Ortto Review

San Francisco, CA
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Ortto At A Glance

Good: Offers an attractive drag-and-drop builder for automating customer journeys, and ample learning resources to help customers succeed.
Bad: Lack of key integrations, such as with MailChimp, and doesn't have a landing page builder built in.
Bottom Line: Industry’s first self-service, multi-channel marketing software for visualizing and automating the customer journey.

Product Overview

Ortto (formerly Autopilot) is a visual and easy-to-use marketing automation solution that helps companies of all sizes create automated journeys for their customers. The software has multi-channel marketing capabilities including email, in-app, SMS, online and snail-mail communications. Ortto allows users to customize journeys based on audience behavior, built workflows to automatically send messages through multiple channels, generated reports about journey progress, and more.

The self-service tool comes with a drag-and-drop interface that makes it easy for users to automate workflows and set up personalized messages. Ortto also includes features such as measuring campaign ROI (return on investment) and optimizing the revenue funnel based on real-time performance. The software integrates with Salesforce CRM and other applications like InsideView, GoodData, Zapier, Slack and Twilio.


Ortto has several key features. We’ve listed four of them below:

  1. Marketing Automation – Users can put together journeys based on who they are trying to reach. Ortto has a convenient workflow tool that allows users to determine the action that will happen at each stage of the journey, such as after a visitor subscribes to an email list. Moreover, the software allows for the creation of dynamic audiences based on certain parameters, then trigger messages and engage automatically.
  2. Activity Streams – This feature makes it easy to start streaming engagement activity of customers from Ortto to a third-party analytics application for real-time analysis. Activity Streams unlocks the data from all of the users’ customer engagement, giving them the visibility they need to take data-driven actions across the whole customer lifecycle. This takes all the confusion out of setting up a stream and enables users to benefit from the incoming data in their favorite BI application.
  3. Multi-Channel Journey Setup – Users can personalize their customer’s experience by sending targeted postcards, SMS, in-app messages and emails at the right time in their journey. They can also capture data and forms from their blogs, apps or websites instantly using Ortto’s tracking code. With its drag-and-drop Canvas, Ortto allows users to define full-on workflows (opportunities, tasks, contacts, leads) in their Salesforce CRM.
  4. Performance Tracking – With Ortto, users can track journey performance and get a high-level view into which journeys are trending, which campaigns convert and what’s contributing to sales. They can also see common drop-off points and make appropriate changes on the fly. On top of that, Ortto provides users with email reports that offer insights into deliverability rates and time trends.

Target Market

Ortto offers its marketing automation tool to companies of all sizes from all industries. Here, we’ve listed 10 of its noteworthy customers:

  • Lyft
  • Freshdesk
  • Dolby
  • CrunchBase
  • Microsoft
  • Instapage
  • Golden Gate Wine
  • Atlassian
  • Patreon
  • World Nomads

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As Ortto is a cloud-based offering, users get the benefit of fast implementation. In addition, the company offers the following support options to its customers:

  • Resources – Ortto’s hub of customer journey marketing resources is a free library of the latest ebooks, tutorials, research, videos and upcoming events. Customers get to learn how to use the software to its full potential as they go through each resource.
  • Flight School – Ortto’s Flight School consists of 8 training courses to help users become expert customer journey marketers, including in-depth lessons on customer journey marketing, as well as best practices for how to acquire and nurture leads across the lifespan of a business.
  • Training Webinars – Ortto offers free weekly demos and webinars to help get new users acclimated to the platform and ensure they’re making the most of their experience.
  • Guide Book – The Guide Book offers pre-configured Journeys to help users craft an exceptional experience based on best practices for using the software. Users can access the Guide Book through the Journeys app.
  • Journey Reviews – Users with a Business payment plan have access to 1-click journey reviews by experts on the Ortto team, which can help to optimize journeys and maximize results.

Ortto integrates with several SaaS apps, including Salesforce, Zapier, Slack, Twilio and Segment.

Customer Service & Support

Users can access Ortto’s Knowledge Base for guidance on everything from getting started to connecting the software with Zapier. They can also contact Ortto’s customer support via email or live chat. In addition, the vendor offers a feedback forum on its website that allows customers to leave suggestions/complaints.


Ortto has three plans:

Professional – The Professional plan starts at $599 per month for 10,000 contacts. It includes the data platform, the journeys feature, SMS marketing, analytics, email marketing, A/B testing, web push notifications, form and pop-up builder, AI suggestions and predictions, report and dashboard builder, lead scoring, integration with many third-party software solutions, and 24/7 email and chat support.

Business – The Business plan costs $999 per month for 10,000 contacts. It includes all of the features of the Professional plan, plus up to mobile push marketing, transactional emails and SMS, multiple email and tracking domains, email delivery optimization tools, dedicated email IPs, cohort reports, user roles and permissions, professional onboarding and priority support.

Enterprise – The Enterprise plan costs $1,999 per month for 10,000 contacts. It adds on a dedicated success manager, quarterly business reviews, email deliverability consultant, custom setups for large volume sending, service level agreement (SLA), custom user roles and permissions, Microsoft Active Directory, early access to beta features, and multiple workspaces and partitions.


Key integrations are missing, prominently MailChimp. Users may have to create new emails using the Ortto builder, but the templates are not as visually pleasing as the ones offered by MailChimp. Also, Ortto comes without a landing page builder.


Ortto Screenshot 1
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Ortto (formerly Autopilot) is a multi-channel marketing software solution for automating customer journeys. It was founded in 2012 by three Australian brothers, Mike, Chris and Peter, after they identified a clear gap in the tech industry for marketing automation software that is easy to use, that integrates smoothly with other technologies, and can be bought and operated over the internet.

Ortto’s mission is to empower businesses to create enticing marketing journeys. The firm has grown rapidly to raise over $33M in funding, handle millions of contacts and allow marketers to nurture relationships over web, SMS, email and direct mail channels. Headquartered in San Francisco, Ortto serves over 3,500 customers globally, including Atlassian, Microsoft and Patreon, among others spanning e-commerce, SaaS, and high-tech.

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