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Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

List of Ontraport Sales Automation Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
3Sixty Enterprises Leisure and Hospitality 5 $1M Australia Ontraport Ontraport Sales Automation Sales Automation,Sales Engagement 2019 n/a In 2019 3Sixty Enterprises deployed Ontraport Sales Automation on its public website, adopting the platform within the Sales Automation,Sales Engagement category to centralize web-driven lead management. The implementation uses Ontraport Sales Automation to instrument web forms and landing pages for lead capture, to maintain a contact database with segmentation and tagging, and to execute automated follow-up sequences and campaign automation aligned to front-office sales and marketing workflows. The deployment architecture is centered on the company website as the primary event source, with on-page forms and tracking feeding contacts into Ontraport for contact management, email sequencing, and workflow automation. Operational coverage is company-wide across the small sales and marketing team in Australia, with centralized administration of templates, sequences, and contact segmentation to standardize lead routing and nurture processes.
A&C Wellness Therapy Clinic Healthcare 10 $1M United States Ontraport Ontraport Sales Automation Sales Automation,Sales Engagement 2022 n/a In 2022, A&C Wellness Therapy Clinic implemented Ontraport Sales Automation. The clinic uses Ontraport Sales Automation within a Sales Automation,Sales Engagement framework to capture leads and orchestrate client engagement flows directly through its public website. A&C Wellness is a United States based healthcare provider with 10 employees and configured the application to support front office scheduling, patient intake and small business sales workflows. The deployment architecture is centered on website embedded forms and tracking that feed contacts into a unified contact database inside Ontraport Sales Automation, where automation rules and sequences manage follow up and appointment reminders. Functional capabilities implemented include contact management, automated email sequences, lead routing and simple pipeline management consistent with Sales Automation,Sales Engagement practices. Governance focused on role based access for front desk and owner level users and standardization of intake and consent workflows to ensure operational consistency.
Aa Lares Insurance Services Insurance 10 $1M United States Ontraport Ontraport Sales Automation Sales Automation,Sales Engagement 2016 n/a In 2016, Aa Lares Insurance Services implemented Ontraport Sales Automation on their website. Aa Lares Insurance Services implemented Ontraport Sales Automation to apply the Sales Automation,Sales Engagement application across sales and client intake functions, centralizing web lead capture and automated follow up workflows. The deployment uses Ontraport Sales Automation embedded in landing pages and site forms to capture prospects and trigger email sequences and task assignments. Configuration emphasized contact record consolidation and basic sales pipeline stages tailored to a small insurance brokerage. Functionally the implementation leverages campaign automation, email sequencing, form capture, contact tagging, and pipeline management typical of Sales Automation,Sales Engagement platforms. Integrations are realized through website embedding and form to contact record routing, with operations managed by the sales and client service staff within the United States. Governance established standardized templates, tagging conventions, and role based access to ensure consistent customer engagement and simplified administration for a 10 employee organization.
Education 10 $1M United States Ontraport Ontraport Sales Automation Sales Automation,Sales Engagement 2018 n/a
Professional Services 10 $1M United States Ontraport Ontraport Sales Automation Sales Automation,Sales Engagement 2020 n/a
Professional Services 1000 $112M United States Ontraport Ontraport Sales Automation Sales Automation,Sales Engagement 2017 n/a
Healthcare 10 $1M United States Ontraport Ontraport Sales Automation Sales Automation,Sales Engagement 2020 n/a
Education 10 $1M United States Ontraport Ontraport Sales Automation Sales Automation,Sales Engagement 2014 n/a
Healthcare 10 $1M United States Ontraport Ontraport Sales Automation Sales Automation,Sales Engagement 2021 n/a
Professional Services 10 $1M United States Ontraport Ontraport Sales Automation Sales Automation,Sales Engagement 2018 n/a
Showing 1 to 10 of 324 entries

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