Are You Looking to Upgrade to Infusionsoft or Ontraport?

December 12, 2020

If you’re running an online business, you’ll need to think of ways to enhance your online marketing strategies sooner or later. You might want to:

  • Run different marketing campaigns.
  • Set up and track affiliate sales more efficiently.
  • Segment your email lists better to get the right products in front of the right people.


Instead of using multiple apps to manage your marketing activities, using an all-in-one email and e-commerce system – like Ontraport or Infusionsoft – can help you tremendously.

For those unfamiliar, Ontraport and Infusionsoft are business automation software.


Ontraport offers content management features, workflow automation, lead tracking, and SMS marketing, all of which are suitable for growing businesses that are looking for a better system for their sales and marketing efforts.

Just like Ontraport, Infusionsoft by Keap provides the same functionality in addition to extra features like a drag-and-drop template builder for your emails along with endless ways to manage customer segments.


In this article, we’ll compare the features on offer with Infusionsoft and Ontraport to help you decide which one is right for you.

Tagging Contacts

Tagging contacts is useful when you need to target specific clients or customers in order to provide a better, more personalized user experience to them. Ontraport and Infusionsoft both use tags to assign different properties to different members within your CRM, allowing you to set different parameters for each tag. The parameters determine how each tag functions.

Both platforms use tags for many purposes. For instance, you can automatically assign a tag to users who opt-in to your email list from a specific landing page. You could call it ‘Landing Page A Subscribers’.

Let’s quickly take a look at what each one does better than the other and which tool might suit your needs best.


If you’re dealing with a lot of tags and conditional funnels, Infusionsoft allows you to categorize the tags. This makes it easier to fine-tune your system and funnels.


This feature by Infusionsoft also lets you add multiple tags within the same category simultaneously through the platform’s tag creation interface. So, for example, if you wanted to apply two tags ‘Landing Page A Subscribers’ and ‘Opt-in B’ then that would easily be possible with Infusionsoft.


With Ontraport’s tag manager, you can create groups to categorize tags. In this way, Ontraport helps you categorize and filter hundreds of tags so that you have an easier time managing complex email marketing campaigns.


This sort of feature is also useful for managing members if you’re running a membership site. For instance, you can set up a tag called ‘Members’ and only users with the ‘Members’ tag would be able to access the membership site. To take things further, you can create separate tags for different memberships plans like ‘Gold Member’ and ‘Silver Member’. Without Ontraport’s tag manager, all of this would be very difficult to manage manually.

E-Commerce and Sales Tracking

As an online business owner, you might need to sell products through your website. These could be digital goods like online courses and memberships or physical goods like merch.

The good news is that both Infusionsoft and Ontraport provide a built-in e-commerce solution with their plans. This means that you don’t have to integrate a separate e-commerce tool into your tech stack.


Infusionsoft provides your customers with a seamless experience when it comes to buying products from your website. After you set up a product and sales form and add it to your site, Infusionsoft enables you to collect payment information and connect with a payment processor or a merchant account. Infusionsoft does this automatically after you’ve successfully set up your form.

Infusionsoft makes the buying process fully automated for your customers. As a result, they can get access to the products you’re selling immediately instead of having to put through requests.

You don’t have to worry about anything other than setting up your products, the tags needed with any email sequences, and after purchase follow-up funnels. Infusionsoft also lets you see who’s paid you, how much they paid, and who hasn’t through the stats and reports generated by the platform. This gives you insight into how well your funnels are performing and identify areas that could be improved.


Ontraport also offers dedicated e-commerce support through a built-in e-commerce management area. This helps business owners create product listings and integrate them into sequences.

You can also use Ontraport’s one-click upsell form that’s particularly useful for executing sales strategies. If you have multiple products then implementing upselling is a great way to boost sales. For example, if a customers purchases an online course, you can upsell a course bundle to them.

Although Ontraport uses a payment gateway for the transactions, everything else is done inside the software – seamlessly and efficiently. Just like Infusionsoft, Ontraport also provides you with a sales report which is important for growing businesses.

Automated Sequences

In terms of custom sequences and automation, Ontraport and Infusionsoft are pretty similar in terms of functionality. Plus, they both provide a drag-and-drop builder for your sequences, making the whole process much simpler and easy-to-use even if you’re not particularly tech savvy.

Infusionsoft Sequence


Infusionsoft offers a drag-and-drop editor to create automation sequences.



This makes it possible for users to create complex automation systems to suit different client’s requirements. So, if you’re looking to create more open-ended sequences, Infusionsoft is the way to go.


Just like Infusionsoft, Ontraport also lets you make automated sequences.

It’s better suited for businesses that need to create simpler and easy-going sequences for less complex scenarios. It’s also more intuitive and user-friendly.

Affiliate Tracking and Payments

As a business owner, you’re always looking for ways to grow your business and increase your sales. Setting up an affiliate program helps you in doing just that.

The only downside is that you’ll have to put in more work to manage everything regarding the affiliate program. However, once you’ve set up an affiliate agreement, then tools like Infusionsoft and Ontraport can handle the rest for you.


Infusionsoft’s solution for affiliate tracking and payments is very simple yet very effective. It provides a simple login for your affiliates, making it easier for them to access affiliate materials. Tracking payments and sales of your affiliates are very seamless with the Infusionsoft Affiliate Center so you don’t miss out on anything. And, if you run into any problems, the support team can help you resolve issues.


Ontraport lets you create a unique set of permissions that you can apply to your affiliates. This is called Ontraport’s Partner feature. To keep things secure, you can put the ‘Partner Center’ behind a safe, password-protected area within your website so that it’s easily accessible by your affiliates only. Affiliates can log in to check out their referral links and promotions. Ontraport also gives you the option to integrate with third-party affiliate programs.

Plans and Pricing

Let’s take a look at the different pricing plans Ontraport and Infusionsoft offer along with what’s included in each one.



Infusionsoft starts at $160 per month for the first five months. You can manage up to 500 contacts.

It’s aimed at teams and agencies that need client management (CRM), marketing and sales automation, and lead scoring and company records features. In addition to this, it also offers advanced reporting, analytics, and e-commerce features as well as advanced sales and marketing automation.


Ontraport offers four different pricing plans giving users the option to choose whichever one fits their needs best.

Ontraport pricing

These include:

  • Basic starting at $79 per month. This is ideal for 1,000 contacts.
  • Plus starting at $147 per month. This is perfect for managing up to 2,500 contacts.
  • Pro starting at $297 per month. The Pro plan is great for larger businesses that need to manage 10,000 contacts.
  • Enterprise starting at $497 per month. This plan is suited for businesses looking to manage 20,000 or more contacts.


Frequently Asked Questions

Q: Are You Thinking Of Upgrade To Infusionsoft Or Ontraport?

A: If you are considering upgrading to either Infusionsoft or Ontraport, there are a few things you should consider. Both platforms offer powerful automation and CRM features, but there are some differences that may impact your decision.

Q: What is the difference between Ontraport and Infusionsoft?

A: Ontraport and Infusionsoft are both popular marketing automation and CRM platforms. While they share similar features such as email marketing, segmentation, and analytics, there are some differences in terms of ease of use and customization options. Infusionsoft, also known as Infusionsoft by Keap, is generally considered to be more robust and suited for larger businesses, while Ontraport is known for its user-friendly interface and versatility.

Q: Can you compare Ontraport and Infusionsoft in terms of ease of use?

A: When it comes to ease of use, Ontraport is often praised for its intuitive and user-friendly interface. The drag-and-drop functionality makes it easy to create and manage campaigns, and the learning curve is generally considered to be lower compared to Infusionsoft. However, Infusionsoft offers more advanced customization options and may be better suited for businesses that require complex automation sequences.

Q: What are the advantages of using Ontraport for email marketing?

A: Ontraport is known for its powerful email marketing capabilities. With Ontraport, you can easily create and automate personalized email campaigns, segment your audience, and track the effectiveness of your campaigns. The platform also offers advanced features such as A/B testing and customizable email templates.

Q: How does Infusionsoft handle customer relationship management?

A: Infusionsoft is designed to help businesses manage their customer relationships effectively. The platform offers a robust CRM system that allows you to track customer interactions, manage leads, and create personalized customer journeys. Infusionsoft also offers advanced features such as lead scoring, appointment scheduling, and e-commerce integration.

Q: What is the difference between Infusionsoft and Infusionsoft by Keap?

A: Infusionsoft and Infusionsoft by Keap refer to the same platform. Infusionsoft was rebranded as Infusionsoft by Keap in 2019 to align with the company’s new brand identity. The functionality and features of the platform remain the same.

Q: Can you integrate Infusionsoft or Ontraport with other software?

A: Yes, both Infusionsoft and Ontraport offer integration capabilities with various third-party software and platforms. You can integrate them with tools such as CRM systems, e-commerce platforms, analytics tools, and more. Integration options may vary, so it’s recommended to check the official documentation or reach out to customer support for specific integration requirements.

Q: Which platform is better for small businesses?

A: Both Infusionsoft and Ontraport can be suitable for small businesses, but the choice depends on your specific needs and preferences. Ontraport is often considered more user-friendly and easier to set up, making it a good option for small businesses with limited resources. Infusionsoft, on the other hand, offers more advanced customization options and may be better suited for small businesses that require complex automation and CRM capabilities.

Q: Can you provide a software comparison between Ontraport and Infusionsoft?

A: Here is a brief comparison between Ontraport and Infusionsoft: – Ontraport: Known for its user-friendly interface, Ontraport offers powerful automation, CRM, and email marketing features. It is highly customizable and suitable for businesses of all sizes. – Infusionsoft: Infusionsoft, also known as Infusionsoft by Keap, is a robust platform with advanced automation and CRM capabilities. It is known for its comprehensive features and is often favored by larger businesses. Ultimately, the choice between Ontraport and Infusionsoft depends on your specific business needs and preferences.

Q: What are the key features of Ontraport and Infusionsoft?

A: Both Ontraport and Infusionsoft offer a range of features to help businesses automate their marketing and manage customer relationships. Some key features of Ontraport include email marketing, contact management, automation, and analytics. Infusionsoft, on the other hand, offers email marketing, CRM, e-commerce integration, advanced segmentation, and lead scoring.





If you’re looking for a way to enhance your marketing efforts without having to invest in multiple tools and apps, we recommend using an all-in-one solution like Infusionsoft or Ontraport.

To recap:

Infusionsoft does a great job of automating campaigns, upsells, and sequences. It also lets you tag people based on what they do. The platform provides an all-in-one system so you don’t have to worry about switching platforms when handling e-commerce, affiliate orders, emails, or marketing and sales. In addition to all of this, you also get one-on-one communication with the support team.

Just like Infusionsoft, Ontraport has amazing email deliverability and contact segmentation. The platform provides a visual campaign builder for easily transforming complex sequences into campaigns. Ontrapages integration enables you to use their landing page builder for opt-in pages and sales pages. Finally, Ontraport has a free membership site plugin that creates a member-only area for your clients and customers on WordPress sites.

Now, with a better understanding of all the differences between Infusionsoft and Ontraport, it should be easier for you to decide wh

Are You Looking to Upgrade to Infusionsoft or Ontraport? was last modified: by