About Ortto

Through an intuitive user interface, you can map every touchpoint of the customer journey simply by dragging, dropping and connecting. You can also access Ortto's guides, which are pre-made customer journeys built with marketing best practices refined over the years. There are guides for everything from simple newsletter sends to nurturing a lead during a free trial, and more are always being added.

Ortto lets you trigger marketing activities based on user behavior and events, such as updating your contact list and sending a personalized email once a form has been submitted, allowing you to nurture your customers and leads with the right message, at the right time, on the right channel. It’s a systematic approach to turning your leads into high-paying customers.

Ortto also integrates with Salesforce CRM and other third party apps like Zapier, Slack, Segment and Twilio to consolidate all your contact information, marketing automation and data in one system while giving you the freedom to continue using the best-of-breed apps you already use and love.

Using Ortto’s unique tracking code and universal form capture capabilities, you can capture data from any website, blog, or app and track the actions of both your contacts and anonymous website visitors in real time, such as when someone opens an email or visits a page. Ortto comes with advanced insights and analytics including built-in lead-to-close reporting which gives you a visual understanding of your marketing funnel at all times.

Pricing starting from:

US$29.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Ortto

  • Drag and connect journey builder: Map every touchpoint of the customer journey with an intuitive drag and drop interface that’s fun and easy to use.

  • Multi-channel marketing: Ortto lets you automate your email, texting, in-app messaging and direct mail marketing communications. You’ll be able to connect with customers online, offline, and on mobile.

  • Event-based automation: Trigger marketing actions based on events and user behavior to ensure that leads are always being nurtured towards becoming high-paying customers.

  • Best practice guides: Ortto’s guides are built from tried and tested lead nurturing strategies and help you kickstart your marketing in seconds.

  • Built-in integrations: Ortto partners with the best-of-breed technologies including Salesforce CRM, Zapier, GoodData, Segment, Slack, Twilio, and Lob.

  • Universal tracking: Ortto enables you to track all your contact and anonymous visitor behavior across any touchpoint, from emails to your website, with an activity feed where you can watch actions in real time.

  • Advanced insights and reporting: Ortto’s built-in Insights give you a visual understanding of the performance and results of your marketing efforts. Know which messages convert, track journey trends, and optimize performance based on real-time results.
  • Devices

    Business size

    S M L

    Markets

    Australia, Canada, United Kingdom, New Zealand, United States

    Supported Languages

    English

    Pricing starting from:

    US$29.00/month

    • Free Version
    • Free Trial
    • Subscription

    Images

    Ortto Software - Lead Capture Software
    Ortto Software - Marketing Attribution Software
    Ortto Software - BI Reporting & Dashboards
    Ortto Software - A/B Testing
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    Ortto Software - Lead Capture Software
    Ortto Software - Marketing Attribution Software
    Ortto Software - BI Reporting & Dashboards
    Ortto Software - A/B Testing

    Features

    Total features of Ortto: 132

    • AB Testing
    • API
    • Access Controls/Permissions
    • Activity Dashboard
    • Activity Tracking
    • Ad hoc Analysis
    • Ad hoc Query
    • Ad hoc Reporting
    • Audience Targeting
    • Auto-Responders
    • Behavior Tracking
    • Behavioral Analytics
    • Behavioral Targeting
    • CAN SPAM Compliance
    • CRM Software
    • Campaign Analytics
    • Campaign Management Software
    • Campaign Personalization
    • Campaign Planning
    • Campaign Scheduling
    • Campaign Segmentation
    • Campaign Tracking
    • Channel Management Software
    • Charting
    • Click Tracking
    • Contact Database
    • Contact Management Software
    • Content Management System (CMS) Software
    • Contextual Targeting
    • Conversion Rate Optimization
    • Conversion Tracking
    • Customer Activity Tracking
    • Customer Database
    • Customer Profiles
    • Customer Segmentation
    • Customer Surveys
    • Customizable Branding
    • Customizable CTAs
    • Customizable Dashboard
    • Customizable Fields
    • Customizable Forms
    • Customizable Reports
    • Customizable Templates
    • Customization
    • Dashboard Creation
    • Dashboard Software
    • Data Analysis Tools
    • Data Capture and Transfer
    • Data Connectors
    • Data Extraction Software
    • Data Import/Export
    • Data Integration
    • Data Management Software
    • Data Security
    • Data Synchronization
    • Data Visualization Software
    • Drag & Drop
    • Drip Campaigns
    • Dynamic Content
    • Email Campaign Management
    • Email Distribution
    • Email Management Software
    • Email Marketing Software
    • Email Templates
    • Email Tracking Software
    • Engagement Tracking
    • Event Triggered Actions
    • Forms Management
    • GDPR Compliance Software
    • Image Library
    • Interaction Tracking
    • Key Performance Indicators
    • Keyword Tracking
    • Landing Pages/Web Forms
    • Lead Capture Software
    • Lead Database Integration
    • Lead Distribution
    • Lead Generation Software
    • Lead Management Software
    • Lead Nurturing Software
    • Lead Qualification
    • Lead Segmentation
    • Lead Verification/Validation
    • List Management
    • Mailing List Management
    • Marketing Automation Software
    • Marketing Calendar
    • Match & Merge
    • Mobile Optimized Emails
    • Multi-Campaign
    • Multi-Channel Attribution
    • Multi-Channel Communication
    • Multi-Channel Marketing
    • Multiple Data Sources
    • Multivariate Testing
    • Performance Metrics
    • Personalization Software
    • ROI Tracking
    • Real Time Analytics
    • Real Time Data
    • Real Time Reporting
    • Real-time Updates
    • Reporting & Statistics
    • Reporting/Analytics
    • Role-Based Permissions
    • SMS Marketing
    • SSL Security
    • Sales Analytics
    • Search Marketing
    • Search/Filter
    • Segmentation
    • Single Sign On Software
    • Social Marketing
    • Social Media Integration
    • Social Promotion
    • Source Tracking
    • Spam Blocker
    • Subscriber Management
    • Subscription Management Software
    • Tagging
    • Target Account Identification
    • Template Management
    • Third Party Integrations
    • Trend Analysis
    • User Management
    • Visitor Tracking
    • Visual Analytics
    • Visualization
    • WYSIWYG Editor
    • Web Forms
    • Website Analytics
    • Website Visitor Tracking

    Alternatives

    Intercom

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    Mailchimp

    4.5
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    ActiveCampaign

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    Reviews

    Overall rating

    4.6 /5
    (103)
    Value for Money
    4.4/5
    Features
    4.3/5
    Ease of Use
    4.5/5
    Customer Support Software
    4.5/5

    Already have Ortto?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 103
    Garrett G.
    Overall rating
    • Industry: Computer Software
    • Company size: 11-50 Employees
    • Used Daily for Free Trial
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 9.0 /10

    A Great Alternative to Full-Fledged Automation Software

    Reviewed on 2018-10-13

    Autopilot is a great solution if you're looking for something to automate a sequence of emails. I...

    Autopilot is a great solution if you're looking for something to automate a sequence of emails. I wouldn't consider it a replacement for full-fledged marketing automation software... yet, but it's a fantastic tool for email automation. Just keep in mind that there are a few hiccups that you'll potentially need to navigate such as email SpamAssassin errors (always use mail-tester.com to check your emails) and CRM sync issues.

    Pros

    It seems to me that Autopilot does only one thing - but it does that one thing REALLY well. I tested Autopilot briefly for a few weeks as an alternative to the drip program functionality in our Marketing Automation software. I was extremely impressed with how easy it is to build a drip program (called a "Journey" within Autopilot), as well as with the breadth of logic and functionality offered. Autopilot really sets itself apart with some amazing - seriously amazing - integrations and functionality that our Automation platform doesn't offer, such as sending SMS text messages or physical postcards.

    I really like that Autopilot offers in-app chat support, and that you generally don't need to wait longer than 5 minutes to get someone to help you out.

    Cons

    During the few weeks I tested Autopilot, I found a few issues that prevented me from really continuing to use the software for my use-case. The integration with Salesforce was clunky and un-intuitive, and most concerningly, it seemed that when the platform saw leads that already existed in Salesforce, it would stop them from progressing through the drip program. This was a real frustration, and I ended up just disconnecting Autopilot from the CRM in order to finish my test.

    Another concern we had was that after testing the emails I had configured using mail-tester.com, there was an error identified that could only be resolved by getting a dedicated IP address - something which adds a significant additional monthly cost to the cost of the program.

    Kate J.
    Overall rating
    • Industry: Computer Software
    • Company size: 11-50 Employees
    • Used Weekly for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 9.0 /10

    A great tool, with great visual cues, powerful automation and integrations

    Reviewed on 2020-02-26

    Great platform, easy to learn and use, engaging for the team, awesome customer support, truly...

    Great platform, easy to learn and use, engaging for the team, awesome customer support, truly helpful content.

    No regrets. It's perfect for teams that are just starting out.

    Pros

    Because of the visual workflow (or journeys, as they appropriately call them) builder, this is an easy platform to catch on to. Getting the team to dive in and build our or edit journeys is quick and simple and doesn't require two days of reading documentation and tutorials to understand. Autopilot has done an amazing job of making the building of the workflows collaborative as well. Being able to annotate, comment, add images etc helps not only the team understand the goals, but is killer for reminding you why you built something the way you did a month later.

    The email, CRM, Slack integrations are all easy to set up and use as well.

    Cons

    I believe they are working on it since there have been a lot of updates recently, but the email manager could use a bit more love - it just doesn't stand out as well against the rest of the platform. Building and editing an individual email is simple enough, but managing the full list can be tricky.

    The reporting on the messaging bot is also lacking - but that feature is easy to use and helpful. It's easy to trust that they will continue to improve this.

    Alternatives Considered

    Mailchimp and HubSpot Sales Hub

    Reasons for Switching to Ortto

    The visual designer and the confidence that I could get up and running fast enough.
    Aleksandr S.
    Overall rating
    • Industry: Computer Software
    • Company size: 501-1,000 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 5.0 /10

    Does not worth it's money

    Reviewed on 2021-04-25

    Overall, Autopilot seems to lag behind of Intercom in a term of features, developer support,...

    Overall, Autopilot seems to lag behind of Intercom in a term of features, developer support, documentation, and adoption. There are much less how to's, and it is rarely discussed on the internet.
    In my opinion, it is poorly priced in a terms of proce-features.
    I'd keep an eye on it as it may be able to make a leap and offer full-fledged solution. It is not there yet.

    Pros

    I can not withstand the temptation to compare Autopilot to Intercom. So.. 2 rewievs in 1?
    It is somehow more stable than Intercom and overall offers a bit smoother experience. API server are bit more stable, less 500.
    Dashboard is ... standard. I mean at some point Autopilot and Intercom dashboards become prety much the same having the main differences in namings.
    Autopilot have journeys which are the same as Intercoms lifecycles (onboardings), there are the same chats, same integrations, same conversation channels.
    API recently got a long awaited updated and email is no longer the sole unique key - the thing that drove a number of customers including me away, because sometimes it is required to have different customers with a same email or without email at all. Well, now it is fixed.

    Cons

    Autopilot offers no client libs except for JavaScript. You want to use it - you write your own client library, this is something you better keep in mind if your scenario includes server side events.
    It's API is somewhat cumbersome to understand.
    The technical support is a bit better that Intercoms, but I can not say it was of a much help.
    Probably the biggest issue we faced with autopilot is constant feeling that product developers would prefer not to meet client's need, they are living in a world where clients solve their problems on their own.
    Ivory tower one could say, huh?

    Alternatives Considered

    Customer.io and Intercom

    Reasons for Switching to Ortto

    It looked cheaper and more robust at the time the decision was made.
    Tanim A.
    Overall rating
    • Industry: Internet
    • Company size: 10,000+ Employees
    • Used Weekly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 9.0 /10

    A bit pricey, but worth it

    Reviewed on 2022-01-21

    Pros

    Unlike some others Autopilot is super easy to use even for the first time user.

    Cons

    A bit on the pricier side. I would love to see them offer better pricing.

    Jeffrey W.
    Overall rating
    • Industry: Computer Software
    • Company size: 2-10 Employees
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software

    Incredible Value. Make use of the templates. Explore the possibilities.

    Reviewed on 2016-03-22

    As a founder of a software startup, our team needed a solution to routinely engage our users/custome...

    As a founder of a software startup, our team needed a solution to routinely engage our users/customers with information to help them with their on-boarding experience. Autopilot was the perfect fit!

    We had a lot of fun building the journeys and experimenting with what worked (and didn't work) for our team. Their templates gave us some great starting points, and helped us to open up our minds with ways to engage with our users in ways that we hadn't thought of. Of course, those same principals could easily be applied to outbound marketing campaigns with complex engagement logic, which we haven't started to implement as this time. Overall, we are very satisfied with Autopilot!

    Pros

    - Slack Integration
    - Segment Integration
    - Easy to build complex logic, visually
    - Dashboard to keep track of latest events
    - Many journey and email templates to get you started
    - Built-in email open/link tracking is helpful to find your engaged users
    - Good support
    - Great blog with ideas of how others use Autopilot
    - They are continuing to develop cool new features
    - User idea voting for features not yet developed

    Cons

    - Ability to access email / Slack templates seems inefficient (need to dig into the journey to find them)
    - With all of the capabilities that Autopilot offers, you can easily have your custom contact lists get out of hand - remember to KISS so that others on your team can pick up where you left off

    Showing 5 reviews of 103 Read all reviews

    Ortto FAQs

    Below are some frequently asked questions for Ortto.

    Ortto offers the following pricing plans:

    • Starting from: US$29.00/month
    • Pricing model: Free Version, Subscription
    • Free Trial: Available

    Ortto pricing scales with you as you grow Free $0/Month Campaign $29/month Pro $99/month Business $299/month *3 month money-back guarantee on all paid plans *50% off any paid plan for not-for-profit or early-stage startups (criteria apply)

    Ortto has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

    Ortto supports the following languages:

    English

    Ortto supports the following devices:

    Ortto integrates with the following applications:

    Google Ads, Gorgias, Instapage, LiveChat, Lob, Meta for Business, Pipedrive, Recurly, Salesforce Sales Cloud, Segment, SendGrid, Shopify, Slack, Stripe, Twilio, Typeform, WooCommerce, Zapier

    Ortto offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base Software, 24/7 (Live rep), Chat

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