CRM automation

CRM automation

Unify your customer, transactional and behavioral data to track leads, view activity history, create powerful segmented lists, and deliver a personalized customer experience at scale.

CRM automation
CRM automation

Sales cycle automation

Automate your sales cycle to streamline your pipeline. Ensure all your leads are nurtured by sending relevant material and setting up Slack or email notifications for your sales team.

customer data platform

Visualize the customer journey

Ortto’s drag-and-drop canvas will help your sales and marketing team visualize each customer journey, plus view prospects and customers as they move through each stage of their journey.

B2B marketing software

Boost results

Your CRM automation enables teams to increase sales performance, convert more prospects and optimize communication, by monitoring results at every stage of the customer journey.

Give qualified leads the attention they deserve with CRM automation

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Customer segmentation

Build and automate the CRM automated pipeline to find new customers and drive revenue. Ortto’s capabilities will score, and qualify leads then segment your customers into the right groups.

Automated workflows

Your sales team will love you. Create alerts for your sales team to send follow-up messages to leads or contact customers directly. Assign tasks and set reminders to your sales team with automated workflows.

Personalize every message

Send relevant material to your prospects by automating the entire customer journey. Explore new opportunities on different marketing channels and tailor your content to suit each.

Native integrations

Connect and integrate your CRM to automate the various customer journeys. Ortto offers native integrations with Salesforce and Pipedrive, and integrations with other CRMs via our Zapier integration.

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Set goals and get intelligent insights

Analyze every journey and compare the performance of every message. Set a goal for your team to achieve and use Ortto’s data visualization tools to share reports to make data-driven decisions with your team.

Unclog your pipeline

Don’t lose customers because you have a backlog full of leads to call, emails to answer, or prospects to qualify. Set up comprehensive CRM automations to convert qualified leads and engage each customer.

FAQs

How much does Ortto’s CRM automation software cost?

Ortto offers plans for every business type and price. If you’re just getting started with marketing automation, try out our Free plan. For small businesses, our Campaign tier starts at $29 a month, with 2,000 contacts and 8,000 emails a month. Our Business plan offers 20,000 contacts and 80,000 monthly email sends. All our plans are month to month, and you can upgrade, downgrade or cancel at any time.

Visit our pricing page to compare plans and find the right solution for your business.

How does Ortto compare against other CRM automation tools?

Ortto brings your customer, transactional, and behavioral data together in one platform to empower your team to make better marketing decisions about delivering a greater customer experience, no matter where they are in their journey. Our platform brings the customer data platform, marketing automation, and analytics and reporting together in one beautiful platform.

Will I need technical experience to set up and use Ortto?

In short, no. Ortto’s marketing automation tools are easy to use with no coding skills required. Many of our CRM integrations can be activated in just a few clicks, our drag-and-drop canvas is intuitive for your ease, and our analytics and reporting tools can be used by anyone in the business. If you do require help, our help pages and support team are here for you.

Is Ortto right for my business?

Whether you’re a one-person business with 100 contacts or a large-scale enterprise with 1 million contacts, Ortto’s marketing automation platform will fit your needs. We have a wide range of plans available, and can scale with you. Start for free today, or request a demo to view our enterprise-level offering.

I have a few more questions. Can you help?

Leave a few details in our contact form and we’ll connect you with an expert who can show you how Ortto can help your business grow.

CRM automation

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"Ortto gives you unparalleled power to customize the journey to maximize conversions. It's pretty much 1-to-1 marketing on autopilot."
- Leni N

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"The templates are very intuitive and easy to use, which allows you to learn more about how to use this platform. In addition, it allows the creation of more creative and personalized email marketing and digital marketing campaigns."
- Alexandra W

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"Ortto can provide effective business reports, easy segmentation and most importantly, the management of multiple active campaigns and email marketing automation."
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