Ortto

Teams use Ortto to run day‑to‑day lifecycle work without shuffling between tools. You pull in people records and activity from your store, app, CRM, and help desk, then set the signals that matter—sign‑ups, plan changes, purchases, feature use, or ticket outcomes. From there, you design flows that react in real time, choose the right channel for each step, and update fields or sync lists so other systems stay in lockstep.

A common setup starts with onboarding. A new account creates a flow: send a welcome note, wait for a key action, then branch. If the user reaches an activation milestone, follow with education or an upgrade prompt; if not, nudge with tips or an in‑app message. When a product‑qualified threshold is met, push the lead to the CRM, assign an owner, and pause further touches until sales engages. For ecommerce, an abandoned cart trigger can send a reminder with dynamic items, retry at a different time zone window, and add a voucher for high‑value segments. After purchase, schedule care instructions, ask for a review, and invite customers to a loyalty tier.

Support and success teams automate follow‑ups after a ticket is solved, capture feedback, and flag churn risk when activity drops. Finance and growth can handle renewals with timed notices, grace‑period logic, and dunning messages. Event participation is easy to manage: register leads, confirm attendance, share materials afterward, and hand off engaged contacts to sales. more