Ortto

The customer journey and data platform.

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Overview

Ortto (formerly Autopilot) is a platform that unifies customer data, marketing automation, and analytics. It is designed to help businesses create personalized customer journeys across email, SMS, and other channels. Ortto combines the capabilities of a Customer Data Platform (CDP) with a marketing automation engine, allowing for sophisticated segmentation and campaigns based on a complete view of the customer.

✨ Key Features

  • Customer Data Platform (CDP)
  • Marketing Automation (Journeys)
  • Email & SMS Marketing
  • Analytics and Dashboards
  • Lead Capture & Forms
  • Lead Scoring
  • AI-powered assistance

🎯 Key Differentiators

  • Integrated Customer Data Platform (CDP) at its core.
  • Intuitive and visually appealing journey builder.
  • Strong analytics and reporting capabilities.

Unique Value: A unified platform that combines a CDP, marketing automation, and analytics to give businesses a complete view of their customers and the tools to create personalized journeys.

🎯 Use Cases (5)

SaaS user onboarding and engagement. E-commerce marketing automation. B2B lead nurturing. Creating a single view of the customer. Analyzing the entire customer journey.

✅ Best For

  • Building visual customer journeys that trigger messages based on data from multiple sources (e.g., CRM, billing, website).
  • Using the built-in CDP to create complex audience segments for targeted campaigns.
  • Creating dashboards to track key metrics across the entire customer lifecycle.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Users who need a very simple, email-only tool.
  • Companies without a need to unify data from multiple sources.
  • Mobile-first companies needing advanced push and in-app messaging features.

🏆 Alternatives

ActiveCampaign HubSpot Customer.io

Offers more advanced CDP and data unification capabilities than ActiveCampaign or HubSpot's lower tiers. It provides a more user-friendly, all-in-one solution compared to a standalone CDP combined with a separate automation tool.

💻 Platforms

Web API

🔌 Integrations

Salesforce HubSpot Shopify Stripe Segment Zapier API

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Dedicated Support (Enterprise tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SSO ✓ SOC 2 Type II

💰 Pricing

$29.00/mo
Free Tier Available

✓ 14-day free trial

Free tier: Up to 500 contacts, 2,000 emails/month.

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