Infusionsoft vs Ontraport

An in-depth side by side comparison of Infusionsoft and Ontraport: from pricing to features and integrations.

Pick the CRM that

Switching email marketing platforms down the line can be expensive and disruptive for your business.

Use this guide to make the best decision for your business.

This Infusionsoft vs Ontraport comparison guide was last updated October 2019.

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Is it time to upgrade to Infusionsoft or Ontraport?

Comparing CRMsIf you’ve been in business online for awhile, you might have reached a point where your current online marketing systems aren’t serving you as well as they used to.

Maybe you have more products and need to be able to segment your email lists better, or you’d like to automate different campaigns and track affiliate sales more effectively. Or, you’ve just got too many different systems cobbled together and things are falling through the cracks.

That's where an all-in-one email and e-commerce platform, like Infusionsoft or Ontraport, comes in. Both of these systems require an investment of time and money to get set up so I want to give you my honest take on each one so you can make the right decision for you and your needs.

I’m an affiliate for these companies, which means I might earn a commission if you sign up through my link, at no additional cost to you.

That being said, I’ve had to make the decision about which of these systems to use for my own company, and I wish I had tried out both options or had someone on the inside before I made the leap.

These systems are more expensive and they offer a lot of great functionality, but there is no perfect system and they all have flaws. That's just the way the cookie crumbles when it comes to software solutions.

If you're also considering other marketing automation tools like ActiveCampaign, Drip, or ConvertKit you can read my full candid review here.

Both Platforms are Ideal For Businesses...

  • With 2000 to 20,000 contacts

    With custom pricing for businesses with over 100,000 contacts.

  • Teams of 1 to 10

    So you're not the only person managing your email marketing automation.

  • Ecommerce and affiliate needs

    When you want to handle all payments directly within your CRM.

Pros and Cons of Infusionsoft vs Ontraport

The links to both Infusionsoft and Ontraport are affiliate links, but this review is not influenced by the possible commissions. We want you to have all of the information you need to make the best decision for your business.

Infusionsoft's Pros and Cons

Infusionsoft Pros:
+ Great automation of campaigns, sequences, upsells and tagging of people based on their actions
+ All in one system that handles email marketing, e-commerce, affiliate orders
+ Customer relationship management for 1-1 sales processes, and communication in different formats like print or phone
+ You can use AccessAlly to design your membership area on WordPresss
+ Recently added a visual landing page builder, but it's not as robust as Ontraport's since it's still new

Infusionsoft Cons:
- Email deliverability is spotty, and things can slow down as you add complexity
- Steep learning curve
- Big upfront sign up fee for training

To summarize Infusionsoft is great if you like having full control of how someone goes through your marketing funnels, and you’re willing to learn a new system.

We personally use Infusionsoft at my company, and we've been using it for many years now. The platform has changed a lot since we started using it, and it keeps improving and getting more sophisticated.

The learning curve can be tough if you're not very technically savvy, but there are many Infusionsoft-trained consultants and assistants that you can hire.

Infusionsoft dashboard screenshot
Ontraport campaign builder screenshot

Ontraport's Pros and Cons

Now let's take a look at Ontraport (formerly Office Auto Pilot):

Ontraport Pros:
+ Great email deliverability, and segmentation of people like in Infusionsoft
+ Recently added a visual campaign builder that rivals Infusionsoft's in terms of visually reporting statistics
+ Free membership site plugin for WordPress sites to create a members only area for your customers, or if you're looking for a PilotPress alternative you can also use AccessAlly now.
+ Handles email marketing, e-commerce, and affiliates all in one place
+ Customer relationship management for 1-1 sales processes
+ OntraPages landing page builder for opt-in pages and sales page

Ontraport Cons:
- Affiliate tracking links don’t always work as expected and might not reflect clicks properly
- Not as many integrations and plugins in the marketplace specifically for this platform because it is newer

To summarize Ontraport has great customer service, and is strong platform that has come a long way since I originally wrote this comparison. They've also been adding a ton of new features like ONTRAPages (landing page design) and more, so this is really just the beginning for Ontraport.

How Will These Systems Integrate with Your Tech Stack?

Chances are, you won't be using your CRM in isolation and you'll want to integrate with other tools. If you plan to take payment, run online courses, or put together a membership site then you'll love knowing that AccessAlly is the ideal companion to both Infusionsoft and Ontraport.

Decision making time: what's your take on Infusionsoft vs Ontraport?

While I can’t make the decision for you, I hope that now you have a better understanding of what each system is best used for, and which one you’ll want to investigate further.

In terms of when the right time to make the move is... I say before you’re ready. Because it takes awhile to make a big move to a new platform like this. I’ll also say that it’s best to be running from a profitable place, because these monthly fees are in the triple digits.

Take a look at both Infusionsoft and Ontraport's websites and try their demos or talk to their representatives to get a feel for what they can offer.

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