CataleoSoftware
For Vendors

Marketing automation, customer data and analytics on one platform, previously called Autopilot.

AI features

Ortto AI predicts the open rate before a send and suggests improvements, and AI responses answer customers in the Talk inbox

MCP-ready
Free trial
14-day free trial
API
Yes, a REST API with developer docs, tracking code, iOS, Android and web push SDKs, plus an official Ortto MCP server
Hosting
Cloud (SaaS), with data hosting in the EU, the USA or Australia
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Overview

Ortto, formerly Autopilot, puts marketing automation, a customer data platform, analytics and customer support in a single product. Journeys are built visually and run across email, SMS, push notifications and in-app messages, with emails composed in a drag-and-drop editor, from templates or in raw HTML. Targeting draws on the built-in CDP rather than a separate list: dynamic or static audiences, custom activities and lead scoring. The Talk side adds a team inbox, live chat and a knowledge base, and hosting is available in the EU, the USA or Australia.

Our take

Ortto is aimed at a team that wants targeting to run on live product data instead of an exported list, which is why the CDP sits underneath every channel rather than beside them. That makes it a sensible fit for SaaS and subscription businesses whose signals are events, and a heavy choice for anyone who just needs a newsletter. Budgeting takes a conversation: there is no public pricing page, plans beyond the entry tier carry an annual commitment, and the email allowance is tied to contact count rather than bought separately. Support sitting in the same product as marketing is the argument for consolidating here, and the reason to check whether the inbox covers what a dedicated help desk does.

Key Facts

Category
Free trial 14-day free trial
API Yes, a REST API with developer docs, tracking code, iOS, Android and web push SDKs, plus an official Ortto MCP server
Hosting Cloud (SaaS), with data hosting in the EU, the USA or Australia

Features

Campaign types
Email campaigns and transactional email alongside SMS, push notifications, in-app messages, pop-ups, forms and surveys, landing pages and live chat
Automation and journeys
Yes, a visual journey builder that runs multi-step journeys across email, SMS, push and in-app messages, with journey templates
Segmentation and personalisation
Yes, dynamic or static audiences built on real-time CDP data, with custom activities, lead scoring, dynamic content from a JSON endpoint, timezone delivery and multilingual marketing
Templates and editor
Yes, a drag-and-drop editor with pre-built templates, and raw HTML for full control
Deliverability and testing
A/B testing of subject line, content, from name and send time, automatic resend to contacts who did not open, and branded link tracking
Ecommerce and CRM data
Yes, a built-in customer data platform with custom activities and lead scoring, plus no-code integrations for Shopify, WooCommerce, Salesforce, HubSpot, Stripe, Chargebee, Recurly and Zendesk
Integrations and API
Yes, a REST API with developer docs, a tracking code SDK, iOS, Android and web push SDKs, no-code integrations, and an official MCP server for Claude and ChatGPT

Integrations

  • Salesforce
  • Shopify
  • HubSpot
  • Stripe
  • Zendesk
  • Segment
  • Twilio
  • Slack
  • Zapier
  • Pipedrive

Deployment and Support

Deployment
  • Cloud (SaaS)
  • Browser-based
Support
  • Email helpdesk
  • Chat
Onboarding
  • Documentation and knowledge base
Company size
  • Small and mid-sized
  • Enterprise

Pros and Cons

Strengths

  • The customer data platform sits under every channel, so audiences use live product data
  • Email, SMS, push, in-app messages, forms and live chat run from one journey builder
  • Official MCP server exposes contacts, audiences, campaigns and reports to AI assistants
  • Data hosting in the EU, the USA or Australia, with SSO, audit logs and GDPR, ISO 27001, HIPAA and SOC 2 compliance

Limitations

  • No public pricing page, so plans have to be quoted
  • Business and Enterprise plans require an annual commitment and cannot be downgraded within the term
  • Included emails are calculated as four times the contact count per month, so send volume is tied to list size
  • Broad platform with a support inbox attached, which is more than a newsletter needs

Pricing

Price on Request

The vendor does not publish a price list. Ask them for a quote for your team size.

Visit Ortto

Alternatives and Comparisons

FAQ

What was Ortto called before?
Autopilot. The product was renamed Ortto, and legacy Autopilot plans still exist for customers who have not moved to a current plan.
How much does Ortto cost?
Ortto does not publish a pricing page, so plans are quoted by the vendor. Plans beyond the entry tier require an annual commitment, and the included monthly emails are calculated as four times the number of contacts.
Does Ortto support MCP?
Yes. Ortto runs its own MCP server, so an AI assistant such as Claude or ChatGPT can retrieve campaigns, contacts, audiences, reports, account settings and knowledge base articles. Calls through it count against the standard Ortto API rate limits.

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