LEAD SCORING SOFTWARE
Trigger smarter automations with lead scores
Build scores for every stage of the customer journey so you know exactly who to target and when.
Build scores for every stage of the customer journey so you know exactly who to target and when.
Build scores for every stage of the customer journey so you know exactly who to target and when.
Send email
Offer to extend trial
Hi Jane,
It looks like you haven’t had much of a chance to explore Financely yet. Would you like to extend your trial, so that you have a bit more time to dig into our features?
Alternatively, you can book a demo with our sales team to get a guided…
Send email
Prompt to book demo
Hi Jane,
It looks like you’re really getting into Financely! Would you like to book a demo with our sales team to look at some advanced features?
Book demo
Hi Jane, it looks like you're doing great with your trial. Would you like to book a demo with our sales team to look at some advanced features?
YES
NO
YES
Do they match this condition?
Product-Qualified Lead score >
🔥
🔥
🔥
🔥
🔥
and
Stage is Lead
and
Signed up more than 7 days ago
Do they match this condition?
PQL score >
🔥
🔥
🔥
🔥
🔥
and
Stage is Lead
and
Signed up more than 7 days ago
🔥
Product-Qualified Lead
Score
Signed up
+100
Started trial
+150
Invited team member
+100
Created file
+50
Login more than 14d ago
-100
How it works
Know who is 🔥 and engage faster
Automate messages and trigger actions with lead scores created from signals that matter.
People enter when
Lead score > 🔥🔥🔥
Update field
Round robin assign
Send SMS
Confirm appointment
Hi Jane! Will you be able to make your 2pm appointment tomorrow?
June
Dec
Degradation:
Score half life period
Michael Geidt
michael.geidt@gmail.com
Signed up
17m
Started trial
5m
Invited team member
19m
Created file
19m
Shared file
19m
Subscription purchased
5m
Jenn Higgs
jenn.higgs@gmail.com
Lead Score
🔥
🔥
🔥
🔥
🔥
Product Score
🚀
🚀
🚀
🚀
🚀
Signed up
+50
Started trial
+150
Invited team member
+100
Login more than 14 days ago
-100
Shared file
19m
Subscription purchased
5m
Build custom scores
Use all your demographic, firmographic and behavioral data to set up scores.
Automatically degrade for accuracy
Trigger automations
How it works
Know who is 🔥 and engage faster
Automate messages and trigger actions with lead scores created from signals that matter.
Build custom scores
Use all your demographic, firmographic and behavioral data to set up scores.
Michael Geidt
michael.geidt@gmail.com
Jenn Higgs
jenn.higgs@gmail.com
Lead Score
🔥
🔥
🔥
🔥
🔥
Product Score
🚀
🚀
🚀
🚀
🚀
Signed up
+50
Started trial
+150
Invited team member
+100
Login more than 14 days ago
-100
Shared file
19m
Subscription purchased
5m
Automatically degrade for accuracy
Enhance trust in scores by automatically degrading behavior-based activities over time.
Degradation:
Score half life period
Trigger automation
Use scores to start journeys, assign leads, or create audiences.
People enter when
Lead score > 🔥🔥🔥
Update field
Round robin assign
Send SMS
Confirm appointment
How it works
Know who is 🔥 and engage faster
Automate messages and trigger actions with lead scores created from signals that matter.
Build custom scores
Use all your demographic, firmographic and behavioral data to set up scores.
Michael Geidt
michael.geidt@gmail.com
Jenn Higgs
jenn.higgs@gmail.com
Lead Score
🔥
🔥
🔥
🔥
🔥
Product Score
🚀
🚀
🚀
🚀
🚀
Signed up
+50
Started trial
+150
Invited team member
+100
Login more than 14 days ago
-100
Shared file
19m
Subscription purchased
5m
Automatically degrade for accuracy
Enhance trust in scores by automatically degrading behavior-based activities over time.
Degradation:
Score half life period
Trigger automation
Use scores to start journeys, assign leads, or create audiences.
People enter when
Lead score > 🔥🔥🔥
Update field
Round robin assign
Send SMS
Confirm appointment
Lead fit & engagement scores
Operationalize data with scores
Create your own scores for any stage of the funnel, or use a pre-built engagement score, to structure your data for use.
Lead fit & engagement scores
Operationalize data with scores
Create your own scores for any stage of the funnel, or use a pre-built engagement score, to structure your data for use.
Lead fit & engagement scores
Operationalize data with scores
Create your own scores for any stage of the funnel, or use a pre-built engagement score, to structure your data for use.
Engagement scores
Created automatically with a default set of your activities, but easy to modify, to measure how engaged your users are.
Custom scores
Build scores by adding or removing points based on demographics and behavior.
Normalize with emojis
Easily compare leads with a normalized score, visualized with emojis.
Engagement scores
Created automatically with a default set of your activities, but easy to modify, to measure how engaged your users are.
Custom scores
Build scores by adding or removing points based on demographics and behavior.
Normalize with emojis
Easily compare leads with a normalized score, visualized with emojis.
Engagement scores
Created automatically with a default set of your activities, but easy to modify, to measure how engaged your users are.
Custom scores
Build scores by adding or removing points based on demographics and behavior.
Normalize with emojis
Easily compare leads with a normalized score, visualized with emojis.
Automate with scores
Start journeys and visualize results
Use scores to engage audiences with the right message at the right time, then visualize customer fit and engagement in reports.
Automate with scores
Start journeys and visualize results
Use scores to engage audiences with the right message at the right time, then visualize customer fit and engagement in reports.
Automate with scores
Start journeys and visualize results
Use scores to engage audiences with the right message at the right time, then visualize customer fit and engagement in reports.
Filter
New campaign
Lead score is greater than
🔥
🔥
🔥
🔥
🔥
and
Member of audience Retargeting
and
Stage is Lead
Filter
New campaign
Lead score is greater than
🔥
🔥
🔥
🔥
🔥
and
Member of audience Retargeting
and
Stage is Lead
Journey builder
Engage audiences with omnichannel campaigns, using scores to trigger entry and exit, and to add conditional paths.
Analytics
Explore trends in lead fit and engagement with 10 report types and an intuitive UI in Ortto’s analytics.
In-app messages
Deliver in-app messages to the right people, based on their scores, to guide users, gather feedback and promote features.
Journey builder
Engage audiences with omnichannel campaigns, using scores to trigger entry and exit, and to add conditional paths.
Analytics
Explore trends in lead fit and engagement with 10 report types and an intuitive UI in Ortto’s analytics.
In-app messages
Deliver in-app messages to the right people, based on their scores, to guide users, gather feedback and promote features.
Journey builder
Engage audiences with omnichannel campaigns, using scores to trigger entry and exit, and to add conditional paths.
Analytics
Explore trends in lead fit and engagement with 10 report types and an intuitive UI in Ortto’s analytics.
In-app messages
Deliver in-app messages to the right people, based on their scores, to guide users, gather feedback and promote features.
Explore related features
Explore related features
Explore related features
Frequently asked questions
What is lead scoring?
Is lead scoring dead?
How do I set up custom lead scores in Ortto?
How do I configure the pre-built product engagement score in Ortto?
What makes Ortto's lead scoring software stand out against competitors?
How much does the lead scoring tool cost?
Frequently asked questions
What is lead scoring?
Is lead scoring dead?
How do I set up custom lead scores in Ortto?
How do I configure the pre-built product engagement score in Ortto?
What makes Ortto's lead scoring software stand out against competitors?
How much does the lead scoring tool cost?
Frequently asked questions
What is lead scoring?
Is lead scoring dead?
How do I set up custom lead scores in Ortto?
How do I configure the pre-built product engagement score in Ortto?
What makes Ortto's lead scoring software stand out against competitors?
How much does the lead scoring tool cost?
#1 for ease of use
Try Ortto today
Build a better journey.
Integrations
#1 for ease of use
Try Ortto today
Build a better journey.
Integrations
#1 for ease of use
Try Ortto today
Build a better journey.
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#1 for ease of use
Try Ortto today
Build a better journey.
Integrations