Last updated 07-30-2026
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Ortto
Ortto unifies customer data, journey automation, analytics, and omnichannel messaging so marketing and support teams work from one profile instead of separate tools. You can launch email, SMS, push, in-app, and live chat campaigns from a built-in CDP connected through no-code integrations, including dedicated Salesforce and Shopify connectors. The homepage advertises a 14-day free trial with two-minute onboarding and no credit card required.
HubSpot-style stacks often split CDP, email, and chat across vendors. Ortto keeps unified profiles, journey automation, and Talk live chat on one platform rebuilt after the former Autopilot product relaunched as Ortto in 2022. Ortto AI adds natural-language audience filters, subject-line suggestions, and MCP server access so tools like ChatGPT can query Ortto data without leaving your workflow.
SaaS marketers, nonprofits, financial services teams, and support leaders are called out in Ortto's solution pages. Marketers building lifecycle journeys, scoring leads, or personalizing campaigns across channels fit the core use case, while support teams can pair Talk chat with a knowledge base on the same customer record.
Built-in customer data platform with no-code integrations to Salesforce, Shopify, and more
Visual journey builder for email, SMS, push, in-app messages, forms, and surveys
Talk live chat and knowledge base tied to the same customer profiles
Ortto AI filters audiences from plain-language prompts and suggests email subject lines
MCP Server connects ChatGPT and Claude to Ortto audiences and campaign data
14-day free trial with no credit card required and two-minute onboarding
Lead scoring, landing pages, transactional email, and multi-lingual campaign support
Combines CDP, journeys, analytics, and Talk chat without stitching multiple vendors.
14-day free trial requires no credit card on the signup page.
Dedicated Salesforce and Shopify integrations plus a public developer docs hub.
Ortto AI adds natural-language filters and copy suggestions inside existing workflows.
Public pricing pages at /pricing and /plans return 404, so paid tiers require a sales conversation.
Broad feature set may feel heavy for teams that only need basic email broadcasts.
Some advanced AI features depend on training Talk on your own documentation.
Enterprise-scale compliance details require reviewing Ortto's security page separately.
Does Ortto offer a free trial?
Yes. Ortto offers a 14-day free trial through ortto.com/trial with no credit card required. The homepage also states you can onboard in about two minutes before choosing a paid plan.
What channels does Ortto support?
Ortto supports email, SMS, push notifications, in-app messages, popups, forms, surveys, live chat through Talk, and transactional messages. Journey builder templates cover common lifecycle campaigns across those channels.
Does Ortto include a customer data platform?
Yes. Ortto includes an integrated CDP that unifies customer data for segmentation, analytics, and journey automation. The homepage highlights no-code integrations to connect CRM, ecommerce, and other data sources.
What AI features does Ortto include?
Ortto AI provides natural-language audience filters, AI decision shapes for lead scoring, subject-line suggestions, SMS and push copy recommendations, and live-chat reply suggestions trained on your site and help docs. An MCP Server also lets external AI assistants query Ortto data.
Which integrations does Ortto offer?
Ortto lists dedicated connectors for Salesforce and Shopify plus a broader integrations directory. Developer documentation is published at ortto.com/developers for custom data connections.
Where is Ortto headquartered?
Ortto is headquartered in Sydney, Australia, with a United States office in San Francisco. The company was founded in 2015 and rebranded from Autopilot to Ortto in March 2022.