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Customer data platform (CDP)

Data that doesn’t slow you down

Empower your marketing team with ungated access to complete, real-time customer data and set them free to execute campaigns that achieve goals.

Start trial

Book a demo

WHY ORTTO

A CDP that's actually built for marketers

Increase the impact of your campaigns and hit your growth goals with a marketing automation and customer data platform that gives a whole new meaning to data-driven marketing.

Jacob Jones

jacob.jones@gmail.com

Referred friend

Withdrew funds

2wk

Added funds

4wk

Added funds

6mo

Reviewed investment strategy

6mo

Signed up

6mo

Send email where

Reviewed investment strategy

last occurred more than 6 months ago

4,361 matches

First name, it’s time for you to review your investment strategy

Hey First name,

It’s been 6 months since you started investing with Financely! We recommend reviewing your investment strategy. You’re currently invested in our Contact › Investment strategy portfolio.

Review strategy

We're here to support you. If you have any questions or need assistance, just reply to this email.

9,401 contacts

On-time strategy reviews

May

Jul

Aug

Sep

Oct

Nov

100%

50%

Label

On-time reviews

Color

Percentage of contacts where

Reviewed investment strategy

last occurred less than 6 months ago

Get complete customer data, in real-time

Unify data from all the tools in your stack and instantly access event-based analytics to uncover more insights into your customers' experience.

Execute timely, personalized campaigns with ease

Segment customer data with intuitive filters, personalize messages, and trigger automated omnichannel journeys—without submitting a ticket or using SQL.

Track and improve key metrics

Self-serve analytics gives you insight into the customer lifecycle, so you can spot new opportunities and optimize existing campaigns.

Get complete customer data,

in real-time

Unify data from all the tools in your stack and instantly access event-based analytics to uncover more insights into your customers' experience.

Jacob Jones

jacob.jones@gmail.com

Referred friend

Withdrew funds

2wk

Added funds

4wk

Added funds

6mo

Reviewed investment strategy

6mo

Signed up

6mo

Execute timely, personalized campaigns with ease

Segment customer data with intuitive filters, personalize messages, and trigger automated omnichannel journeys—without submitting a ticket or using SQL.

Send email where

Reviewed investment strategy last occurred more than 6 months ago

4,361 matches

First name, it’s time for you to review your investment strategy

Hey First name,

It’s been 6 months since you started investing with Financely! We recommend reviewing your investment strategy. You’re currently invested in our Contact › Investment strategy portfolio.

Review strategy

We're here to support you. If you have any questions or need assistance, just reply to this email.

Track and improve key metrics

Self-serve analytics gives you insight into the customer lifecycle, so you can spot new opportunities and optimize existing campaigns.

9,401 contacts

On-time strategy reviews

100%

50%

May

Jul

Aug

Sep

Oct

Nov

Label

On-time reviews

Color

Percentage of contacts where

Reviewed investment strategy last occurred more than 6 months ago

Features

Fast. Accessible. Built to scale.

With Ortto, you don’t have to compromise on power to get greater ease-of-use.

Event-based architecture

Go beyond static demographic attributes to segment real-time customer data activities from across sources.

Jenn Higgs

jenn.higgs@gmail.com

Signed up

17m

Started trial

Invited team member

19m

Created file

19m

Shared file

19m

Millions of contacts

Support for up to 12 million contacts out-of-the-box, and up to 100 million contacts per instance with custom setup.

9.3 million contacts

100 million

Fit & engagement scoring

Set up custom lead scores based on any of the static or event-based attributes from your CDP.

Mark Adams

mark@outlook.com

Lead score

🔥

Product score

🚀

Jane Bell

jane@gmail.com

Lead score

🔥

Product score

🚀

Checkmate Tracking®

Unlike universal tracking scripts, Checkmate Tracking® can't be blocked by Adblock, email servers, or browsers.

ortto.com/customer-data-platform

Viewed page

9:33 AM

Custom fields and activities

Organize your data with custom fields and create activities to track event-based behavior across your website or app.

Shared file

Custom activity

Attributes

File name

Text

Shared with name

Text

Shared with email

Email address

Location

Compliant with modern privacy standards

Ortto is GDPR, ISO 27001, ISO 27701, HIPAA and SOC2 compliant and meets the US privacy shield framework.

Dynamic content

Use customer data to add dynamic content to your messages.

Dynamic content

Use customer data to add dynamic content to your messages.

Dynamic content

Use customer data to add dynamic content to your messages.

Merge tags

Use merge tags from your CDP to deliver highly personalized messages at scale.

Merge tags

Use merge tags from your CDP to deliver highly personalized messages at scale.

Merge tags

Use merge tags from your CDP to deliver highly personalized messages at scale.

Reports and analytics

Build reports to track the impact of your campaigns on business outcomes.

Reports and analytics

Build reports to track the impact of your campaigns on business outcomes.

Reports and analytics

Build reports to track the impact of your campaigns on business outcomes.

Reports and analytics

Build reports to track the impact of your campaigns on business outcomes.

Synced audiences

Dynamically maintain audiences in your ad platforms to improve paid performance.

Synced audiences

Dynamically maintain audiences in your ad platforms to improve paid performance.

Synced audiences

Dynamically maintain audiences in your ad platforms to improve paid performance.

Granular targeting

Target audiences based on demographics, behaviors and proximity.

Granular targeting

Target audiences based on demographics, behaviors and proximity.

Granular targeting

Target audiences based on demographics, behaviors and proximity.

Long-term storage

Store and segment historical activity data forever with Retention+.

Long-term storage

Store and segment historical activity data forever with Retention+.

Long-term storage

Store and segment historical activity data forever with Retention+.

Integrations

Connect all of your customer data with one-click integrations.

Browse all integrations

Salesforce

Follow up new Salesforce leads, assign leads and opportunities and convert leads to customers.

Stripe

Unlock your customer, trial, subscription, charge and invoice data in Ortto so you can see the activities and actions that are linked to revenue.

Shopify

Re-engage customers, recover lost revenue and grow your store faster with Ortto, a marketing automation, customer data, and analytics platform designed for Shopify.

Pipedrive

Deliver a better pre and post sales customer experience and close more deals by creating connected, personalized experiences across all your channels.

Zapier

Bring all of your customer data together in Ortto with zaps to over 4,000+ of your favorite applications.

Slack

Integrate Slack notifications into your customer journey with Ortto to alert your team when they need to take action and keep track of progress towards your goals.

Integrations

Connect all of your customer data with one-click integrations.

Browse all integrations

Salesforce

Follow up new Salesforce leads, assign leads and opportunities and convert leads to customers.

Stripe

Unlock your customer, trial, subscription, charge and invoice data in Ortto so you can see the activities and actions that are linked to revenue.

Shopify

Re-engage customers, recover lost revenue and grow your store faster with Ortto, a marketing automation, customer data, and analytics platform designed for Shopify.

Pipedrive

Deliver a better pre and post sales customer experience and close more deals by creating connected, personalized experiences across all your channels.

Zapier

Bring all of your customer data together in Ortto with zaps to over 4,000+ of your favorite applications.

Slack

Integrate Slack notifications into your customer journey with Ortto to alert your team when they need to take action and keep track of progress towards your goals.

Integrations

Connect all of your customer data with one-click integrations.

Browse all integrations

Salesforce
Follow up new Salesforce leads, assign leads and opportunities and convert leads to customers.
Stripe
Unlock your customer, trial, subscription, charge and invoice data in Ortto so you can see the activities and actions that are linked to revenue.
Shopify
Re-engage customers, recover lost revenue and grow your store faster with Ortto, a marketing automation, customer data, and analytics platform designed for Shopify.
Pipedrive
Deliver a better pre and post sales customer experience and close more deals by creating connected, personalized experiences across all your channels.
Zapier
Bring all of your customer data together in Ortto with zaps to over 4,000+ of your favorite applications.
Slack
Integrate Slack notifications into your customer journey with Ortto to alert your team when they need to take action and keep track of progress towards your goals.
Facebook
Nurture leads from Facebook with marketing automation journeys.
Twilio Segment
Use your Segment data in Ortto to create personalized, multi-channel experiences across the entire customer lifecycle.
Big Commerce
Grow your online store faster with Ortto, a customer data and marketing automation platform designed for BigCommerce.

Integrations

Connect all of your customer data with one-click integrations.

Browse all integrations

Salesforce

Follow up new Salesforce leads, assign leads and opportunities and convert leads to customers.

Stripe

Unlock your customer, trial, subscription, charge and invoice data in Ortto so you can see the activities and actions that are linked to revenue.

Shopify

Re-engage customers, recover lost revenue and grow your store faster with Ortto, a marketing automation, customer data, and analytics platform designed for Shopify.

Pipedrive

Deliver a better pre and post sales customer experience and close more deals by creating connected, personalized experiences across all your channels.

Zapier

Bring all of your customer data together in Ortto with zaps to over 4,000+ of your favorite applications.

Slack

Integrate Slack notifications into your customer journey with Ortto to alert your team when they need to take action and keep track of progress towards your goals.