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Ortto

Your customer data, marketing automation & analytics, together

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Ortto is a customer data and marketing automation platform that brings customer data, messaging channels, support tools and analytics into one system. It is designed to help teams build automated customer journeys and act on a unified view of customer activity, rather than working across separate tools for data, campaigns and support.

The platform includes a customer data platform (CDP), journey builder, email, SMS, push notifications, forms and surveys, in-app messages, and popups. Analytics features cover dashboards, custom reports and lead scoring, alongside Checkmate tracking® and transactional email. Support and engagement tools include a team inbox, live chat, knowledge base, Messenger calls, screen sharing and AI responses, with Ortto AI available across the platform. No-code integrations connect services such as Salesforce, HubSpot, Shopify, Stripe, Twilio Segment, Zendesk, Google Ads and Zapier, with dedicated editions for Salesforce and Shopify.

Ortto serves SaaS, financial services, healthcare and not-for-profit organizations, with solutions for B2B, B2C and ecommerce use cases. Security controls include two-factor authentication, single sign-on with Okta support, user roles and audit logs, multi-region data hosting, and compliance with GDPR, CCPA, ISO 27001 and SOC2. AI features can be enabled or disabled by customers. A free trial is available.

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