your business deals, setting milestones and goals, the probability of success or failure, and even automating certain tasks, like follow up emails.

Customer Service

You can set up responsive customer service for business, including email chat support. You can easily view your customer service queries and add canned responses to help automate some of the customer support processes.

Gamification

So how does the ‘gamification’ of Agile CRM work?

Agile CRM Gamification

We weren’t able to access this on the free plan, but if you have a larger business with a decent-sized sales force, the gamification software could motivate your team. You can set up side-by-side revenue comparison to encourage friendly competition between your sales force, or encourage collaboration – you can make it easy for your employees to team up on certain projects. This is an interesting feature that could make a huge difference to your overall sales. Plus, you can choose to have reports sent to you detailing the performance of your sales reps. Not many CRM platforms offer this service, so it’s a definite plus if it suits your business.

Analytics and Reporting

Agile CRM Reporting

Agile CRM’s reporting features are not all available on the free plan. However, there are a few reports available, including automation reports (Agile CRM will send you an email digest of your active automation).

Agile CRM Reporting

The reporting available on other price plans are detailed, colorful, and easy to understand. You can also choose to have real-time alerts, for example, when your customers open an email. You can also choose advanced analytics, which allows you to track revenue over time, compare sales tactics, and more.

Integrations

agile CRM social plugins

Agile CRM has a lot of great integrations to offer. The Social Plugin section is strong, including Facebook, Twitter, and LinkedIn. There are other sections, too, including:

  • Support Software – includes ZenDesk and ClickDesk
  • Email Integration – includes IMAP and Google Apps
  • Telephone Integrations – includes Twilio and RingCentral
  • Email Gateway Integration – includes Mandrill and SendGrid
  • SMS Gateway – includes Twilio and Plivo
  • Billing Plugins – includes Stripe and FreshBooks
  • eCommerce – includes Shopify and WooCommerce
  • CMS Integration – includes WordPress and Drupal
  • Web Forms and Landing Pages – includes Unbounce and WooFoo
  • Other Integrations – including Zapier and Dedupely

Knowledge Base and Support

Agile CRM Knowledge base

Agile’s Knowledge Base is pretty extensive, with a range of getting started tutorials to learn everything about the platform. There are also webinars that you can sign up to, in order to learn about certain features in more depth.

You can also email Agile, call them, schedule a call, or attend training workshops. So, as far as support is concerned, it’s pretty extensive.

The platform helps you to get started by suggesting four simple steps:

Agile CRM Dashboard

Once you’ve completed those steps, you’ll be well on your way to making the most of Agile CRM.

Agile CRM Pricing

Agile CRM Pricing

Agile CRM has four pricing plans:

Free – $0 per month

This plan has a lot of features, including:

  • 1,000 contacts and companies
  • Lead scoring
  • Unlimited deals, tasks, and documents
  • Email tracking
  • Email campaigns
  • Web engagement
  • Form builder
  • Landing page builder
  • 5,000 branded emails
  • Helpdesk
  • Groups
  • Reports
  • 1 plugin
  • Email support

Starter – $8.99 per month

This has all of the features Free has to offer, plus:

  • 10,000 contacts and companies
  • Social monitoring
  • Canned responses
  • 3 plugins
  • Google/Shopify/Stripe Sync

Regular – $29.99 per month

This has everything a Starter has to offer, plus:

  • 50,000 contacts and companies
  • Appointment scheduling
  • Custom deal milestones
  • Mobile marketing

Enterprise – $47.99 per month

This has everything Regular has to offer, plus:

  • 2-way email integration
  • Call recording
  • Automated voicemails
  • SES/Mandrill/Sendgrid integration
  • Dedicated account rep
  • Onboarding coach
  • Access Controls (ACLs)

You can sign up for free (using a business email address) by clicking here.

Pros of Agile CRM

  • You can manage and view your contacts easily
  • Gamification software is an interesting feature that not many CRM platforms have
  • Compatibility with social media is a huge plus
  • Offers a free plan

Cons of Agile CRM

  • Email templates are a little dated
  • Not very intuitive – could be more user-friendly

Ontraport vs Agile CRM: Which is Better?

Agile CRM screenshot

So, which platform is the best? We’ll take a quick look at each section to figure out which one is the better choice.

Features

Both platforms offer a lot of great features.

In some ways, Onrtaport is a little easier to use. There’s less of a steep learning curve, and the whole platform feels a little more user-friendly. The downside to Agile CRM is that some of the features, like the email editor and the campaign builder, look quite dated and old-fashioned. Ontraport’s landing page builder is a little easier to use, too, and they offer many more attractive and interesting templates across the whole platform.

However, Agile CRM does offer more in terms of features. Two major additions include Social Suite – an incredibly useful tool that will allow you a great overview of all your social media platforms – and the gamification software, which if you manage a larger team, could make a huge difference the motivation of your sales force.

It’s difficult to choose a winner here, as it depends on what you’re after. Agile CRM offers more, but Ontraport is easier to use and offers better templates. In this instance, we’ll call it a draw.

Analytics

Neither platform offered a huge amount in terms of analytics on their free trial/free plan. However, Agile CRM has to win this one. The reporting (on the paid plans) is much more detailed. The reports look great and are easy to understand.

Integrations

Ontraport and Agile CRM both offer a range of great integrations. However, Agile CRM just about wins this one with their great social media compatibility, which is essential for any business.

Knowledge Base and Support

Both platforms have a great knowledge base, with many tutorials, articles, and videos explaining how to make the most of their platform. Their support is also great. In this case, we’ll call it a draw.

Pricing

There’s no contest here – Agile CRM has to win. The fact that they offer a free plan at all is a huge draw – you can achieve quite a lot on their free plan, especially if you have a smaller business – but their paid plans are also very reasonable.

Ontraport vs Agile CRM Conclusion: Which Platform is the Winner?

Both platforms offer slightly different things.

Ontraport definitely has its strengths. The email and landing page templates are a lot more varied, dynamic and up-to-date. Plus, the drag-and-drop builders are more intuitive. The automation builder, for example, is much more visually appealing, and it’s definitely easier to use. It has a smaller learning curve than Agile CRM. It’s a shame that Agile CRM isn’t as user-friendly as Ontraport.

However, in terms of features and pricing, Agile CRM is brilliant. The social media suite and gamification software are excellent, and the pricing is great for what you get. The free plan is great if you’re a small business and you’re new to CRM. It’s not a perfect platform, but it may well be worth overlooking the flaws based on what you get for your money.

For those reasons, Agile CRM is our winner today – although both platforms are great.

Here are other related articles you may be interested in:

David Borgogni

David is a professional digital marketer. He’s the founder of First Click Content, a digital marketing agency that focuses on content development driven by organic search data analysis. He’s also a passionate content strategist and writer.
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