Ortto review

Ortto is the most interesting option on this list for SaaS teams that already run Salesforce. Its scoring tools let you build custom scores from demographic, firmographic and behavioral data, including product-qualified lead scores built from signups, trials and in-app actions. Scores degrade automatically over a half-life period, so old activity stops inflating a lead's rating. Scores can start workflows, assign leads or create audiences, and the Salesforce integration syncs actions, objects and activities both ways, with round-robin lead assignment and Slack or email notifications when a lead is assigned. Channels include email, SMS, push, in-app messages and live chat. The weak point for buyers is price transparency: Ortto's pricing page was not available when we checked, so you will need a quote. Teams outside SaaS may find its product-usage focus less useful than a general marketing suite.

Who it is for

SaaS teams on Salesforce that want custom lead scores and automated lead assignment.

Price

See vendor pricing (USD check pending).

US price check pending. See the vendor pricing page.

Key features

• Custom lead scores from demographic, firmographic and behavioral data
• Automatic score degradation over time
• Two-way Salesforce sync of actions, objects and activities
• Round-robin lead assignment in the workflow builder
• Email, SMS, push, in-app messages and live chat

Strengths and weaknesses

• Strength: Scores can start workflows, assign leads or build audiences
• Strength: Product-qualified lead scoring suits SaaS trials
• Strength: Selective or full sync with Salesforce records
• Weakness: No public price list when we checked
• Weakness: Leans toward SaaS and product-led businesses
• Weakness: Fewer native CRM options than HubSpot or Zoho

Key facts

• Formerly: Autopilot
• CRM integrations: Salesforce, plus Shopify for ecommerce
• Scoring: Lead and product scores with half-life decay

Where it ranks

Ortto is No. 5 in our Best Marketing Automation Software verdict.