Ortto
vsMethod:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Customer data platform
- Audience segmentation
- Website tracking
- Visual customer journey builder
- A/B testing
- AI marketing recommendations
- Marketing automation
- Revenue attribution
- Lead generation
- Lead capture
- Lead scoring
- SMS marketing
- Email marketing
- SaaS marketing
- PLG marketing
- Ecommerce marketing
- Facebook retargeting
- Nonprofit marketing
- AI marketing
- Marketing dashboards
- Sales dashboards
- BI reporting
- Marketing analytics
Pricing Info
Pricing Info
Ortto offers one free plan and four paid plans. Each paid plan comes with a 14-day free trial. Below are the features included in each plan:
Free
- Email marketing
- 1 playbook
- 2,000 contacts
- Contact profiles
- Segmentation
- Engagement score
- 3 engagement activities
- People
- Organizations
- Tagging
- Activity tracking
- 15 audiences
- Audience analytics
- Dashboard builder
- 1 dashboard
- Reports builder
- Snapshot reports
- 20 dynamic reports
- Revenue attribution
- 2 capture widgets
- Email marketing drag-and-drop builder
- Preference center
- Send from custom email domain
- 8,000 emails per month
- User and website tracking session
- Product event tracking
- 1 custom activity
- 1 user seat
- Two-factor authentication
- GSuite integration
- Knowledge base
- API
- Custom activities
Campaign – $29/month
- All Free plan features, plus
- 3 playbooks
- Audience retargeting
- 5 capture widgets
- 2 user seats
- Email support
- Remove “powered by Ortto”
Professional – $99/month
- All Campaign plan features, plus
- 15 journeys
- 15 playbooks
- Playbook actions
- SMS (add-on)
- A/B testing
- Timezone-based delivery
- 5,000 included contacts
- 5 engagement activities
- 20 audiences
- 3 dashboards
- 60 dynamic reports
- Funnels
- 20 capture widgets
- 20,000 emails per month
- 5 custom activities
- 3 user seats
- Customized default footer
Business – $299/month
- All Campaign features, plus
- 30 journeys
- 30 playbooks
- 20,000 included contacts
- 8 engagement activities
- Data retention (+90 days) – add-on
- 30 audiences
- 5 dashboards
- 120 dynamic reports
- Cohorts
- 50 widgets
- Custom email IP (add-on)
- 80,000 emails per month
- 1 outbound activity stream
- 5 user seats
- Roles and permissions
- Custom roles and permissions
- Priority support
- Advanced address lookup (.01c per request)
- Sandbox account
Custom – by quote
You can contact the vendor to have a plan tailor-made for your specific needs.
Integrations
Integrations
Ortto integrates with a wide variety of third-party software for finance, sales, customer support, and ecommerce, among others. Below are some of these integrations:
- Shopify
- Pipedrive
- Stripe
- Zapier
- WooCommerce
- Zendesk
- Google Ads
- Gorgias
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Bitly, Vodafone, Microsoft
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Designed to collect customer data into a single platform to provide a complete view of each customer. This unified data also makes it easier for marketers to create dynamic audience segments and hyper-personalized marketing messages. Pre-made and customized marketing reports and dashboards also allow teams to accurately track campaign performance.
Company Email
Company's Address
28 O'Connell St,
Sydney, New South Wales
2000, AU
Ortto Comparisons
Popular Ortto Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Keep real-time activity history
- Unlimited contacts per record
- Customer service tickets
- Automatic “lead status only”
- Share opportunities
- Share calendars
- Share documents with assigned roles
- Method Integration Engine
- Real-time sync for invoices, time track entries, and customer data
- Access CRM via web browser anywhere
- QuickBooks lists syncing
- QuickBooks transaction syncing
- View all QuickBooks transactions in one place
- Invoice customization
- Drag-and-drop tools
- Custom fields and tables
- Custom screens
- Custom buttons and actions
- Custom reports, charts and graphs
- Customer payment portal to view and pay invoices
- Payment gateways: Intuit Merchant Services; PSi Gate; Authorize.Net
- Accepts PayPal
Pricing Info
Method:CRM has two enterprise pricing options that are both cost-effective. We outlined the details below to help you determine which one suits your needs best:
Contact Management – $28/user/month or $25/user/month/annual billing
- Real-time QuickBooks Synchronization
- Customer and Vendor Management
- Lead Management
- Contact Records and Communication History
- Self-service Portals
- Emails and Activities
- Calendar
- Workflow Automation
- Custom Reports
- Activities Reports
- Customization
- Integrations
- User Permissions Control
- Google and Intuit SSO
- Data Import and Export
- Free One Hour Customization Consultation
- Email, Live Chat, and Phone Support
CRM Pro – $49/user/month or $44/user/month/annual billing
- All Contact Management Features
- Estimates
- Sales Orders
- Invoices and Sales Receipts
- Payment Processing
- Payment Acceptance through Contact Portals
- Opportunity Stages
- Sales Opportunities
- Web to Lead Forms
- Sales Opportunities Reports
CRM Enterprise – $85/user/month or $74/user/month/annual billing
- All CRM Pro features
- Purchase Orders management
- Bills management
- Customer support cases management
- Support cases in portals
- Email marketing campaigns
Available for a fee are add-ons that can further enhance whichever plan you select.
Integrations
Method:CRM integrates with the following platforms:
- QuickBooks Online
- QuickBooks Desktop
- Xero
- Gmail
- Google Calendar
- Outlook
- MailChimp
- Zapier
- PayPal
It also has APIs to help you connect with your favorite solutions.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
HME Mobility & Accessibility, GTM Landscaping, Dean Markley,
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A one-of-a-kind CRM that seamlessly integrates with QuickBooks for accurate estimates and a faster sales process. Equipped with customer service tools, opportunity management features, invoicing options, as well as real-time reporting functionalities, this allows you to keep a better eye on your leads and respond to them swiftly.
Company Email
Contact No.
Company's Address
Method:CRM
410 Adelaide St. West
3rd Floor
Toronto, Ontario M5V 1S8
Canada
Method:CRM Comparisons
Popular Method:CRM Alternatives
Almost as essential as functionalities and client support quality are pricing plans offered by Ortto and Method:CRM. Although pricing should not be a deciding aspect it’s without a doubt an important thing to consider. You should count on a flexible pricing plan that can be matched with your company size and effortlessly scaled up when your team expands. Be sure that you don’t pick plans that have complex tools that you won’t find useful and always make an effort to contact with the vendor directly because big companies can often benefit from discounts. You should also try out a free trial or demo of every app to spend at least some time on actual work with the system. It’s a helpful experience that doesn’t require you to spend any money and gives you a solid overview of what it’s like to work with Ortto and Method:CRM.
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