# Ortto review (2026): is it worth it? > Customer data, marketing automation and analytics in one platform Checked Nov 13, 2026 ยท graded Nov 13, 2026 by ToolGPA. Ortto, formerly Autopilot, combines a customer data platform with a journey builder, email, SMS, push and in-app messaging, forms and surveys, and analytics. It also offers live chat and a knowledge base for support. A public price list could not be read, so this entry carries no plan prices. - **Category:** CRM Software - **Made by:** Ortto (since 2015) - **Website:** https://ortto.com - **Runs on:** Web - **Who should skip it:** Skip it if you need a price before you start, as no price list could be read. - **Facts last checked:** Nov 13, 2026 ## Pricing Ortto's current pricing could not be confirmed from its own site. ## Key features - **Customer data platform:** Brings customer data from connected sources together in one place, with lead scoring and data tracking. - **Journey builder:** Builds automated marketing journeys that send email, SMS, push notifications and in-app messages. - **Forms, popups and surveys:** Captures contacts and responses through forms, popups and surveys that feed the same data. - **Live chat and knowledge base:** Talk and Inbox handle live chat and support conversations, and a knowledge base is built in. - **Analytics:** Reports on marketing and customer activity from the same data platform. - **AI features and MCP server:** Ortto AI is part of the platform, and an MCP server lets an AI agent analyze data and manage campaigns. ## Good for - Marketing teams that want automation and customer data in one tool - SaaS, financial services, healthcare and nonprofit teams the vendor targets - Teams that want email, SMS and in-app messages in one journey ## Worth knowing - No public price list could be read: the pricing page address returns a not-found page. - The help center says larger plans need a minimum 12-month commitment, and that annual plans cannot be downgraded during the term. - SMS is billed separately and is not part of the 14-day trial. - Contact tiers set the email volume; more email volume is bought separately. ## ToolGPA grades **GPA: 2.4 out of 4**, graded Nov 13, 2026. Ortto joins a customer data platform with a journey builder, forms, live chat and analytics. The 14-day trial has no card but caps you at 10,000 contacts and 100 email sends, no public price list could be read, and larger plans need a 12-month commitment. - **Value for money: C.** No public price list could be read, because the pricing page returns not-found. It sits at the ordinary grade. - **Free plan and trial: C.** 14-day free trial with up to 10,000 contacts and 100 email sends, no card needed. SMS is not included, and there is no free plan. - **Features: B.** Customer data platform, journey builder, forms and popups, live chat, analytics, AI features and an MCP server. SMS is billed separately, but nothing is missing from the core marketing job. - **Ease of use: C.** No store rating on record. You connect your data sources and build journeys before it does anything. - **Platforms and integrations: B.** Web, with Salesforce and Shopify listed. No desktop or phone app is shown. These are ToolGPA's own grades. Graded from this listing, whose facts were read from Ortto's own pages on 13 November 2026. Not based on using the product, and shorter than our full reviews. ## Where it stands among CRM tools - Ortto's GPA of 2.4 is higher than 76 of the 116 other CRM tools we grade, and level with 22. - It stands best on features (B, above 70 of 116) and worst on ease of use (C, above 5). The category's chart of price against score: https://toolgpa.com/charts/crm ## Keep it, or make your own? **Keep it.** To replace Ortto you would be making email sent in volume that still reaches the inbox. That is not a weekend's work, with an AI app builder or without one. - You could make: Help center and forms: an app builder makes these well. - You could not: Email sent in volume that still reaches the inbox. - You could not: Newsletters sent to thousands of people that still reach the inbox. - You could not: Texts to thousands of numbers, registered with the carriers. - You could not: A chat box on your site that reaches you the moment a customer types. - You could not: AI features, unless you pay a model provider for each request yourself. - You could not: The depth: we grade its features B, which means it covers the whole job. A judgement by ToolGPA from this listing, by rules that are the same for every tool. Nothing was built to test it. ## Works with Salesforce, Shopify **Tags:** Marketing automation, Email campaigns, SMS marketing, Live chat, Help center, Forms, AI features ## Alternatives - [HubSpot](https://toolgpa.com/tools/hubspot): Free CRM at the center of a marketing, sales and service suite. [Compare](https://toolgpa.com/compare/hubspot-vs-ortto) - [Keap](https://toolgpa.com/tools/keap): CRM with sales and marketing automation for small businesses. [Compare](https://toolgpa.com/compare/keap-vs-ortto) - [Ontraport](https://toolgpa.com/tools/ontraport): CRM with marketing automation, payments and membership sites. [Compare](https://toolgpa.com/compare/ontraport-vs-ortto) - [Maropost](https://toolgpa.com/tools/maropost): Ecommerce platform with email and SMS marketing and a helpdesk. [Compare](https://toolgpa.com/compare/maropost-vs-ortto) - [EngageBay](https://toolgpa.com/tools/engagebay): All-in-one marketing, sales and support CRM for small teams. [Compare](https://toolgpa.com/compare/engagebay-vs-ortto) ## Sources The prices, plans, platforms and features above were read from these pages on Nov 13, 2026: - https://ortto.com - https://ortto.com/about/ - https://help.ortto.com/a-39-14-day-trial-plans - https://help.ortto.com/a-43-ortto-pricing-changes-faq - https://help.ortto.com/a-38-checking-and-managing-your-plan Page: https://toolgpa.com/tools/ortto Listed by ToolGPA (toolgpa.com).