Ortto (formerly Autopilot) is a marketing automation platform built around a customer data platform. Where most tools store basic contact information and email engagement data, Ortto aggregates data from across your tech stack. CRM, product analytics, support, billing, into unified customer profiles that drive more sophisticated segmentation and automation.
Ortto sits in an interesting middle ground: more capable than SMB tools like ActiveCampaign on the data side, but more accessible than enterprise platforms like Marketo. It is a legitimate option for data-conscious B2B SaaS companies that want marketing automation and a CDP without the enterprise price tag.
Ortto at a glance
| Feature | Detail |
|---|---|
| Starting price | $99/mo (up to 2,000 contacts) |
| Free plan | No (14-day trial) |
| Built-in CDP | Yes |
| Email automation | Yes (visual workflow builder) |
| SMS | Yes |
| Push notifications | Yes |
| Best for | B2B SaaS companies wanting marketing automation with unified customer data |
Scores
The CDP advantage
Ortto's built-in CDP is what differentiates it from tools like ActiveCampaign or HubSpot. You can pull in data from Salesforce, HubSpot, Segment, Stripe, Intercom, and other tools to build a complete picture of each customer. Segmentation based on product usage, billing status, support history, and marketing engagement is possible without a separate CDP or complex data engineering.
Automation and journeys
Ortto's visual automation builder supports multi-step journeys with conditional branching based on any data in the CDP. For a SaaS company wanting to trigger onboarding sequences based on feature adoption, send win-back campaigns to churned customers, or personalize campaigns based on plan type, Ortto handles these use cases well.
Pricing and target market
Ortto starts at $99/mo, which puts it above SMB tools but well below enterprise platforms. The sweet spot is a B2B SaaS company with 2,000-20,000 contacts that wants to move beyond ActiveCampaign's capabilities without moving to a full enterprise platform. The data integration capabilities justify the price premium for teams that will actually use them.
Ortto is right for you if...
- You are a B2B SaaS company that wants marketing automation with unified customer data
- You need to trigger automations based on product usage, billing events, or support data
- You have outgrown ActiveCampaign but are not ready for a full enterprise platform
- Your team has the technical capability to set up data integrations
Ortto is not right for you if...
- You are a small business or early-stage startup, pricing is not appropriate
- You primarily need email marketing without complex data integration
- You run an e-commerce store. Klaviyo is a better fit
- You want quick self-serve setup with minimal technical overhead
The bottom line
Ortto is the right platform for B2B SaaS companies that want the combination of marketing automation and a customer data platform without the complexity and cost of an enterprise solution. For most small businesses, ActiveCampaign or HubSpot are more appropriate starting points. Take the quiz for a personalized recommendation.