Insightly Marketing vs. Ortto

Insightly works wonderfully for teams who need to share customer data easily and also share and track information. It's great for sales teams as it allows information to flow between multiple team members. Insightly allows you to just scratch the surface by acting as a CRM database, or you can go more in depth and track leads, opportunities, projects, and more. It is also well suited for individuals who have a large customer base and just need to keep track of customer data in an organized fashion.

Incentivized

It's a great tool for email marketing and making automation flows with those emails. Also push your communication to multiple platforms (social media, SMS, WhatsApp, etc). It's easy to learn so for us easy to teach companies the basics of marketing automation. The clean interface and not to many functions don't make the tool too overwhelming. So for us, one of the better "get your feet wet" tools.

Incentivized

• Custom workflows
• Easy to search and find
• Good interface

Incentivized

• Very easy to use automation builder with many great options and integrations. Lets us tailor incredibly precise campaigns through use of Autopilot's own features, plus its tight integrations with data from sources like Segment.
• Easy and powerful email editing and creation built-in. No need for email template coding.
• Autopilot allows marketers to have full control and implement new web forms to capture leads quickly with its automatic form detection. No need to save custom form data to our own backend saves our development team time.

Incentivized

• Integrate better with Outlook
• Integrate with Campaign Monitor
• Integrate with ProCore
• Integrate with Building Connected

Incentivized

• Limited Design Customization: If you're an experienced marketer and are used to the unlimited customization capabilities of larger platforms (or coding your own templates), you might find Autopilot's options to be limiting. It's great for a beginner user who shouldn't be encumbered with those options, but I could see if being frustrating for others.

Incentivized

There are a lot of buttons where you think “hmm, what does this do?” (Because, in my opinion, the labeling/copy choice is often terrible). Then you press them and they either do nothing, or do something counterintuitive I found. In my experience, For example, to upload a list, you have to find the somewhat hidden option in a side bar, instead of pressing the Add button. Reporting usually involves downloading multiple reports and patching them together in Excel.

Incentivized

Easy to check the phases and notes while EP is more for the project [management].

Incentivized

Autopilot is designed to make the business money more than it costs and we actually get an impressive range of marketing automation features in return for our money. It is a serious platform that is capable of building heavyweight automations. There is a complete set of features that teams use to create email campaigns and automatically send emails.

Incentivized

• Doubled the time it takes to execute any marketing campaign, in my opinion- we build in “Insightly management” into project plans
• Reduced confidence in data, given it is often wrong, I've found.

Incentivized

• Not sure. I cannot put a $ on it for ROI as I was the administrator and not part of the team that procured it. Time-wise I would say I spent less time using it than I previously had used in CloudPortal Services Manager.

Incentivized