Marketing CRM

Marketing CRM

Combine your CRM, customer data platform, and customer journeys all into one platform to deliver a remarkable customer experience and increase conversions by creating personalized experiences across all your channels.

Marketing CRM
Marketing CRM

Provide a better customer experience

Deliver a greater pre and post-sales customer experience with Ortto. Convert more customers by creating connected, personalized experiences across all your channels and touchpoints.

Marketing CRM

Build personalized content

Develop in-depth profiles of your contacts across different segments, from potential customers to repeat buyers, and send personalized, engaging content, using Ortto’s CRM marketing solution.

Marketing CRM

Unify your customer data

Ortto’s CRM solution will work as your central hub of customer information when managing business relationships and interactions across every department in your organization.

Deliver a remarkable customer experience using marketing CRM

Native CRM integrations

We make it easy to import and sync your lead, contact and account data in just one click. When updating a record in one system, it will automatically update in the other system.

Connect your marketing stack

No need to call in your developer! Use Ortto’s native integration with Zapier to unlock data from popular web apps to help you connect your customer and automate tasks between the apps you use.

Use CRM customer data

Syncing with Salesforce CRM allows you to take advantage of the built-in Salesforce triggers, actions and conditions within your customer journeys to enhance the customer experience.

Integrate over 3,000 apps

There’s an infinite number of use cases with Ortto and Zapier. You can stitch together any tools in Zapier’s directory including Pipedrive, Calendly, Eventbrite, GoToWebinar, Shopify and LiveChat.

Take advantage of templates

Choose from a  range of templates to help you get started. Including audiences, detailed analytics dashboards, easy-to-build reports and playbooks that help nurture subscribers into customers.

Detailed reporting and analytics

Easily build reports to track all key customer metrics across the customer journey. Use Ortto’s data visualization tools to gain insights and share reports to make data-driven decisions with your team.


How much does Ortto’s marketing CRM cost?

Ortto offers plans for every business type and price. If you’re just getting started with marketing automation, try out our Free plan with up to 2,000 contacts. For small businesses, our Campaign tier starts at $29 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 marketing CRM tools?

Ortto brings all of your data sources together in one platform to ensure nothing is missed when you are viewing your marketing analytics. When customer, behavioral, event-based, transactional, and firmographic data are viewable in a single, easy-to-use customer data platform, your marketing team will be able to accurately attribute revenue and track which messages and campaigns are making a difference.

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

In short, no. Ortto’s lead capture software is easy to use with no coding skills required. Many of our integrations including 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.

Can I receive reports to my email address and phone?

Ortto is fully responsive and reports can be easily viewed from the palm of your hand. Our dashboards use visualizations and beautiful design to ensure every metric and insight is easy to read and understand. Ortto allows you to activate email reports to be sent on a daily, weekly, bi-weekly, or monthly schedule. Add as many recipients as you like to help every department team stay in the loop.

SaaS Marketing Software

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"I find Ortto to be a great ally in my marketing strategies as I can plan email campaigns and it has a great automation service as well as sequence."
- Francisco G

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"Instead of simple branching customer journeys we used in MailChimp, Ortto provides a framework for us to sequence content, control touch points, and granularize the way we distribute it."
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"With one click, we can incorporate more popular apps into Ortto, thus expanding our working area."
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