List of Ontraport Marketing Automation Customers
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United States
Since 2010, our global team of researchers has been studying Ontraport Marketing Automation 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 Marketing Automation for Marketing Automation 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 Marketing Automation for Marketing Automation include: Bx, a Australia based Professional Services organisation with 100 employees and revenues of $5.0 million, Software Equity Group, a United States based Professional Services organisation with 20 employees and revenues of $2.0 million, Grow My Tsp, a United States based Banking and Financial Services 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 Marketing Automation, 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 Marketing Automation 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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Bx | Professional Services | 100 | $5M | Australia | Ontraport | Ontraport Marketing Automation | Marketing Automation | 2024 | n/a |
In 2024, Bx implemented Ontraport Marketing Automation to centralize event marketing and operations across its global locations, aligning event workflows under a single Marketing Automation platform. The Ontraport Marketing Automation deployment targeted event discovery, registration, check in and operational support, positioning the application as the primary system for event lifecycle management within the company.
The implementation configured Ontraport CRM, custom objects and Ontraport’s Dynamic CMS to enable personalized event discovery and smart registration flows. Functional capabilities implemented include profile driven content delivery through Dynamic CMS, CRM driven segmentation for targeted event invitations, custom object modeling for event and attendance records, and one click check in to simplify onsite admission.
Operationally the project consolidated more than 12 platforms into Ontraport, focusing rollout activity across Bx’s global locations with specific measurable labor reduction stated for Australia. The centralized environment supports event marketing, operations and customer support, and the configuration is used to drive higher attendance and faster support response times, while saving over 200 hours of manual work weekly in Australia.
Governance changes emphasized centralized data models and event workflow orchestration, with process automation for registration and check in replacing manual handling of attendee records. The outcome is an integrated Marketing Automation backbone for Bx that unifies event data, streamlines operational support and embeds personalized content delivery into event touch points using Ontraport Marketing Automation.
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Grow My Tsp | Banking and Financial Services | 10 | $1M | United States | Ontraport | Ontraport Marketing Automation | Marketing Automation | 2020 | n/a |
In 2020, Grow My TSP implemented Ontraport Marketing Automation to run Marketing Automation, membership course delivery and personalized retirement portals for its financial advisor audience. The deployment centralized customer lifecycle management and content delivery into a single vendor application, using Ontraport Marketing Automation as the primary platform for subscriber acquisition and member experience orchestration.
The implementation leverages Ontraport’s CRM, email and SMS automation, CMS and membership features to automate course delivery workflows, trigger real-time alerts and personalize portal content based on subscriber status and course progress. Configuration focused on campaign automation, sequence-based course release, SMS notification logic and membership access control, aligning platform capabilities with marketing and membership operations.
Operational coverage included membership management, course administration and marketing functions across the small business, with a one-day zero-downtime membership migration executed to transition active subscribers into Ontraport. The migration preserved enrollment state and access rights while enabling real-time alerting and automated onboarding sequences, minimizing service interruption during the cutover.
Governance and rollout emphasized workflow standardization for course delivery and subscriber lifecycle stages, embedding automated enrollment, billing status checks and member communications into Ontraport’s CRM. Outcomes reported from the deployment include a 40x increase in paid subscribers and a 3x increase in revenue, with Ontraport Marketing Automation serving as the consolidated platform for marketing, membership and portal delivery.
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Software Equity Group | Professional Services | 20 | $2M | United States | Ontraport | Ontraport Marketing Automation | Marketing Automation | 2019 | n/a |
In 2019, Software Equity Group adopted Ontraport Marketing Automation to consolidate multiple CRM systems and automate client, prospect and buyer communications. The deployment used Ontraport Marketing Automation’s CRM, custom objects, sales pipeline and email automation to act as a relational database and to improve lead scoring, reporting and personalized email marketing.
Operationally the implementation centralized contact and account records into custom object models and configured sales pipeline stages and automated nurture sequences that connected lead scoring to pipeline movements. Functional capabilities emphasized CRM-driven marketing automation, email sequence orchestration, pipeline management and reporting for marketing and sales operations, aligning customer lifecycle workflows across client, prospect and buyer communications.
Governance focused on a single source of truth for contact data and standardized workflows for lead qualification and follow up, with process changes that shifted owner responsibilities to defined pipeline stages and automated triggers. The consolidation and automation effort helped the firm scale operations and achieve approximately 10x growth, while improving lead scoring fidelity and personalized email marketing effectiveness.
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