Ortto

Ortto is a comprehensive platform designed to revolutionize how businesses engage with their customers by integrating customer data, marketing automation, and analytics into a single, cohesive system, all underpinned by artificial intelligence. Formerly known as Autopilot, Ortto's mission is to empower marketers to execute highly effective, data-driven campaigns with ease, covering every stage of the customer lifecycle.

The platform consolidates what would typically require multiple disparate tools—a Customer Data Platform (CDP), marketing automation software, analytics dashboards, and a customer support suite—into one unified interface. This allows for a seamless flow of information, providing a 360-degree view of each customer and enabling deeply personalized interactions at scale.

How to use Ortto

Getting started with Ortto is a straightforward process designed for rapid onboarding and immediate impact:

1. Sign Up & Consolidate Data: Begin with a 14-day free trial. The first step is to connect your data sources. Ortto offers no-code integrations with popular platforms like Salesforce, Shopify, CRMs, and your website to build a unified Customer Data Platform (CDP).
2. Segment Your Audience: Once your data is centralized, use Ortto's powerful segmentation tools to create dynamic audience groups based on behavior, demographics, transaction history, and custom activities.
3. Build Automated Journeys: Utilize the intuitive, visual journey builder to design and automate omnichannel campaigns. Drag and drop triggers and actions to map out customer paths involving email, SMS, push notifications, and in-app messages.
4. Engage and Support: Implement the 'Talk' suite to engage with customers in real-time via live chat. Manage all conversations in a unified team inbox, which is enriched with customer data from the CDP. Create an AI-powered knowledge base to enable self-service support.
5. Analyze and Optimize: Leverage built-in analytics, custom dashboards, and funnel reports to monitor campaign performance. Use features like lead scoring and A/B testing to continuously refine your strategy and maximize ROI.

Core Features of Ortto

• Marketing Automation & Journey Builder: A visual, drag-and-drop interface for creating sophisticated, automated omnichannel customer journeys.
• Customer Data Platform (CDP): Unifies customer data from all touchpoints into a single, actionable profile for each contact.
• Omnichannel Communication: Engage customers via Email Marketing, SMS, Web & Mobile Push Notifications, and In-app Messages.
• AI-Powered Intelligence: Features include AI-driven content suggestions, predictive open rates, AI-assisted responses in the support inbox, and an AI-powered knowledge base.
• 'Talk' Support Suite: A complete customer support toolkit with a team inbox, live chat, messenger calls, screen sharing, and a knowledge base, all integrated with the CDP.
• Lead Generation & Conversion Tools: Create and deploy popups, forms, and surveys to capture leads and gather feedback. Advanced lead scoring helps prioritize high-value prospects.
• Advanced Analytics & Reporting: In-depth dashboards, custom reports, funnel analysis, and cohort reports to measure what matters.
• Robust Integrations: Seamlessly connect with essential business tools like Salesforce, Shopify, and more through no-code integrations.
• Enterprise-Grade Security: Compliant with GDPR, SOC2, and HIPAA, offering features like SSO, 2FA, and multi-region data hosting.

Use Cases for Ortto

Ortto is versatile and delivers value across various industries and business models:

• SaaS: Drive user activation and engagement by creating automated onboarding journeys, and increase Daily Active Users (DAUs) with targeted in-app messages and feature announcements.
• B2B: Nurture leads from acquisition to conversion with sophisticated, multi-step email campaigns. Use lead scoring to identify sales-ready leads for the sales team.
• B2C & E-commerce: Increase subscriptions and repeat purchases with personalized product recommendations, abandoned cart reminders via email and SMS, and post-purchase follow-ups.
• Startups: Build a powerful, scalable marketing and support stack on a single platform, achieving high engagement rates without a large team or budget.
• Enterprise: Manage complex, large-scale marketing campaigns with advanced tools for deliverability, security, and team collaboration, all while maintaining a single source of truth for customer data.

Advantages of Ortto

Ortto's key advantage is its unified nature. By combining a CDP, automation, analytics, and support, it eliminates data silos and tool fatigue. This leads to more consistent customer experiences, improved team efficiency, and a clearer understanding of marketing impact. The platform is built to be both powerful and accessible, with intuitive visual builders and AI assistance that empower marketers to achieve more. Its scalability ensures it can support a business from its early stages through to enterprise-level complexity.

Pricing and Plans

Ortto offers a freemium model with a 14-day free trial and several paid tiers based on the number of contacts. Billing is available monthly, with discounts for quarterly (-10%) and annual (-15%) payments.

• Starter: Starting from $169/month (paid annually) for 5,000 contacts. Includes the visual journey builder, email/SMS marketing, forms, and AI suggestions.
• Professional: Starting from $509/month (paid annually) for 10,000 contacts. Adds surveys, web push notifications, advanced segmentation, lead scoring, and the Talk Inbox & Knowledge Base.
• Business: Starting from $849/month (paid annually) for 10,000 contacts. Includes mobile push, transactional emails, delivery optimization tools, and custom roles.
• Enterprise: Custom pricing for large-scale needs. Offers priority support, a dedicated success manager, SLAs, dedicated IPs, and more.