Ortto Reviews

I have been using Autopilot for over two years and have enjoyed every moment of the journey. The price is excellent and I love the heads up feature. This feature alone has increased conversions considerably for me. I like that Autopilot is easy to integrate and like the journey builder. I love that you can customize the experience depending on weather someone has clicked, opened, left unread. It's everything you could want.

I wished they had their own form builder. Currently the software will scan forms and integrate that way but it would be great if we could build own own from withing Autopilot. Other than that there aren't any other cons for me.

The absolute best feature of this product is that it has full control over Pipedrive. Based on observed behaviors from email campaigns, digital ads, chat or site/page performance, Autopilot can update Contacts, Deals, and Organizations, assign activities, notes increase deal values, stages, assign work to sales people and move deals through the pipeline. This tool makes Pipedrive 200% better and it's already really good.

The only knock on the product is the inability to filter out your synchronization with Pipedrive based on custom fields or some other value. When you sync, you sync all Contacts and your license fee pays for contacts you may do nothing with. If they could add a filter capability, this tool is about as good as it gets.

Autopilot is really good to get you thinking about user journeys and how your customers should be getting information through your funnel.

The user thresholds are frustrating and they will move up in costs very quickly. The most frustrating is the lack of customer support.

Affordability for a small contact list
Ease of use
Visual Journey Builder
Salesforce integration
Features for price

Limits in contact segmentation
Limits in triggers for actions
Email editing suite can be a little basic

Its a very easy to use solution and has a robust feature set. Their journey creator is flawless and even a non-techinical person can use it with ease.

The have very robust APIs and you can confirgure autopilot pretty easily with their APIs.

It would be great we can use our custom mail server to send the mails, like Mailgun or SendGrid.

You can create very complex customer journeys and almost automate communications throughout the whole process.

Connectivity to other apps is still limited... for example Pipedrive doesn't allow to connect Deals, only Contacts.

As a concept, AutoPilot is great. We believed in it so much that we spent weeks building out a 100 day journey that included emails, audiences and lists...

But then we encountered something extremely absurd... AutoPilot syncs and bills for any and all contacts you have in PipeDrive—*even deleted contacts* 😑

Said differently, whether or not your contacts have ever been on a journey in AutoPilot, they charge you for them; and they continue to sync deleted contacts from PipeDrive as if they are equivalent to active contacts.

After contacting AutoPilot multiple times, they refused to acknowledge how ridiculous this was. Instead they recommended to 1) not keep our past 14,000 customers in PipeDrive 🙄 2) remove the PipeDrive integration and add/remove all contacts via Zapier 😖 or 3) contact PipeDrive engineers every single time we delete a contact and have them “really delete” the contact.

AutoPilot, if you are reading this, you’ve simply got to stop the freaking madness. You’ve lost us as customers, because it’s utterly absurd how much of our time and money you wasted over such a short-sighted pricing policy. The only thing we should be billed for are contacts who are on an actual journey through your software.

Autopilot has so many features, yet it is quick, simple to use and has a great UI/UX. Almost always I know what to do right away. Journeys are great, for me as a developer and for other people in Marketing team.

I also have experience with API and their customer support. API is very well written with examples and possibility to test the code. I have contacted their customer support a few times and in most cases they responded quickly.

It is also fantastic to have SalesForce integration.

I had some problems understanding the conversion funnel in the dashboard and had some problems with sending autopilot_id information when we wanted to track the user after form submission.

The easy to use interface with the drag and drop journey builder. The heads up message are great and the api is easy to use.

Support is limited on the lower level accounts they will only speak with you on the phone if you spend a certain level of money.

Pros: offers a large amount of reports, functionality and value on our tool and basically avoids having to repeatedly perform the same marketing tasks. You can send email or SMS campaigns instantly.

Cons: It's not as intuitive as it should be; However, once it is understood, it is much easier to set up campaigns. You must be an advanced user to understand how to do almost anything in the tool. In the same way, the tasks you perform are not simple, so I understand that simplifying it is something to admire.

I love the fact that it tracks my whole business from lead generation (that helps me fill in routes based on a map) to setting up the contract (with recurring services and pre-scheduled packages) to crew management (with photo uploads and clock-in/clock-out of jobs and contacting customers) to invoicing (which can be automatic) to receiving payment (even by credit card on the mobile app!). Keeping records on paper and trying to run schedules for weekly, bi-weekly and tri-weekly services would be a nightmare! This really is an AutoPilot software. It is a complete solution that tracks everything which allows it to be the ultimate solution for reporting. I can look at sales close ratios, revenue per lead source, job completion times against budgeted hours, past-due invoices and so much more! I have worked with the system from Property Maintenance Technician to Sales Rep to General Manager and have not been disappointed.

Their asset management portion is in its beginning stages and is not incredibly useful at the moment, but they continue to build on their system and I suspect that they will soon have a robust equipment and vehicle management system.

AutoPilot is an amazing piece of software, it just works and works well. They achieve exactly what they promise and it is a joyful user experience.

They used to have a cheaper plan for smaller accounts which I found useful for managing my startup. When they removed this, it became a choice of staying with them and taking the hit on the pricing or to keep with them. I stayed with them - great decision!

I really like how easy it is to set campaign, even the one where you want to use multiple conditions along the road. You just don't need any tech knowledge to set it up. It integrates great with Pipedrive so you can automatically remove contacts from your email campaign. Big kudos for Reporting section.

Deliverability of emails - we've compared it with other players on the market and with big campaigns it is an issue.

Thanks to the integration with Segment, Autopilot was very easy to integrate using our existing triggers. Set up was also smooth and out of all of the marketing automation tools, Autopilot has the best onboarding and set up experience. Their unique ui/ux make it very easy to set up campaigns that not only include email and SMS triggers, but unique integrations with companies such as Lob that let you programmatically send postcards.

There is room for improvement with people/user tracking. Currently we're using GoSquared to fill in the gaps.

Automation, of everything you can imagine for where your customers/clients are in the journey of your organization.

Cost is a little inhibiting for smaller orginizations.

Autopilot if great for automation and creating workflows.
The emails can be created easily with the template builder.
Integration with forms present on the website is seamless.

There are some basic functionalities like resizing the tabs and sorting to be missing.
Sometimes the platform gets slow and unresponsive

I've used many system and Autopilot by far is the BEST! The visual journey creator makes it so easy to create programs. Also, the integration with Salesforce is FANTASTIC!

I love Autopilot journeys and campaigns. I like the way how you onboard new users. I like your newsletters "in the loop" which was stopped now but hope to see it coming on my mailbox back again. The idea of helping users to develop in order to develop yourself in wonderful. I love your templates that are very customer-oriented and give ideas on how to use Autopilot more.

None. Just looking for features in Actions in Campaigns like resend to not opened etc.

Extremely Affordable
Robust
Easy to use
Basic suite of app integrations
Salesforce integration
Outstanding documentation, tutorials, and how-tos
Flight School lessons go beyond the basics and really fortify your skills

Needs more app integrations
Needs more email templates
Needs a mobile app
Can be difficult to get responsive support after 3PM CT
Support staff need a tool to revert accidental changes they may make during Journey reviews. To be told that you have to recreate a portion of a Journey from memory because someone accidentally deleted part of it during a Journey review can be quite frustrating.

Great journey design interface. Bi-directional Salesforce sync. Better-than-most API exposure.

UI navigation can be a bit burdensome - it would be nice to be able to quickly launch new screens in new tabs (Alt+click doesn't work). Also, additional triggers would be useful, such as time-based (before an event)

I've used HubSpot, Mailchimp, Pardot, and all these fancy software in the past and have to say that Ortto is beating them all by far. They need to do better marketing cause they for sure have a better product

Only thing is that the footers are not too customizable, they have those happy or sad faces which are terrible for emails, but I mean, it's small.

I loved how easy it was to create a campaign and get a feel for what was going to happen and when. A fantastic tool for starting out.

Integrations are a killer. It's hard to have the actions start based on interactions with a website or product / CRM. This may have changed though.

Very easy to put together journeys based on who you are trying to reach. It's a great way to place your sales cycle on "autopilot."

You really need to figure out the software by trial and error. A guide to all capabilities would be appreciated.

It's very easy to use, data oriented and support team are here to help :)
In fact, a very complete tools

Should create more journey template to earn time with configuring and inspiring / add a javascript API for a better custom / and a connection with more than only saleforce :)