Ortto vs. Zoho Marketing Automation

Autopilot has a friendly and bright appeal offering a code-free automation experience that makes it easy to build complex automated workflows. Anyone can start creating workflows using the drag-and-drop builder even without technical knowledge. Teams utilize the notes and graphics feature to collaborate on automation workflows providing a much easier way to understand workflows created by someone else.

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I could not begin to think of a situation where marketing
automation is not appropriate, particularly for small and medium-sized
businesses that often times are challenged with fewer resources. Lead
generation, customer acquisition, conversion, and reselling all require the
consistency and fluidity that marketing automation can provide. For Capitol
Corridor, we are limited by the capacity of our trains, so we cannot oversell. By
doing so, we would lose business. And we’ve leveraged marketing automation to
help us manage our train capacity as well as create transparency in our service
available to help close deals successfully.

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• 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.

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• 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.

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• Some of the field mappings between Leads and Deals are not always perfect.
• Social media interactions are not captured (i.e. you cannot make a case from a post)

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It's flexibility allowed for 100% adoption in our company

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Zoho custom support is fantastic. Quick responses from knowledgeable staff!

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How would I say this, for me Autopilot is a whole other tool then the other MA tools I use. Most other MA tools focus on a lot of options and things you can do with it. But Autopilot seems to mainly focus on the visual builder to make automations, and they do that really well! The other tools are also great but more a "complete package solution" with a lot of options. And that can be overwhelming. So if you want a great easy-to-use workflow/automation builder and less of all the other options Autopilot is a great start.

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Zoho has a good price point. I would encourage that the add-on pricing be less aggressive.

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We are a professional service firm

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info