---
title: Ortto Reviews
meta_title: 'Ortto Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 624 reviews by the users' company size, role or industry
  to find out how Ortto works for a business like yours.
aggregate_rating:
  rating_value: 4.4
  review_count: 624
  scale: '5'
date_modified: '2026-07-17'
parent_category:
  name: Marketing
  url: https://www.g2.com/categories/marketing
---

# Ortto Reviews
**Vendor:** Ortto  
**Category:** [Marketing Automation Software](https://www.g2.com/categories/marketing-automation)  
**Average Rating:** 4.4/5.0  
**Total Reviews:** 624
## About Ortto
Autopilot is now Ortto. Ortto, a complete marketing automation and analytics platform, empowers marketers to execute impressive campaigns that drive business growth. By combining three powerful tools into one platform underpinned by AI, teams finally benefit from their marketing automation, customer data, and analytics working together. Sophisticated yet easy-to-use, customers trust Ortto to understand their impact, discover their next marketing opportunity, and continuously iterate to deliver great customer experiences at scale.



## Ortto Pros & Cons
**What users like:**

- Users appreciate the **ease of use** of Ortto, making marketing automation and customer data management effortless. (32 reviews)
- Users commend the **responsive support team** of Ortto, enhancing their experience with efficient problem-solving and assistance. (26 reviews)
- Users love the **intuitive interface** of Ortto, making it easy to manage customer journeys and launch campaigns quickly. (24 reviews)
- Users love Ortto for its **powerful marketing features** , simplifying automation, lead management, and analytics in one platform. (22 reviews)
- Users value Ortto&#39;s **robust data integration** capabilities, enhancing marketing strategies and facilitating informed decision-making. (20 reviews)
- Users enjoy the **automation efficiency** of Ortto, facilitating seamless customer journeys and effective marketing strategies. (19 reviews)
- Journey Creation (19 reviews)
- Marketing Automation (19 reviews)
- Users value the **clean interface and intuitive workflow builder** in Ortto, making it easy to create personalized campaigns. (19 reviews)
- Automation (18 reviews)

**What users dislike:**

- Users find Ortto **expensive** , especially as pricing increases with contact growth and essential features are behind a paywall. (13 reviews)
- Users find the **learning curve steep** , particularly for complex automations, requiring additional training for effective use. (12 reviews)
- Users find Ortto&#39;s **limited features** hinder effective reporting, customization, and overall functionality for advanced needs. (12 reviews)
- Users express frustration with the **limited customization options** in Ortto, hindering their ability to tailor reports effectively. (10 reviews)
- Users find that Ortto has a **steep learning curve** , requiring extensive training to unlock its full potential. (10 reviews)
- Users experience **integration issues** with Ortto, leading to challenges in managing campaigns efficiently and effectively. (9 reviews)
- Users express concern over the **lack of integrations** with Ortto, limiting functionality and data analysis capabilities. (8 reviews)
- Users express concerns about **limitations in reporting and integration options** , affecting the overall effectiveness of Ortto. (8 reviews)
- Users find Ortto&#39;s **feature limitations** restrict some advanced capabilities and make data analysis less flexible. (7 reviews)
- Inadequate Reporting (7 reviews)

## Ortto Reviews
  ### 1. Ortto has been a fantastic product so far! I would recommend it to everyone.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 23, 2022

**What do you like best about Ortto?**

Ortto has solved most of our problems thus far, each time we log a ticket it is solved as soon as possible. 

We recently swapped over to Ortto from Drip, and the swap was seamless. 

Ortto offered everything we needed at a cheaper price and with better integrations.

**What do you dislike about Ortto?**

There are not downsides that I can think of.

**What problems is Ortto solving and how is that benefiting you?**

Ortto is helping us to deliver value to our clients. We need to send out email campaigns and update our customers (and potential customers) monthly. In addition to this, we also use Ortto for internal campaigns to update our employees on everything happening within the business.

**Official Response from Meagan Philpot:**

> Thank you so much for taking the time to leave a review of Ortto and your experience with us. It's very appreciated and your kind words have been shared with our team! We're so glad you're enjoying the product and it's helping you deliver more value to your customers and your internal team. 

Thank you for being an Ortto customer!

  ### 2. User friendly

**Rating:** 4.5/5.0 stars

**Reviewed by:** Maritza  G. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 02, 2023

**What do you like best about Ortto?**

Your Journey platform and templates avail

**What do you dislike about Ortto?**

Navigating the menu bar is not always clear

**What problems is Ortto solving and how is that benefiting you?**

The ease of creating email campaigns and deployin them

  ### 3. Good Automation but some design restrictions

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 09, 2023

**What do you like best about Ortto?**

Ortto's API function and segmentation capabilities are particularly easy to use.

**What do you dislike about Ortto?**

There are some restrictions in Ortto on how emails can be designed.

**What problems is Ortto solving and how is that benefiting you?**

Ortto allows us to build complete end-to-end customer journeys using automations. We supplement this with other touchpoints- like scheduled EDMs, SMS and phone calls - to deliver a high level of customer service.

  ### 4. Good platform

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 11, 2023

**What do you like best about Ortto?**

Simple to create journeys and emails, plus organise lists

**What do you dislike about Ortto?**

Not enough integration with other platforms.

**What problems is Ortto solving and how is that benefiting you?**

General CRM

  ### 5. One-stop-shop for email marketing automation

**Rating:** 5.0/5.0 stars

**Reviewed by:** Aleksandar P. | Marketing Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 23, 2022

**What do you like best about Ortto?**

The "Playbook" journeys offer an unprecedented amount of control and customization compared to our old email marketing platforms. Being able to essentially program how our content is distributed is very powerful.
The AI-powered copywriting assistant can be a good way of overcoming writer's block, and it really shines when it comes to re-writing subject lines.
The reporting and dashboard system is well designed and saves us an immense amount of time when it comes to reporting to management.

**What do you dislike about Ortto?**

There is no central hub for reviewing and editing existing email templates. Templates can only be saved by building out an actual email as part of a campaign. We have no option of going into an existing template, editing it, and saving the changes in the same template. We've learned to work around it, but this is still the one major UX flaw we have run into. 
We use Woocommerce, and the integration is not as smooth as we had hoped. Reading the user guide, we see that Shopify is clearly the e-commerce platform with the greatest integration and support with Ortto - as Woocommerce users, this leaves something to be desired.

**Recommendations to others considering Ortto:**

Make use of the 14-day trial.

**What problems is Ortto solving and how is that benefiting you?**

We are able to customize and personalize customer journeys to an extent that we never could do before. Instead of simple branching customer journeys we were used to in MailChimp, Ortto provides a framework for us to sequence content, control touch points, and granularize the way we distribute it. It takes some getting used to but it's immensely powerful.

**Official Response from Meagan Philpot:**

> Hi Aleksandar, 

We just wanted to thank you for taking the time to write a review. It's a pleasure hearing what you love about the platform and how Ortto is helping you customize and personalize customer journeys on a whole new level. 

We will pass on your feedback to our and just wanted to let you know of our feature request section on the website - https://roadmap.ortto.com/feature-requests. Here you can add in the features you're needing, as well as upvote other users suggestions too.

Thank you,

The team at Ortto

  ### 6. Quick and Easy Set Up

**Rating:** 4.5/5.0 stars

**Reviewed by:** David P. | Head of Operations, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 25, 2022

**What do you like best about Ortto?**

The ease of integration with Salesforce and how simple data capture is to set up. The interface is pretty intuitive so it's easy for new hires to pick up how the system works.

**What do you dislike about Ortto?**

webhooks could be better and a wide variety of integrations is always welcome. The intial domain set up was a little annoying that I had to verify company information, but I suppose I understand the need for it.

**Recommendations to others considering Ortto:**

I would consider where your data currently sits and how marketing will use it, there are a lot of integrations to be had with ortto and it's easy to get overwhelmed with the access to the data

**What problems is Ortto solving and how is that benefiting you?**

We've managed to get a lead generation campaign off the ground quickly, and managed to align our sales and marketing teams via the integration with Salesforce. It's given our Salesteam a full view of the customer journey.

**Official Response from Meagan Philpot:**

> Hi David,

We just wanted to say a big thank you for taking the time to send through your review of Ortto. We have loved reading how you're using the platform to align your team and get your lead generation campaign up and running at pace. We appreciate all your feedback and we'll be sharing this with the team. We also just wanted to let you know of our feature request section on the website - https://roadmap.ortto.com/feature-requests. Here you can add in the features or integrations that you're needing, as well as upvote other users suggestions too.

Thanks,

The team at Ortto

  ### 7. Short but sweet

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 09, 2023

**What do you like best about Ortto?**

Is a great platform to send emails in bulk. Warmed up data on there, very useful

**What do you dislike about Ortto?**

Didn't use it that much because my company is switching so nothing to say.

**What problems is Ortto solving and how is that benefiting you?**

Helped warm data and send emails to a bulk of people

  ### 8. It's been on par with competitors

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 10, 2023

**What do you like best about Ortto?**

visualisation of email flows, integrated API with our live contact data

**What do you dislike about Ortto?**

The live contact list has glitched a few times and it doesn't feel like I can trust it

**What problems is Ortto solving and how is that benefiting you?**

Segmenting customers based on engagement and behaviours instead of demographic data

  ### 9. Great tool for startups

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 02, 2023

**What do you like best about Ortto?**

Intuitive, easy to use, and great responsive customer support

**What do you dislike about Ortto?**

Wish there was a deeper Salesforce integration and more ability to limit non-business user email inputs in forms.

**What problems is Ortto solving and how is that benefiting you?**

Inexpensive, easy to use email marketing tool. It makes building email journeys and email campaigns very straightforward.

  ### 10. Easy to use

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 13, 2023

**What do you like best about Ortto?**

Clean UI ; easy to use features.
Great workflow features

**What do you dislike about Ortto?**

Sometimes quite long to refresh datas.
Canno't easily manage differents brands workspace from a single account.

**What problems is Ortto solving and how is that benefiting you?**

Quickly integrate with ecommerce platforms.
Really easy to start customer on-site surveys.

  ### 11. Great Customer Experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Denn Exequiel A. | Web Developer/IT Specialist, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 29, 2022

**What do you like best about Ortto?**

I like their chat support. Very accessible, fast replies and the agents are knowledgeable.

**What do you dislike about Ortto?**

None so far. They were able to answer my questions/inquiry.

**What problems is Ortto solving and how is that benefiting you?**

1. My problem with email domain verification.
2. SMS-related questions.

**Official Response from Meagan Philpot:**

> Hi,
We are so glad to read that you're enjoying Ortto. We believe our customer support team are second to none, so it's great to hear you experienced the same top-notch service. 
Thank you for taking the time to leave your review, it's very appreciated. 

Thanks,
The Team at Ortto

  ### 12. Good experience

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 09, 2023

**What do you like best about Ortto?**

Easy to duplicate journeys, good hot to videos which are helpful

**What do you dislike about Ortto?**

Bit hard to use when you don't know how, not as user friendly as I would hope for

**What problems is Ortto solving and how is that benefiting you?**

Allowing us to send email journeys to subscribers

  ### 13. Great Product with friction in signing up process

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 04, 2023

**What do you like best about Ortto?**

The simple setup of flows and the journey. 
Previously used Autopilot extensively, love what their product team has done

**What do you dislike about Ortto?**

Their signup process is a pain. Not at all intuitive

**What problems is Ortto solving and how is that benefiting you?**

Assimilating outbound information into a single place

  ### 14. Best email automation platform I've used

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 04, 2023

**What do you like best about Ortto?**

smart segments. visual journey builder and flow charts

**What do you dislike about Ortto?**

It's been awhile since I tried the Twilio integration, maybe it's better now but I didn't like it then.

**What problems is Ortto solving and how is that benefiting you?**

capturing contacts and making automated nurture funnels.

  ### 15. Email Marketing made Easy

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Medical Practice | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 02, 2023

**What do you like best about Ortto?**

Ortto has made email marketing for our client very easy and the new features are great!

**What do you dislike about Ortto?**

Some of the pathways to getting data in can be better.

**What problems is Ortto solving and how is that benefiting you?**

Email Marketing

  ### 16. Ortto is a must have tool for automation emails.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Tadej J. | COO, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 02, 2022

**What do you like best about Ortto?**

Journeys feature is easy to setup and start using it immediately.

**What do you dislike about Ortto?**

Typeform integration could be better with custom fields detection.

**What problems is Ortto solving and how is that benefiting you?**

Email automation for the customer journey.

**Official Response from Meagan Philpot:**

> Hi Tadej, 

We just wanted to take the time to thank you for submitting your review of Ortto. We are thrilled to see your recommendation and read how easy and successful you've found Ortto's email automation for customer journeys.

Thank you for being an Ortto customer

  ### 17. Automation and marketing strategies in one platform

**Rating:** 4.5/5.0 stars

**Reviewed by:** Francisco G. | Marketing Assistant, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 14, 2022

**What do you like best about Ortto?**

I like Autopilot because it's agile and includes great tools to manage my leads and turn them into official customers of our business. I like that it combines multiple marketing tools such as channels, customer data and social media into one single platform where I can look at all these factors and get analytics and reports. I lean towards Autopilot because it's simple to use and it doesn't require much training for me to use, all the tools are self-explanatory and get the job done and the customer support is incredibly helpful ad answers immediately to any question.

**What do you dislike about Ortto?**

Personally, I would love it if Autopilot had its own CRM tools as I find the rest of the tools easy to use and know it would be such a time-saver to use it as CRM software too. In the meantime, I integrate it with HubSpot Sales Hub, which is also a great option and the combination of the two works great in my opinion.

**Recommendations to others considering Ortto:**

I would recommend this software to both marketing experts and novices as it can easily adjust to people's level of understanding of marketing. It has great customer service and it includes user guides that are interactive and intuitive.

**What problems is Ortto solving and how is that benefiting you?**

I find Autopilot to be a great ally in my marketing strategies as I can plan email campaigns and it has a great automation service as well as sequence. I can track each campaign's progress in the dashboard and get easy graphs and analytics that are colorful and easy to understand. I think that the main benefit is that i's able to target different demographics and turn them into our customers, and we have achieved very high rates while using this software. I think that it's great for working with my team because everyone can add notes and stickers into our sequences and everyone will be able to understand each other's vision during an email campaign.

**Official Response from Meagan Philpot:**

> Hi Francisco, 

We just wanted to take the time to thank you for submitting your review of Ortto. It's wonderful to read your experience with Ortto has been so positive and has become an 'ally' in your marketing strategy! 

Thank you, 
The team at Ortto

  ### 18. Intuitive and Fast

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 09, 2022

**What do you like best about Ortto?**

Easy to use, very friendly and supportive help team. It automated some of the processes. We now spend less time doing manual work. It’s making everything very easy. We don’t need to work outside of business hours.

**What do you dislike about Ortto?**

The current API setup doesn't allow me to connect to Instapage. Integration is a very important part of my job and quite a necessary one. I have to do more manual work without it.

**What problems is Ortto solving and how is that benefiting you?**

Easy to manage and collect leads in one place. Creating and sending campaigns is quite easy. This app allows me to do whatever I want and when I want to. The interface is easy to navigate and I find everything I need quickly. I can’t wait for any new features!

**Official Response from Chloe Schneider:**

> Hi there,

Thank you for the review, we love hearing that Ortto has given you and your team some time back. We are releasing new features and integrations all the time, so keep an eye on the roadmap and our blog for updates. 

We'd encourage you to request an integration with Instapage via the Feature Requests section of the roadmap (linked in the resources below) and, in the meantime, our Zapier integration may be able to help you automate some processes with Instapage. Feel free to reach out to the support team if you need any assistance getting Zapier set up. 

Thank you again for the review and for being an Ortto customer.

  ### 19. The next generation of marketing automation is here

**Rating:** 5.0/5.0 stars

**Reviewed by:** Victor P. | Growth Marketing Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 10, 2022

**What do you like best about Ortto?**

Ortto is easy to use, with a fully visual interface. Has plenty of integrations and powerful features to support all my marketing automation needs.

**What do you dislike about Ortto?**

Some features available in the previous version of Ortto, called Autopilot, is still missing.

**Recommendations to others considering Ortto:**

You will still need to purchase a separate service to host your landing pages.

**What problems is Ortto solving and how is that benefiting you?**

Centralise my users data pipeline in a single place and fully integrate it with Salesforce. Support for user activity data to trigger email and SMS at the right time.

**Official Response from Meagan Philpot:**

> Hi Victor,
Thank you so much for taking the time to provide a review for Ortto. It's great to hear that Ortto is supporting all your marketing automation needs. 

We also very much appreciate the feedback provided on the platform, and just wanted to take the time to let you know of our feature request section on the website - https://roadmap.ortto.com/feature-requests. Here you can add in the features you're needing, as well as upvote other users suggestions too. 

Thanks
The Ortto Team

  ### 20. Ortto for CDP

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 16, 2019

**What do you like best about Ortto?**

The best for us is that it's integrated with Pipedrive. We can update person fields right from activity in ortto.

**What do you dislike about Ortto?**

The data sources arent actually fully integrated, there are a lot of problems with setup.  Also, there is no way to filter when importing from Pipedrive.

**Recommendations to others considering Ortto:**

know that they don't have any phone support, only chat.

**What problems is Ortto solving and how is that benefiting you?**

More functionality than some other platforms like Mailchimp.  Since we have code on site, we're able to update marketing quality scores based on activity like has visited a specific page on our site.. something that makes this more accurate for us to delegate to sales team.

**Official Response from Belinda Walsh:**

> Thanks so much for taking the time to provide a review for Ortto. It's great to hear you are using the Pipedrive integration, web tracking and custom activities. We appreciate all your feedback and have shared this with the product team.

We also have a feature request section of the product, which is accessible after you log in - https://roadmap.ortto.com/feature-requests. Here you can add feedback, feature suggestions, and upvote other users suggestions. If you need help with anything in particular, the customer success team would be more than happy to help. You can reach out to them at  help@ortto.com.

Thanks

The Ortto Team

  ### 21. Excellent. Far far better than MailChimp

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 07, 2022

**What do you like best about Ortto?**

The ability to play around with our emails, the intuitiveness, the data and analytics, ease of use.

**What do you dislike about Ortto?**

Can seems a little too much at first, understanding playbooks, automations, audiences, tags since they work differently from MC. Videos would be good

**Recommendations to others considering Ortto:**

Find a dedicated resource who can set it up, migrate your database from your previous email marketing platform (if you have one), spend some quality time understanding the wealth of possibilities with this platform, so you can level up your email marketing and customer experience.

**What problems is Ortto solving and how is that benefiting you?**

Robust analytics, better conversions, more insights into customer behaviour

**Official Response from Belinda Walsh:**

> Thanks so much for taking the time to provide a review for Ortto. It's great to hear that Ortto is helping you level up your email marketing and customer experience.

We do appreciate the feedback provided and wanted to let you know about our feature request section of the product, which is accessible after you log into your Ortto account - https://roadmap.ortto.com/feature-requests. Here you can add feedback, feature suggestions, and upvote other users suggestions.

Thanks

The Ortto Team

  ### 22. Extremely easy-to-use and great support

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 23, 2022

**What do you like best about Ortto?**

With minimal experience with email marketing tools, I have been able to easily implement several campaigns without much support. The interface is really easy to use and allows customization without the need for html or another programming language. I find the entire tool very user-friendly and have been able to leverage for various customer experience campaigns. The support team is very responsive as well.

**What do you dislike about Ortto?**

Nothing notable. I preferred the old name but that's just me.

**What problems is Ortto solving and how is that benefiting you?**

Customer email marketing. We are leveraging campaigns to help with customer onboarding and activation. We are also using Ortto for any other customer lifecycle marking strategies.

**Official Response from Meagan Philpot:**

> Hi there,

We just wanted to say a big thank you for taking the time to send through your review of Ortto. We have loved reading about your Ortto experience and how you're using the platform for your customer email marketing. We appreciate all your feedback and we'll be sharing this with the team.

Thanks,

The team at Ortto

  ### 23. An Awesome Marketing Platform

**Rating:** 4.5/5.0 stars

**Reviewed by:** Shane P. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 19, 2021

**What do you like best about Ortto?**

It's a breeze to set up email marketing campaigns and journeys. I like the ability to create custom fields and automatically synchronize with Pipedrive.

The screens are well-designed and not over-complicated. Underlying this uncomplicated design, is a lot of power. The Journey feature is powerful. Our subscriber records are regularly updated based on various actions: clicking links in emails and visiting specific web pages. You can implement delays, conditions, splits, and more as part of a journey. It is also very easy to quickly design and send email campaigns.

**What do you dislike about Ortto?**

I don't think there is anything I dislike about Autopilot. No system is perfect, but after using Autopilot for a couple of months, I have had no desire to look at anything else. I have been pleasantly surprised at just how good it is.

**Recommendations to others considering Ortto:**

There is a free plan which is pretty good, but if you are prepared to invest a few more dollars each month into your marketing efforts, you'll get some additional features. It is all pretty transparent on the pricing page. It is worth investigating Playbook and Journey features during evaluation.

**What problems is Ortto solving and how is that benefiting you?**

Just being able to synchronize data from Pipedrive to a comprehensive marketing platform is a big time-saver. All the custom fields in Pipedrieve are sync'd and we are able to produce campaigns based on data in Pipedrive. It just works seamlessly.

  ### 24. Great for automating marketing funnels (so long as you have dev help!)

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 24, 2022

**What do you like best about Ortto?**

Love how customizable the system is with the help of developers. You can definitely still use the emailing took without any dev help but you're able to do SO much more with the tool with some dev help.

**What do you dislike about Ortto?**

Still some bugs that their team is ironing out. Have found bugs with reporting. But thankfully their support team is quick and is able to fix things pretty fast.

**What problems is Ortto solving and how is that benefiting you?**

We use Ortto to manage all of our email sales funnels. This ranges from automated welcome messages, nurture programs, offers, and more.

**Official Response from Meagan Philpot:**

> Thank you for taking the time to send through your review of Ortto. We appreciate all your feedback and we'll be sharing this with the team.

Thanks,

The team at Ortto

  ### 25. Great support

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 27, 2022

**What do you like best about Ortto?**

Live chat support was great. Very quickly jumped in to provide solutions.

**What do you dislike about Ortto?**

Doesn't seem like you can use the same email twice in journeys - have to duplicate which causes clutter.

**What problems is Ortto solving and how is that benefiting you?**

Emailing off a secondary domain + lead nurture

  ### 26. Very intuitive platform with good customer service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 29, 2022

**What do you like best about Ortto?**

Easy to use platform, audiences and list management are very user friendly.

**What do you dislike about Ortto?**

The price could be cheaper compared to mailchamp.

**What problems is Ortto solving and how is that benefiting you?**

Managing my newsletters with Ortto helped me save time.

**Official Response from Meagan Philpot:**

> Hi, 

Thank you for your valuable feedback and taking the time to share it. 

We are thrilled that Ortto is helping you save time with managing your newsletters and that you are finding it all very easy to use. We take great pride in our platform, so it's always great to read reviews from our customers. Your feedback is much appreciated and we will be passing this on to the team. 

Thank you again,
The Ortto team

  ### 27. Steep learning curve from autopilot journeys

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 23, 2022

**What do you like best about Ortto?**

the design is much sleeker and less clunky

**What do you dislike about Ortto?**

a bit difficult to get my head around what all the features are in comparison to what they are on autopilot journeys as they are all named slightly differently

**What problems is Ortto solving and how is that benefiting you?**

Still too early to tell, but hopefully the pipedrive sync feature will help us email and track more efficiently

**Official Response from Meagan Philpot:**

> Hi there,

We just wanted to say a big thank you for taking the time to send through your review of Ortto. We  just want you to know that while you're getting the hang of the new Ortto platform our customer success team are here for you, and will be more than happy to help. You can reach out to them here - help@ortto.com

Please keep us up to date with how your experience with Ortto continues. 

Thank you again,

The team at Ortto

  ### 28. Autopilot review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Chetan S. | Data Analyst, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 12, 2022

**What do you like best about Ortto?**

The best part of autopilot is that it gives data based on geolocation and displays analytics for every segment subscribed in a funnel

**What do you dislike about Ortto?**

I haven't personally experienced any shortcomings of autopilot as such except the ability to connect to the mail IDs of the user via a funnel

**What problems is Ortto solving and how is that benefiting you?**

Improve user retention, reduce churn rate and ensure users to use the app for a longer duration

**Official Response from Meagan Philpot:**

> Hi Chetan, 

We just wanted to say a big thank you for taking the time to send through your review of Ortto. We appreciate all your feedback and we'll be sharing this with the team.

Thanks,

The Ortto Team.

  ### 29. The support team responds quick and the dev team always fixes my issues quickly

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 02, 2021

**What do you like best about Ortto?**

The most helpful thing about it is the ease of use. You can easily segment your leads and easily create "complicated" paths for your customers using journeys.

**What do you dislike about Ortto?**

The only downside really is that you can see that autopilot isn't in it's final form, which means that sometimes you'll have to connect multiple dots in order to get to the final result. But both the support & dev team are really quick to hear you, so it hasn't been a problem so far.

**Recommendations to others considering Ortto:**

Start slowly, and see if it fits your brand, than try to build a plan with all the tools you have in front of you

**What problems is Ortto solving and how is that benefiting you?**

You can really grow your business at scale with simple few steps. We just started using it and already noticed higher traffic and conversion.

  ### 30. Generate More Leads in Less Time

**Rating:** 4.5/5.0 stars

**Reviewed by:** Rekha S. | Social Media Marketing Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 18, 2021

**What do you like best about Ortto?**

We use Autopilot each time we add a new client portfolio. By sending emails to targeted audiences, you can convert them into regular clients. It is easy to use and doesn't require extensive training. A ton of time is saved by having all customer data in one place. Autopilot can create creative email templates that appeal to customers.

**What do you dislike about Ortto?**

In my experience with this software, I have not encountered any major problems. Occasionally, it lags when we add a new app, but it is a minor issue. It might be resolved with a regular update.

**Recommendations to others considering Ortto:**

As a beginner, anyone can use this software. Recommended

**What problems is Ortto solving and how is that benefiting you?**

The software allows the user to operate it from anywhere, thus maintaining productivity. We can target more specific and serious clients using personalized email marketing, saving us time. The statistics show more accurate information from which to make future decisions. With one click, we can incorporate more popular apps into this software, thus expanding our working area.

  ### 31. Awesome experience

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 14, 2021

**What do you like best about Ortto?**

The support feature. Alan, in particular, has been so good at answering all of my questions, even when I lodge 50 tickets a day.

I also appreciate that they are taking on board a tonne of customer feedback and making constant improvements to the platform. It's a super powerful tool that is miles ahead of its predecessor. It does take some time to understand how it works, but once you're in the ecosystem, it will change the way you interact with customers.

**What do you dislike about Ortto?**

The sales process was a bit rough and unorganized, especially compared to the experience that I received when signing up for their legacy platform, Journeys. I needed to follow up quite a few times, and the onboarding process was unclear. 

The platform and support did make up for this, but still definitely a massive opportunity for improvement. I do understand that it's still a new software and the kinks are being worked out so over time, I am sure they'll nail this.

**What problems is Ortto solving and how is that benefiting you?**

It's automating our entire sales follow-up flow. We used to manually follow up with all leads (1000's per month) but AP's integration with our CRM has streamlined our processes and left our sales team to focus on the "human stuff"

  ### 32. Autopilot review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Media Production | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 26, 2021

**What do you like best about Ortto?**

In light of the visual work process (or excursions, as they suitably call them) developer, this is a simple stage to get on to. Getting the group to make a plunge and fabricate our or alter ventures is speedy and straightforward and doesn't need two days of understanding documentation and instructional exercises to comprehend. Autopilot has worked effectively of making the structure of the work processes community oriented too. Having the option to explain, remark, add pictures and so on helps the group comprehend the objectives, yet is executioner for reminding you why you fabricated something the manner in which you did a month after the fact. The email, CRM, Slack combinations are on the whole simple to set up and use too.

**What do you dislike about Ortto?**

I accept they are chipping away at it since there have been a great deal of updates as of late, yet the email chief could utilize somewhat more love - it simply doesn't stand apart too against the remainder of the stage. Building and altering a singular email is adequately straightforward, yet dealing with the full rundown can be precarious. The writing about the informing bot is likewise missing - yet that component is not difficult to utilize and accommodating. It's not difficult to believe that they will keep on working on this.

**Recommendations to others considering Ortto:**

Autopilot is an extraordinary arrangement on the off chance that you're searching for something to robotize a grouping of messages. I wouldn't think of it as a swap for undeniable showcasing robotization programming... however, yet it's a phenomenal apparatus for email mechanization. Simply remember that there are a couple of hiccups that you'll possibly have to explore, for example, email SpamAssassin blunders (consistently use mail-tester.com to browse your messages) and CRM sync issues.

**What problems is Ortto solving and how is that benefiting you?**

Autopilot has been a good tool to use but we had too many issues with the tool. There were a lot of disconnections with Pipedrive. The e-mail features are not that great.

  ### 33. Review of AutoPilot Journey

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sally B. | Fundraising and Events Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 29, 2021

**What do you like best about Ortto?**

It is a very comprehensive package, with lots of functionality for designing emails (more so than two of the major email tools on the market). Plus the Journeys tool is user friendly and good functionality.  Finally, as an Australia NFP, they have a substantial discount for NFPs and very good support both in Australia and the US helpdesk.

**What do you dislike about Ortto?**

Sometimes with US helpdesk, you have to wait overnight for a response. But there are Australia Account Managers so for anything urgent you might be able to get their assistance. There are also lots of helpful videos online if you needed them.

**What problems is Ortto solving and how is that benefiting you?**

AutoPilot Journey is allowing us to synchronise with Salesforce as well as set up journeys for our clients and donors.

  ### 34. Autopilot is a lifesaver

**Rating:** 5.0/5.0 stars

**Reviewed by:** Deanna R. | Freelancer, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 19, 2021

**What do you like best about Ortto?**

Autopilot is to me the best platform. To put anything you want on autopilot and let it do all the work as you do nothing. Even while you are sleeping. Whether it is to queue music over and over or content for your blog autopilot really is awesome.

**What do you dislike about Ortto?**

Nothing whatever. I love everything about autopilot. You can't go wrong and you are whatever content done without you completely stressing over about getting it done by the scheduled time.

**What problems is Ortto solving and how is that benefiting you?**

Loading content on time. 
Things that are repetitive.
Can queue your music or videos. 
You can pretty much do any project with this amazing tool. I don't think a lot of people realize that.

  ### 35. Great for breaking into SMS marketing

**Rating:** 5.0/5.0 stars

**Reviewed by:** Simon C. | Managing Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 07, 2021

**What do you like best about Ortto?**

Simple interface with easy to use features, great feature previews.

**What do you dislike about Ortto?**

Nothing so far all working well, nothing to complain about

**Recommendations to others considering Ortto:**

Great tool to break into SMS marketing, give it a try with free trial.

**What problems is Ortto solving and how is that benefiting you?**

We have never offered SMS marketing for our clients but Autopilot allowed us to change that.

  ### 36. Amazing platform that's super flexible!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sean C. | VP, Marketing & Communications, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 05, 2021

**What do you like best about Ortto?**

That we're able to build customized and unique workflows for different campaigns operating within our organization. Each department uses it slightly differently, but we're able to build journies and automations that meet the needs of each one. I personally love the way that each contact has their own journey outline so it's super easy to understand previous interactions at a glance.

**What do you dislike about Ortto?**

Some of the features are still being rolled out and the built-in integrations can be lacking in number (they all work amazingly though).

**What problems is Ortto solving and how is that benefiting you?**

We solve email marketing, SMS campaigns, custom lead scoring automation and outbound/inbound sales marketing/support. We're much more proactive with our external contacts and our internal teams have much more user data to leverage when talking with partners and students.

  ### 37. Easily generate more leads

**Rating:** 4.5/5.0 stars

**Reviewed by:** Adityaa S. | Marketing Associate, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 19, 2021

**What do you like best about Ortto?**

We use this software to generate more leads and make campaigns track them make personalized emails.
 With this tool, we can create customized workflows for different campaigns we run in our organization. Easy to track and optimize performance. It has an easy interface, which allows even a beginner to put his hands on it.

**What do you dislike about Ortto?**

Sometimes when we put more work into this software, it lags, which decreases our productivity, but I think a regular update could solve this problem easily.

**Recommendations to others considering Ortto:**

It's easy to use this software as its features allow users to generate more leads and create campaigns efficiently. I highly recommend this software to everyone.

**What problems is Ortto solving and how is that benefiting you?**

Currently, the entire world is affected by the Coronavirus pandemic. People have a difficult time going to the office and doing their work. Despite this, our productivity can be maintained and our work completed before deadline with this software, as it can be operated from anywhere, including from home, improving our overall performance.

  ### 38. Great and user-friendly marketing automation platform

**Rating:** 4.0/5.0 stars

**Reviewed by:** Michael A. | Brand & Communication Specialist, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 18, 2021

**What do you like best about Ortto?**

Autopilot is user-friendly, and the integration possibilities are endless (except for CRM systems).

Price/value. You get a lot of value at a low price compared to similar platforms.

The logics/segmentation/triggers/conditions possibilities within emails gives you a lot of freedom and so many different options to your email marketing efforts.

**What do you dislike about Ortto?**

We're struggling a bit with beeing catched by companies spam filters when sending emails, but that is probably a general problems for these systems and the reasons can be many - both our own setup and the recipients spam filters might be really strict.

**What problems is Ortto solving and how is that benefiting you?**

It's our platform to keep track of all of our digital marketing efforts towards both existing customers and new leads.

  ### 39. Beneficial tool for visual email marketing automation  but with limited customization

**Rating:** 4.0/5.0 stars

**Reviewed by:** Raskin P. | Digital Marketing Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 12, 2021

**What do you like best about Ortto?**

We appreciate Autopilot's sleek user interface. It's simple to comprehend and configure and add graphics and visuals in the email campaigns. Additionally, we appreciate its seamless integration with Slack, which notifies us whenever a new campaign is launched and executed.

**What do you dislike about Ortto?**

We realized a limitation in its campaign performance monitoring and reporting compared to other email marketing solutions out there in the market.  Also, the campaign customization feature is limited and generic, and bound to its platform.

**What problems is Ortto solving and how is that benefiting you?**

With Autopilot, we can quickly launch and automate our sequential email marketing campaigns with various objectives and track the progress within a single dashboard. And, they have a very dedicated and caring customer support team.

  ### 40. Really effective and efficient software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 15, 2021

**What do you like best about Ortto?**

Autopilot is extremely effective for allowing our team to schedule and create bespoke customer journeys that allow us to add different stages and select variables to create complex paths. We've been able to schedule email journeys effectively through the use of Autopilot and it's automation features are really good. The goals feature is really good too. The support team is really quick to answer any questions we have and contacting them is easy to do with good response times.

**What do you dislike about Ortto?**

I dislike the first screen that Autopilot takes you onto which is only a minor dislike. The UI can appear a bit clunky on the dashboard but all of the actual features are really good. It's a bit difficult to scroll down the homepage to find insight at a quick glance.

**What problems is Ortto solving and how is that benefiting you?**

We're solving some efficency problems with Autopilot such as scheduling automated emails and creating lead funnel journeys. This is providing benefits as our team is able to focus on more meaningful tasks rather than manual enrolling. The personalisation features are a really big benefit

  ### 41. Sales & Marketing

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 26, 2021

**What do you like best about Ortto?**

The UX is intuitive and easy to use. I love the customer journeys, I can build, test, manage everything with very little dev support required.

**What do you dislike about Ortto?**

I guess I'd like the reporting to save my prefences, rather than default to last 30 days everytime?

**What problems is Ortto solving and how is that benefiting you?**

Using the Journeys to help users learn how to use our product, as there's a bit of a learning curve. Up to date we've had zero automation, and all touchpoints have been manual.

Truthfully, we need to improve our onsite conversions from anonymous use to free sign up before we'll realise true benefits but I'm happy with the way everything is trending. We've seen subscriptions from Autopilot double from month 1 to 2 so hopefully that continues.

  ### 42. Nice for starters but limited functions

**Rating:** 1.0/5.0 stars

**Reviewed by:** David A. | Media Planning Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 17, 2021

**What do you like best about Ortto?**

I really like the visual journeys. The option to easily visualize customers journeys

**What do you dislike about Ortto?**

The limited integrations they have. Only a few options are available with other apps

**What problems is Ortto solving and how is that benefiting you?**

Automated emailing for marketing purposes

  ### 43. Autopilot

**Rating:** 4.5/5.0 stars

**Reviewed by:** Iraj A. |  PhD in Materials Engineering, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 24, 2021

**What do you like best about Ortto?**

It is quite simple to add additional users to the site for various projects. The modules even facilitate the development of unique lists for different candidates.

**What do you dislike about Ortto?**

It just does not fit well with the rest of the platform. Building and updating a single email is straightforward, but handling a large list can be challenging.

**Recommendations to others considering Ortto:**

The visual designer and the confidence that I could get up and running fast enough.

**What problems is Ortto solving and how is that benefiting you?**

Not only does being able to analyze, comment, and add photos help the team appreciate the priorities, but it also makes you remember why you created things the way you did a month later.

  ### 44. Best quality product and unique feature

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ayush J. | Software developer, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 10, 2021

**What do you like best about Ortto?**

There are a lot of things that I would love to mention but the best of them that I love are website tracking, SMS marketing, automated email software, lead generation.

**What do you dislike about Ortto?**

Not much to dislike but its lead scores are a bit confusing for new users.

**Recommendations to others considering Ortto:**

Very useful product for business growth. highly productive and efficient. Highly recommended

**What problems is Ortto solving and how is that benefiting you?**

Sms marketing, lead generation, website tracking, Marketing CRM

  ### 45. Not really sure

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.)

**Reviewed Date:** November 26, 2021

**What do you like best about Ortto?**

Everything is easily saved and so easy to use

**What do you dislike about Ortto?**

It costs alot for the product and the email builder has its limits

**What problems is Ortto solving and how is that benefiting you?**

Great tools for email marketing

  ### 46. Works mostly when you need it to

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 05, 2021

**What do you like best about Ortto?**

straight forward, drag and drop, connects quickly to sources

**What do you dislike about Ortto?**

Limited diagnostics and analytics, not a ton of options for customization

**What problems is Ortto solving and how is that benefiting you?**

Connecting from third parties to send events off to Segment

  ### 47. Intuitive platform

**Rating:** 4.0/5.0 stars

**Reviewed by:** Anders F. | CCO, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 17, 2021

**What do you like best about Ortto?**

Easy to set up and get started. Intuitive interface.

**What do you dislike about Ortto?**

Integrations work best if you're also using something like Zapier.

**What problems is Ortto solving and how is that benefiting you?**

Contact profiling, Marketing automation, e-mail marketing. Scaling digital marketing activities.

  ### 48. Great Automation Platform With A Great Price

**Rating:** 5.0/5.0 stars

**Reviewed by:** Adam B. | Marketing Director, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 02, 2020

**What do you like best about Ortto?**

I really like the user interface for this platform. It is easy to navigate and understand. With a simple drag and drop methodology you can build campaign workflows with ease.

**What do you dislike about Ortto?**

I wish this had a CRM tool that was built into it. That being said it does integrate with 3rd party CRM tools pretty easily. Also, I wish I could access the HTML in the emails. currently it is just a drag and drop interface for the email builder but I would like to be able to get pretty custom with the emails or change some of the settings that are not available in the editor.

**Recommendations to others considering Ortto:**

I did a 30 day trial completely expecting to find all of its flaws. During those 30 days there were a couple of bugs that I found but the support was very helpful and were able to fix the issues quickly and now everything works great. These guys are great and I would suggest just to go for it. You don't have to sign any contracts.

**What problems is Ortto solving and how is that benefiting you?**

I have been using a different automation platform for the past 5 years that is pretty robust but does not connect with a database and the user interface is not good. Everything is manually created and logic built so it takes a ton of time. Autopilot has a lot of functionality right out of the box. If you want to get more technical you can.

  ### 49. A fantastic tool that has completely changed how we onboard our customers

**Rating:** 4.5/5.0 stars

**Reviewed by:** Antony P. | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 27, 2020

**What do you like best about Ortto?**

- Flow automation and tracking. The visual flow builder does exactly what it says on the box and lived up to my expectations.
- Also the support team have been very friendly and responsive. I've contacted them a couple of time... one for a new feature and another for a concept I didn't quite understand at the beginning.... but now makes all the sense in the world
- I like the HeadsUp concept, but we haven't yet implemented it. we'll be doing this shortly inside our web-app and then later on our website.
- Annotations for flows- to start with, I thought this was a bit of a gimmick, but I've actually made quite a bit of use...and it's been very helpful to ensure the whole flow makes sense to others in the team.
- Ability to collaborate on flow's and emails - this was the primary reason to sign up as it allows our team to manage all this without a developer getting involved.

**What do you dislike about Ortto?**

- Email builder is not quite there yet, but I believe it is being improved at the moment. It works, it's just a little clunky. One thing in particular is that when you paste in any text, it changes the font and font-size.
- The JS Form reader didn't work for our situation... but it is a custom form with some peculiar requirements. We ended up doing form submissions via the API, which probably gives us a bit more control anyway.
- Integration with HubSpot is great, but I'd like to see a few more actions available (also the mapping with un-subscription settings could be easier)

**Recommendations to others considering Ortto:**

Give it a go... have a goal in mind, and make the most of the support team to get you up and running quickly

**What problems is Ortto solving and how is that benefiting you?**

Problems solved:
- Management of the entire flow and email text by our staff rather than developers
- Complex customer on-boarding workflow along with some internal automation.
- We are also about to add the 'HeadsUp' tool to our application

Benefits:
- Our on-boarding flow can now be managed without resorting to developers.
- Our new users get a much better experience of our application and we can look after them better.
- We get full visibility of where our customers are at in the on-boarding process
- Documentation of our processes using the Annotations feature in workflows

  ### 50. Lean marketing automation platform with a great design

**Rating:** 5.0/5.0 stars

**Reviewed by:** Andy M. | Head of Marketing, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 27, 2020

**What do you like best about Ortto?**

-UI
-UX
-Large number of native integrations 
-Freedom to create own fields, flexibility with filters, triggers (including customized API calls) 
-Simplicity and focus (automation for inbound and outbound activities)
-Analytics
-Number of options
-Option for segmentation + conditional logic
- Opportunity to A/B test journeys
- Full freedom when it comes to creating emails
- Rules for triggering chat or email notifications 
-Documentation and available templates
-Immediate support
-Price/Value
-It's actually fun to use!

**What do you dislike about Ortto?**

- Proactive headsup function is really good, but it would be great to also have the option to also add a popup message (like a message box with a CTA) --> with same rules for segmentation
- It would be nice to have some form of native data enrichment solution or direct integration with tools like leadfeeder or similar to create a lead score based on demographics. It's possible to determine a lead score based on behavior (open rate, clicks, page visited...) but you need to add demographic data manually to create a lead score based on targeting (or derive data from CRM). Sometimes leads just opt-in with name and email. Workaround: form integration with clearbit or similar tools  (via Zapier). It works okay for us.

**What problems is Ortto solving and how is that benefiting you?**

We use Autopilot to automate the content funnel, lead nurturing (after gated content/webinar or to keep in touch with "not now" prospects...) and to manage email communications to all our contacts in the CRM.
Also useful for customer success and product to automate onboarding email sequence and trigger tailored emails based on specific behavior. Lead collection through headsup message on the site. 
Scoring leads also helps us prioritize prospects and automatically send notifications via email or chat to sales reps.


## Ortto Discussions
  - [What Integrations does Ortto have?](https://www.g2.com/discussions/what-integrations-does-ortto-have) - 1 comment, 1 upvote
  - [What is Ortto used for?](https://www.g2.com/discussions/ortto-what-is-ortto-used-for) - 1 comment

- [View Ortto pricing details and edition comparison](https://www.g2.com/products/ortto/reviews?page=5&section=pricing&secure%5Bexpires_at%5D=2026-07-22+05%3A22%3A48+-0500&secure%5Bsession_id%5D=64035359-5007-46b3-8d89-aa594ffc1947&secure%5Btoken%5D=46da3ce8524515a96059b287e40c6cd78b301d45f1c96dab60efdf08cf082f79&format=llm_user)
## Ortto Integrations
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)
  - [Pipedrive](https://www.g2.com/products/pipedrive/reviews)
  - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews)
  - [Shopify](https://www.g2.com/products/shopify/reviews)
  - [Slack](https://www.g2.com/products/slack/reviews)
  - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews)
  - [WooCom Made Easy](https://www.g2.com/products/woocom-made-easy/reviews)

## Ortto Features
**Email Marketing**
- Building and Personalizing Emails
- Sending Outbound Emails
- Manage Email Deliverability
- Automated Email Responses

**Online Marketing**
- Landing Pages and Forms
- Dynamic Content
- A/B Testing
- Mobile Optimized
- Search Tracking and Optimization

**Lead Generation**
- Lead Builder
- CRM Integration
- Marketing Automation Integration
- Social Media Integration
- Data Import & Export Tools

**Templates**
- Text and Themes
- Stock Images
- Proofing
- Mobile Responsive

**Data Sourcing**
- Data Enrichment
- Expandability
- Content Marketing
- Multiple Devices

**Platform Basics**
- Templates
- Exporting
- Multi-user Access and Collaboration
- Multiple Personas
- Data Analytics 

**Design and Customization**
- Pre-Designed Templates
- Pop-Up Types
- No-Code Customization
- Mobile Optimized

**Lead Monitoring**
- Features
- Performance
- Identification

**Development **
- Pre-built Connectors
- Custom Connectors

**Customization**
- Custom Fields
- Conditional Logic
- Multi-page Forms
- Design

**Agentic AI - Lead Scoring**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Decision Making

**Agentic AI - Lead Capture**
- Cross-system Integration
- Proactive Assistance

**Agentic AI - Personalization**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Lead Management**
- Marketing Lead Database
- Data Quality Management
- Segmentation
- Lead Scoring and Grading
- Lead Nurturing
- Online Behavior Tracking
- Automated Alerts and Tasks
- CRM Lead Integration

**Analysis**
- Application Attribution
- Campaign Analysis
- Uninstall Tracking
- Custom Dashboards

**Attribution**
- Lead Opportunity
- Lead Assignment
- Pipeline Acceleration

**Marketing Operations**
- ROI Tracking
- Data Collection
- Customer Insights
- Multi-User Access

**Edit**
- Pre-Made
- Build

**Intelligence**
- Marketing Metrics
- Predictive Modeling
- Recommendation Engine

**Campaigns**
- Targeting
- Triggered Campaigns
- A/B Testing
- Analytics

**Data Capture**
- Mobile
- Websites
- Social Media
- Data

**Management **
- Reporting and Analytics
- Data Mapping

**Additional Functionality**
- Embedded Forms
- Notifications
- Payments

**Agentic AI - Customer Journey Mapping**
- Autonomous Task Execution

**AI Personalization - Personalization**
- Predictive Recommendations
- Audience Segmentation
- Adaptive Content

**Campaign Management**
- Program Management
- Event / Webinar Marketing
- Calendaring
- Budgeting

**Campaigns**
- Proximity Marketing
- Push Notifications
- Bulk SMS
- Two-Way Text Messaging
- Email Campaigns
- Audience Segmentation

**Discovery**
- Lead Management
- Scoring/Ranking
- Lead Context

**Logistics**
- Analytics
- Issues
- Integrations
- Shareable Link

**Integrations**
- CRM/Email Integrations
- WCM Integrations
- E-Commerce Integrations
- Social Media Integrations

**Analytics**
- Export/Import
- Reporting

**Integration Options**
- ERP Systems
- Accounting Systems
- CRM and Marketing Automation Systems
- EDI

**Social**
- Social Listening
- Social Sharing
- Social Campaigns
- Social Media Engagement
- Social Media Advertising

**Engagement**
- Coupons and Promotions

**Management**
- Conversion Viability
- Workflow

**Campaign Activity**
- Campaign Insights
- Reports and Dashboards
- Campaign Stickiness
- Multichannel Tracking
- Brand Optimization
- Predictive Analytics

**Customization**
- Forms
- Personalization
- Templates
- Integration

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Generative AI**
- AI Text Generation

**Agentic AI - Marketing Analytics**
- Autonomous Task Execution
- Cross-system Integration
- Proactive Assistance

**Agentic AI - Vulnerability Scanner**
- Autonomous Task Execution
- Proactive Assistance

**Reporting & Analytics**
- Basic Reporting
- Web Analytics
- ROI Analytics
- Revenue Analytics
- SEO / Keyword Analytics

**Platform**
- Optimization
- Integrations - Mobile Marketing
- Internationalization

**Platform**
- Data Synchronization
- Analysis

**Agentic AI - Email Template Builder**
- Autonomous Task Execution
- Cross-system Integration

**Platform**
- Customization 
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Performance and Reliability
- Output Document Generation

**Agentic AI - Mobile Marketing**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making

**Agentic AI - Marketing Automation**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications

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