Ortto Reviews and Ratings

Use Cases and Deployment Scope

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.

Likelihood to Recommend

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.

Use Cases and Deployment Scope

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.

Likelihood to Recommend

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.

Use Cases and Deployment Scope

Autopilot is our marketing automation software - we use it to send email campaigns, update statuses, and perform marketing journeys for our customers.

Likelihood to Recommend

I don't like this tool.

Use Cases and Deployment Scope

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.

Likelihood to Recommend

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.

Use Cases and Deployment Scope

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.

Likelihood to Recommend

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.

Use Cases and Deployment Scope

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.

Likelihood to Recommend

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.

Use Cases and Deployment Scope

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.

Likelihood to Recommend

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.

Use Cases and Deployment Scope

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.

Likelihood to Recommend

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.

Use Cases and Deployment Scope

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.

Likelihood to Recommend

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

Use Cases and Deployment Scope

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.

Likelihood to Recommend

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.