Kartra Review and Features : Brutally Honest In-Depth Breakdown

When someone decides to open an online business or an existing brick-and-mortar business decides to go digital, they need a host of resources to help it set up (digital) shop. For those who do not have enough knowledge or experience in this field, finding the right applications and tools can be difficult and filled with risks and doubts.

Rather than fumbling around and throwing stones in the dark, it is always safer to find a single software application that takes care of all the necessary functions for you.

It contracts tens of decisions down to one and takes the trial-and-error out of it. While such a solution may not sustain you in the long term when your needs grow to require niche solutions for every requirement, it is still a great starting point for fledgling online businesses.

Some Facts To Ponder!

In 2018, about 60% of small businesses did not have their own website and 46% did not have any online presence at all. While these bleak numbers have decreased significantly by 2020, pushed mainly by the pandemic crisis, not all of them are able to find the success they expect. 


It is well-known that 21.5% of all businesses that go online fail within the first year. This goes up to 30% in the second year, 50% in the third year, and as high as 70% in the tenth year.

Part of this failure is due to wrong choices made when it came to online tools and platforms to be used. Having the right applications dramatically increases the chances of companies succeeding in conducting their business online.

One such all-in-one software application is Kartra.

Developed by the late Andy Jenkins and Mike Filsaime of Genesis Digital, which also created WebinarJam and EverWebinar, and released to the public in April 2018, this software has already found a considerable customer base and shows immense promise as a comprehensive application for businesses going online.

What Is Kartra?

In essence, Kartra is an online marketing suite that helps you manage every aspect of the online presence and promotion of your business. Its platform is cloud-based, fully integrated, and has a highly user-friendly interface designed especially to help beginners with little to no coding experience build up a comprehensive marketing campaign for their business.

The application kit consists of a wide range of tools to assist all kinds of businesses to get a solid footing in the digital world.

Here is a brief video explaining what it can do in a go.

That definitely does not imply that Kartra is a basic software application with little flexibility and out-of-the-box, unmodifiable products for as-is application only. People with greater in-depth tech knowledge can tinker around to create tailored solutions that fit their particular use cases.

They can even obtain training and onboarding resources as well as request the Kartra developers for innovative features that they feel will add to the value of Kartra.

Features Of Kartra

Kartra has a number of offerings up its sleeve that you can take advantage of to advance your online business. You do have the choice of choosing one or a few of these, but you get the maximum convenience when you use all of these together. It creates a feature-loaded, connected, and easy-to-use environment to take care of all your online marketing needs.

kartra review

Kartra Checkouts

When you have an e-commerce store, much of the leads or visitors that are successfully converted to successful buyers depends on your checkout page. Kartra Checkouts allow you to create highly flexible checkout pages with lots of options for customizing them according to the nature of your business, like custom fields and choices. By setting a single rule, you can automate the transfer of order details to your fulfillment partner or department.

Besides functionality, you can also control the appearances of the checkout pages with ready-to-use free templates and a high level of customizability to create the brand aesthetic you are going for. You can make these pages as single-step vertical or multi-step horizontal forms and as full-page checkouts or pop-ups. Pages are fully-responsive and compatible with all screen dimensions.

These checkout pages can be used to sell an infinite number of products and services of any kind and quantity. You get the option to set multiple price points and payment methods for different products.

Your customers can choose between different payment channels like credit cards or Paypal and different payment plans like one-time payments, recurring subscriptions, or finite installments. You can also specify settings to remember past subscribers and buyers to auto-fill checkout pages for single-click purchases.

Moreover, you can tag buyers as well as customers with abandoned carts to add automatically to your marketing lists for recommendations, drip campaigns, and follow-ups.

There are many ways to help you retain your customers and increase sales by offering upsells, downsells, automated post-purchase recommendations, cross-sells, add-ons or order bumps, special promotional offers and discount coupons, free trials and initial payments, custom price modifications and discounts for unhappy customers, and more.

If you offer subscription products, you can reschedule payment dates or freeze subscriptions to allow customers some leeway instead of churning. You can even securely edit their card details and automatically notify them of expiring cards to prevent loss.

The best thing is that Kartra collects all the sales data from Checkouts for your sales analytics needs so that you can view in real-time what is working and what is not and take action accordingly.

Kartra is perfect for international businesses. Kartra can set shipping costs, sales taxes or VAT, language, and currency according to the receiver’s address. Not only that but Kartra also ensures full compliance to international as well as local financial laws and frameworks, especially PCI, GDPR, and SCA. It uses up-to-date SSL certificates and a 256-bit encryption protocol for full security.

Kartra Pages

The Kartra Page Builder is one of its most in-demand tools among e-commerce businesses. This is due to the fact that not only does it have some really powerful features and numerous options that you can implement but people of any level of technical knowledge can use the user-friendly and intuitive platform.

You have the option to start from a blank canvas or utilize one of the hundreds of professionally created templates for pages or even sections.

You will get numerous choices when it comes to free templates too. All these templates are designed by experts keeping SEO in mind. You can choose from among templates according to your business, niche, market, size, target demographic, and objective.

Plus, you can build pages for any purpose like landing pages, squeeze pages, lead capture, login or sign up, sales, upsell, checkout, videos, “coming soon”, product launch, and other promotional strategies, “thank you” pages, 404 error pages, webinars, blog posts, and more. You can also create a variety of web forms like lead capture or checkout forms.

Kartra allows you to present pages or content according to the credentials of your visitor or customer, whereby the segregation can be tag-based, history-based, or list-based. You can also apply global styles, menus, footers, tracking codes, and SEO to your entire site.

All pages can be customized for full responsiveness to suit any type of device. The best thing is that you do not need coding expertise to build a page; Kartra uses a drag-and-drop builder that anyone can use. You can customize every single element and feature on the page so that your site does not look like a basic cookie-cutter one. You can add:

  • Headlines
  • Paragraphs
  • Bulleted lists
  • Images
  • Backgrounds
  • Carousels
  • Accordions
  • Videos
  • Playlists
  • Buttons
  • Icons
  • Navigation menus
  • Countdowns
  • Google maps
  • Facebook and Disqus comments
  • Social media share buttons
  • Sticky alert bars
  • Landing, exit, checkout, video, lead capture, and info popups

You can host your page on Kartra or on your own domain with a single click using Kartra's One-Click-Push technology. You can do A/B split testing to try out different page versions before finally using one.

With Kartra, you can have up to 4 such versions, define custom rotation percentages of your choice, and use advanced algorithms along with pre-specified goals for making your decision. You will also have top-of-the-line analytical tools to aid you in improving your pages for the best results.

Feeling excited? Check Kartra's 14-Days Free Trial, exclusively available through our below link now.

Kartra Leads

A successful business always starts with knowing the right way to manage each of the leads. One wrong action at the wrong time can completely derail the marketing and sales funnel and lead to the prospect abandoning your business. With Kartra Leads, you can keep a close tab on every lead and take action when it will be most effective.

Kartra Leads provides a highly detailed view of your leads that includes every engagement they make with your brand. You can corroborate their actions with the sales and marketing funnel you have created so that you can guide them at every step in the right manner. That way, if you notice a churning action, you can do something to gain back their attention and trust before it is too late.

While it is essential to be able to have a granular level of control over your leads, you also need to automate some tasks so as not to overburden your representatives. This is where the efficient lead tagging system of Kartra Leads come in.

You can easily tag customers according to their actions and automate necessary measures for the next stage without requiring to manually step in. With the help of lead scoring based on customer or prospect action, you can automatically tag people with pre-set rules.

And the best thing is that you can easily test out the features by importing your leads directly from your existing application.

Kartra Funnels & Campaigns

Just as managing your leads is of paramount importance, so is engineering and operating the marketing and sales funnel you put your leads through. Kartra Leads makes it easy to link all the Kartra pages you created to the funnel you designed for your sales and marketing.

Building the funnel is easy too. Kartra provides a visual interface with simple drag-and-drop functionality that allows you to set up the funnel simply by placing different events and connecting them with arrows.

Because of this, you can create a funnel of any level of complexity using Kartra Sequences. You can even have decision-based branches driven by Yes-No rules. Kartra ensures that the funnel runs automatically round the clock without your intervention once you have defined the necessary rules. It collects all the data from the sequence flow to give you a comprehensive view of not only your leads and customers but also the success of your funnel.

When you define a sales and marketing funnel, the number of branches at each node correspond to the probable number of decisions a user can take with your brand at that stage. This accounts to numerous possibilities at each point.

Kartra allows you to define If-Then rules to take care of each possibility. Moreover, you can stack such rules to create a more complex conditional apparatus that takes care of all conceivable scenarios.

At each step, as a lead proceeds along the funnel, you can set rules to automatically and accurately place them in subgroups based on their actions, according to which you can target them in the most effective manner to convert them. You can also link Kartra Mail to incorporate email marketing directly and automatically to the sequence flow.

Moreover, if you are in a hurry or cash crunch, you can forego hiring a marketer and choose from among highly successful, pre-made, and proven campaigns to add directly to your marketing plan. These campaigns are created by some of the world’s most established marketers or by other Kartra members who decided to share their well-performing campaigns with the rest of the Kartra family.

In fact, you can do the same too. If you have created a campaign or plan that you feel can serve the community well, you can share it on the Kartra marketplace. If you are a marketing, web design, sales, or copywriting consultant, you can also provide your services privately to a client on Kartra.

Kartra Mail

Email marketing still has the highest ROI while requiring much less investment than other marketing strategies. Kartra Mail takes it a step further with its brilliant features and tools. The very first thing that stands out is its mail automation features. You can define If-Then rules to automate all your email and drip campaigns based on the behavior and interaction of the lead or customer with your brand.

The level of customization here is unbelievable. You can set values for a number of parameters to drive your campaign, set as many rules as you want to use various triggers for controlling different branches in the campaign, and set time limits and spaces before executing the next step in a sequence.

You can also automatically shift your leads between tags and lists using True-False rules based on their response to the current sequence.

Marketing emails need to be more than black-and-white, text-based messages to catch the eye of a potential customer.

Using the numerous available templates on Kartra and all the ready-to-use components you can add simply through drag-and-drop action like content blocks, hero sections, countdown timers, video thumbnails, testimonials, etc makes it possible to create one-of-a-kind emails with only a few clicks. You can tailor the emails for each customer using custom tags too.

When it comes to analytics, Kartra provides best-in-class features to assist you. You can use split testing with individual email components to decide which works the best. You can track customer actions, optimum values, revenue ratios, and personal goals to ensure that your campaign is performing as per your expectations.

Kartra Memberships

In any business, stellar customer service and on-boarding support are essential to building up a loyal consumer base. Kartra makes training and on-boarding management easier with Kartra Memberships. The first step is to create a user-friendly and attractive membership site, and Kartra has your back with a drag-and-drop WYSIWYG page builder.

You will even get access to multiple templates, components, and customization capabilities to build your pages exactly as you envision. Moreover, all pages created are perfectly responsive no matter what kind of device is used to access them.

It is very easy to manage your members using Kartra. You can define and configure various membership tiers with different rules for each. Kartra provides single-factor authentication sign in for your customers to log in to the membership site they have signed up to. Kartra uses an automated mail system to inform members of their login credentials and also send notifications for every milestone they cross.

You have full control over how you want to release your content to your members. You can provide access to all your content all at once, depending on the member’s progression, on set times from certain actions by the member, or according to your own schedule. You can even queue up the content to release automatically on specific dates and times.

Kartra also allows you advanced control over your members. You can not only check and control member status and progression in one glance manually as well as automatically but also set specific actions to be automated and completed based on every step that the user completes.

Individual members have their own progression bar so that they do not lose their progress and so that you can cross-sell or upsell to them based on this.

If you have multiple membership sites, you can access all of them from a centralized dashboard. You can upload content in all kinds of format, including text, video, and audio, to your site, and organize them into easily navigable categories. Kartra provides analytics tools here too to allow you to understand what is working and what is not and chart your next step accordingly.

Kartra Videos

Videos are the next big thing when it comes to branding and marketing. Kartra Videos allows you to take full advantage of this promotional accessory. You can control every component of the video like titles, thumbnails, sound, control bar, social share buttons, video player skin, and even watermarking. You can choose to embed your video on the site or have it pop up at the optimum moment.

Just as with any marketing feature, you need to set the next step in your funnel depending on the actions of the audience. You can tag viewers according to how far they made in the video and send reminders, more marketing material, product suggestions, or rewards accordingly.

You can even time the appearance of opt-in forms, checkout buttons, share buttons, or other interactive features, and make them optional or mandatory as per your choice.

If you feel like one video is not enough, you can add a playlist to reach out to your visitors. You can set them on autoplay too if you like. All your videos will be 100% responsive. You can host them from Kartra itself and manage them from a central dashboard.

You can use the added analytical tools to know accurate statistics about how your audience is engaging with your videos.

Kartra Helpdesks

As I already mentioned before, customer support is one of the make-or-break deals when it comes to brands. Unless your customer service is exemplary and satisfies your users, they will churn even if your product is the best. With Kartra Helpdesks, much of this heavy responsibility can be delegated to Kartra.

The interface of the Helpdesk application is one of the most user-friendly and intuitive ones out there. All questions and tickets get automatically categorized based on departments so that the right expert is always available to respond. Departments can also be switched mid-resolution if it ensures better service. Multiple service agents can also be added to a chat with a private messaging facility between agents.

If and when service agents are offline, questions are automatically redirected to register tickets so that your customer does not feel neglected at any point. And if agents are online but occupied with another task, the query will pop up in the live chat panel so that the agent does not miss it.

Simultaneously, the entire detailed customer profile will be available to you so that you can be fully informed when answering their questions. Kartra makes it easier by making frequently used responses available with one click. You can also download chat logs for future reference.

Kartra also provides smooth email integration with chats. You can connect your brand email address to send and receive all customer messages, detect emails and automatically attach them to an existing or new chat, as the case may be, and send all messages directly to your customer’s mail inbox so that they do not have to login every time they need to check the status or response to their query.

With Kartra Mail analytics, you can not only optimize your customer support but also use SEO to improve the quality of your knowledge-base. Moreover, you can keep tabs on the performance of your department and agents easily.

The self-billing portal of Kartra takes much of the demanding responsibilities of the billing department off your shoulders and allows customers the freedom to complete many easy tasks themselves.

Your entire knowledge-base would be kept highly organized and relevant by Kartra. A precise search algorithm, intelligent recommendations, and a rating system allow you to serve your customers with ease.

You can embed floating chat buttons on your websites to allow your customers to get in touch with you any time they want without having to search for the help page exclusively.

You can add the help page as a separate page or a sliding sidebar, whichever works best for your brand. You can design your helpdesk with different styles and colors to align with your brand or you can try out the dark template for a cool look. And, as with any Kartra page, it is fully responsive.

Kartra Calendars

Any smart businessperson knows that maintaining a schedule and staying on time is essential for success. This is especially true if you run a concern through regular appointments and bookings. Maintaining a calendar manually is impractical in that case. But with Kartra Calenders, this task becomes much easier.

Kartra Calendars manages your booking system in real-time on both your end and on the client-side. All editings, approvals, cancellations, and rescheduling are updated right there in the calendar. And if your clients are located far away, Kartra will automatically convert all time points according to their time zone before showing them.

It also notifies the involved parties of such changes and also reminds them of upcoming appointments so that they never miss anything. When you so set it, your client will also automatically receive reminders and follow-up messages so that you do not have to keep track of the CRM tasks manually.

The Kartra Calendar acts as a central control panel for all your appointments. That means if you provide your service in multiple areas or you run an establishment with multiple hosts, you can control all the schedules from the same place.

But that does not mean schedules will get mixed up - different hosts will still have separate integrations for their calendars. Moreover, you can link the Kartra Calendar with your Google Calendar and keep them in sync so that any changes in one can get updated in the other.

With Kartra Calendars, you can easily control more complex time slots and schedules too. So, if you provide your service only for a few days a week or at certain hours only or want to take a break for a few hours, a day off for a holiday or a special occasion, or an extended vacation, you can keep the unavailable dates blocked so that no one can book them.

If you provide services as a one-off appointment, a regular arrangement, or an event for a specific period, you can define Kartra to take bookings accordingly only. Moreover, if you want to have breaks in between your sessions or want a minimum booking notice period between sessions, you can set them to get registered automatically into your slots.

You can incorporate payout portals into Kartra Calendars automatically by integrating Kartra Checkouts into the system. Besides, if there are other requirements you have of your clients, you can add them through custom fields too. Similarly, you will be able to view your client’s entire history directly from the Calendar too.

Kartra also provides the Calendar in several templates or formats according to the service you run, like the consultant model, the recurrent class model, the gym model, and the live event model.

These models are not the only way you can design your Calendar. You can also customize it with your brand logo and elements. You can embed the Calendar on any page using the Page Builder simply with a drag-and-drop action. This means that the Calendar too will be fully responsive no matter the screen type it is viewed on.

Kartra Forms

Forms are an integral part of any business, be it online or offline. And Kartra Forms goes the extra mile in making detail-filling easy and pleasant. With tens of efficient and conversion-optimized form templates designed specially keeping in mind the requirements of different types of businesses, you will not have to spend ages creating one from scratch.

You will obviously be able to customize them to complement your brand. Like every Kartra element, forms too will work irrespective of device or browser.

You will be able to add custom fields of any type and add the forms anywhere on your site, even videos as an embedded part of the page, a pop-up window, slide-in bar, or peek-in box. You will be able to add a single or double opt-in feature, an autofill option, and compliance checkboxes.

You will also be able to tag leads directly from the form based on their responses and activate certain targeted sequences of actions from there automatically. You will be able to achieve much more and complete more tasks directly from Kartra Forms.

Kartra Affiliates

One of the most effective ways to promote your products is through affiliate marketing and Kartra makes it easier with its in-built affiliate management system equipped with all the tools you need. Kartra allows you to set commissions in any way you like, be it globally or product-based, by a fixed value or a percentage.

According to your business, you can make payments on the completion of a transaction or a subscription and in a progressive, threshold, or reserve period model. You can create multiple tiers of affiliates and introduce a middle layer by working with joint venture brokers.

There are several choices for you when it comes to how you want to send the payment, like PayPal, check, or wire transfer. You will also be able to incorporate the payout channel of PayPal in your interface to pay your affiliates directly. You will be able to set up custom portals and landing pages for your affiliates from the many templates Kartra provides.

To be on the safe side, it is important to make sure you only take on serious affiliates by reviewing them minutely. Kartra makes this process easier with signup questionnaires and compliance pages. You will also be able to view their profile and all their details any time you want with a single click.

Just like with your customers, you will be able to tag your affiliates and add them to a separate mailing list as well as keep track of their performances through detailed analytics.

Kartra Agency

Besides self-owned businesses, there are also agencies that provide services to multiple businesses, and Kartra Agency is made for them. You can run your agency in Kartra in one of two ways.

The first is the owner model in which you buy Kartra accounts in bulk at wholesale price and rent or resell them while providing your services for a retainer. The second is the contractor model where you manage the accounts of your employers on a contract basis.

Kartra also makes billing easy for you by integrating all the profiles you have for your clients under one billing profile while allowing you to obtain separate invoices for each. Moreover, you will be able to pay and update your payment information from that single profile only.

You will also be able to access all the accounts using a single-login, secure master account only. However, if your clients want to be able to access their accounts, you will be able to set login credentials for them with custom permissions.

One of the most important jobs, when you run an agency, is reporting back to your clients about the performance of their accounts. However, creating reports every time is a hassle that Kartra does not believe in.

It liberates you from the burden by allowing you to share personalized reports for each account with your clients that they can refresh to see the real-time updates for their accounts. Last but not the least, Kartra ensures that you get the visibility you deserve for your hard work by branding all emails that you sent on behalf of your clients so more people can know about your successful work and quality services.

Kartra Marketplace

The Kartra Marketplace is exactly what it sounds like - a virtual outlet where anyone can buy and sell useful products and services. You can look for experts to hire for any service related to web design and digital marketing or advertise your own services.

Similarly, you can buy and import campaigns of all types and sizes or sell your own. And with Kartra’s multiple sort and filter options, finding the right person or product for the job is fast and easy.

Integration Capability Of Kartra

When you are a product in an industry with many different branches and options, you need to be able to work with all of them so that your restricted compatibility is the last thing for which prospective customers already using a product rejects you.

Kartra integrates with a large number of payment gateways (Stripe, Authorize.net, PayPal, and Braintree besides the native Kartra Checkouts), email gateways (SendGrid, MailGun, Elastic Mail, and Postmark, besides the native Kartra Mail), SMS gateways (Twilio, Plivo, and Nexmo), membership platforms (Kajabi, aMember, Digital Access Pass, Optimize Press, S2 Member, and Wishlist, besides the native Kartra Memberships), hub connectors (Zapier), and calendar apps (Google Calendars).

Moreover, Kartra has APIs and IPNs to connect your custom app to the Kartra ecosystem.

It even provides a custom app program for people to develop and make available their own applications for Kartra.

Kartra Pricing And Plans

Kartra has four plans that you can choose from. These are the Starter, Silver, Gold, and Platinum plans. The costs per month are $99, $199, $299, and $499 when billed monthly and $79, $149, $229, and $379 when billed annually, respectively.

kartra price

There is also an Enterprise level plan for which the offerings and prices must be negotiated with Kartra. Other than these, you will be able to get more domains, emails, bandwidth, integrations, and APIs as add-ons for an extra cost. Kartra also gives a 30-day moneyback guarantee as well as a trial.

Kartra Support And Resources

Kartra provides customer support in the form of a ticketing system and live chat. The live chat is available from Monday to Friday between 8:00 AM and 12:00 PM PST only. You can access training and onboarding support and resources from the Kartraverse training center.

Plus, if you have a great new idea for a feature or a tool that should be added to Kartra, you can put it up for voting and the most popular ideas would actually be added by the development team of Kartra.

Pros And Cons Of Kartra

  • Pros

  • Cons

  • Provides a complete marketing package.
  • Good onboarding and training support.
  • Many templates and readymade formats available.
  • Moneyback guarantee of 30 days.
  • Easy for beginners with little or no technical knowledge.
  • A host of unique features built into the system.
  • It has a good integration capacity.
  • Satisfactory performance of all the products.

Who Is Kartra For?

Kartra is an all-in-one package when it comes to marketing. It is perfect for startups and new ventures or even old established businesses that are going digital only now. It takes the trouble out of having to find all the products and services you need for your business and getting them to integrate with each other.

In case you are wondering if ClickFunnels could be its competitor, then you must check our in-depth review on the same here at ClickFunnels vs Kartra Comparision.

However, the most glaring shortcoming of Kartra probably has to be the fact that it is geared for people selling digital products and online services. Also, if you are in a hurry to get your business online, the complete package of Kartra is perfect to help you get launched quickly.

Concluding Lines

Kartra is a great option for most new starters looking for an out-of-the-box solution to all their marketing needs. However, one thing to be kept in mind is that while it is the jack of all trades, it is not really the master of anyone. This can mostly be fixed with third-party integrations.

You might argue that if you are getting a new software application for things, what makes Kartra a feasible option? It is that with Kartra, you will be able to start off with all you need and handle it well for your growing business. When you feel the need for something better, in most cases you will be able to link it to Kartra.

That way, you will not have to worry about setting it up with the rest of your applications. All in all, it is quite a super-product to work with. I would recommend you to begin your journey by giving it a 14-days try from our link below. 

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