Insightly Marketing vs. Ortto

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Insightly Marketing
Score 7.3 out of 10
N/A
Insightly Marketing is marketing automation made simple. It is built on the same platform as Insightly CRM, so customer data flows freely between the two systems in real time, giving users and their teams access to actionable insights faster. The vendor states it has an easy-to-use interface for creating customer journeys, email templates, customer newsletters and shareable dashboards. WIth it, they say users can build engaging campaigns and grow a pipeline to support sales in minutes.
$99
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
Insightly MarketingOrtto
Editions & Modules
Plus
$99 per month
billed annually
Professional
$499 per month
billed annually
Enterprise
$999 per month
billed annually
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
Insightly MarketingOrtto
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
Insightly MarketingOrtto
Top Pros

No answers on this topic

Top Cons

No answers on this topic

Features
Insightly MarketingOrtto
Email & Online Marketing
Comparison of Email & Online Marketing features of Product A and Product B
Insightly Marketing
7.8
2 Ratings
0% above category average
Ortto
9.0
11 Ratings
15% above category average
WYSIWYG email editor7.01 Ratings8.911 Ratings
Dynamic content7.02 Ratings8.98 Ratings
Ability to test dynamic content7.52 Ratings8.98 Ratings
Landing pages7.52 Ratings00 Ratings
A/B testing7.01 Ratings8.98 Ratings
Mobile optimization10.01 Ratings8.910 Ratings
Email deliverability reporting7.01 Ratings9.911 Ratings
List management9.02 Ratings8.911 Ratings
Triggered drip sequences00 Ratings8.911 Ratings
Lead Management
Comparison of Lead Management features of Product A and Product B
Insightly Marketing
9.5
1 Ratings
21% above category average
Ortto
9.2
11 Ratings
18% above category average
Lead nurturing automation10.01 Ratings9.911 Ratings
Lead scoring and grading9.01 Ratings00 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
Insightly Marketing
9.0
1 Ratings
17% above category average
Ortto
8.9
9 Ratings
15% above category average
Calendaring9.01 Ratings00 Ratings
Event/webinar marketing9.01 Ratings8.99 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Insightly Marketing
8.5
2 Ratings
13% above category average
Ortto
8.9
12 Ratings
17% above category average
Dashboards8.52 Ratings8.912 Ratings
Standard reports9.02 Ratings8.912 Ratings
Custom reports7.92 Ratings00 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
Insightly Marketing
8.2
2 Ratings
8% above category average
Ortto
8.9
9 Ratings
16% above category average
API8.02 Ratings8.98 Ratings
Customizability8.52 Ratings8.99 Ratings
Integration with Salesforce.com00 Ratings8.97 Ratings
Social Media Marketing
Comparison of Social Media Marketing features of Product A and Product B
Insightly Marketing
-
Ratings
Ortto
8.9
8 Ratings
17% above category average
Social profile integration00 Ratings8.98 Ratings
Best Alternatives
Insightly MarketingOrtto
Small Businesses
Vbout
Vbout
Score 9.4 out of 10
Vbout
Vbout
Score 9.4 out of 10
Medium-sized Companies
PFL Direct Mail Platform
PFL Direct Mail Platform
Score 9.3 out of 10
PFL Direct Mail Platform
PFL Direct Mail Platform
Score 9.3 out of 10
Enterprises
PFL Direct Mail Platform
PFL Direct Mail Platform
Score 9.3 out of 10
PFL Direct Mail Platform
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Score 9.3 out of 10
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User Ratings
Insightly MarketingOrtto
Likelihood to Recommend
1.0
(3 ratings)
8.9
(12 ratings)
Usability
1.0
(1 ratings)
-
(0 ratings)
User Testimonials
Insightly MarketingOrtto
Likelihood to Recommend
Insightly, Inc.
It is very nice to check the phases of the project proposal and can give us an idea of which project is the priority and what client is the most valuable. Give BD team a direction to talk to the client with the potential client. It is less appropriate when it comes to project management [to include] tracking times.
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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
Insightly, Inc.
  • Manage Customer Data
  • Link Projects to People
  • Automate Follow-up Reminders
  • Track Emails
  • Create Reports
  • Create Lists
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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
Insightly, Inc.
  • In my opinion, Journeys have very limited trigger and response capabilities
  • Allowing HTML options for landing pages
  • Customer support - I leave conversations with support and success feeling more confused or frustrated. I believe one account rep was playing video games while on a review call.
  • List management - uploads, reducing duplicates, general hygine
  • UI - it’s very hard to know where to click or how to do something new, in my opinion.
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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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Usability
Insightly, Inc.
There are a lot of buttons where you think “hmm, what does this do?” (Because, in my opinion, the labeling/copy choice is often terrible). Then you press them and they either do nothing, or do something counterintuitive I found. In my experience, For example, to upload a list, you have to find the somewhat hidden option in a side bar, instead of pressing the Add button. Reporting usually involves downloading multiple reports and patching them together in Excel.
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Ortto
No answers on this topic
Alternatives Considered
Insightly, Inc.
Easy to check the phases and notes while EP is more for the project [management].
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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
Insightly, Inc.
  • Saves Time
  • Increases Sales
  • Increases Customer Engagement
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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

Insightly Marketing Screenshots

Screenshot of Screenshot of Screenshot of

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.