Compare Ortto and Zoho CRM 
At a Glance
Market Segments
Small-Business (70.4% of reviews)
Small-Business (61.6% of reviews)
Entry-Level Pricing
Starting at $199.00 5000 Contacts
Free
Ortto
Star Rating
(623)4.4 out of 5
Market Segments
Small-Business (70.4% of reviews)
Pros & Cons
Entry-Level Pricing
Starting at $199.00 5000 Contacts
Free Trial is available
Browse all 3 pricing plansZoho CRM
Star Rating
(2,896)4.1 out of 5
Market Segments
Small-Business (61.6% of reviews)
Pros & Cons
Entry-Level Pricing
Free
Browse all 5 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Zoho CRM excels in providing a centralized communication hub, allowing users to view all client interactions in one place. This feature, along with its integration with other Zoho products like Zoho Books for invoicing, enhances user experience significantly.
- Users say that Ortto stands out for its ease of learning and seamless integration with existing CRM systems. Reviewers appreciate its ability to unify customer data and automate personalized marketing journeys, making it a powerful tool for businesses looking to enhance their marketing strategies.
- According to verified reviews, Zoho CRM offers impressive customization options, enabling users to tailor modules without needing extensive technical knowledge. This flexibility is a key advantage for small businesses that require adaptable solutions.
- Reviewers mention that while Ortto provides a robust all-in-one platform for customer data and marketing automation, it faces challenges in user support, with some users noting that they have received better support experiences with Zoho CRM, which has a more established support framework.
- Users highlight that Zoho CRM's analytics capabilities are particularly strong, allowing users to create custom dashboards and models that help visualize data effectively. This feature is especially beneficial for businesses that rely on data-driven decision-making.
- G2 reviewers indicate that while both platforms are user-friendly, Ortto has a slight edge in ease of setup and administration, with users appreciating its straightforward onboarding process. However, Zoho CRM's comprehensive feature set often compensates for any initial setup complexity.
Pricing
Entry-Level Pricing
Ortto
Starter
Starting at $199.00
5000 Contacts
Ortto Starter is built for growing teams. Automate campaigns, unify customer data, and track results.
- 24/6 support (live chat and email)
- Visual journey builder
- Drag and drop email builder
Zoho CRM
Free Edition
Free
With three free users and essentials like leads, documents and mobile apps, it’s a perfect fit
for your home business.
- Leads, Contacts, Accounts
- Tasks, Events, Call log, and Notes
- Opportunities
Free Trial
Ortto
Free Trial is available
Zoho CRM
Free Trial is available
Ratings
Meets Requirements
8.5
562
8.4
2,460
Ease of Use
8.7
567
8.3
2,479
Ease of Setup
8.6
315
8.0
1,250
Ease of Admin
8.8
296
8.0
1,019
Quality of Support
8.9
529
7.6
2,253
Has the product been a good partner in doing business?
8.9
287
8.0
995
Product Direction (% positive)
8.9
558
8.0
2,395
Features by Category
Sales Force Automation
Not enough data
8.5
1647
|
Verified
Not enough data
8.3
876
|
Verified
Not enough data
8.2
1566
|
Verified
Not enough data
8.2
1632
|
Verified
Not enough data
7.8
1186
|
Verified
Not enough data
8.4
671
|
Verified
Not enough data
7.9
1217
|
Verified
Not enough data
8.0
1209
|
Verified
Not enough data
8.2
1323
|
Verified
Marketing Automation
Not enough data
8.0
1343
|
Verified
Not enough data
7.9
1304
|
Verified
Not enough data
8.4
1538
|
Verified
Not enough data
7.9
1126
|
Verified
Customer Support
Not enough data
8.0
1201
|
Verified
Not enough data
7.9
1204
|
Verified
Not enough data
7.9
1236
|
Verified
Not enough data
7.8
1068
|
Verified
Not enough data
8.0
1113
|
Verified
Reporting & Analytics
Not enough data
8.2
1510
|
Verified
Not enough data
8.2
1559
|
Verified
Not enough data
8.1
1055
|
Verified
Mobile & Social
Not enough data
8.1
1082
|
Verified
Not enough data
8.0
1091
|
Verified
Not enough data
8.0
1201
|
Verified
Platform
Not enough data
8.1
865
|
Verified
Not enough data
8.1
838
|
Verified
Not enough data
8.4
857
|
Verified
Not enough data
8.1
647
|
Verified
Not enough data
7.8
547
|
Verified
Not enough data
8.1
718
|
Verified
Not enough data
8.4
845
|
Verified
Not enough data
8.1
661
|
Verified
Integration
Not enough data
8.3
651
|
Verified
Not enough data
8.1
640
|
Verified
Not enough data
8.0
600
|
Verified
Generative AI
Not enough data
8.2
180
Agentic AI - CRM
Not enough data
8.0
65
Not enough data
8.3
63
Not enough data
8.1
66
Not enough data
8.0
65
Not enough data
8.3
64
Not enough data
8.3
64
Not enough data
8.3
64
Email Marketing
8.4
398
|
Verified
Not enough data
8.9
383
|
Verified
Not enough data
8.3
377
|
Verified
Not enough data
9.1
344
|
Verified
Not enough data
Online Marketing
7.0
197
|
Verified
Not enough data
7.9
202
|
Verified
Not enough data
8.2
210
|
Verified
Not enough data
8.3
266
|
Verified
Not enough data
7.6
166
|
Verified
Not enough data
Lead Management
8.2
298
|
Verified
Not enough data
7.8
270
|
Verified
Not enough data
8.5
324
|
Verified
Not enough data
7.8
238
|
Verified
Not enough data
8.8
322
|
Verified
Not enough data
8.5
288
|
Verified
Not enough data
8.7
277
|
Verified
Not enough data
8.3
261
|
Verified
Not enough data
Campaign Management
7.9
217
|
Verified
Not enough data
7.6
142
Not enough data
7.5
62
|
Verified
Not enough data
7.1
51
Not enough data
Social
6.6
115
Not enough data
7.3
96
|
Verified
Not enough data
7.7
62
Not enough data
7.5
55
Not enough data
7.8
102
|
Verified
Not enough data
Reporting & Analytics
8.2
347
|
Verified
Not enough data
7.5
246
|
Verified
Not enough data
7.1
188
|
Verified
Not enough data
6.8
159
|
Verified
Not enough data
6.1
122
Not enough data
Platform
8.1
200
|
Verified
Not enough data
8.6
151
|
Verified
Not enough data
8.3
209
|
Verified
Not enough data
7.6
42
Not enough data
6.8
112
|
Verified
Not enough data
8.6
220
|
Verified
Not enough data
7.4
93
|
Verified
Not enough data
Agentic AI - Marketing Automation
8.1
14
Not enough data
8.0
14
Not enough data
7.9
14
Not enough data
7.7
14
Not enough data
8.0
14
Not enough data
8.2
14
Not enough data
Integration
8.5
214
|
Verified
Not enough data
8.4
210
|
Verified
Not enough data
7.9
170
|
Verified
Not enough data
Configuration - cpq
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.3
60
Not enough data
8.3
56
Not enough data
8.4
61
Pricing
Not enough data
8.1
63
Not enough data
7.5
58
Not enough data
8.1
57
Not enough data
8.4
59
Not enough data
8.6
59
Not enough data
8.5
57
Quoting
Not enough data
8.4
59
Not enough data
8.3
53
Not enough data
8.4
54
Not enough data
8.4
56
Not enough data
8.6
53
Admin
Not enough data
8.2
90
Not enough data
7.7
84
Not enough data
8.3
87
Not enough data
8.3
84
Channels
Not enough data
8.1
58
Not enough data
7.7
53
Not enough data
8.0
50
Platform
Not enough data
8.4
90
Not enough data
8.2
86
Not enough data
8.0
78
Not enough data
8.5
89
Not enough data
8.4
91
Not enough data
8.6
20
Generative AI - cpq
Not enough data
7.4
15
Not enough data
7.5
16
Not enough data
7.7
16
Competition
Not enough data
8.7
58
|
Verified
Not enough data
8.7
57
|
Verified
Not enough data
8.7
57
|
Verified
Not enough data
8.5
53
|
Verified
Not enough data
8.5
55
|
Verified
Not enough data
7.9
18
Agentic AI - Sales Gamification
Not enough data
Not enough data
Integrations
Not enough data
8.9
61
|
Verified
Not enough data
8.8
59
Not enough data
8.7
45
Platform
Not enough data
8.8
65
|
Verified
Not enough data
8.9
64
|
Verified
Not enough data
8.8
58
|
Verified
Not enough data
8.8
63
|
Verified
Not enough data
8.8
63
|
Verified
Employee Features
Not enough data
8.9
66
|
Verified
Not enough data
8.8
68
|
Verified
Not enough data
8.8
68
|
Verified
Lead Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Lead Facilitation
Not enough data
8.4
72
Not enough data
8.8
73
Not enough data
8.8
73
Not enough data
8.8
73
Organization
Not enough data
8.6
74
Not enough data
8.4
73
Not enough data
8.6
73
Performance Analysis
Not enough data
Feature Not Available
Not enough data
8.6
75
Sales Analysis
Not enough data
8.4
69
Not enough data
8.4
73
Generative AI
Not enough data
8.3
27
Not enough data
8.1
27
Agentic AI - AI Sales Assistant
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integrated Workflows
Not enough data
8.7
161
Not enough data
8.8
157
Not enough data
8.3
146
Not enough data
8.2
142
Not enough data
8.9
155
Not enough data
8.8
153
Not enough data
8.5
148
Repeatability and Reportability
Not enough data
8.4
145
Not enough data
8.6
150
Not enough data
8.6
143
Not enough data
8.2
139
Not enough data
7.9
121
AI and Automation
Not enough data
8.3
147
Not enough data
8.5
146
Not enough data
8.3
140
Not enough data
8.1
134
Not enough data
7.8
126
Generative AI
Not enough data
7.5
69
Agentic AI - Sales Engagement
Not enough data
7.9
28
Not enough data
7.8
26
Not enough data
8.0
27
Not enough data
7.9
26
Not enough data
7.7
27
Not enough data
8.0
27
Not enough data
8.1
26
Templates
8.0
81
|
Verified
Not enough data
6.9
52
|
Verified
Not enough data
7.7
57
|
Verified
Not enough data
8.6
59
Not enough data
Edit
8.4
63
|
Verified
Not enough data
8.5
82
|
Verified
Not enough data
Feature Not Available
Not enough data
Logistics
8.1
82
|
Verified
Not enough data
7.2
66
|
Verified
Not enough data
7.8
80
|
Verified
Not enough data
7.7
45
Not enough data
Generative AI
6.7
6
Not enough data
8.1
6
Not enough data
Agentic AI - Email Template Builder
Not enough data
Not enough data
Not enough data
Not enough data
Customer Requirements
Not enough data
8.5
52
Not enough data
8.5
51
Not enough data
8.5
53
Contracts
Not enough data
8.5
51
Not enough data
8.2
48
Not enough data
8.4
51
Revenue
Not enough data
8.5
53
Not enough data
8.5
51
Not enough data
8.4
48
Data Sourcing
7.7
27
Not enough data
8.1
31
Not enough data
8.6
36
Not enough data
8.3
28
Not enough data
Intelligence
8.2
36
Not enough data
6.6
20
Not enough data
6.7
22
Not enough data
Platform Basics
7.8
72
8.4
98
7.9
61
8.6
93
8.4
63
8.6
97
7.9
47
8.4
89
7.8
51
8.9
57
Agentic AI - Customer Journey Mapping
Not enough data
7.1
12
Design and Customization
6.9
14
Not enough data
8.3
14
Not enough data
7.7
13
Not enough data
8.7
10
Not enough data
Campaigns
9.1
9
Not enough data
9.1
13
Not enough data
8.5
10
Not enough data
8.1
13
Not enough data
Integrations
7.3
13
Not enough data
Not enough data
Not enough data
7.5
6
Not enough data
7.8
6
Not enough data
Generative AI
Not enough data
Not enough data
Agentic AI - Vulnerability Scanner
Not enough data
Not enough data
Not enough data
Not enough data
Content
Not enough data
8.9
79
Not enough data
8.6
76
Not enough data
8.5
76
Not enough data
8.7
77
Not enough data
8.6
74
Collaboration
Not enough data
8.8
76
Not enough data
8.5
78
Not enough data
9.0
80
Not enough data
9.0
83
Not enough data
8.7
78
Not enough data
8.7
75
Lead Monitoring
8.5
31
9.0
42
8.1
32
8.9
42
7.5
21
8.7
42
Agentic AI - Lead Capture
Not enough data
7.2
27
Not enough data
7.2
27
Data Capture
8.6
23
8.3
42
8.9
21
8.5
42
8.2
17
8.1
42
8.4
24
8.3
42
Analytics
8.1
27
9.1
42
7.9
32
8.8
42
Customization
8.4
27
8.7
41
8.3
28
8.6
41
7.9
29
8.7
42
7.8
27
8.7
42
Development
6.7
21
Not enough data
7.1
17
Not enough data
Management
8.6
21
Not enough data
7.9
19
Not enough data
Integration Options
8.0
11
Not enough data
8.1
9
Not enough data
7.8
20
Not enough data
8.0
9
Not enough data
Customization
8.7
9
Not enough data
8.9
9
Not enough data
8.3
6
Not enough data
8.8
8
Not enough data
Additional Functionality
9.3
9
Not enough data
Feature Not Available
Not enough data
8.6
7
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Agentic AI - Lead Scoring
Not enough data
6.4
12
Not enough data
6.7
13
Not enough data
6.7
12
Not enough data
6.8
12
Attribution
8.6
13
8.5
21
7.4
12
8.6
22
7.4
11
8.0
21
Discovery
7.7
13
8.6
22
8.6
15
8.3
21
8.6
12
8.3
22
Management
7.9
11
8.4
22
8.6
14
8.4
22
Platform
8.6
16
8.4
22
8.3
15
8.3
21
Agentic AI - Personalization
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Sales Performance Management
Not enough data
7.9
21
Not enough data
8.1
20
Not enough data
7.9
21
Incentives
Not enough data
8.2
154
|
Verified
Not enough data
8.4
161
|
Verified
Not enough data
8.0
153
|
Verified
Not enough data
8.4
162
|
Verified
Personalization
Not enough data
8.5
178
|
Verified
Not enough data
8.6
179
|
Verified
Not enough data
8.6
185
|
Verified
Not enough data
8.4
172
|
Verified
Administrative
Not enough data
8.5
170
|
Verified
Not enough data
8.5
174
|
Verified
Not enough data
8.4
162
Agentic AI - Email Tracking
Not enough data
7.7
30
Not enough data
7.5
29
Not enough data
7.6
30
Not enough data
7.0
29
Not enough data
7.0
30
Not enough data
7.4
30
Not enough data
7.6
29
Analytics
Not enough data
8.3
139
Not enough data
8.3
144
Not enough data
8.4
145
Customizations
Not enough data
8.7
149
Not enough data
8.8
146
Not enough data
8.8
147
Not enough data
8.7
143
Not enough data
8.6
148
Generative AI
Not enough data
7.6
59
Agentic AI - Sales Analytics
Not enough data
7.5
29
Not enough data
7.5
29
Not enough data
7.1
29
Not enough data
7.4
29
Not enough data
7.5
29
Data Sourcing
Not enough data
8.3
145
Not enough data
8.4
149
Not enough data
8.3
142
Not enough data
8.6
156
Not enough data
8.5
147
Predictive Analytics
Not enough data
8.5
147
Not enough data
8.3
139
Not enough data
8.0
124
Not enough data
8.2
130
Sales Management
Not enough data
8.5
154
Not enough data
8.3
131
Not enough data
8.5
145
Not enough data
8.8
152
Agentic AI - Sales Enablement
Not enough data
6.1
6
Not enough data
6.1
6
Not enough data
6.1
6
Content Management
Not enough data
8.2
10
Not enough data
8.0
10
Not enough data
8.0
10
Not enough data
8.8
10
Not enough data
8.2
10
Analytics
Not enough data
9.0
10
Not enough data
8.3
10
Not enough data
8.3
10
Not enough data
8.3
10
Learning Management - Sales Enablement
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Revenue Enablement - Sales Enablement
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Relationship Management - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Follow up Automation - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Document Management - Insurance CRM
Not enough data
Not enough data
Integrations & Reports - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Analysis
8.4
18
|
Verified
Not enough data
9.3
22
|
Verified
Not enough data
8.3
17
|
Verified
Not enough data
7.9
21
|
Verified
Not enough data
Campaigns
7.5
21
Not enough data
8.9
17
Not enough data
8.2
19
Not enough data
8.8
16
|
Verified
Not enough data
9.3
25
|
Verified
Not enough data
8.9
23
|
Verified
Not enough data
Engagement
8.4
18
|
Verified
Not enough data
Platform
8.7
23
|
Verified
Not enough data
8.3
22
|
Verified
Not enough data
8.1
20
|
Verified
Not enough data
Agentic AI - Mobile Marketing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Marketing Operations
7.9
32
|
Verified
Not enough data
8.6
44
|
Verified
Not enough data
8.4
42
|
Verified
Not enough data
8.8
38
|
Verified
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Campaign Activity
8.6
53
|
Verified
Not enough data
8.6
53
|
Verified
Not enough data
8.1
41
|
Verified
Not enough data
8.3
41
|
Verified
Not enough data
8.1
43
|
Verified
Not enough data
8.5
18
Not enough data
Agentic AI - Marketing Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Categories
Categories
Shared Categories
Ortto and Zoho CRM are categorized as Customer Journey Mapping, Lead Scoring, and Lead Capture
Unique Categories
Zoho CRM is categorized as Client Portal, Quote-to-Cash, Sales Engagement, AI Sales Assistant, Sales Analytics, Email Tracking, Sales Gamification, Sales Performance Management, CRM, CPQ, Sales Enablement, and Insurance CRM
Reviews
Reviewers' Company Size
Ortto
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Zoho CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Marketing and Advertising
13.5%
Computer Software
11.9%
Information Technology and Services
8.4%
Financial Services
4.4%
Internet
3.8%
Other
58.0%
Information Technology and Services
16.0%
Computer Software
9.9%
Marketing and Advertising
8.8%
Financial Services
3.6%
Real Estate
3.5%
Other
58.2%
Discussions
What Integrations does Ortto have?
1 Comment
JO
Hi Mark, Thanks for the question!
Ortto has powerful no- and low-code integrations with Salesforce, Stripe, Pipedrive, Facebook, Recurly, Zendesk, Google...Read more
Ortto has no more discussions with answers
What have you found better than ZOHO
5 Comments
PC
Zoho One, with over 45 business applications, all centrally managed and synchronized, is the leader in breadth of application and breadth of security versus...Read more
can we create segmentation in this
3 Comments
Official Response from Zoho CRM
Yes Lavanya,
Zoho CRM supports segmentation. Segment your prospects/customers into buckets based on a pre-defined criteria, to identify cross-sell/up-sell...Read more
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