--- title: Ortto Reviews meta_title: 'Ortto Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 624 reviews by the users' company size, role or industry to find out how Ortto works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 624 scale: '5' date_modified: '2026-08-10' parent_category: name: Marketing url: https://www.g2.com/categories/marketing --- # Ortto Reviews **Vendor:** Ortto **Category:** [Marketing Automation Software](https://www.g2.com/categories/marketing-automation) **Average Rating:** 4.4/5.0 **Total Reviews:** 624 ## About Ortto Autopilot is now Ortto. Ortto, a complete marketing automation and analytics platform, empowers marketers to execute impressive campaigns that drive business growth. By combining three powerful tools into one platform underpinned by AI, teams finally benefit from their marketing automation, customer data, and analytics working together. Sophisticated yet easy-to-use, customers trust Ortto to understand their impact, discover their next marketing opportunity, and continuously iterate to deliver great customer experiences at scale. ## Ortto Pros & Cons **What users like:** - Users appreciate the **ease of use** of Ortto, making marketing automation and customer data management effortless. (32 reviews) - Users commend the **responsive support team** of Ortto, enhancing their experience with efficient problem-solving and assistance. (26 reviews) - Users love the **intuitive interface** of Ortto, making it easy to manage customer journeys and launch campaigns quickly. (24 reviews) - Users love Ortto for its **powerful marketing features** , simplifying automation, lead management, and analytics in one platform. (22 reviews) - Users value Ortto's **robust data integration** capabilities, enhancing marketing strategies and facilitating informed decision-making. (20 reviews) - Users enjoy the **automation efficiency** of Ortto, facilitating seamless customer journeys and effective marketing strategies. (19 reviews) - Journey Creation (19 reviews) - Marketing Automation (19 reviews) - Users value the **clean interface and intuitive workflow builder** in Ortto, making it easy to create personalized campaigns. (19 reviews) - Automation (18 reviews) **What users dislike:** - Users find Ortto **expensive** , especially as pricing increases with contact growth and essential features are behind a paywall. (13 reviews) - Users find the **learning curve steep** , particularly for complex automations, requiring additional training for effective use. (12 reviews) - Users find Ortto's **limited features** hinder effective reporting, customization, and overall functionality for advanced needs. (12 reviews) - Users express frustration with the **limited customization options** in Ortto, hindering their ability to tailor reports effectively. (10 reviews) - Users find that Ortto has a **steep learning curve** , requiring extensive training to unlock its full potential. (10 reviews) - Users experience **integration issues** with Ortto, leading to challenges in managing campaigns efficiently and effectively. (9 reviews) - Users express concern over the **lack of integrations** with Ortto, limiting functionality and data analysis capabilities. (8 reviews) - Users express concerns about **limitations in reporting and integration options** , affecting the overall effectiveness of Ortto. (8 reviews) - Users find Ortto's **feature limitations** restrict some advanced capabilities and make data analysis less flexible. (7 reviews) - Inadequate Reporting (7 reviews) ## Ortto Reviews ### 1. Great Customer Service Experiences **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2023 **What do you like best about Ortto?** Ortto allows for simple creation of automated email outreach. Any time our company has had any issues Ortto has been quick and responsive! **What do you dislike about Ortto?** One thing that I would like to see upgraded is the option to select portions of an audience based on parameters and send things via the selected portion without creating another audience. **What problems is Ortto solving and how is that benefiting you?** Ortto is taking care of our need for consumer outreach without the need for constant maintenence. ### 2. Simple yet powerful **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** May 02, 2023 **What do you like best about Ortto?** Ortto's visual journey planner makes setting up and updating campaigns simple. The forms and surveys support us in learning quickly how we can do better with our experience. **What do you dislike about Ortto?** My main frustration with Ortto is specifically around email and sms catalogues. Not having a library of emails and sms templates used for each customer is a little frustrating. It's probably because we are not using it as the single source of truth, but rather the implementation tool. **What problems is Ortto solving and how is that benefiting you?** For my team this platform allows us to build out templates for our emails, design journeys and automate our marketing and communication from one tool, rather than having to mix and match across multiple tools. ### 3. Ortto is awesome! Centralise all the things! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Ortto?** Before using Ortto, we had many different platforms to manage our customer data and journey. Now, all customer onboarding is managed from within Ortto, and we can segment and make campaigns without needing the dev team to build reports. **What do you dislike about Ortto?** Not really any that I can think of. It's been great so far. Maybe some of the custom activity/field limits could be higher. **What problems is Ortto solving and how is that benefiting you?** We send all customer onboarding and email marketing from Ortto. ### 4. Great application for Auto-Pilot marketing! **Rating:** 4.0/5.0 stars **Reviewed by:** Scott R. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 02, 2023 **What do you like best about Ortto?** Love the easy use and accessibility to create great, targeted marketing campaigns to our customers. **What do you dislike about Ortto?** Nothing really, its easy to use and works great for our needs. **What problems is Ortto solving and how is that benefiting you?** Keeping our customers informed on important information... ### 5. Turn customer journeys in funnels **Rating:** 5.0/5.0 stars **Reviewed by:** Gavin H. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2023 **What do you like best about Ortto?** Visualisation of journeys and integrations **What do you dislike about Ortto?** I preferred the visual builder from Autopilot over the sequential recipe format **What problems is Ortto solving and how is that benefiting you?** Integrated, end to end customer experience has improved as well as delivering insights to our strategists ### 6. Great piece of software that’s easy to use **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2023 **What do you like best about Ortto?** The sequencing and automations. Also the ability to integrate with zapper for endless uses with other 3rd party softwares. **What do you dislike about Ortto?** Having been moved over from autopilot, it's now slightly complex deciding which software of the 2 to use and what the benefits of Otto are over autopilot. **What problems is Ortto solving and how is that benefiting you?** Automated email sequencing for marketing. Also regular weekly newsletter templating. It's good for monitoring how our clients are interacting with us. ### 7. Good, still learning to use. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2023 **What do you like best about Ortto?** There is a level of ambiguity with using Ortto. We work with several different vendors and being able to use Ortto without the constraint of only a few of our vendors is beneficial. **What do you dislike about Ortto?** We originally were leveraging autopilot and since being adapted to Ortto we haven't gotten much outreach out the benefits of Ortto itself. Essentially there is more to offer than what we are using because no one has told us much. **What problems is Ortto solving and how is that benefiting you?** Automated emails for multiple campaigns for different clients and their employees. We leverage the integrations the platform has with our scheduling software as well to promote automated emails before our meetings. ### 8. Great service, awesome customer support for a good price. **Rating:** 5.0/5.0 stars **Reviewed by:** Holden T. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2022 **What do you like best about Ortto?** The interface is really good. A lot of the competition products were hard to use and took a significant amount of time to set up and to train people how to use. Ortto was much easier at both. **What do you dislike about Ortto?** Nothing so far. The functionality performs as it should I would only suggest more support videos and developer documentation. They had development examples in Python and Go but not for Phoenix or Ruby, yet. But not a big deal. **What problems is Ortto solving and how is that benefiting you?** Automating our emails, lead capture, and customer journeys and overseeing the entire process. Ortto really does a great job of making it easy to set up and also visualizing everything that's going on. **Official Response from Meagan Philpot:** > Hi Holden, Thank you for the review and feedback, we love hearing how easy it has been for you to use Ortto. We are continuing to build out our documentation hub including more product how-to videos. If you would like to request any other development docs please email help@ortto.com. Thank you for being an Ortto customer! ### 9. Affordable great service and app that beats the competition by far. **Rating:** 4.5/5.0 stars **Reviewed by:** Levent G. | Co-Founder / Creative Director, Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Ortto?** Great support service, affordable price and constantly evolving environment **What do you dislike about Ortto?** Minor bugs that you encounter time to time. **What problems is Ortto solving and how is that benefiting you?** It helps me manage a workload that would need a team to accomplish. ### 10. Good overall Marketing Automation tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** May 02, 2023 **What do you like best about Ortto?** The journey builder for Ortto is second to none. Very intuitive and allows you move it around, add notes and just allows you to arrange it to your liking. **What do you dislike about Ortto?** The email setups for one off blasts are clunky. Doesn't allow you to save blocks of email content (like maybe a footer block). **What problems is Ortto solving and how is that benefiting you?** It's a all in one tool that lets you use multiple marketing channels in one tool. ### 11. Pretty easy to use and seamless! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2023 **What do you like best about Ortto?** The customizable designs and the ortto journeys that you can create. Very easy and clean to use. **What do you dislike about Ortto?** The lack of templates and options for designs. I have noticed there has been more added since starting to use ortto, so that's nice to see! **What problems is Ortto solving and how is that benefiting you?** We didn't have an email platform originally. Ortto has allowed us to join the email game and customize our own emails for our users/clients. ### 12. Would recommend **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 02, 2023 **What do you like best about Ortto?** Salesforce integration works well. I can easily map custom fields and sync leads / accounts without any IT help. The workflow rules and conditions action items I can setup are very robust as well. **What do you dislike about Ortto?** Would like to use this product for my SDR team who does sourcing but the app does not allow it. Too bad, it's a good product. **What problems is Ortto solving and how is that benefiting you?** Automatic newsletters out to customers, ### 13. A complete engagement solution **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2023 **What do you like best about Ortto?** The journey builder makes automating messages to cohorts easy. Plus, you can leverage multiple data sources to make the messaging strategy contextually appropriate. **What do you dislike about Ortto?** We needed certain flexibility in contract terms that they couldn't provide. Our account execs were fantastic, but I would have liked more flex on terms. **What problems is Ortto solving and how is that benefiting you?** The problem Ortto is helping solve is how we programmatically segment and message specific user cohorts. ### 14. Easy to use, scalable marketing platform **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2023 **What do you like best about Ortto?** Ortto is a scalable platform that supports us to rapidly deploy numerous email campaigns to specific segments with relevant content that helps us convert new contacts into demos. The interface is relatively clean - we are still using Autopilot journeys within Orrto, which is like working in an app within an app and isn't the best user experience. **What do you dislike about Ortto?** Lack of realtime support has been challenging over the years. We rely on integrations via Zapier as some of the 'inbuilt' integrations just aren't deep or reliable enough. **What problems is Ortto solving and how is that benefiting you?** Ortto helps us solve serving up relevant information to potential buyers at the right time. ### 15. Powerful and Intuitive Marketing Automation software. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Ortto?** Ortto's user interface is very intuitive and easy to navigate. The powerful features allow for marketing automation to deliver customized marketing experiences. **What do you dislike about Ortto?** We're a non-profit, so some of the features, although great, don't apply to us. The person profile could provide a slightly better timeline or view of their activity. **What problems is Ortto solving and how is that benefiting you?** Customer Journey Mapping and email campaigns. Ortto helps build personalized marketing messaging. ### 16. Very good product **Rating:** 5.0/5.0 stars **Reviewed by:** Craig S. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2023 **What do you like best about Ortto?** Really easy to use and good customer support, **What do you dislike about Ortto?** Nothing really. I have no problems with it at all **What problems is Ortto solving and how is that benefiting you?** Having an easy to use auto responder ### 17. Easy to use interface. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** May 03, 2023 **What do you like best about Ortto?** I like the interface of Ortto, writing emails daily can be challenging if the software is not easy to use, Ortto is easy to use. Thumbs up from me. **What do you dislike about Ortto?** I would say the segmentation tools, it does the job but some improvements could be made to make it easy to send to specific people. **What problems is Ortto solving and how is that benefiting you?** Helps me to send mass emails at scale. ### 18. Miles ahead of its predecessor **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2022 **What do you like best about Ortto?** The UI and general ease of use are miles ahead of anything I've used in the past. Generally navigating around the app is a great experience, and it's incredibly easy to find where certain things are. Email marketing, and lifecycles, are often complicated, but Ortto helps remove some of that headnoise. **What do you dislike about Ortto?** As one of the first adopters of Ortto, there are a few bugs to deal with. Our Segment integration had a few issues, and there are certain plan limits that we aren't aware of until we reach them (e.g. number of activities we can utilise). Through this though, the responsiveness and support from Ortto has been exceptional. **What problems is Ortto solving and how is that benefiting you?** Ortto is helping us simplify our email marketing, while remaining targeted in our acquisition. The use of lists, audiences and email comms helps us form complex, yet exceptionally clear views of our customers, understanding when and how to contact them best. **Official Response from Meagan Philpot:** > Hi, Thank you so much for the review - we're thrilled to hear of your overall experience with Ortto, from the general ease of use, to the quick response of our customer support team to creating complex email marketing campaigns but keeping them uncomplicated. We're excited to watch you continue to grow your business. Thank you for being an Ortto customer. ### 19. A tool I've been using for years **Rating:** 4.0/5.0 stars **Reviewed by:** Tereza L. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2023 **What do you like best about Ortto?** I find its contact management useful and I also find it easy to send email sequences all using one tool. **What do you dislike about Ortto?** It needed a bit of searching at the start to explore some functionalities but once you're used to it, it feels way easier **What problems is Ortto solving and how is that benefiting you?** Ortto helps us make email marketing easier -from journey mapping to contact management and email automation and workflows ### 20. Lot of good features baked in to the software **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan F. | Product Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2023 **What do you like best about Ortto?** Intuitive flows and labels for what steps take place **What do you dislike about Ortto?** There are times where the nav has items that seem less discoverable, but usually doesn't take too long to get to the right place. **What problems is Ortto solving and how is that benefiting you?** With some business opportunities, this helps me keep an eye and manage my audience and their experiences in an easy way for a one man team. ### 21. Intuitive program that makes email campaigns a breeze **Rating:** 4.5/5.0 stars **Reviewed by:** Tonya R. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2023 **What do you like best about Ortto?** Intuitive design and easy-to-use campaign set-up. **What do you dislike about Ortto?** Unsubscribes are not automatically handled by the software. **What problems is Ortto solving and how is that benefiting you?** Getting emails out to multiple different lists. ### 22. With Ortto, you don't need to be a Marketing expert to engage your audience **Rating:** 5.0/5.0 stars **Reviewed by:** Sergio M. | Angel Investor, Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2022 **What do you like best about Ortto?** Easy integrations with popular data sources, handy workflows and relevant reports. It's easy to verify your campaign engagement and even auto-re-send messages with a different subject to specific users who did not open your email 24 hours after it was delivered to their inbox. **What do you dislike about Ortto?** I needed to delete 25 audience groups I created. I had to click each one to archive and then delete the audience and repeat the process 25 times. It makes sense if I could mark all of them to archive at once and then, for security reasons, mark all of them to be deleted. There's a confirmation box where you type "PERMANENTLY DELETE" to confirm the whole process. So, if you're in a hurry, you need to be patient. **What problems is Ortto solving and how is that benefiting you?** I have a small audience and I needed to send campaign emails to my leads from Pipedrive CRM. Ortto makes the whole process easy, cheap, professional, beautiful and fast. **Official Response from Meagan Philpot:** > Hi Sergio, Wow! We really appreciate you taking the time to leave such an amazing review. It's unbelievable to read how Ortto is making your email campaign life that bit easier. Thank you for being transparent with all your feedback. We do have a feature request section of the product, which is accessible after you log in - https://roadmap.ortto.com/feature-requests. Here you can add feedback, feature suggestions, and upvote other users suggestions. Thanks The Ortto Team ### 23. Confusing addition to autopilot **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2023 **What do you like best about Ortto?** I don't use it, there has been no explanation. **What do you dislike about Ortto?** I do not know how to use Ortto. I was an Autopilot user and Ortto has since taken over the platform. I would appreciate a training video to understand Ortto's capacities and how it works with Autopilot. **What problems is Ortto solving and how is that benefiting you?** I am able to create email templates. ### 24. Clunky Autopilot Dashboard **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2023 **What do you like best about Ortto?** There are many new features and uses in the full Ortto app beyond what we were using (just Autopilot). **What do you dislike about Ortto?** The dashboard for Autopilot is now super clunky and a poor solution (just hiding under Ortto menu options). **What problems is Ortto solving and how is that benefiting you?** We're able to make different journeys for our customers and candidates, getting valuable feedback we can use later on. ### 25. Good tool, could be a bit more intuitive **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2023 **What do you like best about Ortto?** Design Feature is good and easy to use, analytics and tracking tool are easy to analyze and review **What do you dislike about Ortto?** Setting up recipients for campaigns is not very straightforward especially when working with a large database, but creating small campaigns. **What problems is Ortto solving and how is that benefiting you?** Ortto is automating our customer journey and allows to send profressional looking emails ### 26. Great customer service **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Building Materials | Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2023 **What do you like best about Ortto?** They have a great customer service team. They are easily contactable, and get back to you very quickly. **What do you dislike about Ortto?** I found it hard to add contacts - some emails we sent out are for specific people, and it was difficult to add seperate lists. **What problems is Ortto solving and how is that benefiting you?** It has great analytics to show how effective our emails are ### 27. Great for boosting marketing performance **Rating:** 5.0/5.0 stars **Reviewed by:** Obed M. | Marketing Manager, Enterprise (> 1000 emp.) **Reviewed Date:** March 06, 2019 **What do you like best about Ortto?** The new platform is really great and more efficient for the daily marketing activities. Also allows to automate tasks for being more strategic and less operational department. **What do you dislike about Ortto?** There are a lot of integrations pending. Could be great integrate the tool with more platforms like forms, CRMs or productivity tools like MS Office and Zoom. Some teams works with MS Teams so could be great have or integrate it with it. **Recommendations to others considering Ortto:** You need to map your customer journey and doing some prep-work like write really good newsletters before to start working with Autopilot. The platform has a lot of functions in order to configure properly the tasks and triggers. So, that will requiere even more time if you don´t have your content ready like text, pictures, videos, and so on. **What problems is Ortto solving and how is that benefiting you?** The follow up to the users and a consistent brand experience along the customer journey. Also the marketing performance. With this tool we can increase the efficiency of the marketing because we reach the customer at the right moment. **Official Response from Meagan Philpot:** > We just wanted to say a big thank you for taking the time to send through your review of Ortto. We appreciate all your feedback and we'll be sharing this with the team. Let us also just say, that we were very excited to read that the new platform is making life easier for your daily marketing tasks. Thanks, The Ortto Team. ### 28. It's a pretty decent platform **Rating:** 4.0/5.0 stars **Reviewed by:** Chloe A. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 02, 2023 **What do you like best about Ortto?** Farily straight forward and easy to create campaign emails **What do you dislike about Ortto?** There are still features that could be improved on - such as the ability to have preview links from test emails (without having to send yourself the campaign every time), save content blocks when building emails etc. **What problems is Ortto solving and how is that benefiting you?** Ability to send large scale email campaigns ### 29. Ortto Has been great addition for our marketing campaigns **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** May 03, 2023 **What do you like best about Ortto?** The readymade templates helps us create easy newsletters that are designed to attract readers. **What do you dislike about Ortto?** Creating custom workflows are a little confusing in Ortto **What problems is Ortto solving and how is that benefiting you?** Its helps stay connected with our entire database through email communication. We're able to set up a constant flow of emails that go out to customers often ### 30. Seems to work well **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Building Materials | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Ortto?** Dashboard of product performance is easy to read. **What do you dislike about Ortto?** I haven't explored the functionality as much as some of my colleagues, but I wish the dashboard could be easily changed from last 90 days to longer and shorter ranges. **What problems is Ortto solving and how is that benefiting you?** Helps us keep tabs on how our products are performing. ### 31. Been using it for my clients (we are a marketing agency) **Rating:** 4.0/5.0 stars **Reviewed by:** Liran G. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2023 **What do you like best about Ortto?** Robust system with automation and many integration out of the box. Very easy to use. **What do you dislike about Ortto?** As an advanced user, I had to make some configuration with developers to make it work as I wanted. **What problems is Ortto solving and how is that benefiting you?** They solve our task to do email marketing to our clients. ### 32. Great Tool, even better Team! **Rating:** 5.0/5.0 stars **Reviewed by:** Dale M. | Head of Product, Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2018 **What do you like best about Ortto?** The ability to run internal CRM automation along with marketing automation **What do you dislike about Ortto?** Nothing so far. Looking forward to the new releases, **Recommendations to others considering Ortto:** Do the free trial! **What problems is Ortto solving and how is that benefiting you?** Multi-channel marketing campaigns with lots of customer segments. Ability to fine tune campaigns for performance and segmentation ### 33. Nice user interface, can be confusing to use but customer service is excellent. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Food Production | Small-Business (50 or fewer emp.) **Reviewed Date:** November 28, 2022 **What do you like best about Ortto?** The customer service is so good, despite the fact that I'm based in the northern hemisphere it never feels like I have to wait more than a few hours for a friendly response. **What do you dislike about Ortto?** There's a whole new set of terminology you have to learn in order to use Ortto effectively. I think I could be using this platform better if I'd set aside a few days to really get into it, or better yet had a training session, but unfortunately that's not realistic in my current role. **What problems is Ortto solving and how is that benefiting you?** Finding new ways of reaching out to our b2c and b2b customers, all whilst having the analytics to back up strategy decisions. It's great to be able to do all of this from one platform. **Official Response from Meagan Philpot:** > Thank you so much for taking the time to provide a review for Ortto. It's wonderful to read that our Customer Support team are taking great care of you in helping you get set up in Ortto. If you do find you're getting stuck with terminology, please reach out to the team and we'll be able to help you. We're excited to watch you continue to flourish using Ortto. Thank you for being a customer. ### 34. It's a good, affordable alternative for SMBs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.) **Reviewed Date:** May 02, 2023 **What do you like best about Ortto?** It's affordable and has lots of plug n play options **What do you dislike about Ortto?** It's not as robust as I'd like it to be, the integrations aren't full-proof, and it should have more options for email marketing **What problems is Ortto solving and how is that benefiting you?** Email marketing to different groups of people that are in our CRM ### 35. The marketing automation buddy your customers will love **Rating:** 4.5/5.0 stars **Reviewed by:** Iggy F. | Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2022 **What do you like best about Ortto?** 1. Product features are constantly being updated. 2. There is a space for requested features, and a pipeline for users to see the priority of these features. 3. Capital 'A' for Awesome customer support and account executives. 4. User-friendly and familiar campaign management and creation dashboard. 5. Website builder form tracking alongside their indigenous form capture widgets. 6. Custom traits, Native Customer Data Platform and Traffic Analytics **What do you dislike about Ortto?** 1. New users might need time to get familiar with the software 2. Not having an Ortto University with certifications 3. Being able to track utms **What problems is Ortto solving and how is that benefiting you?** 1. Effectively reporting and showing engagement analytics 2. Intuitive lead capturing widgets 3. Customer Data Platform 4. Traffic Analytics tool helps us provide clients with a choice to integrate this alongside GA. Traffic analytics + Marketing automation **Official Response from Chloe Schneider:** > Hi Iggy, Thank you so much for the review and feedback, we're so glad you're enjoying the product and benefiting from lead capture widgets, reporting, our CDP and more. An Ortto University with certifications is on the horizon, and we're sure this will make onboarding even simpler for new users. Thank you for being an Ortto customer! ### 36. Great for advanced email marketers **Rating:** 3.5/5.0 stars **Reviewed by:** Katarina M. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Ortto?** Robust automation abilities with a huge range of customization options. **What do you dislike about Ortto?** Sometimes it might be counter-intuitive, especially if you are upgrading from a simpler interface, such as MailChimp **What problems is Ortto solving and how is that benefiting you?** We are able to list our customer journeys and track user behavior more precisely. ### 37. Amazing customer service, which is needed for non tech minds! **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2023 **What do you like best about Ortto?** The customer service team is brilliant at helping solve and pointing us toward what we are looking to achieve. **What do you dislike about Ortto?** It's not as user-friendly as autopilot, and the journey option is necessary for our organisational needs. **What problems is Ortto solving and how is that benefiting you?** Personalisation and automation ### 38. Great email management service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Ortto?** Easy to navigate and execute campaigns, and easy to build up email journeys. Great data, and analytics. **What do you dislike about Ortto?** Pricing plans are little expensive and with limited usage. **What problems is Ortto solving and how is that benefiting you?** Easy to manage our campaigns! ### 39. Good functionality, but buggy and cluttered **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Utilities | Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Ortto?** The support is very good and the functionality when it works is great. **What do you dislike about Ortto?** It is very cluttered and buggy, totally unclear what the difference is after coming from Autopilot. **What problems is Ortto solving and how is that benefiting you?** Linking to my sales API to offer clients contract renewals. ### 40. A game changing platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** May 11, 2023 **What do you like best about Ortto?** Makes automating marketing journeys simple **What do you dislike about Ortto?** Data flow management at times can be tricky **What problems is Ortto solving and how is that benefiting you?** Ortto is a robust platform that provides us with a well rounded solution for marketing automation and reporting, using multiple data points. ### 41. a great B2C Marketing platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Ortto?** The ease of creating a customer journey to obtain conversions. **What do you dislike about Ortto?** The only difficulty is obtaining assistance when we cannot figure something out. **What problems is Ortto solving and how is that benefiting you?** Ortto is allowing us to lead customers through an email journey and increase our direct bookings. ### 42. Easy to use product **Rating:** 4.0/5.0 stars **Reviewed by:** Thanasis K. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 03, 2023 **What do you like best about Ortto?** Customized services, time saving, professional design and cost-effective! **What do you dislike about Ortto?** Lack of control and dependence on third-party. **What problems is Ortto solving and how is that benefiting you?** Ortto is solving problems related to design skills, limited budgets and brand recognition by providing affordable and customized branding and marketing services. ### 43. Ortto is great for automated emails **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2023 **What do you like best about Ortto?** Ortto helps automate repetitive and time-consuming emails so you can focus on more important work **What do you dislike about Ortto?** Ortto has struggled with integrating with other applications such as Salesforce. **What problems is Ortto solving and how is that benefiting you?** Ortto helps automate emails journey's that keep in touch with the client. ### 44. Feedback **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Ortto?** I like how fast it is to send out messages to drivers. **What do you dislike about Ortto?** I do not like how there are so many steps to take to send out messages. **What problems is Ortto solving and how is that benefiting you?** It's a platform used to reach out to customers. ### 45. Very impressive and easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2023 **What do you like best about Ortto?** Easy to use and very helpful on making any workflow.. I love how ortto handle every journey and test.. **What do you dislike about Ortto?** The flow of journey kinda messy and no preview page **What problems is Ortto solving and how is that benefiting you?** Testing emails and capturing more leads ### 46. good **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2023 **What do you like best about Ortto?** the reporting/analytics. how it displays using images. Also like not how you can save rows **What do you dislike about Ortto?** fiddly to get the aesthetics right, therefore making it time consuming to use **What problems is Ortto solving and how is that benefiting you?** communicating with databse regularly ### 47. Great Potential, lackluster performance **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Ortto?** I love the journey setup Ortto offers. Its easy to learn and put together unique campaigns for different kinds of customers. **What do you dislike about Ortto?** We started using it 3-4 years ago when it was APHQ. We found that it would not stay connected to the server and the disconnecting would cause issues throughout the journeys. **What problems is Ortto solving and how is that benefiting you?** Ortto has an excellent journey set up. You can create triggers, exclusion lists, etc. all in one place. ### 48. Ortto streaming our lifecycle marketing **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Animation | Mid-Market (51-1000 emp.) **Reviewed Date:** May 24, 2022 **What do you like best about Ortto?** Ortto's event and activity based automation is what makes it really stand out for us. We were using Hubspot but it wasn't scaling very well given the number of activities we want to track and inform journeys based on. So we chose Ortto and are happy with our choice! The support team is also great! **What do you dislike about Ortto?** I grew up on the Autopilot tools and the ability to add to lists was always excellent, so took some getting used to to get over that. Also the ability to visually put people into SoMe audiences was always really nice. **Recommendations to others considering Ortto:** We evaluated all the marketing tools and for our e-commerce + SaaS needs, Ortto was the right choice. **What problems is Ortto solving and how is that benefiting you?** Communicating with our customers in a personal way. Hubspot wasn't allowing us to do that very well. Also, the ease of getting the team onboarded was greatly appreciated! **Official Response from Meagan Philpot:** > Hi there, We just wanted to say a big thank you for taking the time to send through your review of Ortto. We have loved reading about how easy it was to onboard with Ortto and how you're using the platform for your personalizing your customer's experience. We appreciate all your feedback and we'll be sharing this with the team. Thanks, The team at Ortto ### 49. Great U/I and easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Ben R. | Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 30, 2022 **What do you like best about Ortto?** It's simple - once you get your data connectors established, it's easy to do what you want it to do. **What do you dislike about Ortto?** The support articles are lacking - chat and email can be quick to get back, but often times with links to pages that arent helpful. **What problems is Ortto solving and how is that benefiting you?** It is making it easier for us to connect our new contacts and existing customers to the marketing journeys they should be on. **Official Response from Meagan Philpot:** > Hi Ben, We are grateful that you took the time out to leave us a review. Your feedback helps us to improve service for everyone. We are continuing to build out our documentation hub including more product how-to videos. If you would like to request any other development docs please email help@ortto.com. Thank you for being an Ortto customer, we're excited to watch you continue to grow your business. ### 50. Best Email Automation! **Rating:** 5.0/5.0 stars **Reviewed by:** Mica S. | Tech Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 06, 2022 **What do you like best about Ortto?** The Salesforce integration is amazing. I can create action based on automations based on fields within Salesforce. I had trouble finding any other platform that could do this. **What do you dislike about Ortto?** I would like to be able to see what emails were sent out from Salesforce. This is helpful for our users to be able to diagnose any issues or to know what communication has gone out for a client. **What problems is Ortto solving and how is that benefiting you?** We lost a lot of business due to Marketing Cloud journeys breaking down, not triggering, and not exiting. It was also a heavy lift for our team to maintain MC. Ortto is so easy to set up and track info. **Official Response from Chloe Schneider:** > Hi Mica, Thank you so much for the review - we're so happy to hear that our integration has helped you better utilize your Salesforce data and give your team some of their time back. If you haven't already, please add your request to our Feature Requests on our roadmap (linked as a resource). As you'll see, we've got a lot of exciting features in progress, and we like to prioritize the features our customers are asking for. Thank you for being an Ortto customer, we're excited to watch you continue to grow your business. ## Ortto Discussions - [What Integrations does Ortto have?](https://www.g2.com/discussions/what-integrations-does-ortto-have) - 1 comment, 1 upvote - [What is Ortto used for?](https://www.g2.com/discussions/ortto-what-is-ortto-used-for) - 1 comment - [View Ortto pricing details and edition comparison](https://www.g2.com/products/ortto/reviews?login_required=true&page=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+11%3A37%3A49+-0500&secure%5Bsession_id%5D=0fedfa71-6991-49cd-afc3-fe59a61c4d14&secure%5Btoken%5D=a71731e63ac6b2caff1f111e4cc244e2feaa4899b9d704fc02f956ba8c203e7b&format=llm_user) ## Ortto Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews) - [Shopify](https://www.g2.com/products/shopify/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews) ## Ortto Features **Email Marketing** - Building and Personalizing Emails - Sending Outbound Emails - Manage Email Deliverability - Automated Email Responses **Online Marketing** - Landing Pages and Forms - Dynamic Content - A/B Testing - Mobile Optimized - Search Tracking and Optimization - Conversion Rate Optimization - Multivariate Testing - Customizable Forms **Lead Generation** - Lead Builder - CRM Integration - Marketing Automation Integration - Social Media Integration - Data Import & Export Tools **Templates** - Text and Themes - Stock Images - Proofing - Mobile Responsive **Data Sourcing** - Data Enrichment - Expandability - Content Marketing - Multiple Devices - Email Marketing - Multi-Channel Marketing - Real-Time Data **Platform Basics** - Customizable Templates - Exporting - Multi-user Access and Collaboration - Multiple Personas - Data Analytics - Predictive Analytics - Behavioral Analytics - Campaign Analytics - Website Analytics - Visual Analytics **Design and Customization** - Pre-Designed Templates - Pop-Up Types - No-Code Customization - Mobile Optimized **Lead Monitoring** - Features - Performance - Identification - Lead Capture **Development ** - Pre-built Connectors - Custom Connectors **Customization** - Custom Fields - Conditional Logic - Multi-page Forms - Design - Forms Creation & Design **Agentic AI - Lead Scoring** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Decision Making - AI/Machine Learning - Social Media Integration - Third-Party Integrations **Agentic AI - Lead Capture** - Cross-system Integration - Proactive Assistance **Agentic AI - Personalization** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Third-Party Integrations **Lead Management** - Marketing Lead Database - Data Quality Management - Segmentation - Lead Scoring and Grading - Lead Nurturing - Email Tracking - Automated Alerts and Tasks - CRM Lead Integration - Third-Party Integrations - Real-Time Data - Social Marketing - Email Marketing - Multi-Channel Marketing - Conversion Tracking - ROI Tracking - Activity Tracking - Engagement Tracking - Campaign Segmentation - Search Marketing - SMS Marketing - Website Visitor Tracking **Analysis** - Application Attribution - Campaign Analysis - Uninstall Tracking - Activity Dashboard - Multi-Channel Attribution - ROI Tracking - Engagement Tracking - Behavior Tracking - Activity Tracking - Conversion Tracking **Attribution** - Lead Opportunity - Lead Assignment - Pipeline Acceleration **Marketing Operations** - ROI Tracking - Data Collection - Customer Insights - Multi-User Access - Multi-Channel Data Collection - Engagement Tracking - Keyword Tracking - Behavior Tracking - Campaign Tracking - Conversion Tracking - SEO Management - Tag Management - Real-Time Data - Activity Tracking - Click Tracking - Contact Management - Content Management - Lead Management - Email Management - Campaign Management - Channel Management - Template Management - Workflow Management **Edit** - Pre-Made - Build **Intelligence** - Marketing Metrics - Predictive Modeling - Recommendation Engine **Campaigns** - Targeting - Triggered Campaigns - A/B Testing - Analytics **Data Capture** - Mobile - Websites - Social Media - Data **Management ** - Reporting and Analytics - Data Mapping **Additional Functionality** - Embedded Forms - Notifications - Payments - Customizable Forms - Real-Time Notifications - Alerts/Notifications **Agentic AI - Customer Journey Mapping** - Autonomous Task Execution **AI Personalization - Personalization** - Predictive Recommendations - Audience Segmentation - Adaptive Content **Additional Functionality** - AI Copilot - Engagement Tracking - Content Management - Visual Analytics - Real-Time Analytics - Behavior Tracking - Website Personalization - Recommendations - Real-Time Reporting - Content Analytics - Behavioral Targeting - Account Based Marketing - Website Analytics - Customer Segmentation - Customer Profiles - Template Management - Multi-Channel Marketing - Customizable Branding - Alerts/Notifications - API - Abandoned Cart Saver - Drag & Drop - Contextual Targeting - Experience Management - Campaign Management - Generative AI - WYSIWYG Editor - Reporting/Analytics - Activity Dashboard - Multi-Campaign - Campaign Segmentation - A/B Testing - Customizable Forms - Email Marketing **Additional Functionality** - Search/Filter - AI Copilot - Commenting/Notes - Content Publishing Options - Reporting & Statistics - Content Library - Document Classification - Drag & Drop - Customizable Branding - SSL Security - API - Document Management - Document Storage - Collaboration Tools - Data Capture and Transfer - Autofill - Multi-Channel Distribution - Convert to PDF - Customizable Templates - Media Library - Generative AI - Full Text Search - Surveys & Feedback - Data Import/Export - Forms Management - Electronic Signature - Third-Party Integrations - Reporting/Analytics - Workflow Management - Template Management - Mobile Access **Additional Functionality** - Engagement Tracking - Contact Management - Customer Journey Mapping - Generative AI - API - A/B Testing - Lead Generation - Data Integration - Customer Activity Tracking - Activity Dashboard - Activity Tracking - Campaign Segmentation - Lead Capture - Contact Database - Campaign Management - Behavior Tracking - Real-Time Analytics - Email Management - Lead Qualification - Reporting & Statistics - Template Management - Alerts/Notifications - Predictive Analytics - Surveys & Feedback - Personalization - Campaign Planning - Third-Party Integrations - Behavioral Analytics - Email Tracking - Campaign Analytics - Customer Segmentation - Multi-Channel Communication - Lead Management - Channel Management - AI Copilot - Audience Targeting - GDPR Compliance - Customer Profiles - Customer Database - Multiple Data Sources - Event Triggered Actions - Tagging - Customizable Templates **Additional Functionality** - Multi-Channel Marketing - Map Creation - Email Marketing - Single Sign On - Performance Metrics - Customer Database - API - Activity Dashboard - Data Linking - Whiteboard - Drag & Drop - Data Visualization - Collaboration Tools - Brainstorming - Conversion Tracking - Workflow Management - Activity Tracking - Behavior Tracking - Personalization - Customizable Reports - Customer Journey Mapping - Customer Profiles - AI Copilot - Third-Party Integrations - Real-Time Notifications - Tagging - Audience Targeting - CRM - Surveys & Feedback - Data Import/Export - Reporting & Statistics - Communication Management - Attribution Modeling - Action Management - Map Sharing - Engagement Tracking - Customizable Branding - Generative AI - Customer Touchpoints - Customer Experience Management - Diagramming - Campaign Management - A/B Testing - Storyboarding - Customer Segmentation **Campaign Management** - Program Management - Event / Webinar Marketing - Calendaring - Budgeting - Campaign Management - Workflow Management - Template Management **Campaigns** - Proximity Marketing - Alerts/Notifications - Bulk SMS - Two-Way Text Messaging - Email Campaigns - Audience Segmentation - Campaign Segmentation - Drip Campaigns - Multi-Campaign - Email Marketing - Multi-Channel Marketing - Location-Based Marketing - SMS Marketing - Real-Time Notifications - Mobile Alerts **Discovery** - Lead Management - Scoring/Ranking - Lead Context - Pipeline Management - Workflow Management - Opportunity Management - Task Management - Contact Management - Calendar Management - Email Management - Campaign Management **Logistics** - Analytics - Issues - Integrations - Shareable Link **Integrations** - CRM/Email Integrations - WCM Integrations - E-Commerce Integrations - Social Media Integrations **Analytics** - Export/Import - Reporting **Integration Options** - ERP Systems - Accounting Systems - CRM and Marketing Automation Systems - EDI **Social** - Social Listening - Social Sharing - Social Campaigns - Social Media Engagement - Social Media Advertising - Drip Campaigns - Multi-Campaign **Engagement** - Coupons and Promotions - Social Promotion **Management** - Conversion Viability - Workflow **Campaign Activity** - Campaign Insights - Reports and Dashboards - Campaign Stickiness - Multichannel Tracking - Brand Optimization - Predictive Analytics - Multi-Campaign - Campaign Analytics - Website Analytics - Conversion Rate Optimization - Drip Campaigns - Visual Analytics - Real-Time Analytics - Customizable Reports **Customization** - Web Forms - Personalization - Templates - Integration - Social Media Integration - Customizable Forms - Customizable Templates **Generative AI** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Generation **Agentic AI - Marketing Analytics** - Autonomous Task Execution - Cross-system Integration - Proactive Assistance - Third-Party Integrations - Social Media Integration **Agentic AI - Vulnerability Scanner** - Autonomous Task Execution - Proactive Assistance **Additional Functionality** - Lead Segmentation - Conversion Tracking - Activity Dashboard - A/B Testing - AI Copilot - Pipeline Management - Drag & Drop - Reporting & Statistics - Multi-Campaign - Prospecting Tools - Customizable Fields - Lead Distribution - Event Triggered Actions - Engagement Tracking - Generative AI - Chat/Messaging - CRM - Email Marketing - Template Management - Lead Nurturing - Customizable Branding - Contact Management - Contact Database - Email Management - Real-Time Notifications - Customer Segmentation - Surveys & Feedback - Campaign Management - Activity Tracking - Alerts/Notifications - Data Extraction - Lead Notifications - Reporting/Analytics - Dashboard - Business Card/Badge Scanning - Lead Generation - Customer Database - Autoresponders - Lead Qualification - API - Forms Management - Visitor Tracking - Lead Management - Campaign Analytics - Search/Filter - Campaign Planning - Lead Scoring - Email Tracking - Drip Campaigns - Campaign Segmentation - Lead Verification/Validation - Source Tracking - Calendar Management - Reminders - Interaction Tracking - Opportunity Management - Sales Reports - Document Storage - Sales Trend Analysis - Monitoring - For Sales Teams/Organizations - Sales Forecasting - Workflow Management - Task Management **Additional Functionality** - Event Marketing - Social Promotion - Multi-Channel Marketing - Generative AI - Data Import/Export - Lead Generation - Campaign Segmentation - Customizable Forms - Reporting & Statistics - Monitoring - AI Copilot - Customizable Templates - Email Templates - Web Forms - Lead Capture - Customizable Branding - Real-Time Reporting - Campaign Planning - A/B Testing - CRM - Customer Segmentation - Campaign Scheduling - Alerts/Notifications - Autoresponders - Drag & Drop - Event Triggered Actions - Email Marketing - API - Customizable Fields - Contact Database - Data Visualization - Ad hoc Reporting - Performance Metrics - Data Source Connectors - Search/Filter - Multi-Channel Attribution - Customer Journey Mapping - KPI Monitoring - Cohort Analysis **Reporting & Analytics** - Basic Reporting - Web Analytics - ROI Analytics - Revenue Analytics - SEO / Keyword Analytics - Behavior Analytics - Real-Time Analytics - Campaign Analytics - Website Analytics - Visual Analytics - Sales Analytics **Platform** - Optimization - Integrations - Mobile Marketing - Internationalization - Social Media Integration - Third-Party Integrations **Platform** - Data Synchronization - Analysis - Sales Trend Analysis - Demographic/Firmographic Data - Real-Time Data **Agentic AI - Email Template Builder** - Autonomous Task Execution - Cross-system Integration **Additional Functionality** - Drag & Drop - Interaction Tracking - Customizable Fields - Multiple Scoring Models - CRM - Customer Segmentation - Predictive Analytics - Prioritization - Lead Qualification - Contact Database - Reporting & Statistics - Alerts/Notifications - Email Marketing - Lead Nurturing - Web Forms - Document Storage - Search/Filter - Prospecting Tools - Email Tracking - Sales Forecasting - Customizable Templates - Lead Generation - Sales Reports - Lead Distribution - Data Enrichment - AI Copilot - API - Real-Time Notifications - Lead Capture - Reminders - Generative AI - Forecasting - Email Templates - Activity Dashboard - Activity Tracking - Workflow Automation **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation - Lead Generation - Content Management - Lead Management - List Management - Mobile Access **Agentic AI - Mobile Marketing** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making - Campaign Planning **Additional Functionality** - Visual Analytics - Autoresponders - Landing Pages/Web Forms - Campaign Analytics - Reporting & Statistics - Campaign Scheduling - Contact Management - Text-to-Win - CRM - AI Copilot - Data Import/Export - Contextual Targeting - Real-Time Data - Mobile Access - API - Coupons - Customizable Templates - Drag & Drop - A/B Testing - Generative AI - Real-Time Analytics - Campaign Management - Event Triggered Actions - Real-Time Reporting - Contact Database - Customizable Branding - Reminders **Agentic AI - Marketing Automation** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making - Campaign Planning **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Social Media Integration **Additional Functionality** - Social Promotion - Customizable Branding - Monitoring - CRM - Reporting & Statistics - Live Chat - Customer Journey Mapping - Generative AI - Mass Texting - Drag & Drop - Email Templates - Automated Scheduling - Campaign Scheduling - AI Copilot - Social Media Monitoring - Activity Dashboard - Lead Capture - Customizable Templates - Marketing Automation - Event Triggered Actions - Marketing Calendar - Customizable CTAs - Multi-Channel Communication - Data Import/Export - Lead Qualification ## Top Ortto Alternatives - [Klaviyo](https://www.g2.com/products/klaviyo/reviews) - 4.6/5.0 (1,314 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,242 reviews) - [Iterable](https://www.g2.com/products/iterable/reviews) - 4.4/5.0 (814 reviews)