What users are saying about
2 Ratings
35 Ratings
2 Ratings
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Score 8 out of 100
35 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 9.4 out of 100

Feature Set Ratings

    Sales Force Automation

    8.3

    ConvergeHub

    83%

    Ortto

    Feature Set Not Supported
    N/A
    ConvergeHub ranks higher in 9/9 features

    Customer data management / contact management

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Workflow management

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Territory management

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Opportunity management

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Integration with email client (e.g., Outlook or Gmail)

    7.0
    70%
    1 Rating
    N/A
    0 Ratings

    Contract management

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Quote & order management

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Interaction tracking

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Channel / partner relationship management

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Customer Service & Support

    7.0

    ConvergeHub

    70%

    Ortto

    Feature Set Not Supported
    N/A
    ConvergeHub ranks higher in 1/1 features

    Case management

    7.0
    70%
    1 Rating
    N/A
    0 Ratings

    Marketing Automation

    9.0

    ConvergeHub

    90%

    Ortto

    Feature Set Not Supported
    N/A
    ConvergeHub ranks higher in 2/2 features

    Lead management

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Email marketing

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    CRM Project Management

    9.0

    ConvergeHub

    90%

    Ortto

    Feature Set Not Supported
    N/A
    ConvergeHub ranks higher in 3/3 features

    Task management

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Billing and invoicing management

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Reporting

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    CRM Reporting & Analytics

    8.0

    ConvergeHub

    80%

    Ortto

    Feature Set Not Supported
    N/A
    ConvergeHub ranks higher in 2/2 features

    Pipeline visualization

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Customizable reports

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Customization

    7.5

    ConvergeHub

    75%

    Ortto

    Feature Set Not Supported
    N/A
    ConvergeHub ranks higher in 2/2 features

    Custom fields

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    API for custom integration

    7.0
    70%
    1 Rating
    N/A
    0 Ratings

    Platform

    9.0

    ConvergeHub

    90%

    Ortto

    Feature Set Not Supported
    N/A
    ConvergeHub ranks higher in 1/1 features

    Mobile access

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Security

    9.0

    ConvergeHub

    90%

    Ortto

    Feature Set Not Supported
    N/A
    ConvergeHub ranks higher in 1/1 features

    Role-based user permissions

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Email & Online Marketing

    ConvergeHub

    Feature Set Not Supported
    N/A
    8.8

    Ortto

    88%
    Ortto ranks higher in 8/8 features

    WYSIWYG email editor

    N/A
    0 Ratings
    8.7
    87%
    11 Ratings

    Dynamic content

    N/A
    0 Ratings
    8.8
    88%
    8 Ratings

    Ability to test dynamic content

    N/A
    0 Ratings
    8.7
    87%
    8 Ratings

    A/B testing

    N/A
    0 Ratings
    8.8
    88%
    8 Ratings

    Mobile optimization

    N/A
    0 Ratings
    8.8
    88%
    10 Ratings

    Email deliverability reporting

    N/A
    0 Ratings
    9.4
    94%
    21 Ratings

    List management

    N/A
    0 Ratings
    8.8
    88%
    11 Ratings

    Triggered drip sequences

    N/A
    0 Ratings
    8.8
    88%
    11 Ratings

    Lead Management

    ConvergeHub

    Feature Set Not Supported
    N/A
    9.0

    Ortto

    90%
    Ortto ranks higher in 3/3 features

    Lead nurturing

    N/A
    0 Ratings
    9.7
    97%
    11 Ratings

    Data quality management

    N/A
    0 Ratings
    8.7
    87%
    10 Ratings

    Automated sales alerts and tasks

    N/A
    0 Ratings
    8.7
    87%
    9 Ratings

    Campaign Management

    ConvergeHub

    Feature Set Not Supported
    N/A
    8.8

    Ortto

    88%
    Ortto ranks higher in 1/1 features

    Event/webinar marketing

    N/A
    0 Ratings
    8.8
    88%
    9 Ratings

    Social Media Marketing

    ConvergeHub

    Feature Set Not Supported
    N/A
    8.8

    Ortto

    88%
    Ortto ranks higher in 1/1 features

    Social profile integration

    N/A
    0 Ratings
    8.8
    88%
    8 Ratings

    Reporting & Analytics

    ConvergeHub

    Feature Set Not Supported
    N/A
    8.7

    Ortto

    87%
    Ortto ranks higher in 2/2 features

    Dashboards

    N/A
    0 Ratings
    8.7
    87%
    12 Ratings

    Standard reports

    N/A
    0 Ratings
    8.7
    87%
    12 Ratings

    Platform & Infrastructure

    ConvergeHub

    Feature Set Not Supported
    N/A
    8.7

    Ortto

    87%
    Ortto ranks higher in 3/3 features

    API

    N/A
    0 Ratings
    8.7
    87%
    8 Ratings

    Customizability

    N/A
    0 Ratings
    8.7
    87%
    9 Ratings

    Integration with Salesforce.com

    N/A
    0 Ratings
    8.7
    87%
    7 Ratings

    Attribute Ratings

    • Ortto is rated higher in 1 area: Likelihood to Recommend

    Likelihood to Recommend

    8.0

    ConvergeHub

    80%
    1 Rating
    8.7

    Ortto

    87%
    12 Ratings

    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.
    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.
    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.
    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.
    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.
    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.
    Read full review

    Pricing Details

    ConvergeHub

    Starting Price

    $9 per user - per month

    Editions & Modules

    ConvergeHub editions and modules pricing
    EditionModules
    Lite$91
    Professional$292
    Premium$593

    Footnotes

    1. per user - per month
    2. per user - per month
    3. per user - per month

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    Optional

    Additional Details

    Ortto

    Starting Price

    $29 per month

    Editions & Modules

    Ortto editions and modules pricing
    EditionModules
    Professional991
    Campaign292
    Business2993
    CustomRequest by quote4
    Free05

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    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.
    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.
    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.
    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.
    Read full review

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