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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    ConvergeHub

    Score8 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

    Score9 out of 10
    Small Businesses (1-50 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,…

    $199

    per month month-to-month commitment with 10,000 contacts

    Pricing
    ConvergeHubOrtto
    Editions & Modules
    Lite
    $9
    per user - per month
    Professional
    $29
    per user - per month
    Premium
    $59
    per user - per month
    Starter
    $199
    per month month-to-month commitment with 5,000 contacts
    Professional
    $599
    per month month-to-month commitment with 10,000 contacts
    Enterprise
    Custom
    per month annual commitment, paid monthly with 10,000 contacts
    Offerings
    Pricing Offerings
    ConvergeHubOrtto
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeOptionalNo setup fee
    Additional Details—10% discount for quarterly billing. 15% discount for annual billing.
    More Pricing Information
    Features
    ConvergeHubOrtto
    Sales Force Automation
    Comparison of Sales Force Automation features of ConvergeHub and Ortto
    Feature
    ConvergeHub
    8.3
    1 Ratings
    6% 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 ConvergeHub and Ortto
    Feature
    ConvergeHub
    7.0
    1 Ratings
    10% below category average
    Ortto
    -
    Ratings
    Case management7.01 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of ConvergeHub and Ortto
    Feature
    ConvergeHub
    9.0
    1 Ratings
    15% 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 ConvergeHub and Ortto
    Feature
    ConvergeHub
    9.0
    1 Ratings
    16% 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 ConvergeHub and Ortto
    Feature
    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 ConvergeHub and Ortto
    Feature
    ConvergeHub
    7.5
    1 Ratings
    2% below category average
    Ortto
    -
    Ratings
    Custom fields8.01 Ratings00 Ratings
    API for custom integration7.01 Ratings00 Ratings
    Platform
    Comparison of Platform features of ConvergeHub and Ortto
    Feature
    ConvergeHub
    9.0
    1 Ratings
    17% above category average
    Ortto
    -
    Ratings
    Mobile access9.01 Ratings00 Ratings
    Security
    Comparison of Security features of ConvergeHub and Ortto
    Feature
    ConvergeHub
    9.0
    1 Ratings
    7% above category average
    Ortto
    -
    Ratings
    Role-based user permissions9.01 Ratings00 Ratings
    Email & Online Marketing
    Comparison of Email & Online Marketing features of ConvergeHub and Ortto
    Feature
    ConvergeHub
    -
    Ratings
    Ortto
    9.0
    11 Ratings
    15% 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 ConvergeHub and Ortto
    Feature
    ConvergeHub
    -
    Ratings
    Ortto
    9.2
    11 Ratings
    15% 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 ConvergeHub and Ortto
    Feature
    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 ConvergeHub and Ortto
    Feature
    ConvergeHub
    -
    Ratings
    Ortto
    8.9
    8 Ratings
    16% above category average
    Social profile integration00 Ratings8.98 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of ConvergeHub and Ortto
    Feature
    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 ConvergeHub and Ortto
    Feature
    ConvergeHub
    -
    Ratings
    Ortto
    8.9
    9 Ratings
    15% above category average
    API00 Ratings8.98 Ratings
    Customizability00 Ratings8.99 Ratings
    Integration with Salesforce.com00 Ratings8.97 Ratings
    Best Alternatives
    ConvergeHubOrtto
    Small Businesses
    Salesflare
    Score10 out of 10
    Vbout
    Score9.9 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Bloomreach
    Score9.2 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Iterable
    Score8.2 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.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    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.
    Incentivized
    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.
    Incentivized
    Read full review
    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 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 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 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.