Customer stories

“It’s really user friendly, it’s easy to train people on and it’s easy for the fundraising and the Salesforce team.”

“Ortto is a seamless tool that is so easy to learn and can plug into your CRM, website, or other tools you use. You get access to so many features right from the get-go — it can honestly be your one-stop platform for marketing activities. I highly recommend the platform.”

“Anyone can filter to find the right audience and build an email, it’s so amazing and intuitive.”

“Ortto makes it very easy and intuitive to incorporate actual data into campaigns and in-product growth, without the need to use heavy resources.”

“In all the solutions we looked at, Ortto was very powerful and yet very easy to use. You just don’t have to spend your time trying to understand how to configure things.”

“The overarching theme Ortto exemplifies is ‘how can we make your job easier?’”

“Ortto offers a distinctive approach to marketing automation and email marketing. It seamlessly integrates with your customer data, regardless of the sales CRM you use, making it incredibly easy to build customer journeys.”

“I find Ortto really intuitive and reliable. It’s so comforting to know the journeys and playbooks we have really will just work.”

“Ortto has followed me throughout my career. It’s a tool that unlocks a ton of potential within a business, and the beauty of it is that it grows with you.”

“The simplicity with which flows can be created has made our work more effective. Now, the majority of the work lies in the planning phase rather than the execution.”

“No matter how creative we get, I never have to wonder what’s possible with our current tech stack — I know that I can create some kind of journey in Ortto to make it happen.”

“Having knowledge base makes reporting easier. I can look at things like ‘top articles visited’ and see which articles customers are starting conversations from. This allows me to capture a wider range of insights that help improve our docs and prove our value.”

“Ortto’s intuitive user interface makes it easy to set up email journeys that drive customers further down the funnel. Building and filtering audiences is super easy to do, and the ability to send audiences to specific ad platforms easily is another huge plus for working with Ortto.”

“I finally feel in control of my CRM. I can do everything from a strategic to tactical level. Whatever I think of, I can execute without a million things getting in my way.”

“We were looking for a solution that was really easy to use, didn’t require a tech team, and would have a robust integration with Salesforce so we could trigger sales communications in a smarter way. Nobody else out there has what Ortto has.”

“Venturing into the world of marketing automation with Ortto has been truly transformative. Through its robust automation features, our previously underutilized blog and resource center has evolved into a formidable lead generation engine.”

“I've been in the tech support industry for eight years, and this is the first tool I've ever worked with that is connected to this much customer data. The access to information and deeper reporting capabilities help me and my team do our jobs better. I don’t think I could work with a tool that doesn’t give me that kind of access to information again.”

“Together, we’ve found solutions that have made things we haven’t been able to do previously, possible.”

“Something that might have otherwise taken an ops team, a database manager, and a lot of time, we now have at our fingertips, and we can move really nimbly. Really, the sky’s the limit.”

“What I love about Ortto is the filtering that is available across the whole platform. We can easily segment our audience, set up our journeys and create reports using this robust filtering.”

“We wanted our custom activities in Ortto to mirror different actions that our clients would take within our software. These custom activities are all tied to key events in the TrulySmall user journey.”

“One of the things that I wanted to do as soon as I joined TAXIBOX was migrate off of MailChimp. The business had just out-grown it.”