Ortto

Your customer data, marketing automation & analytics, together.

Marketing Automation
★★★★★ 4.5
2015 Founded
51-200 Employees
3,000+ Customers
Sydney, NSW, Australia Headquarters

Quick Facts

✓ Free Trial
Website
ortto.com →
Starting Price
199
Pricing Model
tiered
Free Trial
14 days
Company Type
private

About Ortto

Ortto is a marketing technology platform that brings customer data, marketing automation, analytics, and support together so teams can build journeys that drive revenue. Originally launched as Autopilot Journeys in 2015, the company set out to make sophisticated, multi-channel marketing automation as simple as drawing on a whiteboard. Its visual journey builder quickly gained traction with startups and mid-sized organizations that needed powerful workflows without enterprise-level complexity.

Between 2018 and 2021 the founders rebuilt the platform from the ground up around a modern, event-based customer data model. In early 2022 the product was rebranded as Ortto to reflect this broader mission of unifying data, messaging and analytics. Today, Ortto functions as an integrated customer data platform (CDP), omnichannel campaign engine, and analytics layer, allowing marketers to connect siloed tools, create unified customer profiles, and orchestrate behavior-based journeys across email, SMS, in-app messaging, web and mobile push, and paid media audiences.

Ortto emphasizes accessibility and time-to-value. Marketers can use pre-built templates and an intuitive drag-and-drop interface to launch lifecycle campaigns, lead nurture flows, trial and onboarding sequences, ecommerce automations and churn-prevention programs. Layered on top are AI-assisted features such as content suggestions, send-time and open-rate predictions, and intelligent insights that help optimize performance without heavy analytics work.

With more than 3,000 customers globally and $35M in funding from investors including Salesforce Ventures, Rembrandt and Blackbird, Ortto occupies a strong position in the mid-market marketing automation and CDP segment. It is particularly popular with SaaS, ecommerce, fintech and mission-driven organizations that want a single system to unify customer data, automate personalized journeys, and understand marketing’s impact on revenue.

Key Features

Visual journey builder - Drag-and-drop interface to design complex, event-based customer journeys across channels.

Multi-channel messaging - Coordinate email, SMS, in-app messages, and web & mobile push campaigns from a single platform.

Customer data platform (CDP) - Create unified customer profiles by combining behavioral, transactional, and demographic data from multiple sources.

Advanced segmentation - Build dynamic audiences using real-time events, attributes, custom activities and filters.

AI-powered content & optimization - Use generative AI for subject lines and copy plus send-time and open-rate predictions to improve performance.

Lead and engagement scoring - Configure degrading scores based on behaviors, attributes and events to prioritize sales follow-up.

Forms, popups & surveys - Capture leads, run on-site forms and popups, and send email or SMS surveys (including NPS/CSAT) that trigger journeys.

Talk live chat & shared inbox - Provide AI-assisted live chat, manage conversations in a shared inbox, and connect support with marketing data.

Knowledge base - Host searchable help content and surface relevant articles inside chat and campaigns.

Reporting & dashboards - Build custom dashboards, funnels, and cohort reports to track conversions, engagement and revenue impact.

Audience sync to ad networks - Sync Ortto segments to advertising platforms like Google Ads and Meta for retargeting and lookalike campaigns.

Event-based data model - Track product and website events to trigger journeys, split paths, and personalize messages in real time.

Multi-lingual marketing - Manage multi-language campaigns and assets for global audiences.

Bi-directional CRM integrations - Keep data in sync with Salesforce, HubSpot, Pipedrive and other CRMs, including lead assignment and status updates.

Task & workflow automation - Automate internal tasks such as Slack alerts, CRM updates, sales assignments and report delivery.

Pros & Cons

👍 Pros

  • Intuitive visual journey builder that makes it easy to design complex, multi-step automations without code.
  • Strong multi-channel capabilities across email, SMS, in-app messages, and web or mobile push notifications.
  • Unified customer data platform and segmentation that consolidate data from CRM, ecommerce, product and support tools.
  • Responsive, knowledgeable support team and onboarding resources that help new users ramp quickly.
  • Good value for the breadth of features compared with larger enterprise suites, especially for growing SMB and mid-market teams.
  • Library of templates and playbooks that shorten time-to-value for common lifecycle and ecommerce campaigns.

👎 Cons

  • Reporting and analytics are sometimes viewed as less flexible and deep than dedicated analytics platforms or high-end marketing clouds.
  • Steeper learning curve for advanced automation, data modeling and integrations, especially for teams new to marketing automation.
  • Some desired native integrations and advanced features are missing or require higher-priced plans or third-party tools like Zapier.
  • Occasional bugs or UI sluggishness are mentioned, and several reviewers note that pricing has increased over time for existing customers.

User Reviews

G2
4.4
★★★★☆
Capterra
4.6
★★★★★
TrustRadius
8.8
★★★★★

Integrations

Salesforce Stripe Shopify HubSpot Pipedrive Zapier Slack Facebook Facebook for Business Meta Audience Network Google Ads Google Analytics Twilio Segment BigCommerce Calendly Chargebee Gorgias Help Scout Zendesk Intercom Magento Recurly Typeform Squarespace WooCommerce PrestaShop Jumbo Interactive Raisely

Best For

Company Size

smb mid-market enterprise

Industries

SaaS Ecommerce Technology Financial Services Nonprofit Professional Services

Use Cases

Lifecycle email and SMS campaigns across the customer journey Lead nurturing and lead scoring for B2B and SaaS sales funnels SaaS trial, onboarding and product adoption journeys Ecommerce cart abandonment recovery, post-purchase and win-back programs Customer data unification and audience segmentation across tools Churn-risk detection and re-engagement campaigns

FAQ

What is Ortto?

+

Ortto is a unified customer data, marketing automation and analytics platform designed to help businesses build personalized, multi-channel customer journeys. It combines a customer data platform (CDP), visual journey builder, email and SMS marketing, web and mobile push, live chat, and reporting in a single, AI-assisted solution so marketers can orchestrate campaigns and understand revenue impact without relying heavily on engineers.

How much does Ortto cost?

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Ortto uses tiered, contact-based pricing. The Starter plan begins at around $199 per month (approximately $169 per month when billed annually) for 5,000 contacts, while Professional and Business plans start at $509 and $849 per month (annual billing) for 10,000 contacts. Enterprise plans are custom-priced based on scale and services. All new customers can try Ortto free for 14 days with up to 10,000 contacts and a limited number of email sends.

What are the main features of Ortto?

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Key features of Ortto include a visual journey builder for complex automations; unified customer profiles via its built-in CDP; advanced segmentation and lead scoring; multi-channel messaging across email, SMS, in-app and web or mobile push; forms, popups and surveys; AI-assisted content suggestions and send-time optimization; reporting, dashboards and cohort analysis; and deep integrations with tools like Salesforce, Shopify, Stripe, HubSpot, Pipedrive, Zendesk and more. Higher tiers also add Talk live chat, a shared inbox and a knowledge base.

Who are Ortto's main competitors?

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Ortto's main competitors in marketing automation and customer data-driven journeys include HubSpot Marketing Hub, ActiveCampaign, Klaviyo, Customer.io, and Mailchimp, as well as more enterprise-focused tools like Braze or Adobe Marketo Engage for larger organizations with complex requirements.

Is Ortto good for small businesses?

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Ortto is well-suited to small and midsize businesses that are serious about lifecycle marketing and want automation that can scale with them. Lean marketing teams can quickly launch email and SMS journeys using templates and the visual builder, then layer on more advanced segmentation and reporting over time. Very small businesses that only need occasional newsletter sends may find Ortto more powerful than they require, but growing startups and SMBs with digital funnels typically benefit from its unified data model and automation capabilities.

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