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Ontraport is a unified business platform that combines CRM, marketing automation, payments, a dynamic CMS, and helpdesk tools into a single system aimed at established small and mid-sized businesses. It centralizes customer records so teams can track interactions, manage pipelines and automate email and SMS campaigns while maintaining attribution from ad click to revenue. The platform includes built-in payment handling for transactions, upsells, subscriptions and declined-transaction recovery, plus a no-code CMS for sites, landing pages, customer portals and course platforms connected directly to the CRM. Ontraport highlights integrations and customization for operations and support use cases, and is rolling out AI capabilities—content generation, automation embeds and a live MCP server to enable chat-with-your-data and in-app answers. The product positions itself for teams that have outgrown basic tools but do not need enterprise complexity.
What this business offers
Customer relationship management (CRM)Marketing automation (email & SMS)Payments and subscription managementDynamic CMS for sites and portalsHelpdesk and support toolsAI-assisted content & automationPipeline and sales automationIntegrations and API access
Topics associated with this business
All-in-one platformLead tracking & attributionNo-code site and course builderPayment processingAI-native featuresTeam collaborationAutomation workflowsContact data unification
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