Ortto Erfahrungen

A Great Alternative to Full-Fledged Automation Software

Kommentare: Autopilot is a great solution if you're looking for something to automate a sequence of emails. I wouldn't consider it a replacement for full-fledged marketing automation software... yet, but it's a fantastic tool for email automation. Just keep in mind that there are a few hiccups that you'll potentially need to navigate such as email SpamAssassin errors (always use mail-tester.com to check your emails) and CRM sync issues.

Vorteile:

It seems to me that Autopilot does only one thing - but it does that one thing REALLY well. I tested Autopilot briefly for a few weeks as an alternative to the drip program functionality in our Marketing Automation software. I was extremely impressed with how easy it is to build a drip program (called a "Journey" within Autopilot), as well as with the breadth of logic and functionality offered. Autopilot really sets itself apart with some amazing - seriously amazing - integrations and functionality that our Automation platform doesn't offer, such as sending SMS text messages or physical postcards. I really like that Autopilot offers in-app chat support, and that you generally don't need to wait longer than 5 minutes to get someone to help you out.

Nachteile:

During the few weeks I tested Autopilot, I found a few issues that prevented me from really continuing to use the software for my use-case. The integration with Salesforce was clunky and un-intuitive, and most concerningly, it seemed that when the platform saw leads that already existed in Salesforce, it would stop them from progressing through the drip program. This was a real frustration, and I ended up just disconnecting Autopilot from the CRM in order to finish my test. Another concern we had was that after testing the emails I had configured using mail-tester.com, there was an error identified that could only be resolved by getting a dedicated IP address - something which adds a significant additional monthly cost to the cost of the program.

Modern Marketing Automation

Kommentare: It's been great to implement and continue to build operations on top of.

Vorteile:

As a new product, it shows, there is no clunky interface or technical debt. Everything is laid out well and works together. The new Talk feature is amazing and the AI-suggested replies are always on point.

Nachteile:

Very little to dislike, a small criticism is the flexibility of the Chargebee integration however this is only minor.

Does not worth it's money

Kommentare: Overall, Autopilot seems to lag behind of Intercom in a term of features, developer support, documentation, and adoption. There are much less how to's, and it is rarely discussed on the internet.
In my opinion, it is poorly priced in a terms of proce-features.
I'd keep an eye on it as it may be able to make a leap and offer full-fledged solution. It is not there yet.

Vorteile:

I can not withstand the temptation to compare Autopilot to Intercom. So.. 2 rewievs in 1? It is somehow more stable than Intercom and overall offers a bit smoother experience. API server are bit more stable, less 500. Dashboard is ... standard. I mean at some point Autopilot and Intercom dashboards become prety much the same having the main differences in namings. Autopilot have journeys which are the same as Intercoms lifecycles (onboardings), there are the same chats, same integrations, same conversation channels. API recently got a long awaited updated and email is no longer the sole unique key - the thing that drove a number of customers including me away, because sometimes it is required to have different customers with a same email or without email at all. Well, now it is fixed.

Nachteile:

Autopilot offers no client libs except for JavaScript. You want to use it - you write your own client library, this is something you better keep in mind if your scenario includes server side events. It's API is somewhat cumbersome to understand. The technical support is a bit better that Intercoms, but I can not say it was of a much help. Probably the biggest issue we faced with autopilot is constant feeling that product developers would prefer not to meet client's need, they are living in a world where clients solve their problems on their own. Ivory tower one could say, huh?

A great tool, with great visual cues, powerful automation and integrations

Kommentare: Great platform, easy to learn and use, engaging for the team, awesome customer support, truly helpful content. No regrets. It's perfect for teams that are just starting out.

Vorteile:

Because of the visual workflow (or journeys, as they appropriately call them) builder, this is an easy platform to catch on to. Getting the team to dive in and build our or edit journeys is quick and simple and doesn't require two days of reading documentation and tutorials to understand. Autopilot has done an amazing job of making the building of the workflows collaborative as well. Being able to annotate, comment, add images etc helps not only the team understand the goals, but is killer for reminding you why you built something the way you did a month later. The email, CRM, Slack integrations are all easy to set up and use as well.

Nachteile:

I believe they are working on it since there have been a lot of updates recently, but the email manager could use a bit more love - it just doesn't stand out as well against the rest of the platform. Building and editing an individual email is simple enough, but managing the full list can be tricky. The reporting on the messaging bot is also lacking - but that feature is easy to use and helpful. It's easy to trust that they will continue to improve this.

Incredible Value. Make use of the templates. Explore the possibilities.

Kommentare: As a founder of a software startup, our team needed a solution to routinely engage our users/customers with information to help them with their on-boarding experience. Autopilot was the perfect fit! We had a lot of fun building the journeys and experimenting with what worked (and didn't work) for our team. Their templates gave us some great starting points, and helped us to open up our minds with ways to engage with our users in ways that we hadn't thought of. Of course, those same principals could easily be applied to outbound marketing campaigns with complex engagement logic, which we haven't started to implement as this time. Overall, we are very satisfied with Autopilot!

Vorteile:

- Slack Integration - Segment Integration - Easy to build complex logic, visually - Dashboard to keep track of latest events - Many journey and email templates to get you started - Built-in email open/link tracking is helpful to find your engaged users - Good support - Great blog with ideas of how others use Autopilot - They are continuing to develop cool new features - User idea voting for features not yet developed

Nachteile:

- Ability to access email / Slack templates seems inefficient (need to dig into the journey to find them) - With all of the capabilities that Autopilot offers, you can easily have your custom contact lists get out of hand - remember to KISS so that others on your team can pick up where you left off

Good tool but some things to improve

Kommentare: Autopilot has been a good tool to use but we had too many issues with the tool. There were a lot of disconnections with Pipedrive. The e-mail features are not that great.

Vorteile:

I like the simplicity and the design of the tool. It's very easy to understand and to set up. There a lot of connections with other platforms such ad Google Ads Facebook and CRMs.

Nachteile:

I do not like the price model, it's quite expansive. Be careful. And the connectivity with Pipedrive is not very good.

Great for automating Marketing requirements

Kommentare: Very good. Customer service is incredible, so I feel like any issues or objectives I want to hit are fully supported by the team. I hope this only improves as they grow and doesn't become watered down.

Vorteile:

You can plan multiple campaigns visually and then share the boards (completed with annotations) with the client. This means everyone is on the same page and understands how the campaign will proceed. The customer support is also second to none - really good. It's also very visual - as someone who gets easily distracted and bored easily, being able to visualise campaigns in a physical way really helps.

Nachteile:

The reporting in the email side of things could be better. Mailchimp, for example, provides decent reporting with easy actions (like automatic re-send to non-openers' - AP requires you do smart segmenting (which is actually better in the long term), but the mental journey to sort this out would be impossible without the customer support (so it isn't an issue).

Ortto is the most effective marketing analysis tool I use.

Vorteile:

It's comprehensive enough to measure, analyze and take precise action to improve our marketing and customer awareness.

Nachteile:

Quite a complete tool, I haven't found any difficulties with it so far.

Great for automated communication

Vorteile:

Ortto works great for automated communication. It integrates well with our software and other tools like segment.

Nachteile:

Lack of flexibility when it comes to import, export and cloning existing templates

A must have app for your business

Kommentare: Autopilot is one of those apps that you spend many hours trying to find on Google, something that takes away the hard work in your business, and automates the important stuff. The support provided is world class and with the constant innovation offered, you can expect great things in the future from Autopilot. I'm a massive fan!

Vorteile:

Easy to use, affordable to everyone, and world class support.

Nachteile:

I really can't find a fault in the service Autopilot delivers, if they add any additional features the only thing I would suggest is they beef up the CRM functions. But as a service offered, its the best!

Quality automation that organizes and attracts new customers

Kommentare: As a result of Ortto's automation, we've been able to build advertising campaigns and develop our customer base with ease, and we've always been thinking about increasing our database and targeting new customers. Our ability to respond quickly to changes is bolstered by the quality of the reports we get.

Vorteile:

Ortto offers a wide range of tools and templates to help you design a workflow and keep track of every aspect of it. In addition to the Ortto analytics that indicate how many customers reply and interact with messages, I love the ready-made templates that allow me to design campaigns and send them to lists of contacts. When it comes to reporting to management, the reporting system and dashboard are quite efficient. It's also great to have Ortto's automated functionality for adding new consumers and iteratively replicating prior campaigns while also updating target lists. Using automation, we can arrange our email sending dates so that we may target clients with our messages at specific times and dates. To me, Ortto's most appealing feature is the fact that it brings together a wide range of marketing tools into one platform where I can analyze and report on all of these elements at once. When it comes to reworking the subject lines, a copywriting helper can be an excellent solution to overcome writer's block. In addition, I greatly appreciate the Ortto team's responsiveness to clients' needs, since they are always ready to reply to any questions or requests.

Nachteile:

Because Ortto is so user-friendly and has so many resources for learning how everything works, there aren't any drawbacks worth mentioning. Additionally, the system's ease of use makes it easy for new employees to learn how the system works and to integrate it with other systems that the business uses.

Improving on improvement

Kommentare: The cost per additional mobile app user is a bit annoying, but when we run the numbers, it still makes it a good investment to have most of our employees on the app.

Vorteile:

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.

Nachteile:

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.

A solid shout for marketing automation

Kommentare: Excellent, their customer service provides just that. They are knowledgeable and very responsive. Highly recommend.

Vorteile:

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.

Nachteile:

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!

Great Tool For Those Looking For Ultimate Flexibility

Kommentare: We have integrated every data point from our site to custom Autoplit fields and then uses custom segments and journeys to automate our email sequences, Google ad Audiences, and Hubspot lead assignment. The price is great for small companies looking for flexibility without having to dish out the money for Pardot etc..

Vorteile:

If your creative and are or have access to developers you can make Autopilot handle just about anything you want. Unlike Pardot, Marketo and other marketing automation systems, Autopilot has allowed me to create, send, and sync customer data across platforms. If it exists you can connect and send data to it - just maybe not right out of the box.

Nachteile:

Where Autopilot excels at creating amazing journeys and automation, its reporting and contact management isn't quite as robust.

Amazing concept, heavy sales pitch - but doesn't perform with easy of use, nor high delivery

Kommentare: Not great for mass marketing, but they pitched that it was

Vorteile:

- This is an app maker/developers dream - Code the processes and workflows, with marketing built in. - Wonderful for apps, and tech heavy businesses with a lot of custom even triggers and customizations

Nachteile:

- UI is not made for other, non-tech applications. They promote heavily saying it does, but the journeys are not made for that - This is a event-based marketing tool, not necessarily a journey based nor funnel tool. There is a big difference - They use Lyft a lot for their promotions, but keep in mind how different Lyfts marketing process must be from yours, and decide accordingly. - Mass market emails and correspondence requires near coding like effort. - This is a 1 to 1 solution, that lost the ability to do 1 to many communication efforts.

Lead Nurturing Finally More Visual with Autopilot

Vorteile:

I really like the canvas that you can lay out the shapes and organize and plan lead nurture sequences. In my experience with lead nurture campaigns in other software, it is usually complicated with drop-down menus, hard to find email templates, etc. With Autopilot and the canvas structure, it is much easier for me to see what sequence I have set up and the timing of it all.

Nachteile:

The biggest issue I have with Autopilot is that it doesn't have an RSS feed that we can tie into our company blog. We have had issues with MailChimp at times and wish Autopilot offered an RSS feed feature we could use as an alternative.

Automated marketing is simple with AutoPilot

Kommentare: Capturing website visitor details kicks off customer email marketing journeys.

Vorteile:

The simplicity of it. Its GUI is intuitive, and it's easy to setup and get to work.

Nachteile:

Not knowing how to use every feature, because there's so much this system can do.

Automation at cost effective price - Autopilot

Vorteile:

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.

Nachteile:

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

Organized bliss

Kommentare: Auto delete of job notes
To route trucks for the week not day
Auto invoice paid receipt to customer
To take credits off so they are not charged

Vorteile:

Dispatch board, credit card payments, invoicing, emails can be sent if bad weather, need to be able to send pics of jobs easier

Nachteile:

Job notes should auto delete so that the guys Dont get used to seeing and then Dont pay attention to the notes No auto invoice to customer The estimates should be easier and able to build from there

Beautiful, powerfull and userfriendly

Vorteile:

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.

Nachteile:

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

Orrto is the most underrated Marketing hub out there

Kommentare: Great platform

Vorteile:

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

Nachteile:

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.

Easiest marketing automation tool I have been able to find

Kommentare: - Very easy b2b nurture campaign set-up.
- Nice, easy and informative dashboard with exporting options.

Vorteile:

I love how everything just works. In my experience with other, bigger tools, set-up and implementation takes months, not to mention huge investments. After implementation the tools took ages to get familiar with and didn't work smoothly. And customer service was slow and often unhelpful, regardless of their best intentions. Implementing autopilot has cost me (no external consultant needed) minutes. Using it has been as intuitive as one would expect from an up-to-date tool. The customer service has, up until this point, been very helpful and quick.

Nachteile:

- no cons so far. And now I need to type this sentence to get this review approved.

Focused, well oiled software for engagement

Kommentare: Autopilot helped me target a specific problem of client engagement within my company - the lack of personalization. This was an easy thing to add into our existing marketing capabilities to add that extra oomph.

Vorteile:

Autopilot is easy to use. It is directly linked to a specific purpose of client engagement with no bells and whistles that can tend to distract rather than enhance.

Nachteile:

Would be nice to be able to connect to other apps.

Great tool!

Kommentare: I love this tool. You can set up campaigns and forget about all the manual work once properly set up.

Vorteile:

Great tool for onboarding and lifecycle stages. You can set up multiple campaigns to send according to your specifications, depending on target behaviors.

Nachteile:

There's a bit of a learning curve when setting up new campaigns, hard to figure out on your own but fairly easy to comprehend with a bit of training.

This is what marketing automation should be like.

Kommentare: We're a small consulting business and have toyed with the idea of marketing automation for some time. We tried one of the 'big guys' and were left scratching our heads about all the smoke and mirrors. Autopilot was the light at the end of the tunnel. We were less than a week into our free trial before we signed up. It's intuitive, makes the complex simple and allows you to slowly scale the customer experience into something that is relevant, topical and altogether meaningful.
Features are second to none and the support and attention we receive via Flight School and the support team who are always willing to answer even that dumbest questions, are simply amazing.
We're staying.

Vorteile:

Simple and intuitive interface. A delightful on boarding experience. Easy to try before you buy. Cost entry point is easy for most.

Nachteile:

Could do with more template choices.