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Formerly Autopilot


What is Ortto?

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…

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Recent Reviews

TrustRadius Insights

Autopilot is a versatile marketing automation software that has proved to be valuable for a wide range of businesses and industries. Users …
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Email marketing tool!

7 out of 10
October 16, 2019
Autopilot is being used by the marketing department with the help of the operations department managing the data that gets in the …
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Read all reviews

Popular Features

View all 18 features
  • Email deliverability reporting (11)
  • Dashboards (12)
  • Standard reports (12)
  • WYSIWYG email editor (11)
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View all pricing


$509/mo, paid annually

per month


$849/mo, paid annually

per month


$1,699/mo, paid annually

per month

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visit…


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $509 per month
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Email & Online Marketing

Using software to manage lists, send emails, automate email campaigns, and track results.

Avg 7.8

Lead Management

The process of tracking and managing prospective customers from lead generation to conversion.

Avg 7.7

Campaign Management

Users can schedule campaigns and/or events with reminders, announcements, etc.

Avg 7.6

Social Media Marketing

Using social media networks to help amplify marketing endeavors.

Avg 7.5

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Avg 7.5

Platform & Infrastructure

Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.

Avg 7.6
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Product Details

What is Ortto?

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, LiveChat, Greenpeace and Patreon create remarkable customer journeys with Ortto.

Ortto Features

Email & Online Marketing Features

  • Supported: WYSIWYG email editor
  • Supported: Dynamic content
  • Supported: Ability to test dynamic content
  • Supported: A/B testing
  • Supported: Mobile optimization
  • Supported: Email deliverability reporting
  • Supported: List management
  • Supported: Triggered drip sequences

Lead Management Features

  • Supported: Lead nurturing automation
  • Supported: Lead scoring and grading
  • Supported: Data quality management
  • Supported: Automated sales alerts and tasks

Campaign Management Features

  • Supported: Event/webinar marketing

Social Media Marketing Features

  • Supported: Social profile integration

Reporting & Analytics Features

  • Supported: Dashboards
  • Supported: Standard reports
  • Supported: Custom reports

Platform & Infrastructure Features

  • Supported: API
  • Supported: Customizability
  • Supported: Integration with

Additional Features

  • Supported: Email, in-app and onsite messaging, SMS, direct mail
  • Supported: Drag-and-drop user experience
  • Supported: Visual journey canvas
  • Supported: Playbooks
  • Supported: Forms, pop ups, spin wheels and surveys

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.

Ortto Videos

A unified customer journey platform for online business.
Introduction to Ortto

Ortto Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesAll
Supported LanguagesEnglish

Frequently Asked Questions

Ortto starts at $509.

HubSpot Marketing Hub, Salesforce Marketing Cloud, and Mailchimp are common alternatives for Ortto.

Reviewers rate Email deliverability reporting and Lead nurturing automation highest, with a score of 9.9.

The most common users of Ortto are from Small Businesses (1-50 employees).

Ortto Customer Size Distribution

Small Businesses (1-50 employees)40%
Mid-Size Companies (51-500 employees)40%
Enterprises (more than 500 employees)20%
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Reviews and Ratings


Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Autopilot is a versatile marketing automation software that has proved to be valuable for a wide range of businesses and industries. Users have reported using Autopilot to create personalized journeys for their contacts, which has resulted in higher lead conversion rates and improved tracking of real-time activities. By leveraging its integrations, businesses have been able to consolidate their budget tools and create a cohesive lead flow.

One of the key use cases for Autopilot is email campaigns. Users have found success in targeting customers, trial customers, and blog subscribers across different products. Furthermore, Autopilot's robust features enable users to perform lifecycle email marketing, lead scoring, segmentation, and various marketing and sales automation functions. This has allowed businesses to streamline their marketing efforts and deliver more effective and targeted campaigns.

Another notable use case is the role Autopilot plays as an agency automation solution. It has proven invaluable in capturing and nurturing leads for both the agency itself and its clients. Brands have utilized Autopilot to build complex marketing automation sequences that ensure relevant and personalized communication with their audience. By removing concerns at each step of the customer journey, Autopilot creates excitement and builds trust.

Startups like Camplify, a 2-sided marketplace for RV sharing, have found Autopilot to be particularly useful. Additionally, smaller clients with specific workflow needs have benefited from Autopilot's ability to capture leads, nurture them effectively, and automate other marketing tasks.

Furthermore, Autopilot stands out when it comes to connecting social media platforms and integrating them into automations. Its seamless integration capabilities allow users to create basic email marketing and automation workflows while utilizing externally created landing pages connected to Autopilot journeys.

It is worth noting that Autopilot is predominantly used by the marketing department within businesses, with the operations department managing the data. This distribution of responsibilities ensures that each department can focus on their respective areas of expertise while maximizing the potential of Autopilot.

Overall, Autopilot addresses a common business problem of effectively emailing customers with promotions and information in order to generate more sales and improve customer retention. With features tailored for email campaigns, lead nurturing, lifecycle marketing, and social media integration, Autopilot provides users with the tools they need to create the best possible experience for their customers while achieving the highest return on investment for their business.

Users commonly recommend the following when using Autopilot:

  1. Take advantage of the free trial and tutorials provided, as well as seeking support from the customer support team for quick and clear assistance.
  2. Check if Autopilot integrates with the current marketing stack or can connect via Zapier, and consider the marketing budget and goals before deciding on Autopilot.
  3. Start with simple features and gradually explore more advanced options.
  4. Try out the sample journeys, utilize the onboarding webinar and chat support, and monitor the increase in leads.
  5. If you're a startup, consider Autopilot as it offers most tools right away without additional costs.
  6. Seek assistance from a current user to learn the software more easily.
  7. Try the email builder as it is easy to use.
  8. Use Autopilot to save time.
  9. Evaluate Drip as an alternative to Autopilot.
  10. Evaluate landing page and form options before using Autopilot.
  11. Use the free trial to compare Autopilot with other systems and explore additional features.
  12. Consider Autopilot as an alternative to Mailchimp or HubSpot for those with budget constraints.
  13. Attend webinars and take advantage of support staff for learning how to use Autopilot effectively.
  14. Be thorough and double-check the accuracy of journeys in Autopilot.

Overall, users feel that Autopilot is a powerful yet user-friendly software suitable for SMB/mid-market businesses. They highly recommend trying out the sample journeys, utilizing the onboarding webinar and chat support, and monitoring the increase in leads. Some users even suggest it as a good option for startups, as it offers most tools right away without additional costs. However, they note that analytics may be lacking and recommend seeking assistance from a current user to learn the software more easily.


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Michael Rastall, MBA | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Autopilot is the software that we use to create personalized journeys for our contacts to delight them and convert more leads. By tracking real-time activities of every contact we are able to convert sales easily and visualize the ROI of campaigns. Autopilot balances perfectly between power and easy of use by focusing entirely on providing usable yet powerful automation features that can be used by any business.
  • The drag-and-drop feature to create sequences without the need of writing any code
  • Hundreds of pre-built automation templates to automate sequences in a matter of clicks
  • Connecting triggers, events and actions to build customer journeys
  • There is room for improvement in analytics & reporting
  • Cheaper alternatives are available in the market today
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.
Score 8 out of 10
Vetted Review
Verified User
We use Autopilot as a marketing automation tool for our smaller clients with more workflow specific needs.
Some clients already have it but do not use it optimally, some clients want to start with marketing automation.

It's a tool being used for capturing leads, lead nurturing and all the other things most marketing automation tools do. One thing it does really well is connecting social media platforms, and using them in your automations.
  • The use of social media in your automations (many tools fail at this).
  • Great visual customer journey builder. It's so clean and easy to use.
  • Fast and not too many functions, make this an easy to use tool.
  • They are working on more and more integrations but they still miss some of the big ones.
  • They are playing a lot with the pricing. (For the bad.)
  • The email builder has its limits in customization.
It's a great tool for email marketing and making automation flows with those emails. Also push your communication to multiple platforms (social media, SMS, WhatsApp, etc). It's easy to learn so for us easy to teach companies the basics of marketing automation. The clean interface and not to many functions don't make the tool too overwhelming. So for us, one of the better "get your feet wet" tools.
Score 1 out of 10
Vetted Review
Verified User
Autopilot is our marketing automation software - we use it to send email campaigns, update statuses, and perform marketing journeys for our customers.
  • Easy flows for journeys.
  • No form functionality or front end. You have to string together systems to make it work.
  • The tool is buggy. On top of that there isn't any audit-ability, which makes bugs frustrating.
  • One of the less full-featured platforms out there.
  • Although they "integrate with everything" to provide basic functionality the integrations are sub par and don't work well.
  • Reporting is a joke.
I don't like this tool.
Score 7 out of 10
Vetted Review
Verified User
We previously used their Quadrotech platform for many years which was configured with our exchange. Their portal was used by me to administer about 30-40 user accounts including security groups. An example use case would be enabling a user to have a different type of enterprise Microsoft license once they become full time. Was a pretty basic system.
  • Consolidates a lot of info into one place to administer.
  • Easy access.
  • It is not intuitive to navigate the backend.
  • Pages would time-out frequently when performing changes to users.
Once we moved to O365, Autopilot was pretty well suited as an administrative application. It was easy enough to use but with basic learning curves and understood expectations of performance. When making updates at the user level within the tenant, it was easy to make changes such as applying a new security group or adding someone to a different license. I can see it being a good solution for new O365 admins so I'll give it a seven which is good - not great. I would say it didn't do as well with email distribution groups. We still had to use another program (or three) to perform those sorts of administrative tasks which is a bummer when moving to something as flexible as O365. If Autopilot could have been used to handle all those tasks, I would have rated it an 8 or 9 for the convenience.
October 16, 2019

Email marketing tool!

Score 7 out of 10
Vetted Review
Verified User
Autopilot is being used by the marketing department with the help of the operations department managing the data that gets in the platform. It is not used by the sales or customer experience teams. The business problem it addresses is emailing our customers promotions and information that help generate more sales and retention.
  • Managing emails
  • Creating journeys
  • Opting users out
  • Designing flow
  • Filtering
  • Copying and recreating flows
Autopilot is well suited for organizations that would like to email their database in an efficient manner. It is not suitable for organizations that need to have personalized touch and do not have a large customer base they need to email frequently. It helps when email marketing is a big role for the organization.
Bryan McAnulty | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use Autopilot to build complex marketing automation sequences for our brands and our customers' brands. The worst thing you can do with marketing automation is send automated messages to someone that aren't relevant to them.

Autopilot helps us remove concerns and build excitement with our audience around our product at each step of their journey. Autopilot allows us to create marketing sequences that provide the best experience for our customers and the best return for our business.
  • 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.
  • I'd like detailed tracking to be able to calculate the ROI and the value of a list subscriber from within Autopilot. To me this is the one major thing Autopilot is missing (though there aren't many alternatives that provide it yet). If we could see automatically how much a new subscriber to a specific list was worth to our business, it would help us optimize marketing and advertising a great deal. Right now we need to rely on external tracking and calculation.
  • I wish the dashboard had more stats than it does, but this isn't a big issue.
Many other email automation tools either have outdated interfaces and features or lack functionality that is important to us. If you have a software as a service business, a mobile app, or an ecommerce brand, Autopilot can help ensure you are sending the right message to the right customer at the right time.

If all you are doing right now is sending occasional email newsletters, then Autopilot isn't necessary. When you are ready to take that next step though and optimize your marketing funnels, Autopilot is the best solution.
Nivas Ravichandran | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
We use Autopilot HQ as a marketing automation software. We use the software to send out email campaigns to our customers, trial customers and blog subscribers. We use the software across different products we have.
  • Easy to use visual UI.
  • Simple to run campaigns.
  • Great and comprehensive journey builder.
  • Very few integrations for marketing automation software.
  • Slow and buggy at times.
Autopilot is good to run complicated journeys with the help of the visual journey builder and can be used very well. It is easy to onboard new users to the platform as well for different campaigns. The segments help build specific lists for different campaigns too.
Megan Kratzman | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use Autopilot for lifecycle email marketing, lead scoring, segmentation, and to perform various marketing and sales automation functions. Before onboarding Autopilot, we weren't able to personalize communications, target prospects and customers with highly relevant content, properly track contact activities through the funnel, and flag contacts for follow up at the right time in their discovery process.
  • Email marketing
  • Journey building
  • Integration with other technology
  • Onboarding and customer support
  • There really isn't much. If you're looking for a system that has everything from landing pages to NPS and complex lead scoring built-in rather than tightly integrated, Autopilot may not be your best option.
Autopilot is incredibly easy to onboard and to integrate with other systems. We first began using Autopilot for simple email marketing. These simple email marketing programs quickly developed into highly personalized nurture journeys, complete with advanced lead scoring, audience segmentation, and sales automation. We also use Autopilot to manage our NPS program, GDPR, and communication permissions.
Emily Muhoberac | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Autopilot Marketing Automation Software was our first foray into using workflows with our small marketing team of 2 people. We have since grown into an enterprise solution, but Autopilot was an excellent introductory product for our marketing team when we were first starting out. As a new team, we were using a plethora of budget tools to build makeshift workflows. Autopilot enabled us to cancel those tools, and use their integrations to create a cohesive lead flow for the first time.
  • Intuitive: Anyone can use this product. I've used similar (more expensive) products where making workflows felt like rocket science. Autopilot enables a team with any level of knowledge to make a cohesive marketing funnel.
  • Feature-Rich: For the price point, Autopilot is STACKED with features. It has hundreds of integrations, chat functionality, email marketing, forms, etc.
  • Inexpensive: Autopilot offers a 30 day free trial, and their entry package is solely based on number of contacts, so it's incredibly affordable for new and scaling teams.
  • 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.
Autopilot is well-suited for:
- Novice marketing teams
- Small and scaling companies that want to eventually work with an enterprise solution like HubSpot or Marketo but cannot afford it
- Side hustles & personal projects
- Non-profit organizations

Autopilot is not suited for:
- Experienced marketers that want limitless customization
- Large marketing teams
Quentin Aisbett | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
We use Autopilot both as our agency automation solution and it is what we recommend and manage for our clients. In both instances, it is used to capture and nurture leads and because it's automated, it scales.
  • It has entry-level pricing
  • It's easy to use and set-up
  • Its heads-up feature is a great alternative to simple lead-gen forms
  • It scans your existing forms, which can be troublesome. It'd be great to offer Autopilot forms as well as simple tags to ensure fields are being collected.
  • Some flexibility with its heads-up feature would be good. Different positioning, timed appearance, etc.
It is terrific for the small business looking to explore marketing automation without having to invest in bigger solutions. It is less appropriate for a business wanting more features such as a native CRM, landing pages, etc.
Score 8 out of 10
Vetted Review
Verified User
I use Autopilot mainly for email marketing and other basic automation workflows. Since landing pages aren't a feature of Autopilot, we create those externally and connect them to an Autopilot journey so that the data is captured and journey workflows are triggered. We don't use Autopilot for reporting except for basic email performance.
  • Email Campaigns
  • Drip Nurturing
  • Smart Segments
  • Modifications to live, existing programs can be a little tricky. Versioning would be nice.
  • Shape count numbers can be misleading to new users. Furthermore, these numbers make for unreliable analytics although the accurate alternative using smart segments gets pretty cumbersome.
  • Organizing campaigns can be a bit difficult since smart segments live within the Contact section and Journeys live in a separate section. Program folders might help this.
Autopilot is great for most email marketing automation, and is quite powerful with forms and when connected from your website. The Heads-Up features seem like a powerful tool if you want to focus on website engagement. I haven't done a lot with scoring and analytics, but I'm sure these features will continue to get more attention as the application is updated and improved over time.
Dave Eddy | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use Autopilot for our client's email marketing/automation and also our own. I'm also in a startup called Camplify which is a 2-sided marketplace for RV sharing and we have found Autopilot extremely useful.
  • Customer service is awesome. It is EASY to get your questions answered and problems solved
  • Extremely easy to use
  • Love the SMS and postcard features
  • A better WYSIWYG editor would be great, but I'm sure they'll get to that :)
Any business that wants email marketing and automation to be easy and simple.
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