Ortto

Avantages

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.

Inconvénients

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

Alternatives envisagées 

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Avantages

They system strikes the perfect balance between being powerful AND easy to use. It's almost magical!

The integration with Salesforce also works really well - far superior to other systems like Marketing Cloud.

Inconvénients

Any cons are relatively small things. There are some odd menu behaviours and other very small things, and some of their documentation and settings can be a bit confusing to understand. But none of these things are major issues once you understand how it all works.

Alternatives envisagées 

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Avantages

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.

Inconvénients

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?

Alternatives envisagées 

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Avantages

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.

Inconvénients

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

Avantages

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.

Inconvénients

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.

Alternatives envisagées 

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Avantages

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

Inconvénients

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

Avantages

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

Inconvénients

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

Avantages

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.

Inconvénients

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.

Avantages

- 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

Inconvénients

- 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

Avantages

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.

Inconvénients

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).

Avantages

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.

Inconvénients

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.

Avantages

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.

Inconvénients

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.

Avantages

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.

Inconvénients

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

Avantages

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.

Inconvénients

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

Avantages

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

Inconvénients

Cost is a little inhibiting for smaller orginizations.

Avantages

This software is one of a kind, fascinating. Through this software,I manage to shuffle my email and send time. this software has allowed me to convert customers and increase my sales.

Inconvénients

Since I use ortto, I don't find any problem. we would say that , it has more advantages than disadvantages.

Avantages

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.

Inconvénients

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!

Avantages

I like the ease of use with this software. It is easy to toggle between searching formats and to find customers.

Inconvénients

The software can be slow at times and you have to restart your system so that it can fix itself and it freezes.

Avantages

Autopilot is one of the most complete marketing automation tools.
It includes everything from email capturing widgets on the website (via chat popups and forms), setting up email campaigns, sms sending, custom lead scoring and much more.
Also, the ability to create journeys that represent an entire automation flow is very convenient.

Inconvénients

It lacks the option to access certain features of the app with one click (like the email templates feature, or the notifications feature).
It also lacks the ability to BCC someone on the emails sent through the platform (so you can keep a copy of the exchange on Pipedrive for example).
Last one, is that the Proactive headsup feature definitely needs to be more customizable in terms of when the headsup messages are triggered (e.g. trigger on 2nd visitor session, after x minutes on page, after y minutes have gone by, etc.)

Avantages

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

Inconvénients

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.

Avantages

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.

Inconvénients

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

Avantages

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.

Inconvénients

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.

Avantages

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

Inconvénients

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 :)

Avantages

The software does not need a team of consultants to help you set it up or run it!

Inconvénients

Needs a high-level visual tool that shows all the databases and campaigns to be seen that are in play.

Avantages

Offers email marketing & marketing automation. The application has an easy to use workflow tool that allows you to define customer journeys to define the actions that will happen at each interaction following a visitor subscribing to your mailing list. It also provides visitor tracking on your website and a capture widget to place on your site.

Inconvénients

It does not have a form builder and you must use a third party form provider with it.