Cons

• “Contact PipeDrive engineers every single time we delete a contact and have them “really delete” the contact. AutoPilot, if you are reading this, you’ve simply got to stop the freaking madness.”
• “The user thresholds are frustrating and they will move up in costs very quickly. The most frustrating is the lack of customer support.”
• “It was not possible to comprehend all the features of this product in the trial period. Documentation was a bit weak.”
• “I had some problems understanding the conversion funnel in the dashboard and had some problems with sending autopilot_id information when we wanted to track the user after form submission.”

Unified customer data

Ortto is designed to collect all customer data from sources such as customer support, finance, and sales and put the data into a single platform. The platform also tracks customer behavior and activity, including past transactions. All this data helps marketing professionals add context to customer interactions and personalize marketing messages.

Versatile audience segmentation

Through the platform, marketing professionals can also build dynamic audience segments based on demographic, behavioral, and transactional data, among others. The software also automatically updates these segments so teams can focus on more important work. With these segments, marketing professionals make sure that the right messages always reach the right segments.

Comprehensive lead management

Ortto also helps marketing professionals improve lead management workflows. Through the platform, users can quickly create popups, forms, banners, and surveys to collect customer feedback and information. The software also automates follow-ups so leads don’t get cold no matter how busy marketers get.

Automated omnichannel customer journeys

Ortto makes marketing easy through automated customer journeys. Users can map out customer journeys through the platform’s visual journey builder. Conditions and filters allow users to customize journeys per segment. Marketing tools such as A/B testing and AI-powered suggestions help marketing professionals get the messaging just right for maximum impact.

Flexible marketing options

Ortto can also prove to be a helpful tool for a wide variety of marketing use cases. These include SaaS marketing, product-led growth marketing, ecommerce marketing, nonprofit marketing, and AI marketing. By integrating with Facebook, Ortto also helps users with Facebook ads retargeting.

Accurate website activity tracking

The platform also provides a way for users to safely track audience behavior on websites. Ortto accurately captures visitor interactions and how each user engages with marketing content. With website activity tracking, marketing professionals can interact with website visitors in real-time and send the right messaging.

Easy-to-digest marketing dashboards

The platform provides dashboard templates, including website analytics and campaign analysis. Users also have the option to build their own dashboards and reports to track metrics and answer questions most relevant to their organizations.