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Ortto Review

Ortto
Our score: 8.7 User satisfaction: 97%

What is Ortto?

Ortto (formerly Autopilot) is a marketing automation platform with comprehensive features that streamline every aspect of marketing workflows. The software unifies data into a single platform while automating omnichannel customer journeys. And to ensure that teams make data-driven business decisions, the platform also provides insights into marketing and sales performance.

One of the core features of Ortto is its ability to organize and unify customer data. The software seamlessly integrates with marketing, customer support, finance, and sales platforms to create a complete, up-to-date view of each customer. Users can also track customer behavior, including activities and transactions, and use the information to add context to interactions. These features also make it easier for marketing teams to create dynamic segments based on a wide variety of customer data, including transactional data.

Ortto also helps users streamline lead generation and lead management. Through the software, users can create forms, popups, and surveys for collecting customer information. Users can also capture and target potential leads with Facebook and Google Lead Ads.

Aside from building a unified customer database, Ortto also offers features for automatically building omnichannel customer journeys. The platform comes with a journey builder to help users visualize customer journeys from beginning to end. Users can hyper-personalize each journey by applying conditions and filters based on customer data, such as demographics and behavior. Once these journeys are set up, users can automate delivery across multiple channels, including SMS and email.

Lastly, to help businesses understand the performance of marketing campaigns, Ortto also offers a wide variety of marketing dashboards. Through these dashboards, businesses can easily track relevant metrics. A built-in revenue attribution feature also helps marketing professionals know which campaigns are hitting their targets.

With all these features, Ortto makes it easier for brands to connect to customers and measure success.

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Overview of Ortto Benefits

Unified customer data

Ortto is designed to collect all customer data from sources such as customer support, finance, and sales and put the data into a single platform. The platform also tracks customer behavior and activity, including past transactions. All this data helps marketing professionals add context to customer interactions and personalize marketing messages.

Versatile audience segmentation

Through the platform, marketing professionals can also build dynamic audience segments based on demographic, behavioral, and transactional data, among others. The software also automatically updates these segments so teams can focus on more important work. With these segments, marketing professionals make sure that the right messages always reach the right segments.

Comprehensive lead management

Ortto also helps marketing professionals improve lead management workflows. Through the platform, users can quickly create popups, forms, banners, and surveys to collect customer feedback and information. The software also automates follow-ups so leads don’t get cold no matter how busy marketers get.

Automated omnichannel customer journeys

Ortto makes marketing easy through automated customer journeys. Users can map out customer journeys through the platform’s visual journey builder. Conditions and filters allow users to customize journeys per segment. Marketing tools such as A/B testing and AI-powered suggestions help marketing professionals get the messaging just right for maximum impact.

Flexible marketing options

Ortto can also prove to be a helpful tool for a wide variety of marketing use cases. These include SaaS marketing, product-led growth marketing, ecommerce marketing, nonprofit marketing, and AI marketing. By integrating with Facebook, Ortto also helps users with Facebook ads retargeting.

Accurate website activity tracking

The platform also provides a way for users to safely track audience behavior on websites. Ortto accurately captures visitor interactions and how each user engages with marketing content. With website activity tracking, marketing professionals can interact with website visitors in real-time and send the right messaging.

Easy-to-digest marketing dashboards

The platform provides dashboard templates, including website analytics and campaign analysis. Users also have the option to build their own dashboards and reports to track metrics and answer questions most relevant to their organizations.

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Overview of Ortto Features

  • Customer data platform
  • Audience segmentation
  • Website tracking
  • Visual customer journey builder
  • A/B testing
  • AI marketing recommendations
  • Marketing automation
  • Revenue attribution
  • Lead generation
  • Lead capture
  • Lead scoring
  • SMS marketing
  • Email marketing
  • SaaS marketing
  • PLG marketing
  • Ecommerce marketing
  • Facebook retargeting
  • Nonprofit marketing
  • AI marketing
  • Marketing dashboards
  • Sales dashboards
  • BI reporting
  • Marketing analytics

What Problems Will Ortto Solve?

Problem #1: Customer information is outdated and spread across different sources

Solution: Ortto unifies customer data into a single platform to serve as a single source of truth. The platform also automatically updates customer information, making it easier for teams to add context to customer interactions and create personalized marketing messages.

Problem #2: Marketing campaigns’ performance falls flat

Solution: Ortto offers tools such as A/B testing and AI recommendations to help marketing professionals craft the perfect messaging. Through the platform, users can set up A/B testing for subject lines, SMS content, and popup messaging. Users also get AI suggestions for marketing content; these suggestions help predict how customers react to messaging.

Problem #3: It’s unclear how much revenue marketing campaigns generate

Solution: Ortto comes with a multi-touch revenue attribution feature so marketing teams know which campaigns generate orders and revenue and which customer journeys need tweaking. Users can also access advanced attribution reports that calculate figures such as LTV and MRR.

Awards & Quality Certificates

An award given to products our B2B experts find especially valuable for companies

Ortto Position In Our Categories

Since businesses have distinctive business-related needs, it is only prudent that they abstain from settling on an all-in-one, “perfect” business application. At any rate, it would be almost impossible to try to stumble on such a software solution even among well-known software systems. The better step to do should be to write down the varied significant factors which necessitate careful thought including major features, plans, technical skill competence of staff members, business size, etc. Thereafter, you should do your product research systematically. Browse through some of these Ortto review articles and look into each of the software options in your shortlist in detail. Such detailed product investigation guarantee you weed out poorly fit applications and select the system that includes all the benefits your business requires.

Position of Ortto in our main categories:

TOP 100

Ortto is one of the top 100 Business Intelligence Software products

TOP 50

Ortto is one of the 50 Data Analytics Software products

TOP 50

Ortto is one of the top 50 Data Visualization Software products

TOP 200

Ortto is one of the 200 Marketing Software products

TOP 100

Ortto is one of the top 100 Sales Tools products

Since each enterprise has specific business wants, it is prudent for them to desist from looking for a one-size-fits-all ideal software solution. Needless to say, it would be pointless to try to find such a system even among widely used software solutions. The intelligent thing to do would be to catalog the various vital factors that require consideration such as main features, budget, skill levels of staff members, company size etc. Then, you should do your research thoroughly. Read some Ortto Marketing Automation Software reviews and investigate each of the other solutions in your shortlist in detail. Such comprehensive research can make sure you reject ill-fitting systems and choose the solution that provides all the elements you require for business success.

How Much Does Ortto Cost?

Ortto Pricing Plans:

Free Trial

Free

Campaign

$29/month

Professional

$99/month

Business

$299/month

Custom

by quote

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What are Ortto pricing details?

Ortto Pricing Plans:

Free Trial

Free

Campaign

$29/month

Professional

$99/month

Business

$299/month

Custom

by quote

Ortto offers one free plan and four paid plans. Each paid plan comes with a 14-day free trial. Below are the features included in each plan:

Free 

  • Email marketing
  • 1 playbook
  • 2,000 contacts
  • Contact profiles
  • Segmentation
  • Engagement score
  • 3 engagement activities
  • People
  • Organizations
  • Tagging
  • Activity tracking
  • 15 audiences
  • Audience analytics
  • Dashboard builder
  • 1 dashboard
  • Reports builder
  • Snapshot reports
  • 20 dynamic reports
  • Revenue attribution
  • 2 capture widgets
  • Email marketing drag-and-drop builder
  • Preference center
  • Send from custom email domain
  • 8,000 emails per month
  • User and website tracking session
  • Product event tracking
  • 1 custom activity
  • 1 user seat
  • Two-factor authentication
  • GSuite integration
  • Knowledge base
  • API
  • Custom activities

Campaign – $29/month

  • All Free plan features, plus
  • 3 playbooks
  • Audience retargeting
  • 5 capture widgets
  • 2 user seats
  • Email support
  • Remove “powered by Ortto”

Professional – $99/month

  • All Campaign plan features, plus
  • 15 journeys
  • 15 playbooks
  • Playbook actions
  • SMS (add-on)
  • A/B testing
  • Timezone-based delivery
  • 5,000 included contacts
  • 5 engagement activities
  • 20 audiences
  • 3 dashboards
  • 60 dynamic reports
  • Funnels
  • 20 capture widgets
  • 20,000 emails per month
  • 5 custom activities
  • 3 user seats
  • Customized default footer

Business – $299/month

  • All Campaign features, plus
  • 30 journeys
  • 30 playbooks
  • 20,000 included contacts
  • 8 engagement activities
  • Data retention (+90 days) – add-on
  • 30 audiences
  • 5 dashboards
  • 120 dynamic reports
  • Cohorts
  • 50 widgets
  • Custom email IP (add-on)
  • 80,000 emails per month
  • 1 outbound activity stream
  • 5 user seats
  • Roles and permissions
  • Custom roles and permissions
  • Priority support
  • Advanced address lookup (.01c per request)
  • Sandbox account

Custom – by quote

You can contact the vendor to have a plan tailor-made for your specific needs.

User Satisfaction

Positive Social Media Mentions 41
Negative Social Media Mentions 2

We are aware that when you decide to purchase a Marketing Automation Software it’s crucial not only to see how professionals score it in their reviews, but also to find out if the real people and companies that use this software are genuinely content with the product. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Ortto reviews across a wide range of social media sites. The data is then featured in an easy to understand way showing how many people had positive and negative experience with Ortto. With that information available you should be ready to make an informed business decision that you won’t regret.

Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
  • Windows Mobile

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment
  • Annual Subscription

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for Ortto?

Ortto integrates with a wide variety of third-party software for finance, sales, customer support, and ecommerce, among others. Below are some of these integrations:

  • Shopify
  • Facebook
  • Pipedrive
  • Stripe
  • Zapier
  • WooCommerce
  • Zendesk
  • Google Ads
  • Gorgias

Ortto User Reviews

Ortto average rating:

Average score
5/5 (12 user reviews)
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

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The most favorable review

Lester

PROS: Thanks to Autopilot we can write emails and sms to our customers in many different ways. We have detailed results in “Reports” that helps us to update and clean our data base, thus we have more time to focus on our marketing campaigns.

CONS: It takes time to find action buttons or to find how something is working or how to do something.

Reviewed 8 years ago

Read full review >

The least favorable review

Bessie

PROS: The software is not complicated at all, it is very useful and easy to use. You have simple user journey design and helps you to design the logic, easy to combine with our present CRM system.

CONS: When user number grows the price is going up. Also, there are many integrations that doesn’t have full control like in Salesforce, with this software we cannot sync subset only users.

Reviewed 5 years ago

Read full review >

More reviews from 12 actual users:

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Easy to use, intuitive and helpful software

Read full review >
Sergio
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 27.10.2021 Company Size: More than 100 Employees Industry: Unavailable

PROS: The drag and drop interface is easy to use and intuitive. The support team is friendly, helpful and timely! Autopilot tracks every newsletter forms on my website or other similar form on the site, also, the contacts management is very convenient. Their email tools are manageable. List trigger, time trigger and add to list are very beneficial for my marketing strategies.

CONS: In my opinion the price for 5000 contacts is expensive, $80/month. It would be nice if they can put the price$10-20 for 2000 contacts. In addition, I need a feature that can help me to export all my contacts.

What do you think about this review?

Great Poor

Helpful and Intuitive tool, easy to use, Highly recommend

Read full review >
Gabriel
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 28.08.2021 Company Size: 11-50 Employees Industry: Marketing and Advertising

PROS: You can see your “journeys” for your clients depend on the actions they’ve taken thanks to amazing Autopilot guides. This software helps you to plan how you are going to reach new clients and to make effective welcoming emails, also, FAQ and survey invitations are really helpful.

CONS: It is simple and easy to use, looks like a basic version for everyone. I really need some advanced features. However, I don’t want to imagine the prices of the new updates.

What do you think about this review?

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Show More User Reviews (12)

Autopilot enhances our marketing work

Read full review >
Milton
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 26.08.2021 Company Size: 1-10 Employees Industry: Management Consulting

PROS: With Autopilot I can send emails, sms and postcard in more innovative ways, but what is really helpful for my team and me is the collaboration with Salesforce. Using UX is extremely powerful because makes deployment of automation more easy and quickly.

CONS: It would be good to have lead scoring, but it’s not big deal.

What do you think about this review?

Great Poor

Take care of your customers with Autopilot

Read full review >
Kent
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 06.08.2021 Company Size: More than 100 Employees Industry: Marketing and Advertising

PROS: What I really enjoy with Autopilot is their graphic interface. Finally, I can easily see how I can help my client or advanced my marketing. Easy to use, especially their configuration tools for landing pages and even email. Their customer service is great, clear with answers and very helpful.

CONS: I don’t have nothing to dislike by now.

What do you think about this review?

Great Poor

Powerful Marketing Automation Software that you should try Immediately

Read full review >
Alyssa
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 26.06.2021 Company Size: 11-50 Employees Industry: Information Technology and Services

PROS: Journeys are very helpful tool, you only need to use drag-and-drop Actions and Triggers to organize the entire advertising campaign in one single canvas. This software helps you to see the lead journey from start to end of a marketing workflow. Also, Autopilot integrates with Slack, Salesforce and Recurly, which makes the work much easier. I love this software because collaborates with Zapier and that means that your marketing platform is connected to various applications. The customer support team is very helpful.

CONS: They need to add Lead Scoring feature.

What do you think about this review?

Great Poor

Very useful software, give it a try

Read full review >
Christian
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 07.06.2021 Company Size: 11-50 Employees Industry: Information Technology and Services

PROS: This software gives me the ability to join emails, texts and slack messages into one form. You can arrange the form easily and it will send emails, also the emails will go further to the people by reaching different ways. And because of the fact that works with your website you have a choice to help your customer unexpectedly, for e.g. if someone clicks on the help page several times you can send an automatic email asking if they need help. This is wonderful.

CONS: In my opinion they need to work on email templates, they need to make them easier to edit, for e.g. If I have few things to say I have extra sections, so it is kind of irritating.

What do you think about this review?

Great Poor

Must Have Marketing Automation

Read full review >
Eric
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 01.05.2021 Company Size: 11-50 Employees Industry: Market Research

PROS: You can easy implement sophisticated lead nurturing without any problem or concern. The product design is simple and easy to use, with drag and drop interface. Each week there are some improvements and developments to features. The prices are very affordable.

CONS: I want to see more practice journeys that I can use in my business.

What do you think about this review?

Great Poor

Use this software to make a design the way you want.

Read full review >
Bessie
4/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 29.12.2020 Company Size: 11-50 Employees Industry: Internet

PROS: The software is not complicated at all, it is very useful and easy to use. You have simple user journey design and helps you to design the logic, easy to combine with our present CRM system.

CONS: When user number grows the price is going up. Also, there are many integrations that doesn’t have full control like in Salesforce, with this software we cannot sync subset only users.

What do you think about this review?

Great Poor

Powerful and easy to use software.

Read full review >
Andre
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 20.02.2018 Company Size: 1-10 Employees Industry: Human Resources

PROS: First, I was amazed how the customer support team was helpful, they helped us to transit all our data from our previous system to the Autopilot system. The software itself is easy to use, intuitive and visual. The automation itself is wonderful. I love the combinations with Salesforce and Slack. After all, their postcard feature is extraordinary.

CONS: I don’t like that there isn’t separate interface for email templates, in order to see my mails I need to create a journey.

What do you think about this review?

Great Poor

Sophisticated and excellent product. Worth every penny

Read full review >
Velma
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 13.02.2018 Company Size: More than 100 Employees Industry: Farming

PROS: Make your journeys visual with simply drag-and-drop steps. Intuitive software and easy to use. The support team is responsible, whenever I have problem in using the software I get quick response in less than 5min. I get updates and new features all the time.

CONS: I think they need to work on their email template and SFDC integration. Everything else is fine.

What do you think about this review?

Great Poor

Autopilot helped to grow our sales

Read full review >
Lester
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 07.02.2018 Company Size: More than 100 Employees Industry: Unavailable

PROS: Thanks to Autopilot we can write emails and sms to our customers in many different ways. We have detailed results in “Reports” that helps us to update and clean our data base, thus we have more time to focus on our marketing campaigns.

CONS: It takes time to find action buttons or to find how something is working or how to do something.

What do you think about this review?

Great Poor

I highly recommend this software to everyone

Read full review >
Gene
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 12.01.2018 Company Size: 11-50 Employees Industry: Marketing and Advertising

PROS: The price of Autopilot HQ per year is really amazing, you get all features by the price of $48 per year, sounds unbelievable, but yes, it is true. Next, I love the journey builder, creating them is really simple. We combine the journey builder with MailLift’s handwritten letters to send personal notes to our new customers. AutopilotHQ makes this possible.

CONS: Because of the fact that AutopilotHQ is still young, the speed is slow, but in reality the speed doesn’t bother me at all. I would recommend to create webforms and to score leads.

What do you think about this review?

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Ortto user reviews

Easy to use, intuitive and helpful software

Read full review >
Sergio
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 27.10.2021 Company Size: More than 100 Employees Industry: Unavailable

Helpful and Intuitive tool, easy to use, Highly recommend

Read full review >
Gabriel
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 28.08.2021 Company Size: 11-50 Employees Industry: Marketing and Advertising

Autopilot enhances our marketing work

Read full review >
Milton
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 26.08.2021 Company Size: 1-10 Employees Industry: Management Consulting

Take care of your customers with Autopilot

Read full review >
Kent
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 06.08.2021 Company Size: More than 100 Employees Industry: Marketing and Advertising

Powerful Marketing Automation Software that you should try Immediately

Read full review >
Alyssa
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 26.06.2021 Company Size: 11-50 Employees Industry: Information Technology and Services
Nestor Gilbert

By Nestor Gilbert

Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.

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