Software: Ortto

Category: Marketing Automation & Customer Data Platform (CDP)

Primary Use: Customer journey automation, data unification, and multi-channel messaging

Developer: Ortto (formerly Autopilot)

Starting Price: Typically starts around $99/month (pricing varies by contact volume and features)

Free Trial/Plan: Free trial available

Platform: Web-based (cloud)

Official Website: ortto.com

Ortto is a cloud-based marketing automation and customer data platform that combines campaign automation, analytics, and customer data management. It evolved from Autopilot and now includes expanded data and reporting capabilities.

What Is Ortto?

Ortto is a SaaS marketing automation platform that rebranded from Autopilot in 2022. It integrates customer data management with automation tools to enable behavior-driven messaging and journey orchestration.

The platform centralizes customer data from multiple sources and allows marketers to build automated campaigns using a visual workflow interface.

Ortto operates entirely online and supports scalable marketing operations.

Who Uses Ortto?

Ortto is commonly used by SaaS companies, startups, ecommerce brands, and mid-sized marketing teams. It is particularly suited for businesses seeking visual automation combined with customer data unification.

Product-led companies use Ortto for onboarding and lifecycle campaigns. Marketing teams use it to manage segmented campaigns across email, SMS, and in-app channels.

Core Features

Ortto provides a visual customer journey builder for automation workflows.

Email marketing tools support broadcast and automated campaigns.

SMS messaging features enable multi-channel engagement.

Push and in-app messaging tools support product communication.

Customer data platform (CDP) functionality unifies contact data from multiple sources.

Advanced segmentation tools allow targeting based on events and attributes.

Analytics dashboards provide real-time campaign performance insights.

A/B testing tools optimize engagement strategies.

Lead scoring tools evaluate prospect activity.

API access enables integration with external systems.

Integrations and Compatibility

Ortto integrates with CRM platforms such as Salesforce.

The platform supports integration with ecommerce systems and analytics tools.

API access enables real-time event tracking and custom integrations.

Export functionality allows downloading campaign and contact data.

Ortto operates as a fully cloud-based SaaS solution.

Pricing Structure

Ortto offers tiered pricing based on contact database size and selected features.

Plans typically start around $99 per month and scale with contact growth and advanced feature access.

Higher-tier plans may include expanded CDP capabilities and advanced analytics tools.

Billing is available monthly or annually, with annual subscriptions often offering discounted pricing.

Advantages and Limitations

Ortto combines marketing automation and CDP features within one platform. Its visual workflow builder supports structured campaign design.

However, pricing increases as contact lists grow. Advanced features may require higher-tier subscriptions. Technical setup may be required for event tracking integrations.

Alternatives to Ortto

Several platforms provide similar automation and customer data functionality. Customer.io supports behavior-based messaging. HubSpot Marketing Hub integrates CRM and automation. ActiveCampaign offers automation-focused CRM tools. Adobe Marketo Engage provides enterprise automation solutions.

Each alternative differs in pricing structure, data integration depth, and automation capabilities.

Frequently Asked Questions

What does Ortto do?

Ortto is a marketing automation and customer data platform that supports visual journey building and multi-channel messaging.

Is Ortto cloud-based?

Yes. Ortto operates as a web-based SaaS platform.

Does Ortto include customer data platform features?

Yes. CDP functionality is integrated into the platform.

Who typically uses Ortto?

SaaS companies, ecommerce brands, and mid-sized marketing teams commonly use the platform.

Key Takeaways

Ortto is a cloud-based marketing automation and customer data platform designed for behavior-driven engagement. It includes visual journey builders, email and SMS campaigns, push messaging, segmentation tools, analytics dashboards, and CRM integrations. Pricing typically starts around $99 per month and scales based on contact volume and advanced feature access.