The Ortto Insider’s Guide
Everything we know about Ortto in one document: what it costs, its grades, getting a refund, getting help and what else to look at. Read it here, or keep a copy.
Ortto
The Insider’s Guide
Customer data, marketing automation and analytics in one platform
Every plan, grade, refund rule and rival among CRM tools, read from Ortto’s own pages.
Made by Ortto · checked Nov 13, 2026 · toolgpa.com
Contents
- 01WelcomeWhat it is, who it suits, its grades and the ten things to know first
- 02What it costsEvery plan, the free plan, ways to pay less and how prices have moved
- 03What it doesIts main features, where it runs, what it works with and who makes it
- 04Where it standsIts grades against its category, and whether to keep it or make your own
- 05The alternativesThe tools it is most often weighed against, side by side
- 06Quick answersThe questions people ask about it, each answered in a line or two
- 07About ToolGPAWho made this guide, what else is on the site, and how to cite it
ToolGPA put this guide together from Ortto’s own pages, its app-store listings and our grades. Every fact in it is on Ortto’s page too, where it is kept up to date. Checked Nov 13, 2026.
Part 01 · Overview
Welcome
What it is, who it suits, its grades and the ten things to know first
2.4
GPA, above 76 of the 116 other CRM tools we grade
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.
To get you started, here are 8 things to know about Ortto, taken from its own pages and our grades.
You connect your data sources and build journeys before it does anything.
- 1
Best for customer data, journeys and analytics in one platform
Ortto joins a customer data platform with a journey builder, forms, live chat and analytics.
- 2
You can try it first
14-day free trial with up to 10,000 contacts and up to 100 email sends; SMS is not included
- 3
It runs on Web
Web.
- 4
Customer data platform
Brings customer data from connected sources together in one place, with lead scoring and data tracking.
- 5
Journey builder
Builds automated marketing journeys that send email, SMS, push notifications and in-app messages.
- 6
Forms, popups and surveys
Captures contacts and responses through forms, popups and surveys that feed the same data.
- 7
A 2.4 GPA, above 76 of 116
That is against the other CRM tools we grade, on value, the free plan, features, ease of use and platforms.
- 8
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.
Ortto at a glance
- Pricing
- Free trial
- Free plan
- No
- Free trial
- 14-day free trial with up to 10,000 contacts and up to 100 email sends; SMS is not included
- Runs on
- Web
- Made by
- Ortto, since 2015
- Category
- CRM Software
- Our grade
- 2.4 GPA, fair
The report card
Best for customer data, journeys and analytics in one platform
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.
| Subject | Grade | Comment |
|---|---|---|
| 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. |
An A is worth 4 points, a B 3, a C 2, a D 1 and an F nothing. The GPA is the average of the five.
Who Ortto is for
- Fits if you want customer data and automated journeys in one tool
- Works for ecommerce and software teams that use Shopify or Salesforce
Who it is not for
- Skip it if you need a price before you start, as no price list could be read
- Not for you if you want to pay monthly on larger plans, which need a 12-month commitment
- Watch out: SMS is billed separately and is not in the trial
- Watch out: annual plans cannot be downgraded during the term
Good to know
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.
Part 02 · Pricing
What it costs
Every plan, the free plan, ways to pay less and how prices have moved
Ortto's current pricing could not be confirmed from its own site.
No public price list could be read, because the pricing page returns not-found.
We could not confirm Ortto’s current prices from its own site, so this guide lists no plans. ortto.com has them.
Part 03 · Features
What it does
Its main features, where it runs, what it works with and who makes it
1
Place it runs: Web
Customer data, marketing automation and analytics in one platform. Here is what it does, as its own site describes it, and what it covers: AI features, marketing automation, forms, email campaigns, live chat, help center, sMS marketing.
Customer data platform, journey builder, forms and popups, live chat, analytics, AI features and an MCP server.
- 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.
Where it runs
- Web
What it works with
- Salesforce
- Shopify
Ortto is made by Ortto, and has been around since 2015.
Part 04 · Standing
Where it stands
Its grades against its category, and whether to keep it or make your own
76/116
Other CRM tools it is graded above
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).
Each grade against the category
Every bar is all 117 CRM tools we grade, cut by the letter each got. Ortto’s own letter is outlined.
- CValue for moneyAbove 37 of 116
- CFree plan and trialAbove 44 of 116
- BFeaturesAbove 70 of 116
- CEase of useAbove 5 of 116
- BPlatforms and integrationsAbove 24 of 116
Keep it, or make your own?
Whether this is something you could build for yourself with an AI app builder, and what you would give up.
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.
What you could make
- Help center and forms: an app builder makes these well.
What you could not
- Email sent in volume that still reaches the inbox.
- Newsletters sent to thousands of people that still reach the inbox.
- Texts to thousands of numbers, registered with the carriers.
- A chat box on your site that reaches you the moment a customer types.
- AI features, unless you pay a model provider for each request yourself.
- The depth: we grade its features B, which means it covers the whole job.
What this rests on. Ortto’s listing: what it does, where it runs, what it plugs into and what it costs. It is a judgement about the kind of software this is. We have not built a replacement for it, and making your own means looking after it too. How we decide, and every tool’s verdict.
Part 05 · Alternatives
The alternatives
The tools it is most often weighed against, side by side
HubSpot, Keap, Ontraport, Maropost and EngageBay
The 5 tools Ortto is most often weighed against, with where each one differs from it.
- 3.2GPA
HubSpot
Free plan · from $20/mo
Free CRM at the center of a marketing, sales and service suite.
- HubSpot has a free plan. Ortto does not, though it has a free trial.
- Only HubSpot lists iOS and Android apps.
- Only HubSpot lists a browser extension.
- 2.2GPA
Keap
Free trial · from $299/mo
CRM with sales and marketing automation for small businesses.
- Only Keap lists iOS and Android apps.
- Ortto also covers email campaigns, live chat, help center and sMS marketing.
- Keap also covers booking links, sales pipeline, workflow automation and invoicing.
- 2.4GPA
Ontraport
Free trial
CRM with marketing automation, payments and membership sites.
- Only Ontraport lists iOS and Android apps.
- Ortto also covers email campaigns, live chat, help center and sMS marketing.
- Ontraport also covers booking links, shared inbox, sales pipeline and workflow automation.
- 2.0GPA
Maropost
Free trial · from $29/mo
Ecommerce platform with email and SMS marketing and a helpdesk.
- Ortto also covers forms, live chat and help center.
- Maropost also covers help desk and online store.
- 2.4GPA
EngageBay
Free plan · from $13.79/mo
All-in-one marketing, sales and support CRM for small teams.
- EngageBay has a free plan. Ortto does not, though it has a free trial.
- Only EngageBay lists iOS and Android apps.
- Ortto also covers email campaigns, live chat, help center and sMS marketing.
Part 06 · Questions
Quick answers
The questions people ask about it, each answered in a line or two
10
Questions, each answered in a line or two
The short version of everything above, for when you only need the answer. Each one is told in full in its part of the guide.
Is Ortto free?
No, Ortto is a paid product, but you can try it first. 14-day free trial with up to 10,000 contacts and up to 100 email sends; SMS is not included.
What platforms does Ortto work on?
Ortto is available on Web.
Does Ortto have an Android app?
No Android app was listed when its pages were read on Nov 13, 2026. Ortto is listed for Web.
Does Ortto have an iPhone app?
No iPhone app was listed when its pages were read on Nov 13, 2026. Ortto is listed for Web.
Is Ortto open source?
Ortto is not described as open source on its own site, as read on Nov 13, 2026.
What does Ortto integrate with?
Ortto's listing names Salesforce and Shopify. A listing names up to eight integrations, so it may connect to more.
Who makes Ortto?
Ortto is made by a company of the same name. It dates from 2015.
What are the alternatives to Ortto?
The closest alternatives to Ortto in our directory are HubSpot, Keap, Ontraport, Maropost and EngageBay.
How does Ortto compare with other CRM tools?
Ortto's GPA of 2.4 is higher than 76 of the 116 other CRM tools we grade, and level with 22.
Could I make my own version of Ortto?
To replace Ortto you would be making email sent in volume that still reaches the inbox.
Where this guide comes from
The prices, plans, platforms and features were read from Ortto’s own pages on Nov 13, 2026, and the grades were given on Nov 13, 2026. 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.
Every tool we list gets five grades, A to F, each with its reason, and a GPA that averages them. How each is decided is at toolgpa.com/grades. This guide is ToolGPA’s own work; it is not made, paid for or approved by Ortto. Prices change, so check ortto.com before you buy.
Part 07 · About
About ToolGPA
Who made this guide, what else is on the site, and how to cite it
7,721
Tools graded, in 95 categories
ToolGPA grades software the way a school report grades a pupil: five subjects, a letter for each with the reason written beside it, and a GPA that averages them. Prices, plans and platforms are read from each maker’s own pages and dated, so you always know how fresh a figure is.
Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Every tool on the site has a guide like this one, free to download and pass on. It all lives at toolgpa.com.
7,721
tools graded
95
categories
739
price changes on record
579
apps priced in 12 countries
What else is on toolgpa.com
- Ortto, kept up to dateEverything in this guide, with prices and grades as they are todaytoolgpa.com/tools/ortto
- How grades are givenThe rules behind every letter and every GPAtoolgpa.com/grades
- Value chartsWhat each tool costs against what it scores, for every categorytoolgpa.com/charts
- CompareAny two tools side by side, plan by plantoolgpa.com/compare
- Price changesEvery price rise and cut on record, each with its sourcetoolgpa.com/price-changes
- Prices by countryWhat apps cost on the App Store in 12 countriestoolgpa.com/prices-by-country
- Pay lessEvery public discount: yearly billing, students, nonprofitstoolgpa.com/save
- Keep or makeWhich tools are worth paying for, and which you could build yourselftoolgpa.com/keep-or-make
Scan for the live page
Prices and grades as they are today
Quoting this guide?
Please name ToolGPA and link to the live page, so readers can check the figures for themselves:
ToolGPA, "Ortto: The Insider's Guide", checked Nov 13, 2026. https://toolgpa.com/tools/ortto
Know someone choosing between CRM tools?
Send them this guide: toolgpa.com/tools/ortto/guide
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See our other guides
The best-graded CRM tools after Ortto, each with an Insider's Guide of its own.
- CRM Software Insider's GuideEvery one of the 117 CRM tools we grade, compared
- HubSpot Insider's GuideFree CRM at the center of a marketing, sales and service suite3.2 GPA
- Frappe CRM Insider's GuideOpen-source CRM with unlimited users, billed by hosting3.0 GPA
- Givebutter Insider's GuideFree fundraising platform with a built-in nonprofit CRM3.0 GPA
Choosing software? Every tool graded, every price dated.
Compare tools at toolgpa.com ›Everything in this guide is ToolGPA’s own summary of what Ortto’s pages, its app-store listings and public reviews said on the dates shown. Grades are our judgement under the rules at toolgpa.com/grades. Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Ortto is a trademark of its owner, and this guide is not made, paid for or approved by Ortto. Prices and plans change: check ortto.com before you buy.