Ortto

Review of Ortto Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Overview

About Ortto

Build journeys that drive revenue. Your customer data, marketing automation & analytics, together. Since 2015, Ortto has empowered over 10,000 companies with their software. Ortto allows online businesses to unify their customer data with their CDP, segment key audiences across the customer lifecycle; activate these audiences with personalized, omnichannel experiences, and analyze their business for growth with a powerful suite of BI tools. The teams at Microsoft, Bltly, Typeform, LiveChat, Greenpeace and Patreon create remarkable customer journeys with Ortto.

Ortto Screenshots

Ortto Features

Features of Ortto
A/B Testing
Autoresponders
Campaign Analytics
Campaign Scheduling
CAN-SPAM Compliance
Contact Management
Customer Segmentation
Email Tracking
Event Triggered Actions
Subscriber Management

Ortto Integrations

Shopify logo
Shopify
Stripe logo
Stripe
WooCommerce logo
WooCommerce
Gorgias logo
Gorgias
Typeform logo
Typeform
Twilio logo
Twilio

Customer Reviews

See why people love Ortto

5 Star
70%
4 Star
10%
3 Star
20%
2 Star
0%
1 Star
0%
Adrien W.

Adrien W.

Verified User

Marketing and Advertising · 11-50 employees

Used weekly for less than 2 years
Dec 22, 2025

Good tool but some things to improve

Autopilot has been a good tool to use but we had too many issues with the tool. There were a lot of disconnections with Pipedrive. The e-mail features are not that great.

What they liked
  • I like the simplicity and the design of the tool
  • It's very easy to understand and to set up
  • There a lot of connections with other platforms such ad Google Ads Facebook and CRMs
Room for improvement
  • I do not like the price model, it's quite expansive
  • Be careful
  • And the connectivity with Pipedrive is not very good
Switched From

We needed more features.

Why they chose it

"We had already a CRM so we did not see the value of purchasing ActiveCampaign."

Cameron W.

Verified User

Public Policy · 11-50 employees

Used daily for less than 6 months
Dec 22, 2025

Do yourself a favour and use Ortto!

Our experience has been fantastic. Especially the onboarding process. Their support team is very knowledgeable and responsive.

What they liked
  • They system strikes the perfect balance between being powerful AND easy to use
  • It's almost magical
  • The integration with Salesforce also works really well - far superior to other systems like Marketing Cloud
Room for improvement
  • Any cons are relatively small things
  • There are some odd menu behaviours and other very small things, and some of their documentation and settings can be a bit confusing to understand
  • But none of these things are major issues once you understand how it all works
Switched From

Because it was one of the most horrible systems I have ever encountered - it's like something that was a student project from the 1908s.

Why they chose it

"Ortto's integration with Salesforce was a native feature rather than an external add-on and it looked better, Ortto's team was more knowledgeable and the user interface was easier to use."

Aleksandr S.

Aleksandr S.

Verified User

Computer Software · 501-1000 employees

Used daily for more than 2 years
Dec 22, 2025

Does not worth it's money

Overall, Autopilot seems to lag behind of Intercom in a term of features, developer support, documentation, and adoption. There are much less how to's, and it is rarely discussed on the internet. In my opinion, it is poorly priced in a terms of proce-features. I'd keep an eye on it as it may be able to make a leap and offer full-fledged solution. It is not there yet.

What they liked
  • I can not withstand the temptation to compare Autopilot to Intercom
  • So
  • 2 rewievs in 1
  • It is somehow more stable than Intercom and overall offers a bit smoother experience
  • API server are bit more stable, less 500
  • Dashboard is
  • standard
  • I mean at some point Autopilot and Intercom dashboards become prety much the same having the main differences in namings
  • Autopilot have journeys which are the same as Intercoms lifecycles (onboardings), there are the same chats, same integrations, same conversation channels
  • API recently got a long awaited updated and email is no longer the sole unique key - the thing that drove a number of customers including me away, because sometimes it is required to have different customers with a same email or without email at all
  • Well, now it is fixed
Room for improvement
  • Autopilot offers no client libs except for JavaScript
  • You want to use it - you write your own client library, this is something you better keep in mind if your scenario includes server side events
  • It's API is somewhat cumbersome to understand
  • The technical support is a bit better that Intercoms, but I can not say it was of a much help
  • Probably the biggest issue we faced with autopilot is constant feeling that product developers would prefer not to meet client's need, they are living in a world where clients solve their problems on their own
  • Ivory tower one could say, huh
Why they chose it

"It looked cheaper and more robust at the time the decision was made."

Dale M.

Verified User

Computer Software · 2-10 employees

Used daily for more than 2 years
Dec 22, 2025

Modern Marketing Automation

It's been great to implement and continue to build operations on top of.

What they liked
  • As a new product, it shows, there is no clunky interface or technical debt
  • Everything is laid out well and works together
  • The new Talk feature is amazing and the AI-suggested replies are always on point
Room for improvement

Very little to dislike, a small criticism is the flexibility of the Chargebee integration however this is only minor

Switched From

Much better in terms of usability and flexibility than Intercom

Kate J.

Verified User

Computer Software · 11-50 employees

Used weekly for less than 6 months
Dec 22, 2025

A great tool, with great visual cues, powerful automation and integrations

Great platform, easy to learn and use, engaging for the team, awesome customer support, truly helpful content. No regrets. It's perfect for teams that are just starting out.

What they liked
  • Because of the visual workflow (or journeys, as they appropriately call them) builder, this is an easy platform to catch on to
  • Getting the team to dive in and build our or edit journeys is quick and simple and doesn't require two days of reading documentation and tutorials to understand
  • Autopilot has done an amazing job of making the building of the workflows collaborative as well
  • Being able to annotate, comment, add images etc helps not only the team understand the goals, but is killer for reminding you why you built something the way you did a month later
  • The email, CRM, Slack integrations are all easy to set up and use as well
Room for improvement
  • I believe they are working on it since there have been a lot of updates recently, but the email manager could use a bit more love - it just doesn't stand out as well against the rest of the platform
  • Building and editing an individual email is simple enough, but managing the full list can be tricky
  • The reporting on the messaging bot is also lacking - but that feature is easy to use and helpful
  • It's easy to trust that they will continue to improve this
Why they chose it

"The visual designer and the confidence that I could get up and running fast enough."

Garrett G.

Garrett G.

Verified User

Computer Software · 11-50 employees

Used daily for free trial
May 28, 2026

A Great Alternative to Full-Fledged Automation Software

Autopilot is a great solution if you're looking for something to automate a sequence of emails. I wouldn't consider it a replacement for full-fledged marketing automation software... yet, but it's a fantastic tool for email automation. Just keep in mind that there are a few hiccups that you'll potentially need to navigate such as email SpamAssassin errors (always use mail-tester.com to check your emails) and CRM sync issues.

What they liked
  • It seems to me that Autopilot does only one thing - but it does that one thing REALLY well
  • I tested Autopilot briefly for a few weeks as an alternative to the drip program functionality in our Marketing Automation software
  • I was extremely impressed with how easy it is to build a drip program (called a "Journey" within Autopilot), as well as with the breadth of logic and functionality offered
  • Autopilot really sets itself apart with some amazing - seriously amazing - integrations and functionality that our Automation platform doesn't offer, such as sending SMS text messages or physical postcards
  • I really like that Autopilot offers in-app chat support, and that you generally don't need to wait longer than 5 minutes to get someone to help you out
Room for improvement
  • During the few weeks I tested Autopilot, I found a few issues that prevented me from really continuing to use the software for my use-case
  • The integration with Salesforce was clunky and un-intuitive, and most concerningly, it seemed that when the platform saw leads that already existed in Salesforce, it would stop them from progressing through the drip program
  • This was a real frustration, and I ended up just disconnecting Autopilot from the CRM in order to finish my test
  • Another concern we had was that after testing the emails I had configured using mail-tester
  • com, there was an error identified that could only be resolved by getting a dedicated IP address - something which adds a significant additional monthly cost to the cost of the program
Jeffrey W.

Jeffrey W.

Verified User

Computer Software · 2-10 employees

Used unspecified for less than 2 years
May 28, 2026

Incredible Value. Make use of the templates. Explore the possibilities.

As a founder of a software startup, our team needed a solution to routinely engage our users/customers with information to help them with their on-boarding experience. Autopilot was the perfect fit! We had a lot of fun building the journeys and experimenting with what worked (and didn't work) for our team. Their templates gave us some great starting points, and helped us to open up our minds with ways to engage with our users in ways that we hadn't thought of. Of course, those same principals could easily be applied to outbound marketing campaigns with complex engagement logic, which we haven't started to implement as this time. Overall, we are very satisfied with Autopilot!

What they liked

- Slack Integration - Segment Integration - Easy to build complex logic, visually - Dashboard to keep track of latest events - Many journey and email templates to get you started - Built-in email open/link tracking is helpful to find your engaged users - Good support - Great blog with ideas of how others use Autopilot - They are continuing to develop cool new features - User idea voting for features not yet developed

Room for improvement

- Ability to access email / Slack templates seems inefficient (need to dig into the journey to find them) - With all of the capabilities that Autopilot offers, you can easily have your custom contact lists get out of hand - remember to KISS so that others on your team can pick up where you left off

Richard H.

Richard H.

Verified User

Marketing and Advertising · Self-Employed

Used daily for less than 12 months
May 28, 2026

Great for automating Marketing requirements

Very good. Customer service is incredible, so I feel like any issues or objectives I want to hit are fully supported by the team. I hope this only improves as they grow and doesn't become watered down.

What they liked
  • You can plan multiple campaigns visually and then share the boards (completed with annotations) with the client
  • This means everyone is on the same page and understands how the campaign will proceed
  • The customer support is also second to none - really good
  • It's also very visual - as someone who gets easily distracted and bored easily, being able to visualise campaigns in a physical way really helps
Room for improvement
  • The reporting in the email side of things could be better
  • Mailchimp, for example, provides decent reporting with easy actions (like automatic re-send to non-openers' - AP requires you do smart segmenting (which is actually better in the long term), but the mental journey to sort this out would be impossible without the customer support (so it isn't an issue)
Francois Pascal N.

Francois Pascal N.

Verified User

Internet · 2-10 employees

Used daily for less than 12 months
May 28, 2026

Ortto is the most effective marketing analysis tool I use.

Verified reviewer

What they liked

It's comprehensive enough to measure, analyze and take precise action to improve our marketing and customer awareness

Room for improvement
  • Quite a complete tool, I haven't found any difficulties with it so far
Leonardo M.

Leonardo M.

Verified User

Legal Services · 11-50 employees

Used weekly for more than 2 years
May 28, 2026

Solid tool

Verified reviewer

What they liked
  • I love the email automation and how "complex" it can get if you want it to
  • The support is great
Room for improvement

Still waiting to get transferred from the old version they had with the new one - to be done by end of year I hope

Switched From

We needed more functionality.

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