Ortto

Ortto is an AI-driven marketing automation and customer journey platform that unifies data, messaging, and analytics to boost engagement and conversions.

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Ortto

Ortto

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What is It?

Ortto is an  all-in-one AI-powered customer data, marketing automation, and analytics  platform that helps businesses unify customer journeys, automate  personalized communication, and increase revenue. It combines CDP (Customer  Data Platform), marketing automation, live chat, lead scoring, and reporting  into a single, user-friendly dashboard—perfect for growth teams, SaaS  companies, and digital marketers aiming to scale intelligently.

Key Features

Customer Data Platform (CDP): Consolidate and  unify customer data from multiple sources (CRM, website, product, support,  etc.).

AI-Powered Journeys: Create automated, personalized email, SMS, and  in-app messaging journeys using AI-driven triggers and segmentation.

Advanced Segmentation: Target users based on behavior, lifecycle  stage, and attributes.

Revenue Attribution: Track the real impact of campaigns on revenue.

No-Code Builder: Drag-and-drop automation flows and email templates.

Who Can Use It?

SaaS Companies

Growth Marketers

eCommerce Brands

Digital Agencies

Product Managers

Startups & SMBs

Customer Success Teams

Marketing Teams

B2B Businesses

Fintech, Edtech, and Healthtech Companies

Best Use Cases

Automated Onboarding: Trigger personalized  welcome and setup guides for new users.

Behavior-Based Email Marketing: Send dynamic campaigns based on  actions (like page visits or signups).

Revenue Attribution: Measure the exact revenue generated from each  marketing touchpoint.

Lead Nurturing: Score leads and move them through the funnel with  targeted communication.

Customer Retention Campaigns: Re-engage inactive users or upsell  existing ones.

Step-by-Step Guide
1
Visit ortto.com and sign up.
2
Connect your data sources (e.g., HubSpot, Salesforce, Stripe, Intercom, Segment).
3
Ortto will auto-create customer profiles and unify data.
4
Build journey automations with the visual editor (emails, SMS, in-app).
5
Set triggers, conditions, and actions.
6
Use segmentation to personalize outreach.
7
Monitor performance and optimize using real-time analytics dashboards.
8
Pricing & Plans

Free Plan: Up to 2,000 contacts, basic features,  1 automation journey.

Campaign Plan: From $29/month – 2,000+ contacts, email marketing,  automation, segmentation, analytics.

Professional Plan: From $99/month – Full CDP, lead scoring,  multichannel messaging, API access.

Enterprise Plan: Custom pricing – Unlimited contacts, advanced  security, SLAs, onboarding support, and custom integrations.

14-day free trial available.

Comparision with Competitors

Ortto combines the power of a CDP, multichannel  marketing automation, and analytics into a single, intuitive tool. Unlike  HubSpot, it’s more affordable and easier to implement. Compared to Customer.io,  Ortto is more beginner-friendly with no-code tools. It stands out with AI-powered  journeys, revenue attribution, and beautiful dashboards that non-tech  teams can use without friction.

Pros

Unified customer data & automation

AI-powered journey builder

Real-time segmentation & triggers

Affordable for startups

Easy-to-use interface with deep insights

Cons

Limited native integrations (but expanding)

Learning curve for advanced analytics

SMS and in-app features only on higher plans

Final Thoughts

Ortto is a powerful yet accessible growth platform  that empowers modern teams to unify customer data, personalize  communications, and drive measurable growth. Whether you're a fast-scaling  SaaS or a data-driven marketer, Ortto delivers the insights and automation  you need—without the overhead of traditional tools. If you're seeking a  smart HubSpot alternative, Ortto is an excellent choice.

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