Ortto Software Review: Email Marketing and Automation Built for Small Business Growth

Online marketing has become one of the most competitive environments in the digital landscape. All businesses, large and small, seek to position themselves in search engines, manage customers, and reach the maximum possible number of users thanks to their detailed marketing strategies. However, what was once a headache for marketing teams, which needed dozens of tools to work with, can now be unified into a single platform.

There are various unified marketing solutions available for companies, but today we will analyze Ortto Software, a campaign creation and optimization platform that has carved out an interesting niche in the market and is increasingly being used by more and more SMEs. After conducting a thorough analysis of all its features, we answer the key question: Is this the marketing tool you are looking for?

What is Ortto Software? The all-in-one marketing automation platform

Ortto is a marketing automation platform that stands out for its all-in-one feature. In other words, it allows you to carry out practically all marketing tasks from a single platform. It unifies email marketing, multichannel campaign management, data analysis, and customer segmentation into one tool. However, its greatest virtue is not just the unification of tools, but also their simplification.

Ortto Software aims to make life easier for those in charge of marketing in companies. It offers a smooth, simple experience that anyone can use without needing extensive technical knowledge. Thus, it is a tool designed for SMEs and companies seeking to simplify and streamline their processes.

Why choose Ortto Software? 

Ortto Software stands out in a crowded marketing tool market thanks to its Customer Data Platform (CDP), an integrated interface that centralizes all customer information in one place, making decision-making easier and enabling real-time campaign personalization. 

As we have analyzed in our research, companies choose Ortto primarily for three reasons: advanced automation, ease of integration, and total control over customer data. Some of its biggest advantages are:

• Customizable marketing automation. Create workflows tailored to each type of customer or event without any prior technical knowledge.
• Visual Audience Builder. This tool segments your database in an advanced and uncomplicated way.
• Integrations with key tools. It is a platform ready to be added to environments like Salesforce, Segment, Shopify, Google Ads, Zapier, among others.
• Customizable reporting. Visualize your campaign performance with dynamic and exportable dashboards.
• Intuitive and modern design. Its interface is designed for easy use by any team member.

However, it also has limitations that you should consider if you want to switch to Ortto Software:

• Its price scales quickly. As more contacts or features are added, the price can skyrocket, which can be a barrier for growing SMEs or those with tight budgets.
• Limited mobile functionality. Although it has an app, it does not allow all automation or analysis tasks to be performed from a mobile device.

The best of Ortto Software

Risking repetition, what undoubtedly differentiates Ortto Software from other similar solutions is its unified marketing approach. Compared to other platforms that divide their functions among separate hubs, like HubSpot, what Ortto offers is a centralized solution that connects all points of the customer journey at a glance.

Thanks to Ortto Software's approach, team efficiency skyrockets. It allows you to make decisions in a matter of seconds based on real data, and it also has an integrated CDP and automation tools that significantly simplify your marketing processes.

The worst of Ortto Software

However, despite being an ideal tool for SMEs in terms of functionality, some may fall behind for a simple reason: its price. As your database grows, so does the monthly price of Ortto Software. Thus, it is not one of the most recommended if you are looking to scale quickly.

Key Features of Ortto Software

Ortto Software aims to differentiate itself from other major marketing options by offering an all-in-one environment combined with clear ease of use and a focus on automation, allowing teams to consider the tool indispensable. Below, we explore in detail the main strengths that make Ortto Software one of the best choices in this regard:

Advanced Automation

One of the most important features of Ortto Software is that it allows you to create complete workflows through a very simple and direct visual interface. It enables you to trigger campaigns instantly based on user behavior, location, or any other customized data.

Specific Segmentation

Thanks to the Visual Audience Builder integrated into Ortto Software, you have the ability to create specific audiences without needing to write a single line of code. This allows you to launch hyper-personalized campaigns based on any data combination, improving conversion in just a few steps.

CDP (Customer Data Platform)

Ortto automatically integrates information from multiple sources (web, email, CRM, etc.) into its tool. This way, it generates an instant, unique view and allows you to base your marketing actions on the actual journey of each user. What’s the result? A tailored Customer Journey based on each of your customers' journeys and profiles.

Multichannel Integration

As we say, Ortto Software is a "one-stop" tool. And one-stop means that its campaign planning is not solely based on email marketing. Moreover, it allows you to send SMS messages, trigger push notifications, and even post on social media from the same interface. This enhances communication and coordination within teams. Therefore, it is the right hand of any minimally demanding marketing team looking to succeed in managing their website.

Reports and Analytics

Beyond the tools integrated within the platform, Ortto Software adds detailed reports and analytics in its interface that give you a global view of campaign performance, conversion attribution, customer journey, revenue, and much more. Additionally, it also allows you to create customized reports based on your own criteria.

Pros and Cons of Ortto Software

As clear in our review, Ortto Software has some very interesting advantages, but also some disadvantages, so it greatly depends on the users' choice. But what are its best and worst points that we should keep in mind? Let's take a look.

Pros of Ortto Software

• Modern interface that is very easy to use.
• Database with customizable templates for all types of campaigns.
• Complex automations without the need to write a single line of code.
• Integration with more than 50 different tools.
• Intelligent segmentation in real-time.
• Customizable and exportable reports.
• Comprehensive training resources that are easy to understand.

Cons of Ortto Software

• Its price can escalate very quickly as the company starts to grow.
• Mobile functionality is somewhat limited. Almost everything must be done from a computer.
• Not the best option if you work without a connection or in low-connectivity environments.

Who is Ortto Software for?

Ortto Software is an all-in-one marketing platform designed for SMEs looking for a robust yet simple solution to automate their digital marketing. Therefore, it can target the following audiences:

• Marketing departments of SMEs looking to optimize their strategy and do everything from a single interface.
• Sales teams needing to improve their conversion rates and looking for detailed analytics to create strategies.
• Online stores and eCommerce needing to automate cart recovery or customize recommendations.

However, not everything is positive within Ortto Software. There are also some businesses for which it would not be the ideal option:

• Freelancers or very small businesses with limited databases.
• Companies that require advanced mobile device management (MDM) or corporate security functions.
• Businesses that operate without a stable connection or with significant technological limitations.

Key reasons to switch to Ortto Software… or try another alternative

At this point, we have detailed the pros and cons of Ortto Software. However, if there are still doubts, nothing better than to take a look at the reasons why current customers of Ortto Software have decided to adopt this solution… as well as to see why some choose other options after trying it.

Why integrate Ortto Software into your business?

• Because it has an excellent unified platform to centralize your digital marketing.
• Because it is perfect for improving your conversion rates through advanced personalization.
• Because it helps you automate repetitive tasks and save time without relying on developers.

Why reject Ortto Software and try another alternative?

• It is not the best option if your company has not yet reached a sufficient number of leads to justify its price. Because it is not the cheapest tool.
• If you work with an integrated solution like HubSpot and do not want to migrate your CRM, it’s better to find an option that integrates everything more easily.
• If you prefer very basic tools like “plug and play” with minimal functionalities, it’s better to look elsewhere. While Ortto Software is a simple solution, it has enough functionalities that it may be too much for freelancers or very small businesses.

How much does Ortto Software cost? Plans, prices, and discounts

Ortto Software is a tool with a scalable pricing model that depends 100% on the number of contacts you have in your database. It is not a cheap tool, so you should be very clear about this before deciding, but it offers discounts for annual subscriptions and special offers for nonprofit organizations.

It is essential to request a personalized quote to properly understand the cost based on your actual needs. However, their website offers two basic plans that you can use as a guide:

Professional Plan

• Price: approximately 470 € per month (billed annually)
• Included contacts: 10,000
• Highlighted features:
• Journey Builder
• Customer Data Platform (CDP)
• Report and dashboard builder
• Email and SMS marketing
• Web push notifications
• Form and pop-up builder
• AI-based suggestions and predictions
• Advanced A/B testing
• 24/6 support (live chat and email)
• Native integrations, custom API, Zapier, and webhooks

Enterprise Plan

• Price: approximately 1,570 € per month (billed annually)
• Included contacts: 10,000
  Includes all features from the basic plans, plus:
• Priority and dedicated technical support
• Professional onboarding
• Mobile push marketing
• Multiple email domains and tracking
• Email deliverability consultant
• Custom configurations for high-volume sends
• Service Level Agreement (SLA)
• Custom user roles and permissions
• Single sign-on (SSO) with Okta, Active Directory, and SAML
• Early access to beta features
• Dedicated email IPs
• Multiple workspaces and partitions

Does Ortto Software require technical knowledge?

No, Ortto Software does not necessarily require technical knowledge for its implementation or business application. Ortto is a tool designed to be used by marketing teams without technical knowledge. However, in more complex environments or large companies, it may be beneficial to have a specialist in automation or an external consultant to facilitate the application process.

Additionally, Ortto Software aims to make things easy for its clients so that SMEs do not encounter problems. It provides tutorials, webinars, API documentation, and an active community that facilitates the required training.

How many people are needed to manage Ortto Software?

In most SMEs that choose Ortto Software, one or two marketing managers will suffice to manage the platform. In larger companies, it may be useful to establish differentiated roles such as:

• Campaign Manager
• Automation Specialist
• Data Analyst

This way, you can segment functions and ensure efficient and agile management of the platform.

How long does it take users to decide on Ortto Software?

The average time it takes companies to adopt Ortto usually ranges from two to six weeks, depending 100% on the size of the company and the degree of urgency in automation. Of course, beforehand, marketing teams usually spend time testing all the options in the market, comparing prices, and determining if they really need all the automation that Ortto offers.

What is the customer support like for Ortto Software?

Ortto offers email support and a very comprehensive library of reports, tutorials, and everything you need to learn how to use the platform. In addition, it also has webinars, an active user community that responds to questions in a matter of seconds, and extensive documentation. However, it does not include phone support or chat in all plans, although the email support is efficient and well-rated by those who have tried it.

What is the best alternative to Ortto Software? 

Ortto Software is typically chosen for two main reasons: its automation capability and its all-in-one approach, which allows you to integrate all marketing team needs into a single tool.

Still, there are alternative options to Ortto Software, especially for companies looking for something different from its marketing platform. Among others, we can find:

• ActiveCampaign: cheaper and with good automation, although with less analytical depth.
• HubSpot: ideal if you are looking for an all-in-one CRM with extended features.
• Mailchimp: more basic, but useful for small campaigns or companies starting in automated marketing. 

Do we recommend Ortto Software?

If there's one thing we've learned during our analysis, it's that Ortto Software is one of the best email solutions available today. With a score of 8.7 out of 10 in our review, it stands out due to its all-in-one approach, being super intuitive, and its automation capabilities. Therefore, yes: we generally recommend Ortto Software.

However, neither its prices are the cheapest in the market nor its features the most optimal for small businesses. That's why the most interesting thing is that you explore for yourself, depending on the needs of your own business.