My Office Autopilot Full & Honest Review & Comparison

Office Autopilot – Web Payment Processing & Shopping Cart Platform

Office Autopilot certainly has an impressive array of features, to rival the likes of Infusionsoft, 1Shopping Cart, Nanacast and Premium Web Cart. Firstly, it has full shopping cart software for web payment processing. This means that you can sell your products, subscriptions and memberships easily online as well as handle credit cards, refunds, referrals, upsells (it has one-click upsell functionality), physical product fulfillment and more.

Upon first inspection, it seems easy to use. I signed up to a 7-day free trial to give it a proper test drive and found that upon further inspection, it was still very easy to use. You can sign up for your own 7-day free trial here: Office Autopilot free trial.

Office Autopilot Feature #1: Capturing Leads & E-mail Marketing

OA has an autoresponder (similar to Aweber, Mail Chimp, Get Response etc) and a whole set of power tools for e-mail marketing. You can do split tests and it has a good set of statistical features – for example you can see exactly what pages each visitor is viewing. E-mail deliverability is assured to be excellent – comparable to Aweber etc.

Integrated with this is an ‘if-then’ rule system – similar to that of Infusionsoft. This is a kind of intelligent follow up system, whereby each of your subscribers receives a tailored follow up sequence, depending on their activity within your marketing and sales process – this is very powerful if utilised well. It may be slightly advanced for people who are new to e-mail and online marketing but Office Autopilot assures it’s pretty simple to set up (and they have support ‘heroes’ on hand to help you).

As well as e-mail, you can also automate the delivery of tasks, direct mail, voice broadcasts and fulfillment too – so it’s obviously much more feature/benefit rich than a standard autoresponder. This, they say, is the beauty of the centralised system – integrating with all the other aspects of your business, such as…

OA Feature #2: Customer Service & Training

You can follow up with your customers via phone, e-mail and live chat plus, they say, ‘killer training and design services’.office-autopilot-Customer-Service

My experience with customer service software is that it is going to be much easier to have your customer service centre integrated with all of the rest of your customer details and history.

Other options such as Kayako and Zen Desk are great but are separate from your autoresponder and membership software and fulfillment house if you use one, such as Kunaki for CDs and DVDs.

OA Feature #3: Affiliate Management & Tracking

OA has a robust and pretty easy to use affiliate management system with good tracking and stats analysis features. You can set up two tiers of affiliates (So that when your first level affiliates recruit other affiliates, you can reward them both – commission levels are set by you). You can also hard code your affiliates’ links in your e-mails that they can send out for you. This makes it much easier for them to make sales for you – they just swipe the e-mail you send and send it to their list, rather than having to inset their affiliate links into e-mails. A small thing, but makes a massive difference to the motivation of affiliates to send out your stuff – you need to make it super simple for them, your affiliates are busy people like you and you need to make to brain-dead easy for the to promote for you.

Your affiliate centre is managed in WordPress, making it very easy to upload your affiliate banners, swipe e-mails, articles etc and to give your affiliates access to their tools.

In my experience with both Post Affiliate Pro and Digital Access Pass, the Office Autopilot system is better for both vendors and affiliates to check stats and sales. Digital Access Pass is very good but the link and sales tracking is very basic – too basic in my view.

Also, with regards to the secure membership site functionality it offers, similar to Digital Access Pass, OA allows drip feed of content. This is an absolutely essential feature of membership site functionality that is terribly omitted from Wishlist Member’s set of features (and caused me to abandon Wishlist out of frustration, like many other users – trust me on this).

OA Feature #4: Hosted Drag-and-Drop Landing Pages

You can set up easy lead capture pages with the drag and drop landing page feature. They are hosted by OA (or can be hosted by your hosting account) and don’t require HTML or technical skills. You can also split test pages to see which ones perform and convert the best.

If you’re using a WordPress theme with squeeze page templates, such as James Dyson’s awesome Optimizepress, then you probably won’t need this feature. But if you’re struggling to create easy opt-in pages that convert well and that you can track easily, then you’ll find this a welcome feature.

OA Feature #5: WordPress Integration

office-autopilot-review-wordpress_logoOA offers the WordPress 1-click installation and fully integrates with an existing WordPress website. It also enables you to convert an existing WP site into a secure membership site easily, as well as add payment order forms. As I mentioned earlier, in my view this is MUCH better than Wishlist Member for membership site functionality and comparable to Digital Access Pass.

OA Feature #6: Event Management

Similar to Infusionsoft but a fair bit less confusion many people say, is Office Autopilot’s event management feature. For example, you can run webinars and teleseminars and then track and follow up with attendees, no-shows and referrals. This also links in with OA’s task management feature, which ensures complete follow up, closed loops, fulfillment and accountability -a major benefit of the cutting edge sales and marketing platform.  

OA offers the WordPress 1-click installation and fully integrates with an existing WordPress website. It also enables you to convert an existing WP site into a secure membership site easily, as well as add payment order forms.

OA Feature #7: Automated Fulfillment

Whether you deliver digital products via a secure members’ area or physical CDs and other products, , OA fully integrates with fulfillment houses and systems – which means that if you’re using Kunaki or Disk.com, say, to deliver DVDs, you don’t have to manually enter the customer’s address. It’s all automated and tracked.

Click here to visit Office Autopilot site.

OA Feature #8: Quirky Training Guy and ‘Heroes’

The training videos are conducted by a very quirky, dry and funny guy. When I first heard him, I wondered what he was going on about lol, but then I quickly got accustomed to his quirky sense of humour and I’ve listed this as a feature (and a benefit) because it is! He’s funny and the videos are enjoyable to watch :-)

The thought of setting up a shopping cart system and centralised business platform can seem somewhat dull, boring and daunting – the video tutorial guy lightens it up, makes it fun and explains it in a simple way.

Furthernore, you’re also assigned your own Office Autopilot ‘hero’ who will help you set up your whole system – making it sooooooo much easier than, say, Infusionsoft or even 1Shopping Cart, where you’re pretty much left to navigate it all on your own, or you need to employ an ecommerce solutions specialist – adding to the expense.  

My Conclusions

Office Autopilot is certainly up there with all the big web carts and undeniably provides a one-stop centralised business and marketing platform. It is easy to use, has very good raining videos, excellent customer service and a lot of help with setting up your systems.

It is more pricey than some of its competitors, but then it offers a fair bit more and over the medium to long term I am confident it will not only save you money when you tot up all the costs of each feature separately (affiliate management software, one-click upsell cart functionality, autoresponder, fulfilment module, membership site software, hosting, customer service intregration etc etc) but it will also help you greatly increase your monetisation of your websites and product/service offerings. I would estimate that by using OA you could easily increase your bottom line sales by 30% by simply using the intelligent follow up and rules system that OA has (and you’ll be less confused using it rather than Infusionsoft lol).

Also, see my OA review videos here