Ortto: what it is, how it works & who it's for

Marketing automation and customer data platform with email, SMS, push and analytics

Updated · Pricing checked October 2026

Autopilot rebranded as Ortto.

What is Ortto?

Ortto is a marketing automation platform that combines a customer data platform, multichannel messaging and analytics in one product. Teams use it to unify customer data, build automated journeys and send email, SMS, push and in-app messages, then measure what works in dashboards and funnel reports. The company was previously called Autopilot and rebranded to Ortto.

Beyond marketing, Ortto includes support tools such as a team inbox, live chat, a knowledge base and AI-generated responses, so marketing and support can share the same customer record. Data can be hosted in the EU, US or Australia. Plans are priced by contact count, with Starter and Professional tiers for growing teams and a custom Enterprise plan. Monthly, quarterly and annual billing options are available.

Ortto at a glance

Ortto infographic: how it works in 5 steps, key features, pricing model and who it is best for
Ortto at a glance. Share or embed this infographic with a link to this page.

How does Ortto work?

  1. Connect data sources

    Use no-code integrations with tools such as Salesforce, Shopify, Zendesk or Recurly to bring contacts and activity into Ortto's customer data platform.

  2. Capture new contacts

    Add forms, popups and surveys to your site to grow your list and collect preferences.

  3. Build journeys

    Use the visual journey builder to create automated flows that send emails, SMS or push messages based on behavior and data.

  4. Score and personalize

    Apply lead and engagement scoring and, on Professional, dynamic content to tailor messages.

  5. Analyze results

    Track campaign performance with dashboards, custom reports and funnel analysis, then refine journeys.

Ortto key features

Visual journey builder

Drag-and-drop automation for multi-step journeys across email, SMS, push and in-app messages.

Customer data platform

Unifies customer data and custom activities from connected tools into one profile.

Email builder and A/B testing

A drag-and-drop email editor with advanced A/B testing and AI suggestions.

Forms, popups and surveys

Capture leads and feedback on your website, with NPS surveys and landing pages on Professional.

Analytics and funnels

Dashboards, custom reports and funnel analysis show how campaigns affect conversions.

Lead and engagement scoring

Professional adds scoring to help prioritize contacts for sales or targeted campaigns.

Support inbox and live chat

Talk Inbox, live chat, a knowledge base and AI responses let teams handle support alongside marketing.

Why use Ortto?

  • Ortto puts customer data, automation and analytics in one tool instead of three separate products.
  • Journeys can mix email, SMS, push and in-app messages in a single flow.
  • Built-in funnel and attribution-style reporting helps show which campaigns drive results.
  • Support features let marketing and support teams share customer context.
  • Regional data hosting in the EU, US and Australia helps with data residency needs.

Who is Ortto best for?

A good fit for

  • SaaS companies that want marketing automation with a built-in CDP
  • Growing marketing teams that need journeys across several channels
  • Businesses that want marketing and customer support in one platform
  • Companies with data residency requirements in the EU or Australia

Less suited to

  • Very small lists or tight budgets, since paid plans start at 10,000 contacts
  • Teams that only need a basic newsletter tool
  • Buyers who want a permanent free plan

Ortto pricing

Pricing modelSubscription
Free planNo
Free trial14 days
Starting price$237/month billed annually (Starter, 10,000 contacts)

Professional is listed at $509/month billed annually for 10,000 contacts and adds mobile push, dynamic content, lead scoring and transactional messages, while Enterprise is custom priced. Monthly, quarterly and annual billing are offered, and the comparison table shows a different Starter figure, so confirm the rate at checkout.

Prices checked October 2026. Vendors change plans often, so confirm on the official Ortto pricing page before you buy.

Ortto pros and cons

Pros

  • Marketing automation, CDP and analytics in one product
  • Multichannel journeys with email, SMS and push
  • Useful funnel and reporting tools
  • 14-day free trial

Cons

  • No free plan and a fairly high entry price
  • Many features such as push and lead scoring require Professional
  • Pricing is based on contacts, so costs rise as lists grow

Ortto integrations and platforms

Works with

  • Salesforce
  • Shopify
  • Zendesk
  • Help Scout
  • Twilio
  • Google Ads
  • Facebook
  • Recurly

Available on

  • Web
  • API

Ortto alternatives

Ortto FAQ

Is Ortto free?

No. Ortto does not offer a free plan, but it does offer a 14-day free trial. After the trial, the Starter plan is listed at $237 per month, billed annually, for 10,000 contacts, and Professional costs more. Quarterly and annual billing reduce the price, and not-for-profits can get an extra discount.

What is Ortto used for?

Ortto is used to automate marketing across email, SMS, push and in-app messages, using customer data gathered in its built-in CDP. Teams run onboarding and nurture journeys, capture leads with forms and popups, score leads and analyze funnels. Some companies also use its live chat and team inbox for support.

Is Ortto the same as Autopilot?

Yes. Autopilot rebranded as Ortto. The product kept its visual journey builder but expanded into a broader platform with a customer data platform, analytics, SMS, push and support tools. Existing Autopilot users moved to the Ortto brand and platform.

Ortto vs ActiveCampaign: what's the difference?

Both tools offer visual automation and email marketing. Ortto stands out for its built-in customer data platform, funnel analytics and support inbox. ActiveCampaign includes a sales CRM and starts at a lower price for small lists. Teams that care most about unified data and reporting often lean toward Ortto.

Does Ortto integrate with Shopify?

Yes. Ortto has a dedicated Shopify integration that brings store customer and activity data into the platform. You can use this data to trigger journeys such as abandoned cart reminders or post-purchase messages. Ortto also integrates with Salesforce, Zendesk, Help Scout, Twilio and Google Ads.

Sources

This overview is based on Ortto's official website and documentation, checked October 2026.