Real-World Case Studies and Customer Success Stories with Ortto

Ortto used its own knowledge base to improve self-service support for customers. Before, their help docs were siloed and hard... to update. With the new knowledge base, teams could easily edit articles and respond to customer feedback. The system made it simple to escalate queries and track which articles needed updates. Reporting became easier, helping the team see which topics mattered most. This led to faster updates, better documentation, and more helpful support content.
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Ortto helped Mosaic generate 2,121 leads through webinar journeys. After switching from HubSpot, Mosaic streamlined webinar workflows, saving time and... boosting sign-ups. Webinars now drive 75-80% of Mosaic’s leads, with a 25% average email open rate and 3% CTR on webinar widgets. Using Ortto’s integrations and automation, Mosaic rebooked 40% of no-shows and saw a 40% rise in conversion rate from dynamic URLs. The marketing team can now move quickly and make smarter budget decisions.
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Ortto used knowledge base to improve self-service support and reporting. Before, their help docs were siloed and hard to update.... With knowledge base, cross-team collaboration and article updates became easier. The team now tracks top articles and customer feedback to improve documentation. Reporting is simpler, and customers can find answers or escalate issues quickly. This reduced time spent on documentation and improved support quality.
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Ortto's support team used the Talk live chat feature to improve customer support. They faced issues with accessing customer data... and reporting in their previous tool. With Talk, they gained instant access to customer information and advanced reporting. This helped them personalize conversations and optimize team workflows. Within six months, they achieved a 4.88/5 CSAT score and a 34.5 NPS, surpassing industry averages.
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Ortto helped TrustRadius automate email campaigns and connect Salesforce data, leading to a 375% increase in new-user conversions. The platform enabled... a 17% conversion rate, 55% open rate, and 18% click-through rate on review-generating campaigns. TrustRadius used Ortto's CDP, journeys, and analytics to target the right users and track results. Flexible features and strong customer support saved hours of manual work. TrustRadius now delivers more helpful product reviews to software buyers.
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Ortto helped Double Yolk triple their weekly marketing qualified leads. The tech talent agency used Ortto’s Pipedrive integration to unify... CRM data and personalize campaigns. Their average email open rate reached 38%, 79% above the industry average. Automated journeys and targeted emails improved client engagement and expansion deals. Double Yolk now delivers scalable, highly-personalized experiences for their clients.
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Ortto helped LiLiCAST, a sales-led SaaS startup, overcome bottlenecks from using HubSpot. LiLiCAST switched to Ortto for easy-to-use marketing automation... and fast campaign setup. They integrated Pipedrive and Stripe, used API tracking, and built onboarding journeys with capture widgets and targeted emails. LiLiCAST now supports customers at every stage with Talk, knowledge base, and in-app onboarding. The team reports high customer satisfaction and values Ortto’s proactive support.
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Ortto helped TrustRadius automate their review-generating email campaigns. By integrating Salesforce data, TrustRadius could target users more precisely. This led... to a 375% increase in new-user conversions. Their campaigns now see a 55% open rate, 18% click-through rate, and 17% conversion rate. Automation saved hours of manual work and improved reporting. TrustRadius values Ortto’s flexible platform and responsive support.
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Double Yolk used Ortto to connect their Pipedrive CRM and automate customer journeys. They unified client data and improved segmentation... with Ortto's no-code integration. Marketing Qualified Leads tripled each week after launching personalized campaigns. Automated emails and talent updates increased engagement and expansion deals. Double Yolk now maintains strong client relationships at scale without manual effort.
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Ortto helped TrustRadius automate email campaigns and connect Salesforce data. TrustRadius struggled with a complex email service provider and disconnected... data. With Ortto, they easily integrated customer data and launched targeted, automated review campaigns. This led to a 17% conversion rate, a 55% open rate, and a 375% increase in new-user conversions. TrustRadius now sends the right emails to the right people and tracks results effectively.
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Ortto used its own AI-powered live chat tool, Talk, to improve customer support. The support team gained instant access to... customer data and reporting, removing bottlenecks and repetitive tasks. They automated workflows and escalations, saving time and boosting efficiency. Within six months, the team achieved a 4.88/5 CSAT score and won a G2 award for Best Support in Mid-Market. The team also saw a 34.5 net promoter score using Talk.
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LiLiCAST switched from HubSpot to Ortto to speed up marketing automation and reduce setup time. The team integrated data sources,... connected Pipedrive and Stripe, and used Ortto’s API to track product usage. They built onboarding journeys and used capture widgets to drive new leads and customer satisfaction. LiLiCAST also leveraged Ortto’s knowledge base and Talk features to support customers after onboarding. The support team at Ortto impressed LiLiCAST with fast, proactive help.
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Ortto helped Mosaic streamline webinar workflows after switching from HubSpot. Mosaic now drives 75-80% of its leads through webinars, with... these leads showing the highest conversion rates. Using Ortto, Mosaic automates webinar sign-ups, follow-ups, and lead nurturing, saving time and boosting efficiency. Dynamic URLs and integrated campaigns led to a 40% rebooking rate for no-shows and improved conversion rates. The marketing team uses Ortto’s dashboards to track spend and optimize for high-quality leads.
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Ortto helped Dumpsters. com cut ESP costs by 30% after switching from Marketo. The team eliminated consultant fees and improved...marketing efficiency. Ortto's dashboards gave clear campaign insights and better deliverability control. Migration took just six weeks. Team collaboration and campaign launches improved with Ortto's automation tools.
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Ortto helped TAXIBOX migrate from MailChimp and connect their tech stack for better email marketing. They saw a 58% increase... in reviews and a 16.2% conversion rate on new leads. Highly-targeted campaigns drove thousands in revenue and a 65.8% open rate. Automated offer codes saved time and improved customer engagement. TAXIBOX used Ortto's CDP, journeys, and custom activities to drive growth.
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Ortto helped Shoott cut time-to-purchase lag by 50%. Shoott used Ortto's journey builder to recover abandoned carts and recapture lost... customers. Their abandoned cart journey achieved an 83.5% open rate and 15.1% click-through rate. The expired gallery journey saw a 78.6% open rate and 46.8% click rate. Shoott praised Ortto's intuitive interface and strong support team.
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Ortto helped Dumpsters. com cut ESP costs by 30% after switching from Marketo. The team eliminated consultant fees and gained...real-time campaign insights. Workflows became faster and easier with drag-and-drop automation. Email deliverability improved with better sender reputation control. Migration was smooth, and form management became more flexible. The marketing team now works more efficiently and can report results clearly.
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Ortto helped Shoott recover lost revenue by automating email and SMS campaigns. Shoott used Ortto's journey builder to set up... abandoned cart and recapture journeys. The abandoned cart journey achieved an 83.5% open rate and a 15.1% click-through rate. The expired gallery journey saw a 78.6% open rate and a 46.8% click rate, reducing no-purchase rates and time-to-purchase lag. Shoott found Ortto's interface easy to use and support team helpful.
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Ortto helped TAXIBOX migrate from MailChimp to a more flexible marketing automation platform. TAXIBOX used Ortto to connect data from... their tech stack and segment audiences for targeted email campaigns. They saw a 58% increase in customer reviews and a 16.2% conversion rate from new lead emails. Highly-targeted campaigns generated thousands in revenue and improved open rates. Ortto saved the team time by automating offer codes and campaign tracking.
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Ortto helped Dinero, an online accounting software company, switch from ActiveCampaign to a unified marketing automation and customer data platform. Dinero needed faster... marketing operations and better data consolidation. With Ortto, they integrated their API, combined data sources, and improved email campaign targeting. Reporting and dashboards became easier to use, and sharing insights across the team was simple. Dinero found solutions with Ortto that were not possible before.
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Ortto helped Conta turn its blog and resource center into a powerful lead generation engine. Conta used Ortto's automation and... email marketing to generate 30,000 leads and achieve a 40% email click-through rate. The company saw a 31% conversion rate in its referral program, far above the SaaS average. Ortto's features supported Conta's move from freemium to paid, growing paid users from zero to 60,000 in two years. Conta credits Ortto for transforming its marketing and customer engagement.
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Ortto helped Kashoo and TrulySmall improve customer journeys for their accounting software. The team used custom activities to track user... milestones, like sending invoices and receiving payments. With Ortto, they launched nudge campaigns that doubled payment speed and boosted email open rates to 40%. These campaigns also increased conversion rates and helped users move from invoicing to full accounting solutions. Kashoo credits Ortto for making their marketing and customer engagement more effective.
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Dinero switched from ActiveCampaign to Ortto to speed up marketing operations. They needed a platform that combined marketing automation and... customer data. Ortto let Dinero consolidate data and send targeted email campaigns. Reporting and dashboards made sharing results easy. Integration with Dinero’s API gave a full view of customers. Dinero now builds more personalized campaigns and collaborates better across teams.
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Conta used Ortto to turn its blog and resource center into a powerful lead generation engine. By switching from social... media retargeting to email marketing, Conta achieved a 65% open rate and a 40% click-through rate, compared to just 0.9% on Facebook. Ortto's automation features helped Conta generate 30,000 new leads and grow paid users from zero to 60,000 in two years. The referral program built with Ortto reached a 31% conversion rate, far above the SaaS average. Conta credits Ortto for transforming its marketing and customer engagement.
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Ortto helped Humane Society International Australia boost campaign click rates to 30%. The team replaced a clunky legacy system with... Ortto for better marketing automation and segmentation. They now use Salesforce integration and targeted email campaigns to drive community action. Live chat support lets their small team quickly solve problems and launch new ideas. The platform's intuitive tools make it easy to engage supporters and raise funds.
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Ortto helped Rare Cancers Australia double their average email open rate compared to Mailchimp. The team achieved a 70% open... rate and a 44% click-to-open rate for new audience campaigns. They used Ortto's marketing automation to segment audiences and run targeted campaigns for Rare Cancers Awareness Day. Features like journeys, analytics, and email marketing made campaign management easy and efficient. Integration with Facebook and CRM tools streamlined their workflow.
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Ortto helped Rare Cancers Australia run a major awareness campaign. The team sent 22 targeted emails to four groups, achieving... a 54% average open rate—double their previous results. For new leads, open rates hit 70%, with 44% engaging and downloading resources. Ortto's segmentation and automation tools made campaign management easy. The platform let them track every step and organize their workflow efficiently.
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Ortto helped Humane Society International Australia boost email click rates up to 30%. The team switched from a basic legacy... system to Ortto for better audience segmentation and campaign management. They integrated Salesforce with Ortto to target supporters based on past actions. The platform's intuitive tools and live chat support let their small team launch campaigns quickly. Regular, targeted emails now drive more community action and donations.
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Ortto helped The Alfred Foundation switch from Pardot to improve donor relationships and streamline fundraising. The Alfred Foundation used Ortto... to get more from their Salesforce data and automate personalized campaigns. This made their operations faster and easier. The team found Ortto user-friendly and quick to onboard. They now have better workflows and a reliable source of truth in Salesforce.
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Ortto helped Pattern boost email open rates to 64. 7%, three times the industry average. Pattern switched from Marketing Cloud...to Ortto for easier use and strong Salesforce integration. The team automated sales communications and tailored email journeys for doctors and hospital staff. Pattern saw a 76.7% open rate on welcome emails and improved lead recovery. Customer support from Ortto was fast and helpful.
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Ortto helped Honey Insurance automate 99% of customer communications. Honey used Ortto to manage marketing automation and customer engagement for... multiple brands. The platform's journey builder, CDP, and integrations enabled fast onboarding and data-driven campaigns. Honey saw higher engagement, better segmentation, and improved ROI. The team executed complex strategies with a lean staff and no loss in quality.
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Pattern switched from Marketing Cloud to Ortto to fix sales process issues and lost business. They needed easy Salesforce integration... and smarter sales communications. With Ortto, Pattern automated email journeys and tailored messages for doctors and hospital staff. Open rates reached 64.7%, three times the industry average. Pattern praised Ortto's support and flexibility for their insurance sales needs.
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Ortto helped Honey Insurance automate 99% of customer communications. Honey used Ortto to manage marketing for multiple brands, including Aldi... Insurance and Bank Australia. The platform enabled personalized journeys and improved customer engagement. Honey saw higher conversion rates and reduced manual work. Data management and segmentation became easier. The team achieved fast results and better marketing ROI.
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Ortto helped Screencastify boost daily active users by 50%. Screencastify used Ortto to automate customer journeys and improve messaging. The... team used features like journeys, analytics, and custom activities. This led to better tracking and reporting. Screencastify saw strong growth and improved customer engagement.
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Ortto helped Siteline double their positive ROI on event spend and save four hours per event. Siteline switched from HubSpot... to Ortto for better Salesforce integration and real-time data syncing. The marketing team now tracks leads at live events, automates workflows, and sends personalized messages. Ortto powers an events program that generates 70% of Siteline's total revenue. The remote team also benefits from real-time Slack updates and fast customer support.
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Ortto helped Screencastify boost daily active users by 50%. Screencastify used Ortto to automate customer journeys and improve messaging at... every stage. The team leveraged analytics and reporting features to track and optimize engagement. This data-driven approach led to strong growth during a period of rapid user expansion. Screencastify now manages over 12 million users with more effective marketing automation.
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Ortto helped Sequence, a fintech startup, boost subscription rates by 20%. Sequence used Ortto's marketing automation and Segment integration to... build targeted onboarding journeys. The team created a 45-day campaign with custom branches for new and incomplete signups. This approach made marketing part of the user flow and improved user engagement. Sequence found Ortto easy to use and valuable for data-driven optimizations.
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Ortto helped Sequence, a fintech startup, boost subscription rates by 20%. Sequence used Ortto's marketing automation and Segment integration to... create targeted onboarding campaigns. They built a 45-day onboarding journey with two branches for new and existing users. The campaigns used in-app triggers and custom events to personalize user experiences. Sequence tracked key metrics and optimized campaigns using Ortto's clear reporting tools.
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Ortto helped CycleMasters boost their email conversion rate to 7. 7% and achieve a 50% average open rate. CycleMasters used...Ortto to connect data sources and create behavior-based email journeys. This allowed them to convert more leads and collect more app reviews. The marketing team now delivers personalized content and uses push notifications to reach members. CycleMasters consolidated their marketing tools and improved campaign effectiveness.
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Ortto helped CycleMasters improve lead conversion and collect more app reviews. CycleMasters used Ortto to connect data sources and personalize... email journeys. They set up flows to remind leads to start a trial, achieving a 7.7% conversion rate from the first email. Review request emails sent after workouts led to a steady increase in app reviews. The marketing team now manages campaigns and analytics in one platform, using email and push notifications.
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Ortto helped LiteracyPlanet automate omnichannel communications and improve lead conversion. The team switched from Marketo to Ortto for better reliability... and ease of use. They used Ortto's journeys, playbooks, and proactive live chat to engage teachers and boost onboarding. Playbook open rates reached 31%, with journey emails consistently above 20%. A targeted journey for paid trial signups saw a 27% open rate and 2.2% click-through rate. LiteracyPlanet now enjoys a set-and-forget system that drives leads and retention.
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Ortto helped LiteracyPlanet automate omnichannel communications with teachers. The team switched from a legacy tool to Ortto to capture, nurture,... and convert more leads. They used proactive live chat and automated onboarding journeys to engage new users. Playbook emails saw a 31% open rate, and journey emails had over 20% open rates. A follow-up journey achieved a 27% open rate and 2.2% click-through rate. LiteracyPlanet now delivers onboarding messages reliably and focuses on driving leads and retention.
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Ortto helped Balanced Effect, a fundraising and donor relations agency, support The Alfred Foundation in switching from Pardot to Ortto. This move enabled... stronger donor relationships and streamlined operations using Salesforce data. The Alfred Foundation saw a 60% increase in open rates and a 3% rise in click-through rates. The onboarding process was fast and easy, making campaign management simple for the team.
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Ortto helped Sked Social boost their newsletter open rates by 127% after switching from ActiveCampaign. The marketing team gained better... analytics, A/B testing, and customer feedback tools. They set up automated journeys for sales and email marketing, saving time and improving conversions. Real-time dashboards and Chargebee integration gave them deeper insights into customer behavior. Sked Social now controls their CRM and executes campaigns without external tools.
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Ortto helped Siteline double their ROI on event spend and save four hours per event. Siteline, a construction billing software... company, needed a marketing automation platform that connects with Salesforce. With Ortto, they track leads in real time at events and automate workflows. The team now sees a 25% average email open rate and attributes 70% of revenue to events powered by Ortto. Fast customer support and Slack integration keep their remote team connected.
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The BlackTies used Ortto to boost conversions by 1. 5x with a new welcome journey. They switched from MailChimp to...Ortto for better integration with Pipedrive and easier customer journey building. The welcome email sequence achieved a 74.5% open rate and a 23.4% click-through rate. Ortto's visual campaign builder and analytics helped The BlackTies track performance and improve campaigns. The team saw more referrals and stronger brand sentiment as a result.
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Ortto helped The BlackTies boost conversions by 1. 5x with a welcome journey. The team switched from MailChimp to Ortto...for better Pipedrive integration and easier customer journey building. Their first email in the sequence achieved a 74.5% open rate and a 23.4% click-through rate. The platform's analytics and journey builder let them track performance and improve campaigns. The BlackTies now see more referrals and stronger brand sentiment.
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