Ortto Features
Integration (3)
Data Import & Export Tools
Based on 214 Ortto reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Based on 210 Ortto reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Breadth of Partner Applications
Based on 169 Ortto reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
Platform (12)
Customization
Based on 200 Ortto reviews and verified by the G2 Product R&D team. System provides sufficient customization to meet business requirements
Workflow Capability
Based on 149 Ortto reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
User, Role, and Access Management
Based on 209 Ortto reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies. 42 reviewers of Ortto have provided feedback on this feature.
Sandbox / Test Environments
Based on 112 Ortto reviews and verified by the G2 Product R&D team. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.
Performance and Reliability
Based on 220 Ortto reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Output Document Generation
Based on 93 Ortto reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Optimization
Based on 23 Ortto reviews and verified by the G2 Product R&D team. Optimizes marketing campaigns for mobile devices.
Integrations - Mobile Marketing
Based on 22 Ortto reviews and verified by the G2 Product R&D team. Integrates advertising/campaigns into mobile applications, games, and mobile browsers.
Internationalization
Based on 20 Ortto reviews and verified by the G2 Product R&D team. Facilitates global text message and mobile marketing campaigns.
Data Synchronization
Based on 16 Ortto reviews. Syncs lead data within the sales database for consistency and accuracy
Analysis
As reported in 15 Ortto reviews. Provides analysis on lead scores, funnel insights, and both open and closed opportunities
Email Marketing (4)
Building and Personalizing Emails
Based on 397 Ortto reviews and verified by the G2 Product R&D team. Create and design emails with an editor; manage templates; personalize dynamically
Sending Outbound Emails
Based on 383 Ortto reviews and verified by the G2 Product R&D team. Create targeted lists, schedule and manage bulk email sending.
Manage Email Deliverability
Based on 377 Ortto reviews and verified by the G2 Product R&D team. Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring.
Automated Email Responses
Based on 344 Ortto reviews and verified by the G2 Product R&D team. Set up automated nurturing emails based on events, online activities, and lead scores
Online Marketing (5)
Landing Pages and Forms
Based on 197 Ortto reviews and verified by the G2 Product R&D team. Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information.
Dynamic Content
Based on 202 Ortto reviews and verified by the G2 Product R&D team. Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects.
A/B Testing
Based on 209 Ortto reviews and verified by the G2 Product R&D team. Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion.
Mobile Optimized
Based on 266 Ortto reviews and verified by the G2 Product R&D team. Support mobile-optimized emails, online forms, and landing pages.
Search Tracking and Optimization
Based on 166 Ortto reviews and verified by the G2 Product R&D team. Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords.
Lead Management (8)
Marketing Lead Database
Based on 297 Ortto reviews and verified by the G2 Product R&D team. A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history.
Data Quality Management
Based on 270 Ortto reviews and verified by the G2 Product R&D team. Data quality consists of deduplication, cleansing, and appending your marketing database.
Segmentation
Based on 324 Ortto reviews and verified by the G2 Product R&D team. Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information.
Lead Scoring and Grading
Based on 238 Ortto reviews and verified by the G2 Product R&D team. Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization.
Lead Nurturing
Based on 321 Ortto reviews and verified by the G2 Product R&D team. Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps.
Online Behavior Tracking
Based on 288 Ortto reviews and verified by the G2 Product R&D team. Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks.
Automated Alerts and Tasks
Based on 277 Ortto reviews and verified by the G2 Product R&D team. Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device.
CRM Lead Integration
Based on 260 Ortto reviews and verified by the G2 Product R&D team. Sync lead, contact, account, and opportunity information with your CRM system.
Campaign Management (4)
Program Management
Based on 217 Ortto reviews and verified by the G2 Product R&D team. Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI.
Event / Webinar Marketing
As reported in 142 Ortto reviews. Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar.
Calendaring
Based on 62 Ortto reviews and verified by the G2 Product R&D team. Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR.
Budgeting
As reported in 51 Ortto reviews. Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices.
Social (5)
Social Listening
Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores. 115 reviewers of Ortto have provided feedback on this feature.
Social Sharing
Based on 96 Ortto reviews and verified by the G2 Product R&D team. Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions.
Social Campaigns
Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets. This feature was mentioned in 62 Ortto reviews.
Social Media Engagement
As reported in 55 Ortto reviews. Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails.
Social Media Advertising
Based on 102 Ortto reviews and verified by the G2 Product R&D team. Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time
Reporting & Analytics (5)
Basic Reporting
Based on 346 Ortto reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives.
Web Analytics
Based on 246 Ortto reviews and verified by the G2 Product R&D team. Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity.
ROI Analytics
Based on 188 Ortto reviews and verified by the G2 Product R&D team. Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward.
Revenue Analytics
Based on 159 Ortto reviews and verified by the G2 Product R&D team. Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline.
SEO / Keyword Analytics
Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors. This feature was mentioned in 122 Ortto reviews.
Analysis (4)
Application Attribution
Based on 18 Ortto reviews and verified by the G2 Product R&D team. Attributes app installs to the marketing campaigns and media sources that drove it.
Campaign Analysis
Based on 22 Ortto reviews and verified by the G2 Product R&D team. Measures impact and effectiveness of mobile marketing campaigns.
Uninstall Tracking
Based on 17 Ortto reviews and verified by the G2 Product R&D team. Measures user-level uninstall insights.
Custom Dashboards
Based on 21 Ortto reviews and verified by the G2 Product R&D team. Creates custom data views to suit every team member's needs.
Campaigns (10)
Proximity Marketing
Collects geo-location data on mobile users to customize relevant campaigns. This feature was mentioned in 21 Ortto reviews.
Push Notifications
Based on 17 Ortto reviews. Pushes notifications or text messages to mobile devices
Bulk SMS
Provides templates for mass mobile messaging campaigns 19 reviewers of Ortto have provided feedback on this feature.
Two-Way Text Messaging
Based on 16 Ortto reviews and verified by the G2 Product R&D team. Facilitates two-way text messaging to encourage consumer engagement and loyalty
Email Campaigns
Based on 25 Ortto reviews and verified by the G2 Product R&D team. Personalizes and optimizes email mobile marketing campaigns.
Audience Segmentation
Based on 23 Ortto reviews and verified by the G2 Product R&D team. Identifies the most granular audience segments based on actions, inactions, and user properties.
Targeting
Ability to target specific visitors based on referrer, geo-location, cookies, or previous history
Triggered Campaigns
Ability to trigger time-based or behavior-based pop-up campaigns 13 reviewers of Ortto have provided feedback on this feature.
A/B Testing
Tools for creating split A/B tests This feature was mentioned in 10 Ortto reviews.
Analytics
Based on 13 Ortto reviews. Measure and visualize campaign performance and conversion rates
Engagement (1)
Coupons and Promotions
Based on 18 Ortto reviews and verified by the G2 Product R&D team. Sends out coupons and promotions to reward and entice mobile device users.
Attribution (3)
Lead Opportunity
As reported in 13 Ortto reviews. Aligns lead scores with predefined lead distribution criteria
Lead Assignment
Matches and assigns leads to the correct sales representative 12 reviewers of Ortto have provided feedback on this feature.
Pipeline Acceleration
As reported in 11 Ortto reviews. Determines which leads should be prioritized and then accelerates them up the pipeline
Discovery (3)
Lead Management
Integrates with lead capture and lead intelligence tools to discover leads This feature was mentioned in 13 Ortto reviews.
Scoring/Ranking
Creates and assigns scoring system to rank the viability of leads 15 reviewers of Ortto have provided feedback on this feature.
Lead Context
Integrates with CRM or marketing automation tools to contextualize lead data This feature was mentioned in 12 Ortto reviews.
Management (2)
Conversion Viability
Based on 11 Ortto reviews. Reports on and analyzes lead scores to determine the conversion rate of lead opportunities
Workflow
Based on 14 Ortto reviews. Aligns lead scores and strategy with existing sales operations
Marketing Operations (4)
ROI Tracking
Based on 32 Ortto reviews and verified by the G2 Product R&D team. Helps marketers measure return on investment (ROI) by analyzing campaign effectiveness against costs
Data Collection
Based on 44 Ortto reviews and verified by the G2 Product R&D team. Gathers data about the effectiveness, impact, and reach of marketing campaigns
Customer Insights
Based on 41 Ortto reviews and verified by the G2 Product R&D team. Collects and reports on data relating to customer journeys, preferences, and history
Multi-User Access
Based on 38 Ortto reviews and verified by the G2 Product R&D team. Allows multiple users access to a unified, transparent overview of analytics, dashboards, and campaign results
Campaign Activity (6)
Campaign Insights
Based on 53 Ortto reviews and verified by the G2 Product R&D team. Analyzes historical and current marketing campaigns to inform future strategy
Reports and Dashboards
Based on 53 Ortto reviews and verified by the G2 Product R&D team. Creates reports and dashboards to analyze results of campaigns
Campaign Stickiness
Based on 41 Ortto reviews and verified by the G2 Product R&D team. Identifies which marketing campaigns resolved in open or closed opportunities
Multichannel Tracking
Based on 41 Ortto reviews and verified by the G2 Product R&D team. Collects marketing campaign performance data across multiple channels
Brand Optimization
Based on 43 Ortto reviews and verified by the G2 Product R&D team. Provides opportunities for brands and businesses to fix or modify existing or future campaigns via feedback
Predictive Analytics
Uses artificial intelligence (AI) to predict campaign outcomes and suggest actions for optimization 18 reviewers of Ortto have provided feedback on this feature.
Templates (4)
Text and Themes
Based on 81 Ortto reviews and verified by the G2 Product R&D team. Allow users to edit text and themes on email templates
Stock Images
Based on 52 Ortto reviews and verified by the G2 Product R&D team. Provide a library of stock images to use for emails
Proofing
Based on 57 Ortto reviews and verified by the G2 Product R&D team. Offer email proofing capabilities
Mobile Responsive
As reported in 59 Ortto reviews. Provide mobile responsive email templates
Edit (2)
Pre-Made
Based on 63 Ortto reviews and verified by the G2 Product R&D team. Offer pre-made email templates
Build
Based on 82 Ortto reviews and verified by the G2 Product R&D team. Allow users to create their own email templates
Logistics (4)
Analytics
Based on 82 Ortto reviews and verified by the G2 Product R&D team. Provide analytics reporting so that users can see how their campaigns perform
Issues
Based on 66 Ortto reviews and verified by the G2 Product R&D team. Allow for users to identify potential issues that would stop their emails from sending
Integrations
Based on 80 Ortto reviews and verified by the G2 Product R&D team. Integrate with email software or email marketing and marketing automation platforms
Shareable Link
Based on 45 Ortto reviews. Ability to share email templates via a link to collect feedback on the created emails easily
Data Sourcing (4)
Data Enrichment
Uses external data sources to improve customer profiles. 27 reviewers of Ortto have provided feedback on this feature.
Expandability
Can be updated to accept new sources and types of data. This feature was mentioned in 31 Ortto reviews.
Content Marketing
Based on 36 Ortto reviews. Can act as a content marketing platform.
Multiple Devices
Can engage with customers across any device with a consistent message. This feature was mentioned in 28 Ortto reviews.
Intelligence (3)
Marketing Metrics
Based on 36 Ortto reviews. Provides analysis of marketing program ROI and efficiency.
Predictive Modeling
Predicts outcomes based on statistical models; can give insight to "what-if" scenarios. This feature was mentioned in 20 Ortto reviews.
Recommendation Engine
Uses artificial intelligence to provide suggestions based on desired outcomes. This feature was mentioned in 22 Ortto reviews.
Platform Basics (5)
Templates
Based on 72 Ortto reviews. Provide templates for customer journey mapping to jumpstart the process.
Exporting
As reported in 61 Ortto reviews. Ability to export customer journey maps in a variety of formats to present and analyze.
Multi-user Access and Collaboration
Allow team members to invite others to collaborate on journey maps and make direct changes. This feature was mentioned in 63 Ortto reviews.
Multiple Personas
Provide the ability to compare the experiences of multiple personas in one journey map. 47 reviewers of Ortto have provided feedback on this feature.
Data Analytics
As reported in 51 Ortto reviews. Ability to integrate with cross-channel, real-time data analytics to power customer journey map creation.
Design and Customization (4)
Pre-Designed Templates
As reported in 14 Ortto reviews. Provides pre-designed themes and templates for pop-up messages
Pop-Up Types
Offers a variety of different pop-ups such as opt-in forms, welcome mats, top bars, CTAs, etc. 14 reviewers of Ortto have provided feedback on this feature.
No-Code Customization
As reported in 13 Ortto reviews. Allows users to customize pop-up designs through a drag-and-drop editor or other no-code interface
Mobile Optimized
Pop-ups are optimized to display correctly on mobile devices This feature was mentioned in 10 Ortto reviews.
Integrations (4)
CRM/Email Integrations
Based on 13 Ortto reviews. Integrates with popular CRMs and email marketing software
WCM Integrations
Integrates with web content management systems
E-Commerce Integrations
Integrates with e-commerce platforms
Social Media Integrations
Integrates with social networks
Lead Monitoring (3)
Features
Provides features to create and manage lists of potential customers This feature was mentioned in 31 Ortto reviews.
Performance
Based on 32 Ortto reviews. Monitors form’s performance and contribution to the sales pipeline
Identification
Identifies the visitor, tracks the pages that they are visiting, and the time they are spending on each page 21 reviewers of Ortto have provided feedback on this feature.
Data Capture (4)
Mobile
Based on 23 Ortto reviews. Records leads using different types of devices
Websites
Captures form submissions from existing forms on websites or landing pages 21 reviewers of Ortto have provided feedback on this feature.
Social Media
Based on 17 Ortto reviews. Captures leads across social media channels
Data
As reported in 24 Ortto reviews. Captures measurable, real customer data gathered directly from a website
Analytics (2)
Export/Import
Exports and imports lead data to and from various formats like plain text, spreadsheets, etc. This feature was mentioned in 27 Ortto reviews.
Reporting
Based on 32 Ortto reviews. Supports basic data reporting which includes user engagement analysis, entry and exit statistics, referrer information, etc.
Customization (8)
Forms
As reported in 27 Ortto reviews. Creates custom lead capture forms for specific uses, such as an e-book download or email newsletter
Personalization
As reported in 28 Ortto reviews. Changes colors, calls to action, or form length to personalize lead capture
Templates
Provides pre-configured templates that can be customized by users This feature was mentioned in 29 Ortto reviews.
Integration
As reported in 27 Ortto reviews. Integrates with sales and marketing software solutions to transfer lead data between them
Custom Fields
Allows users to add custom fields to forms that aren't already on the templates
Conditional Logic
Enables forms to hide or show certain fields based on respondents' answers
Multi-page Forms
Allows users to create forms with more than one page
Design
Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)
Development (2)
Pre-built Connectors
Based on 21 Ortto reviews. Facilitiates API development and integrations with prebuilt connectors, templates, and examples.
Custom Connectors
As reported in 17 Ortto reviews. Provides the ability to create connectors from existing services and APIs in catalog.
Management (2)
Reporting and Analytics
Provides dashboards to gain real-time insights into API performance, usage, and errors. 21 reviewers of Ortto have provided feedback on this feature.
Data Mapping
As reported in 19 Ortto reviews. Facilitates to and fro data map according to the data model between applications/web services.
Integration Options (4)
ERP Systems
As reported in 11 Ortto reviews. Provides integrations to ERP Systems.
Accounting Systems
Provides integrations to accounting Systems.
CRM and Marketing Automation Systems
Based on 20 Ortto reviews. Provides integrations to customer relationship management and marketing automation systems.
EDI
Provides integrations to EDI service providers.
Additional Functionality (3)
Embedded Forms
Enables forms to be embedded onto a website without having to create code from scratch
Notifications
Sends notifications when a completed form is recieved
Payments
Contains integrations with payment processors, enabling users to accept payments through forms
Generative AI (3)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
Agentic AI - Marketing Analytics (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Lead Scoring (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Lead Capture (2)
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Personalization (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Customer Journey Mapping (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Vulnerability Scanner (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Marketing Automation (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input 14 reviewers of Ortto have provided feedback on this feature.
Multi-step Planning
As reported in 14 Ortto reviews. Ability to break down and plan multi-step processes
Cross-system Integration
Based on 14 Ortto reviews. Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience 14 reviewers of Ortto have provided feedback on this feature.
Proactive Assistance
As reported in 14 Ortto reviews. Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives 14 reviewers of Ortto have provided feedback on this feature.
Agentic AI - Mobile Marketing (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Email Template Builder (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases





