Ortto

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.

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Vorteile

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.

Nachteile

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.

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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?

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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.

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.

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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

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.

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.

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

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).

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.

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.

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.

Vorteile

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.

Nachteile

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

Vorteile

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

Nachteile

Cost is a little inhibiting for smaller orginizations.

Vorteile

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.

Nachteile

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

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!

Vorteile

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

Nachteile

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

Vorteile

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.

Nachteile

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.)

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.

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.

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

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 :)

Vorteile

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

Nachteile

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

Vorteile

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.

Nachteile

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

Vorteile

Interface and automation capabilities. It's clean, easy on the eye and most of the time, easy to find what you're looking for.

Nachteile

The new platform has huge number of bugs and it's showing inconsistent data. Even within the app itself, you will see different results in different parts of the platform. Some results are very inconsistent, like for example, WooCommerce sales for a campaign reporting a much different number than the campaign.

Vorteile

The only thing I like about this platform is its ability to directly integrate with Slack, which allows us to easily incorporate internal alerts in our nurture programmes.

Nachteile

- Autopilot has poor usability experience that makes tasks longer to do despite the visual feel of the UI.
- You cannot copy email module HTMLs so email modules always have to be built from scratch.
- Inefficient folder structure.
- Segment criteria and names cannot be edited.
- No auto-populate / picklist on fields so field values need to be memorised by the user.
- No automated a/b testing.
- Does not have a global dynamic content feature which allows you to edit common content like email footers in one place.
- VERY basic report -only shows numbers like email engagement, and journey ejects. There is no ability to customise reporting by users / cohorts, which limits performance analysis.
- Reporting is inaccurate (ie. If you’d like to see open and click rates in a specific date range, it will also pick up the opens and clicks outside that date range which pushes the rates up).
- No built-in journey membership fields.
- There are issues with data timings. It makes data update really slow, delaying the lead to reach the sales team.
- You can’t combine ‘AND’ and ‘OR’ operators on segments / triggers logic.
- Does not have any advanced features that can be really useful (like sandbox, marketing calendar, webinars, web personalisation, predictive content etc).
- Slow pace of innovation (if any). Their email manager has been on 'beta' for two years.
- We've encountered several serious bugs caused on their end.

Vorteile

Autopilot has a large number of email templates that allow us to track the embedded link of our committed users. In addition, Autopilot allows the Marketing team to create a coherent funnel, with intelligent and easy-to-use segments. Another thing is that it is able to cover a large number of tasks, such as sending email newsletters and creating an advanced link based on various factors, such as default fields, potential customer owners, rules, among others. Another thing is Autopilot support, which offers an in-app chat service within the same application, so we can usually get in touch with them in just a few minutes.

Nachteile

There is much to be desired from the Autopilot WYSIWYG editor, which I hope can be improved with the next updates. Some actions related to APIs are very limited, so it would be good if they could provide a little more freedom. In addition, Autopilot allows very few integrations, and it would be excellent to work together with other marketing automation software to work faster.

Vorteile

The visual feedback of the journeybuilder makes automation easy and enjoyable to construct
The wealth of options available for triggering, and for actions to trigger in journeys
The contact-tracking functions are extensive and sophisticated
Support is quick and helpful

Nachteile

Segment-building is rudimentary, and once a segment is deployed, the criteria cannot be edited, which leads to a logjam of similar segments for various automations that have to be either maintained and organized, or carefully deleted.
Journeys, segments, and emails can easily become cluttered and lead to a general feeling of disorganization
The Salesforce integration has become increasingly expensive

Vorteile

Autopilot is a marketers dream tool. You can create a 'journey' for almost any task, from sending out an email newsletter to creating an advanced nurture journey based on segmentation, rules, lead owners, default and custom fields, website actions and much, much more. If you use tools such as Salesforce and Segment then you can get even more out of the tool with less work, but I personally don't use either and I still get a huge ROI on the product. They also just updated the email building tool which was a very welcome update.

Nachteile

It would be great if the tool worked with other CRM's than just Salesforce. Some of the actions and triggers, particularly when it comes to API triggers are quite limited so some improvements with that would be great. The price can get quite high with large numbers of contacts and the business plan selected (A/B testing, API triggers and more). I would also like to see an end-user subscription management feature added so that I can fully move away from other email tools (i.e. MailChimp) whilst being compliant with the likes of GDPR.

Vorteile

I love the email automation and how "complex" it can get if you want it to! The support is great.

Nachteile

Still waiting to get transferred from the old version they had with the new one - to be done by end of year I hope.

Vorteile

Two features really stand out to me, and prove the usefullness of Autopilot: the UI and the analytics.

The graphical UI for building email journeys is very intuitive, and super easy to use. However, it's also super powerful. We've pluged in Salesforce, several different databases, and our customer support system, and using the fun shapes on the Journeys page. It's as simple as dragging objects onto the staging area and connecting them. In just a few minutes, you can have a analytics-focused email campaign ready to go, all without a bit of code.

And once your journey is started, and your email send, the real-time data you get from your targets extremely granular. We get updates down to the second for events as small as vertical scrolling and mouse hovers over hotlinks. It's very impressive.

Nachteile

Autopilot feels very heavy in the browser. I really can't explain why it's as slow as it is sometimes. Pages can take up to 30 seconds to load, and that's on high end desktop workstations. I know there is a very complex backend for Autopilot, but on occassion the slow performance is inexcusable. It could just be that we manage dozens of journeys and hundreds of thousands of entries at the same time, but Autopilot can be quite slow.

Also, sometimes the autofill feature in autopilot is erratic. This is a minor complaint, but you will notice it if you use Autopilot a lot.

Vorteile

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

Nachteile

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

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!

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.

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

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

Vorteile

We implemented Autopilot when we got serious about following up on internet based leads for our clients. I loved that I could create a "journey" for a potential customer that was not only automatic, but, as personalized as it could be for an email marketing campaign.

The visual way that these journeys are mapped out makes total sense to me, and I appreciate how concrete it is.

Nachteile

As a novice, at best, I found that creating "journeys" took me a lot of time to understand. Once I did, it definitely got easier, but, it required some time and attention.

I think that there are probably still features of this software that I am unsure how to use; and haven't been confident enough to explore.

Vorteile

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...

Nachteile

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.

Vorteile

Autopilot allows my team to do everything we need. We can setup complex customer journeys quickly, and with confidence. The ability to automatically attach to an HTML form and make it functional saves a lot of time and allows us to insert complex forms anywhere without needing to have a separate form submission database.

Nachteile

While there are some organization features like folders, I feel that journeys can get a little crowded quickly.

Vorteile

Autopilot's Visual Journey Builder is super simple and easy to use. The triggers and conditions are well differentiated making it easy to explain to others too. The team has also been very helpful in solving critical challenges.

Nachteile

The software needs more integrations to be built. Right now they integrate with very limited number of applications which can be a challenge syncing data across platforms.

Vorteile

Very easy to use, great automation, good heads up feature. Love the postcard integration. From a workflow and automation perspective, it's really effective.

Nachteile

Email templates are lacking. Some functionality leaves a bit to be desired. I'd love to see them improve their more basic email functionality.

Vorteile

Being a non-developer in developer-heavy environment, I greatly value products that allow you to set up stuff in graphic editor. While it was not so easy at first, once I worked with it for a while I find it intuitive, smart, and allowing you to quickly get to what you need. It also allows you to set up complicated journeys relatively easy!

Nachteile

If you won't have a colleague to show you the ropes, it may be challenging to start using. The pricing is rather steep and pays off only if you want to heavily personalize your journeys - if you are looking for bulk simple solutions, then the pricing is suboptimal.

Vorteile

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.

Nachteile

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

Vorteile

Setting up email journeys has never been easier than with Autopilot. It's really easy to visualize and customize email actions based on the recipient's actions.

Nachteile

It was not easily integrated with other softwares. This is why we eventually switched to Mailchimp because we needed it to work with a number of different softwares.

Vorteile

We use Autopilot for Marketing Automation, this is really helpful in building the flows and defining the communication. This can easily be the all in one tool.

Nachteile

Though the platform is powerful there are some basic functionalities missing, the dashboards are incomplete and the integrations are not so great.

Vorteile

- Super easy to use
- Comes with many prompts to creativity built-in, including pre-built (and tested) customer journeys designed for various outcomes
- The email component: I don't wind up with any of the myriad deliverability issues/questions/headaches that I get with ESPs. (Why do I need an ESP?)
- Super-high open + click through rates (as high as 84% open rate).
- Messages "feel" authentic and personalized to recipients: I get warm engagement with recipients via replies.
- Has just what you need: no unnecessary features that can complicate and bog down deployment and use.
- Having SMS, in-app messaging, email, and on-demand print built in, helps support an integrated approach to marketing.

Nachteile

Can't think of anything at the moment. Autopilot has a means for you to submit ideas for future functionality.

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

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

Vorteile

Great price, customer support always offers great advice that spans their application and general marketing issues we've had. The 30 day trial wasn't enough for us so they even gave us another 30 days free so they are very flexible. The UI is clean and you don't need to be an expert to really craft some impressive nurture campaigns. The app is powerful yet simple which is rare.

Nachteile

Would love to see integration with more apps.