Customer data platform (CDP)

Customer data platform (CDP)

Customer data platform (CDP)

Customer data platform (CDP)

Data that doesn’t slow you down

Data that doesn’t slow you down

Data that doesn’t slow you down

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.

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

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

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

WHY ORTTO

WHY ORTTO

WHY ORTTO

A CDP that's actually built for marketers

A CDP that's actually built for marketers

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.

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.

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

4h

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

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Financely logo

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%

0%

Label

On-time reviews

Color

Percentage of contacts where

Reviewed investment strategy

last occurred less than 6 months ago

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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

4h

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%

0%

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.

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Profile photo of a young woman

Jenn Higgs

jenn.higgs@gmail.com

Signed up

17m

Started trial

5m

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.

5 profile photos
5 profile photos

9.3 million contacts

0

100 million

Fit & engagement scoring

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

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Profile photo of a young man

Mark Adams

mark@outlook.com

Lead score

🔥

🔥

🔥

🔥

🔥

Product score

🚀

🚀

🚀

🚀

🚀

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Profile photo of a young woman

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

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Profile photo of a young man
Screenshot of a website
Screenshot of a website
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Profile photo of a young man

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

Email

Email

Location

Location

Compliant with modern privacy standards

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

Security badges
Security badges

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.

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.

Granular targeting

Target audiences based on demographics, behaviors and proximity.

Long-term storage

Store and segment historical activity data forever with Retention+.

Integrations

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

Frequently asked questions

What is a customer data platform?

Why use a customer data platform?

How does a CDP collect and manage data?

Does the CDP comply with GDPR and privacy requirements?

Is the customer data secure, and where is it stored?

Does the CDP store information about the entire customer lifecycle?

Who in my organization would benefit from using a CDP?

Why Ortto?

Frequently asked questions

What is a customer data platform?

Why use a customer data platform?

How does a CDP collect and manage data?

Does the CDP comply with GDPR and privacy requirements?

Is the customer data secure, and where is it stored?

Does the CDP store information about the entire customer lifecycle?

Who in my organization would benefit from using a CDP?

Why Ortto?

Frequently asked questions

What is a customer data platform?

Why use a customer data platform?

How does a CDP collect and manage data?

Does the CDP comply with GDPR and privacy requirements?

Is the customer data secure, and where is it stored?

Does the CDP store information about the entire customer lifecycle?

Who in my organization would benefit from using a CDP?

Why Ortto?

Frequently asked questions

What is a customer data platform?

Why use a customer data platform?

How does a CDP collect and manage data?

Does the CDP comply with GDPR and privacy requirements?

Is the customer data secure, and where is it stored?

Does the CDP store information about the entire customer lifecycle?

Who in my organization would benefit from using a CDP?

Why Ortto?

4.3 stars

4.6 stars

4.7 stars

Join the 3000+ businesses who trust Ortto

TrustRadius
Owler
Westfund
Unbounce
Frame.io
Love Holidays
Microsoft
Pattern

4.3 stars

4.7 stars

Join the 3000+ businesses who trust Ortto

TrustRadius
Owler
Westfund
Unbounce
Frame.io
Love Holidays
Microsoft
Pattern

4.3 stars

4.6 stars

4.7 stars

Join the 3000+ businesses who trust Ortto

TrustRadius
Owler
Westfund
Unbounce
Frame.io
Love Holidays
Microsoft
Pattern

#1 for ease of use

Try Ortto today

Build a better journey.

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