Ortto Review: Features, Pricing, & Alternatives

Our Verdict

Struggling with turning your customer data into hyper-personalized messages? Try this software and learn how to fix it in this Ortto review.

This post contains affiliate links, and we will be compensated if you buy after clicking on our links.

Read our review guidelines.

Ortto Ortto
Software Type: Marketing automation software
Best For: Businesses with a growing subscriber base looking to automate the workflows and focus on personalization.
Pricing: $599/mo - $1,999/mo
Pros:
  • 14-day free trial
  • 25+ integrations
  • Dedicated support team
  • iOS and Android app
Cons:
  • Expensive pricing
  • Lacks a free plan

Looking for an email marketing platform with SMS support and automation for fast growth? Try Ortto email marketing software. It excels in creating customer journeys and personalizing them.

However, Ortto has a major drawback, its pricing plans start at $600. So, what can you expect from a platform charging a premium for its feature stack?

Let’s find out in this Ortto review.

SMB Guide’s Verdict for Ortto

Ortto gets an 8.5 out of 10 rating.

Ortto presents itself as an email marketing software that focuses on automation. Its journey builder, omnichannel inbox, and lead scoring are some of its standout features.

Ortto also has a strong integration capability with e-commerce and CRMs. However, Ortto can improve in some areas, such as offering more competitive pricing.

Overall, the positives outweigh the drawbacks. It makes Ortto a good choice for businesses looking for software focused on automation and personalization.

FactorRating (out of 10)
Pricing & Plans7
Marketing Automation Capabilities9
Email Builder9
Campaign Performance Tracking8.5
User Interface and User Experience8.5
Integrations and Compatibility9
Customer Support9
SMB Guide Rating8.5

In this review of Ortto, I’ve followed SMB Guide’s detailed criteria for evaluating the marketing automation software.

Pricing & Plans

Ortto offers three pricing plans, but without a freemium. The plans are scalable and come with a 2-week free trial. Ortto also offers qualifying startups a $10,000 discount in credits for the first two years after subscribing to the Professional and Business plans.

Ortto pricing

Regarding the billing cycle, Ortto has flexibility, offering three payment terms: monthly, quarterly (10% discount), and annual (15% discount).

Here are the plans:

Professional

It is the entry plan with a month-to-month commitment.

Price

  • Monthly: $599
  • Quarterly: $1617
  • Annual: $6108

Features

  • SMS and Email marketing
  • Advanced a/b testing
  • Live chat and email support (24/7)
  • Form and pop-up builder
  • AI suggestions and predictions
  • Report and dashboard builder
  • Web push notifications
  • Journey Builder

Who it’s for: Growing businesses that require capable tools for building marketing workflows.

Business

It is an upgrade from the professional plan and requires an annual commitment.

Price

  • Monthly: $999
  • Quarterly: $2697
  • Annual: $10,188

Features

  • All features in the Professional plan
  • Dedicated email IPs
  • Mobile push notifications
  • Email delivery optimization tools
  • Professional onboarding
  • Cohort reports
  • Custom user roles and permissions
  • Priority support
  • Transactional emails and SMS

Who it’s for: Growing businesses that need advanced reporting, optimization tools, and dedicated support.

Enterprise

It is the top plan catering to large enterprises and requires an annual subscription commitment.

Price

  • Monthly: $1999
  • Quarterly: $1799
  • Yearly: $1699

Features

  • All features in the Business plan
  • Early access to the beta features
  • Service level agreement (SLA)
  • Dedicated success manager
  • Quarterly business reviews
  • Multiple workspaces and partitions
  • Email deliverability consultant
  • SSO (SAML, OKTA, Active Directory)
  • Custom setups for large-volume sending

Who it’s for: Large agencies or enterprises looking for custom features to streamline their marketing processes.

Marketing Automation Capabilities

Ortto automation capabilities are next level. It provides a visual workflow builder for creating sequences. Marketers can use branching logic or conditional actions to design complex workflows without needing tech skills.

All it involves is dragging and dropping the steps.

Ortto visual workflow builder

For example, a marketer can create a workflow that splits contacts based on demographics or engagement, ensuring a targeted message.

Ortto also has a broad range of triggers for initiating automated actions. These include:

  • Time-based: Sign up and welcome emails
  • User behavior: Purchase events, site visits, and more
  • External events: CRM data and integrated applications

A combination of the three triggers offers flexibility in creating sophisticated automation sequences.

Regarding multi-channel automation, Ortto supports SMS, social media, and in-app messaging. The multi-channel function offers marketers a holistic approach to delivering personalized and consistent messaging across platforms.

Ortto excels at dynamic content personalization within automated workflows. Using subscriber attributes and behavioral data, businesses can create relevant email content, which can help improve engagement and overall sales.

Email Builder

Ortto provides hundreds of free pre-made templates to help marketers create their marketing journeys. The templates cater to various campaign goals and industries, such as SaaS.

They are functional and appealing, offering startups an excellent starting point for quick campaign creation.

Ortto email builder

Ortto also provides an email editor with drag-and-drop functionality. It is responsive, making it easier for users with limited design skills to customize their templates. 

The email builder also allows marketers to build templates from scratch, enhancing flexibility. Customizing the templates is seamless, where users can adjust various elements, including adding images, blocks, and more.

One stand-out feature of Ortto’s templates is that they are responsive and optimized for mobile devices. It is a functionality that helps ensure the emails render well on different screens, enhancing user experience. 

While the drag-and-drop email editor is convenient, Ortto provides a HTML editing option for advanced users. It allows marketers with coding skills to have granular customization control. 

Regarding email preview and spam testing, Ortto provides both functionalities. Marketers can preview their designs to see how they appear across devices and email clients. There, they can identify rendering issues and fix them before sending an email. 

Ortto also provides a spam testing feature to assess the email content and subject lines that can impact deliverability.

Campaign Performance Tracking

Ortto provides an in-depth tracking of core email marketing metrics such as CTR, visits, ROI, and more. These metrics allow marketers to have an overview of their campaign impact.

Ortto provides a real-time dashboard that displays the campaign performance. Marketers can monitor the progress through the dashboard and make adjustments on the fly.

The dashboard provides visual insights through graphs and allows customization of relevant metrics.

Ortto analytics

Marketers will find that they can set and track their campaign goals on Ortto. Users can set their campaign KPIs and measure them against industry benchmarks. It helps the marketers get insights into which campaign elements contribute the most to the set goals.

Ortto also facilitates the a/b testing of different variations of email campaigns. Marketers can run split tests on various elements, including subject lines, CTAs, email content, and more.

The A/B testing helps marketers refine the email content to improve engagement and conversions. Now, while Ortto provides marketers with in-depth tracking, it also allows the integration of third-party analytics apps. 

A common one is Google Analytics, which helps with granular analysis and attribution modeling. It also helps in advanced subscriber segmentation and targeting based on extensive data.

User Interface and User Experience

Ortto’s interface is modern and user-friendly, making it easy for users to create, send, and manage their campaigns. Marketers will find that after signing up, they will get guided workflows. 

The guides help beginners set up email campaigns, which is a nice touch.

Ortto interface

Ortto’s menu is well-structured in a logical manner. Users can easily find a feature or tool they need. The organization also helps reduce clutter and confusion.

Ortto also offers an extensive library of pre-made templates to speed up the email creation. The templates are professional and categorized based on industry and campaign purposes. 

The platform also provides an email editor with drag-and-drop functionality. The best part is that the editor offers the option of editing the templates with HTML.

After creating and customizing the templates, marketers can preview them to see how they appear. Marketers can also optimize them through email spam testing to improve deliverability.

Integrations and Compatibility

Ortto integrates with well-known CRMs like HubSpot and Salesforce. Integrating them is straightforward, allowing for seamless syncing of contact data, journey management, and lead scoring.

Ortto integrations

Ortto also provides an API for developers to create custom integrations with other systems. It allows marketers to connect the custom integration with their existing stack. The APIs also have extensive documentation, making creating and maintaining the integrations easier.

Regarding e-commerce integrations, Ortto connects with popular systems like Shopify, BigCommerce, and WooCommerce. The integrations allow real-time data sync, purchase tracking, and targeted campaigns based on subscriber behavior.

Ortto also integrates with social media and analytics platforms. The social media integrations offer a multi-channel marketing approach for improved lead generation. 

Unfortunately, Ortto lacks a dedicated mobile app for marketers. However, the platform is easily accessible on popular browsers, including on smartphones.

Customer Support

Ortto provides two options for requesting help: Live chat and email. However, on the Enterprise plan, users get a dedicated success manager. 

Now, live chat has the quickest response and takes less than 7 minutes to get feedback. Email response can take up to 6 hours, which is long. 

The feedback from the representatives is helpful, and they understand the inquiries, even regarding technical issues. 

Ortto also provides self-help resources, including a blog, knowledge base, case studies, and a demo. The blog articles are in-depth and cover topics such as marketing and the software’s inner workings. 

Requesting a demo is also easy. Users fill out a form, and contact them for guidance.

Ortto – Unique Features

Ortto excels as email marketing software for building revenue-generating journeys. These two features made it stand out during our evaluation.

  • Lead Scoring: Ortto allows marketers to build scores for every stage of the customer journey, helping them determine who to target and when. From there, marketers can quickly know who is ready and engage them through automated messages and triggers.
  • SMS Marketing: It is a complementary marketing option to email but without the extensive design and waiting for data teams. The strategy starts by collecting the opt-in permission to send personalized messages.

What the Experts Say About Ortto

Ortto has received many positive and a few lukewarm reviews on sites like G2.com. Here is what the users said.

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.

Garrett, Marketing Manager – Verified Capterra review

Autopilot is one of those apps that you spend many hours trying to find on Google, something that takes away the hard work in your business, and automates the important stuff. The support provided is world class and with the constant innovation offered, you can expect great things in the future from Autopilot. I’m a massive fan!

Jon, Motivational Sales – Verified Capterra review

Ortto Alternatives

At SMB Guide, we understand that Ortto might not be the ideal email marketing software for all business types. We took it upon ourselves to find suitable alternatives that offer what it lacks.

 
 
 
Primary Rating:
4.7
Primary Rating:
4.7
Primary Rating:
4.0
$8/mo - $1,169/mo
Free - $2,315/mo
Free - $1,600/mo
Primary Rating:
4.7
$8/mo - $1,169/mo
Primary Rating:
4.7
Free - $2,315/mo
Primary Rating:
4.0
Free - $1,600/mo

ActiveCampaign

activecampaign homepage

Like Ortto, ActiveCampaign excels in marketing automation. It provides advanced automation features like an automation builder and generative AI. It also offers high deliverability and unlimited email sends across its plans.

On pricing, ActiveCampaign lacks a forever free plan. However, the entry plan costs $15 monthly and provides decent features at that price point. It makes ActiveCampaign fit for SMBs looking for a versatile platform focusing on automation.

Sign up for your free trial of ActiveCampaign

Klaviyo

Klaviyo homepage

It excels in personalization and e-commerce-focused marketing. Like Ortto, Klaviyo offers deep integrations with e-commerce systems like Shopify and WooCommerce. It also includes advanced functions like customer segmentation and product recommendation.

Regarding pricing, Klaviyo offers a forever-free plan, unlike Ortto. The free plan offers basic features like email support and 500 monthly emails.

Get started with Klaviyo for free

Mailchimp

mailchimp homepage

Mailchimp stands out for its comprehensive free plan and advanced automation features. Starting at $20/month, Mailchimp is ideal for startups and small businesses that need a cost-effective yet powerful email marketing solution with excellent scalability.

Start your free trial of Mailchimp today

Get Started with Ortto

Ortto delivers complete email marketing software with a focus on automation. Marketers can create customer journeys, integrate, unify, and segment customer data. 

The best part is that Ortto provides an omnichannel inbox for quick support. Combining all these features is why it gets a high rating, and we recommend it.

Start your free trial of Ortto

FAQs

Do startups get any discounts on Ortto?

Once they sign up, qualifying startups are eligible for $10K in free credits. The credits apply to the Professional and Business plans for the first two years.

What can I do to make changes after signing up for a plan?

Subscribers on the professional plan can make changes anytime if they are on the monthly billing. Business and enterprise plans allow you to upgrade within your annual contract term.

What is Ortto’s cancellation policy?

Annual subscriptions require a month-long notice by contacting customer support or sending an in-app message. Users can cancel monthly subscriptions anytime, effective in the following billing cycle.

ActiveCampaign

Your solution for personalized email marketing, automation, and sales engagement.

Start free trial
Ortto

Ortto's marketing automation and customer data platform unifies your data, messaging and analytics on a single platform.

Product Brand: Ortto

Editor's Rating:
4.2

Jessica Pereira helps SaaS and digital marketing brands build long-lasting customer relationships with meaningful content. Her favorite topics include career development, productivity, and email marketing.