Ontraport
Free trialCRM, email and text automation, payments and member portals on one database for growing small businesses.
Best for established small businesses that sell courses, coaching or services and want their CRM, automations, checkout and member area in one account
Facts checked November 4, 2026 · First written by Mutuo Mbilla
The short answer
Ontraport suits coaches, course sellers, membership sites and service firms that would rather not wire a CRM, an email tool, a cart and a members plugin together with Zapier. Its visual campaign builder, built-in order forms with 16 payment gateways, and client portals all read from the same contact record, and support answers by chat, email or screen share seven days a week. It costs more than email-first tools: Plus starts at $99 a month for 500 contacts, and UTM capture and lead source reports only arrive on the $149 Pro plan. If you mainly send newsletters, or you run a Shopify store, you will pay for a lot you never use.
Choose it if
- You sell courses, coaching or memberships and want checkout, subscriptions, payment plans and the members area handled by the same tool that sends your emails
- You want contacts to enter automations from a purchase, a page visit or a booked call, and to see conversion rates and lifetime value on the campaign map itself
- You take payments through Stripe, PayPal, Authorize.net, NMI or another of Ontraport's 16 built-in gateways and want declined cards chased automatically
- You want someone to help you set up: new users get two free hours with a rep, and support answers by chat, email or screen share seven days a week
- You want Claude, ChatGPT or Cursor to read and update your CRM through an MCP server that follows each user's permissions, at no extra cost
Skip it if
- You mainly send a newsletter to a growing list; at 10,000 contacts Plus costs $356 a month billed monthly, against $239 for ActiveCampaign Plus
- You need a free plan; Ontraport has a 14-day trial and no free tier
- You run an online store on Shopify and want email built around catalog and cart data, which Ontraport only reaches through Zapier or ClickFix.io
- You need lead source, UTM and ad pixel conversion reports on a budget, because those start on Pro at $149 a month
- Several team members need their own logins on Plus: each extra user costs $19 a month and Plus stops at 10 users
Main features
Visual campaign builder
You drag emails, texts, conditions and goals onto a map, and contacts can enter from a purchase, a page visit or a booked demo. Performance Mode then shows conversion rates, time to convert and lifetime value right on the map.
Setup Wizards and prebuilt campaigns
Ready-made funnels such as newsletter sign-up, abandoned cart and webinar registration each come with a wizard that walks you through the emails, pages and settings before you publish.
CRM with Smart Pipelines
Every contact has one history of emails, texts, purchases, page visits and tasks. Plus adds deals and companies, card view, lead routing, task automation and a calendar that syncs with Google Calendar for self-booked meetings.
Email and SMS
Build emails in a drag-and-drop editor, as plain text or in HTML, schedule them in each contact's time zone and split-test subject lines and send times. Each account gets its own SMS number for two-way texting, sent through Twilio and billed per 160-character segment.
Order forms, subscriptions and decline recovery
Sell one-off products, subscriptions and payment plans from order forms and invoices through 16 built-in gateways, including Stripe, PayPal and Authorize.net. Decline recovery follows up on failed card payments, and Pro adds coupon codes and order bumps.
Pages, forms and customer portals
Build landing pages and forms with a drag-and-drop editor, show different content to different contacts, and lock content behind logins. Plus includes one customer portal, Pro three and Enterprise unlimited, and a WordPress integration covers sites hosted elsewhere.
CMS add-on with custom objects
From $49 a month you can store your own record types and publish pages from them, such as course lessons, member directories or a blog, starting from Ontraport's app templates for blogs, forums and courses.
Tracking and attribution
On Pro and Enterprise, Ontraport captures UTM data automatically and reports lead source and conversions, with Google, Meta and LinkedIn pixels, so you can see which campaigns brought buyers. Meta Custom Audiences sync is listed separately.
Opie, MCP server and AI Assistant
Opie is a read-only chat assistant that answers how-to questions and looks up records, included on every plan. The MCP server lets Claude, ChatGPT or Cursor read and update your account within each user's permissions, also at no charge. AI steps inside automations need purchased AI credits.
Shared inbox, web chat and mobile app
A paid add-on brings email, SMS and web chat into one team inbox with routing and notes. The iOS and Android app lets you answer those conversations, call contacts, add them to automations and check the day's sales.
Pricing
Prices checked November 4, 2026, in US dollars, for 500 contacts billed monthly, taken from the price table Ontraport's pricing page loads. Prices rise with contacts: at 1,000 contacts Plus is $135, Pro $209 and Enterprise $356 a month; at 10,000 they are $356, $471 and $660. Once a plan passes about $900 a month the page shows Contact us instead of a price, so Enterprise above 15,000 contacts, Pro above 25,000 and Plus above 50,000 are by quote. Paying yearly costs 10 months' price, for example $990 a year for Plus at 500 contacts. Each plan includes one user; extra users cost $19 a month on Plus (up to 10 users), $49 on Pro and $69 on Enterprise. SMS messages, extra SMS numbers, Shared Inbox and Web Chat, AI Assistant credits and SSO cost extra.
Free trial
$0
Try the platform before you pick a plan; no credit card until you upgrade
Plus
$99 / month
500 contacts and 1 user; CRM with deals and companies, campaign builder, email and SMS, pages and forms, 1 customer portal, order forms, invoicing and subscriptions, Opie AI chat
Pro
$149 / month
500 contacts and 1 user; adds automatic UTM capture, lead source and conversion reports, split-tested pages, partner programs, custom roles, coupons and order bumps, 3 customer portals
Enterprise
$299 / month
500 contacts and 1 user; adds field-level permissions, unlimited portals, faster API option, quarterly account review and an uptime SLA
CMS add-on
From $49 / month
Custom objects and database-driven pages for blogs, courses, directories and portals: Starter $49, Builder $99, Architect $149
Done-with-you setup
$897 / one time
A 30-minute strategy call, two 60-minute implementation and training sessions in your account, and a follow-up strategy call
Reviews
Write a reviewNo reviews yet. If you use Ontraport, yours would be the first.
Alternatives to Ontraport
| Product | Choose it instead if | Starts at |
|---|---|---|
| ActiveCampaign | Email automation is the main job and you want lower prices as your list grows, plus 1,000+ integrations | $15 a month for 1,000 co... |
| Keap | You want 2 users included in the base price and can budget from $320 a month plus Keap's required implementation services | $320 a month billed mont... |
| HubSpot | You want to start on free CRM tools and grow into a larger sales and marketing suite | Free |
| Mailchimp | You want the best for small businesses that want a familiar email tool with 300+ integrations and a free start for very small lists | Free (up to 250 contacts... |
| Platformly | Matching each sale to the link or email that produced it matters most and you can wait, since Platformly is closed to new signups | |
| Klaviyo | You want the best for online stores that want emails and texts triggered by each shopper's browsing and order history | Free |
Questions people ask
How much does Ontraport cost?
As of November 4, 2026, Plus costs $99 a month, Pro $149 and Enterprise $299 for 500 contacts, billed monthly. At 1,000 contacts the same plans cost $135, $209 and $356 a month. Yearly billing costs the price of 10 months. Extra users, SMS messages and the inbox and CMS add-ons are charged separately.
Does Ontraport have a free plan?
No. Ontraport has a 14-day free trial on all plans, and it doesn't ask for a credit card until you upgrade. If you let the trial end without upgrading, you aren't charged and you don't need to cancel anything.
What is the difference between Ontraport Plus and Pro?
Plus covers the CRM, automations, email and SMS, pages, payments and one customer portal. Pro adds the reporting most marketers want: automatic UTM capture, lead source and conversion reports with ad pixels, and split-tested pages. It also adds partner and referral programs, custom user roles, coupons, order bumps and three portals.
How does Ontraport charge for text messages?
Texts are billed on a separate monthly or yearly SMS plan, counted in 160-character segments, with overage credits bought in $20 blocks once the plan runs out. Plus and higher plans include the first SMS number; extra numbers cost $5 a month in most countries. You can set a daily spend limit, and US and Canadian sending needs a registered Sender Profile.
Can I run a membership site or online course on Ontraport?
Yes. Customer portals with login-protected content are included, with one portal on Plus, three on Pro and unlimited on Enterprise. For course lessons, forums or directories built from your own data, the CMS add-on starts at $49 a month. Ontraport also connects to WordPress membership plugins if your site lives there.
Does Ontraport work with Claude or ChatGPT?
Yes. Ontraport's MCP server connects Claude, ChatGPT, Cursor and other tools that support remote MCP servers, and it is included on every plan. Your AI tool can look up contacts, invoices and email results, update records, move deals and tag contacts, limited by your user role and any actions you switch off.
Can I get a refund if Ontraport isn't right for me?
If you cancel within 30 days of signing up, Ontraport refunds your payment in full when you contact support. After that you can cancel from inside your account at any time. A yearly plan is a commitment for the year.
Will Ontraport help me move from another tool?
New users get two free hours with a dedicated rep to build core funnels and learn the app, and Ontraport's team helps migrate data from other tools. For a fuller build, the Done-with-you Setup and Training Package costs $897 and includes three strategy and implementation calls in your account.
Read the full Ontraport review
Ontraport is a good choice for an established small business that sells courses, coaching, memberships or services and wants its CRM, automations, checkout and member portals in one account. Because every part reads the...
Read the full reviewSources we checked 19
- ontraport.com/pricing for 14-day trial with no card, monthly or yearly billing with two months free, 30-day refund, setup package, support days checked November 4, 2026
- app.ontraport.com/js/ontraport/opt_assets/libraries/OptAccountPackageManager/dist/opt_account_package_manager_lib.js for the price table the pricing page loads: Plus, Pro and Enterprise prices by contact tier, extra user prices, Plus user cap, plan feature lists and comparison table, CMS add-on and setup package prices, the Contact us threshold checked November 4, 2026
- app.ontraport.com/InboxPackages/GetInboxPackages for Shared Inbox add-on prices the pricing page loads checked November 4, 2026
- ontraport.com for product areas, AI status, support hours, 99.99% uptime claim, security and compliance, migration help checked November 4, 2026
- ontraport.com/about-us for founding year, founders, headquarters address, 60+ countries checked November 4, 2026
- ontraport.com/features/ai for Opie, MCP server, AI Assistant credits, items planned for 2027 checked November 4, 2026
- ontraport.com/features/marketing-automation/email-and-sms for email builder, time-zone sending, split tests, dedicated SMS number, two-way texting checked November 4, 2026
- ontraport.com/support/Marketing-automation/send-automated-sms-text-messages for SMS billing by segment, extra number prices, Twilio, sender registration, daily spend limit checked November 4, 2026
- ontraport.com/features/marketing-automation/campaign-automation for campaign builder, goals, conditions, Setup Wizards, Performance Mode checked November 4, 2026
- ontraport.com/support/integrations/integrating-payment-gateways for 16 built-in payment gateways checked November 4, 2026
- ontraport.com/features/customer-support/shared-inbox for shared inbox, web chat widget, routing checked November 4, 2026
- ontraport.com/features/crm/mobile-app for iOS and Android app and what it does checked November 4, 2026
- ontraport.com/features/support for support channels, two free setup hours, Ontraport University, 10,000-member Facebook group checked November 4, 2026
- ontraport.com/tools/done-with-you-setup for Done-with-you Setup and Training Package contents and $897 price checked November 4, 2026
- ontraport.com/integrations for named integrations and categories (no total given) checked November 4, 2026
- activecampaign.com/marketing/api/v1/pricing-catalog for ActiveCampaign USD prices at 1,000 and 10,000 contacts, for comparison checked November 4, 2026
- activecampaign.com/pricing for ActiveCampaign 1,000+ integrations, for comparison checked November 4, 2026
- keap.com/pricing for Keap starting price, users, required implementation, trial limits, for comparison checked November 4, 2026
- platformly.com/pricing for Platformly shows no plans or prices checked November 4, 2026