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What is Ortto?

Integrate your data effectively, categorize your audience, deliver smooth experiences, and easily monitor your performance. The use of no-code integrations enables you to consolidate data from various sectors like finance, marketing, sales, support, and product into a unified customer profile. This consolidation highlights the actions that hold the greatest significance for your business. Audience segmentation is an invaluable strategy that empowers you to reach targeted groups based on a mix of demographic, firmographic, behavioral, and transactional data. Crafting the right message for the appropriate individual at the ideal moment is crucial. Delivering hyper-personalized omnichannel experiences that resonate with your audience throughout the entire customer journey offers a unique opportunity for engagement. Intelligent automation can create interactions that feel genuinely human, enhancing the overall experience. Data should simplify decision-making rather than complicate it. With the aid of visual analytics and insightful reports, your entire team can engage in data-driven decisions, while tailored dashboards ensure you remain focused on your objectives. Ultimately, embracing a data-centric approach is essential for fostering growth and enhancing customer relationships.

What is CloudOffix?

CloudOffix delivers a comprehensive and automated platform designed for businesses to streamline their operations efficiently. This all-encompassing solution prioritizes the unification of customer, employee, user, and digital experiences, which significantly enhances communication, collaboration, and the provision of a smooth service to both staff and clientele. Among the diverse array of products offered by CloudOffix are the Sales Cloud, Marketing Cloud, Cloud Ecommerce, Invoicing Cloud, HR Cloud, Cloud Help Desk, Project Cloud, and Social Cloud, catering to various business needs and facilitating optimal performance across different areas. By incorporating these tools, companies can ensure they meet the demands of a rapidly evolving marketplace.

Media

Media

Integrations Supported

HubSpot CRM
Salesforce
CaliberMind
Formstack Documents
GrowthScore
Intercom
LiveChat
Mailchimp
Make
Nanacast
Oracle APEX
QuickEmailVerification
Raisely
SaveMyLeads
SendGrid
Twilio
Webinato
Workday HCM
Zapier
n8n

Integrations Supported

HubSpot CRM
Salesforce
CaliberMind
Formstack Documents
GrowthScore
Intercom
LiveChat
Mailchimp
Make
Nanacast
Oracle APEX
QuickEmailVerification
Raisely
SaveMyLeads
SendGrid
Twilio
Webinato
Workday HCM
Zapier
n8n

API Availability

Has API

API Availability

Has API

Pricing Information

$199 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Ortto

Date Founded

2015

Company Location

Australia

Company Website

ortto.com

Company Facts

Organization Name

CloudOffix

Date Founded

2019

Company Location

United States

Company Website

www.cloudoffix.com

Categories and Features

Account Based Marketing

Analytics
Campaign Personalization
Customer Segmentation
Engagement Monitoring
Lead Nurturing
Lead Scoring
Progress Tracking
Prospecting Tools
Target Account Identification

Campaign Management

Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign

Conversational Marketing

Appointment Scheduling
Audience Segmentation
Chatbot
Email Automation
Group Messaging
Human Handover
Lead Distribution
Lead Qualification
Mobile Messaging
Multi-Channel Communication
Product Recommendations
Video Chat

Customer Data Platforms (CDP)

Behavioral Analytics
Campaign Management
Customer Profiles
Customer Segmentation
Data Integration
Data Matching
GDPR Compliance
Personalization
Predictive Modeling

Customer Journey Mapping Tools

Action Management
Attribution Modeling
Behavioral Analytics
Collaboration
Customer Profiles
Data Import / Export
Predictive Analytics
Surveys & Feedback
Templates

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Email Template Design

A/B Testing
Code From Scratch
Drag & Drop Editing
Image Library
Import HTML Code
Mobile-Friendly / Responsive
Potential Issue Identification
Premade Templates
Proofing
Reporting / Analytics
Text Editor
Theme Editor

Lead Capture

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Lead Generation

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Marketing Analytics

A/B Testing
Campaign Management
Channel Attribution
Customer Journey Mapping
Dashboard
Performance Metrics
Predictive Analytics
ROI Tracking
Social Media Metrics
Website Analytics

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Mobile Marketing

Channel Attribution
Contextual Targeting
Coupons
Email Marketing
Engagement Monitoring
In-App Marketing
Location-Based Marketing
Push Notifications
Text Messaging
Text-to-Win

Retargeting

A/B Testing
Audience Targeting
Behavioral Targeting
Conversion Tracking
Geo Targeting
Mobile Retargeting
Personalization
Recommendation Engine
Social Media Retargeting

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

SMS Marketing

2-Way Messaging
Artificial Intelligence
Contact Management
MMS
Mass Texting
Message Personalization
Mobile Coupons
Mobile Keywords
Polls / Voting
Reporting/Analytics
Scheduled Messaging
Shortcodes
Text-to-Win

Categories and Features

Agile Project Management Tools

Backlog Management
Feedback Management
Gantt/Timeline View
Kanban Board
Prioritization
Request Management
Resource Management
Retrospectives Management
Status Tracking
Supports Scrum
Team Management
Template Management
Workflow Management

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Help Desk

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

Human Resources

360 Degree Feedback
Applicant Tracking
Attendance Management
Benefits Management
Career Development Planning
Compensation Management
Compliance Management
Employee Database
Employee Lifecycle Management
Onboarding
Payroll Management
Performance Management
Recruiting Management
Self Service Portal
Succession Planning
Time & Attendance Management
Time Off Management
Timesheets
Training Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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