Ontraport is a CRM and automation platform designed for any business that’s ready to scale, giving you all the tools you need for selling, marketing, and managing a business online — in one app.
Actiondesk is a spreadsheet interface that connects to Ontraport and your other data sources so you can build live reports.
Actiondesk connects to Ontraport and any other external data sources or your internal database. You can import your data live in a table, no csv exports required.
Actiondesk's spreadsheet interface works like Google Sheets or Excel. You can use basic formulas, build pivot tables, charts, graphs, and dashboards. Nothing to learn.
With Actiondesk, you can automate your reports over Slack or Email. That way, your whole team stays on top of everything.
“Having the power of a spreadsheet with the ability of importing data from multiple sources that automatically refresh has instantly solved all of our reporting problems”
Beth Goulet, Director of Revenue Operations @Edmit
Super easy setting up Actiondesk to read our data tables, and now I can do everything inside a spreadsheet without having to bug our dev team.
Josh Hubball, Founder @Level Frames
I love the spreadsheet feel because I can try and test different things, run small scale analyses and access all of my SQL data - live.
Romy Lynch, Co-Founder @Mona
You can use our pre-built Ontraport templates to get started quickly.
Or you can start from scratch - importing takes only 5 minutes.