We all know that a CRM doesn’t give you the entire picture. Our customer data platform integrates data from your CRM, subscription management platform, website, ad platforms and more to help you understand your customer.
Create customized dashboards that combine all of the most important metrics from all of your data sources to keep your team on track. Set goals, share and download dashboards, and edit with ease as your business evolves.
Ortto’s data tools are easy to use and displayed beautifully to ensure every team member is empowered to make better, more data-driven decisions. Convert more leads into customers and find patterns that point to quality leads.
It’s not just sales that need a single view of your customer. By unlocking all of your customer data, every team from pre to post sales will be empowered to make decisions that generate more leads and conversions.
Bring your sales dashboard up on the big screen with TV mode. You can stream your dashboards to any TV so everyone in your office, warehouse, or meeting can see dynamic reports on the metrics that matter.
Get a unified view of your buyer’s journey to see drop-off points and take action at every stage of the funnel. Ortto’s Sales Dashboard will report on the impact of those actions to help you perfect your pipeline.
Build reports that answer once unanswerable questions. Like ‘Which campaign led to the most qualified leads?’ or ‘Which product actions did freemium customers take before they activated a paid account?’
Find out which messages and channels are generating the highest quality leads in custom dashboards that track metrics like lifetime value. Demonstrate success and tweak your sales playbook to optimize everything.
Use a combination of activities to build engagement scores for each person and organization. Measure and act on engagement to upgrade your existing customers, drive revenue and increase customer lifetime value.
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.
Ortto unifies your customer, account, website session, subscription, and product data together in a single customer view. With a single ‘backend’ for your SaaS, your team will be empowered to make better decisions about product features, onboarding flows, marketing campaigns, sales processes, and more. Plus, you’ll spend less time exporting and importing data, and more time unlocking deep insights that help to grow your business.
In short, no. Ortto’s marketing automation tools are easy to use with no coding skills required. Many of our 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.
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.
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"I like that it combines multiple marketing tools such as channels, customer data and social media into one single platform where I can look at all these factors and get analytics and reports."
- Francisco G
"The reporting and dashboard system is well designed and saves us an immense amount of time when it comes to reporting to management."
- Aleksandar P
"The reporting and dashboard system is well designed and saves us an immense amount of time when it comes to reporting to management."
- Aleksandar P