ConvergeHub vs. Ortto

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
ConvergeHub
Score 8.0 out of 10
Small Businesses (1-50 employees)
ConvergeHub is a converged CRM for SMBs. According to the vendor, this solution can manage all of your sales, marketing, support, and billing needs, with a converged, full-featured, yet extremely easy-to-use CRM that is priced within reach. The vendor’s value proposition is that the features are optimized for small to medium-sized businesses that have the same needs as large corporations–but don’t have massive budgets to integrate or pay for expensive add-ons. All ConvergeHub CRM…
$9
per user - per month
Ortto
Score 8.8 out of 10
Mid-Size Companies (51-1,000 employees)
Ortto is presented as a product-led growth engine that helps businesses acquire and retain customers. Since 2015, Ortto has supported 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 suite of BI tools. The vendor states teams at Microsoft, Bltly, Typeform,…
$509
per month
Pricing
ConvergeHubOrtto
Editions & Modules
Lite
$9
per user - per month
Professional
$29
per user - per month
Premium
$59
per user - per month
Professional
$509/mo, paid annually
per month
Business
$849/mo, paid annually
per month
Enterprise
$1,699/mo, paid annually
per month
Offerings
Pricing Offerings
ConvergeHubOrtto
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeOptionalNo setup fee
Additional Details——
More Pricing Information
Community Pulse
ConvergeHubOrtto
Top Pros

No answers on this topic

Top Cons

No answers on this topic

Features
ConvergeHubOrtto
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
ConvergeHub
8.3
1 Ratings
8% above category average
Ortto
-
Ratings
Customer data management / contact management9.01 Ratings00 Ratings
Workflow management9.01 Ratings00 Ratings
Territory management8.01 Ratings00 Ratings
Opportunity management9.01 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)7.01 Ratings00 Ratings
Contract management8.01 Ratings00 Ratings
Quote & order management9.01 Ratings00 Ratings
Interaction tracking8.01 Ratings00 Ratings
Channel / partner relationship management8.01 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
ConvergeHub
7.0
1 Ratings
7% below category average
Ortto
-
Ratings
Case management7.01 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
ConvergeHub
9.0
1 Ratings
17% above category average
Ortto
-
Ratings
Lead management9.01 Ratings00 Ratings
Email marketing9.01 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
ConvergeHub
9.0
1 Ratings
17% above category average
Ortto
-
Ratings
Task management9.01 Ratings00 Ratings
Billing and invoicing management9.01 Ratings00 Ratings
Reporting9.01 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
ConvergeHub
8.0
1 Ratings
5% above category average
Ortto
-
Ratings
Pipeline visualization8.01 Ratings00 Ratings
Customizable reports8.01 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
ConvergeHub
7.5
1 Ratings
1% below category average
Ortto
-
Ratings
Custom fields8.01 Ratings00 Ratings
API for custom integration7.01 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
ConvergeHub
9.0
1 Ratings
18% above category average
Ortto
-
Ratings
Mobile access9.01 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
ConvergeHub
9.0
1 Ratings
8% above category average
Ortto
-
Ratings
Role-based user permissions9.01 Ratings00 Ratings
Email & Online Marketing
Comparison of Email & Online Marketing features of Product A and Product B
ConvergeHub
-
Ratings
Ortto
9.0
11 Ratings
14% above category average
WYSIWYG email editor00 Ratings8.911 Ratings
Dynamic content00 Ratings8.98 Ratings
Ability to test dynamic content00 Ratings8.98 Ratings
A/B testing00 Ratings8.98 Ratings
Mobile optimization00 Ratings8.910 Ratings
Email deliverability reporting00 Ratings9.911 Ratings
List management00 Ratings8.911 Ratings
Triggered drip sequences00 Ratings8.911 Ratings
Lead Management
Comparison of Lead Management features of Product A and Product B
ConvergeHub
-
Ratings
Ortto
9.2
11 Ratings
17% above category average
Lead nurturing automation00 Ratings9.911 Ratings
Data quality management00 Ratings8.910 Ratings
Automated sales alerts and tasks00 Ratings8.99 Ratings
Campaign Management
Comparison of Campaign Management features of Product A and Product B
ConvergeHub
-
Ratings
Ortto
8.9
9 Ratings
16% above category average
Event/webinar marketing00 Ratings8.99 Ratings
Social Media Marketing
Comparison of Social Media Marketing features of Product A and Product B
ConvergeHub
-
Ratings
Ortto
8.9
8 Ratings
17% above category average
Social profile integration00 Ratings8.98 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
ConvergeHub
-
Ratings
Ortto
8.9
12 Ratings
17% above category average
Dashboards00 Ratings8.912 Ratings
Standard reports00 Ratings8.912 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
ConvergeHub
-
Ratings
Ortto
8.9
9 Ratings
16% above category average
API00 Ratings8.98 Ratings
Customizability00 Ratings8.99 Ratings
Integration with Salesforce.com00 Ratings8.97 Ratings
Best Alternatives
ConvergeHubOrtto
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Vbout
Vbout
Score 9.5 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
PFL Direct Mail Platform
PFL Direct Mail Platform
Score 9.3 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
PFL Direct Mail Platform
PFL Direct Mail Platform
Score 9.3 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
ConvergeHubOrtto
Likelihood to Recommend
8.0
(1 ratings)
8.9
(12 ratings)
User Testimonials
ConvergeHubOrtto
Likelihood to Recommend
ConvergeHub
It is really well suited for clients looking to automate the process with a budget constraint and that is inline with most small and medium enterprises, startups as well as entrepreneurs looking for a productive environment to grow their business in.
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Ortto
Autopilot has a friendly and bright appeal offering a code-free automation experience that makes it easy to build complex automated workflows. Anyone can start creating workflows using the drag-and-drop builder even without technical knowledge. Teams utilize the notes and graphics feature to collaborate on automation workflows providing a much easier way to understand workflows created by someone else.
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Pros
ConvergeHub
  • The dashboards are really good and feature laden.
  • The UI is really intuitive as well as user friendly.
  • Automation of simple tasks as well as the marketing process is really easy.
  • Above all the pricing takes the cake here.
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Ortto
  • Very easy to use automation builder with many great options and integrations. Lets us tailor incredibly precise campaigns through use of Autopilot's own features, plus its tight integrations with data from sources like Segment.
  • Easy and powerful email editing and creation built-in. No need for email template coding.
  • Autopilot allows marketers to have full control and implement new web forms to capture leads quickly with its automatic form detection. No need to save custom form data to our own backend saves our development team time.
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Cons
ConvergeHub
  • Customer support isn't that great, takes a lot of time to respond.
  • Notifications are not on time, i.e. they are delayed and not real time.
  • Lack of integration with other applications.
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Ortto
  • Limited Design Customization: If you're an experienced marketer and are used to the unlimited customization capabilities of larger platforms (or coding your own templates), you might find Autopilot's options to be limiting. It's great for a beginner user who shouldn't be encumbered with those options, but I could see if being frustrating for others.
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Alternatives Considered
ConvergeHub
ConvergeHub offers the best set of features and the interface that it does at a price that is by far the best out of its competitors. This has been an easy-to-sell product as the maximum amount of clients are startups or SMEs and budget is the main constraint for them, with which the views of ConvergeHub creators seem to align well.
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Ortto
How would I say this, for me Autopilot is a whole other tool then the other MA tools I use. Most other MA tools focus on a lot of options and things you can do with it. But Autopilot seems to mainly focus on the visual builder to make automations, and they do that really well! The other tools are also great but more a "complete package solution" with a lot of options. And that can be overwhelming. So if you want a great easy-to-use workflow/automation builder and less of all the other options Autopilot is a great start.
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Return on Investment
ConvergeHub
  • It helps increase the overall productivity by automating daily routine tasks.
  • Sales & marketing process becomes easier and more productive.
  • Workflow management is easier.
  • Overall productivity increases many-fold.
Read full review
Ortto
  • Not sure. I cannot put a $ on it for ROI as I was the administrator and not part of the team that procured it. Time-wise I would say I spent less time using it than I previously had used in CloudPortal Services Manager.
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ScreenShots

ConvergeHub Screenshots

Screenshot of ConvergeHub dashboard provides a quick and precise snapshot of the key business metrics, namely – Deals by Expected Close Date; Leads by Source; Lead Acquisition & Deal Acquisition and so on.Screenshot of ConvergeHub calendar  allows users to schedule, reschedule, organize, add and edit the tasks. Users can share the calendar with colleagues for quick collaboration. They can check tasks due dates and get notified about upcoming meetings.Screenshot of Users can frame and run marketing campaigns across four broadcast mediums – Email, Direct Mail, SMS and Social. At the end of every campaign, they can use the cross-channel campaign tracking feature to measure the campaign performance and identify the most profitable channels.Screenshot of ConvergeHub provides Case History
 for every customer stored in the CRM. The case history section includes  important details like - total number of cases, assigned customer support agents, case resolution status and case closure date.Screenshot of ConvergeHub Library module enables users to store, share and manage important files, collaterals, brochures, presentations and case studies for every target, lead, account, contact, deal and customer.Screenshot of ConvergeHub facilitates its users to store all business contacts within one  unified database that is accessible round-the-clock from any internet-enabled device. The contact details section includes information such as  email, phone number, meeting notes, to-do lists and documents. Users can customize the contacts management section and add comments, notes, events and files to the contacts.

Ortto Screenshots

Screenshot of Creates a single view of the customer journey to create more meaningful connections with an audience in the moments that matter.Screenshot of Custom activities that represent product-qualifying actions or behaviors that lead to growth, that can be used to enter people into customer journeys, create target audiences, or build reports and dashboards.Screenshot of Ortto can create pop-ups, forms, bars, notifications, screen takeovers, banners, reactions, spin wheels, surveys, videos, countdowns and collect feedback. Contacts captured from tracked forms can be added to customer journeys.Screenshot of Event-based journeys can be built in minutes and help to create connections with customers. Journeys can include email, SMS, and in-app messaging for critical customer moments.Screenshot of A drag and drop editor can be used to achieve pixel-perfect designs and go beyond opens and click-throughs and attribute revenue to every email.Screenshot of Business Intelligence reporting, not just open and click rates. Ortto gives businesses instant, real-time access to simplified business intelligence, reporting, and dashboard tools with built-in revenue attribution to track the metrics that matter.