List of Ontraport CRM Customers
Santa Barbara, 93103, CA,
United States
Since 2010, our global team of researchers has been studying Ontraport CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Ontraport CRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Ontraport CRM for CRM include: Swinburne University of Technology, a Australia based Education organisation with 2702 employees and revenues of $624.0 million, Fallbrook Insurance Center, a United States based Insurance organisation with 12 employees and revenues of $2.0 million, Rjm Professional, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million, Abroad.Academy, a Philippines based Manufacturing organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Ontraport CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Ontraport CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Abroad.Academy | Manufacturing | 10 | $1M | Philippines | Ontraport | Ontraport CRM | CRM | 2021 | n/a |
In 2021, Abroad.Academy deployed Ontraport CRM. The cloud based Ontraport CRM is embedded on their public website to capture inquiries and centralize contact records, operating as their core CRM for marketing and enrollment workflows.
The implementation leverages category aligned capabilities including web form lead capture, a unified contact database, segmentation and tagging, email marketing automation, and automated follow up sequences to manage prospect funnels. Operational responsibility sits with marketing and operations staff at Abroad.Academy in the Philippines, where the system feeds site generated leads directly into CRM workflows for qualification and nurture, and routing rules drive enrollment related outreach and campaign orchestration.
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Fallbrook Insurance Center | Insurance | 12 | $2M | United States | Ontraport | Ontraport CRM | CRM | 2016 | n/a |
In 2016, Fallbrook Insurance Center implemented Ontraport CRM, using the application as a CRM instance embedded on their public website for client interactions. The implementation applies to a small United States based insurance agency with approximately 12 employees, positioning the system as the primary customer record and lead capture tool.
Configuration of Ontraport CRM focused on core CRM capabilities consistent with the CRM category, including contact and lead record management, web form lead capture embedded on the site, email campaign workflows, and basic opportunity or policy tracking. The platform's workflow automation was configured to standardize client intake steps and follow up sequences appropriate to a small agency environment.
Operational coverage centers on front office business functions, specifically sales, client servicing, and marketing communications, with Ontraport CRM feeding contact data directly from website forms into centralized records. Deployment follows a cloud hosted SaaS model, with administration scoped to a small number of internal users responsible for list segmentation and campaign execution.
Governance and rollout were proportional to a 12 person firm, with centralized administration, simplified data hygiene practices, and workflow templates to manage policy leads and client renewals. The implementation positions Ontraport CRM as the primary system for customer lifecycle management within Fallbrook Insurance Center.
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Rjm Professional | Professional Services | 10 | $1M | United States | Ontraport | Ontraport CRM | CRM | 2014 | n/a |
In 2014, Rjm Professional implemented Ontraport CRM. The deployment uses Ontraport CRM as a cloud SaaS platform embedded on the company website to support client intake, lead capture, and centralized contact management for a 10 person professional services firm in the United States. Implementation scope emphasized customer facing workflows and marketing automation, aligning sales pipeline tracking with client lifecycle activities typical of a CRM. The configuration supports segmentation, contact records, and campaign-driven outreach to streamline service prospecting and client follow up.
Configuration centered on web embedded forms, landing pages and automated email sequences, leveraging Ontraport CRM capabilities for tagging, workflow automation, and campaign templates. The Ontraport CRM instance interfaces directly with the website to capture inbound leads and route contacts into predefined campaign sequences, with operational ownership handled by a small internal team. Governance focused on centralized contact data, standardized campaign templates and process controls for client onboarding and follow up. This implementation aligns CRM functional modules with marketing and client service workflows for a compact professional services operation.
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Education | 2702 | $624M | Australia | Ontraport | Ontraport CRM | CRM | 2017 | n/a |
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