What Ortto does

Ortto is a customer data platform and marketing automation company serving more than 11,000 customers across 190 countries, with US headquarters in San Francisco and Australian roots in Sydney. The platform combines a no-code Customer Data Platform (CDP) that unifies customer profiles from 100+ integrations (Salesforce, Shopify, HubSpot, Stripe, Google Ads, Facebook, Slack, Zendesk, Twilio, and others), a visual drag-and-drop Journey Builder for multi-channel marketing automation across email, SMS, push notifications, in-app messages, and forms, and a Talk module for omnichannel customer engagement (live chat, team inbox, knowledge base). AI features ('Ortto AI') provide automated responses, translations, and feedback summaries, while Checkmate Tracking® handles cross-channel attribution and behavior-based lead scoring degrades in real time. The company was founded in 2015 as Autopilot by brothers Chris and Mike Sharkey, was acquired by Canva in April 2026 alongside Simtheory, and rebranded from Autopilot to Ortto in May 2026 to reflect its evolution from a visual journey builder into a unified CDP; it now operates within Canva's Canva Grow marketing platform.

Revenue is generated through SaaS subscriptions priced on contact tiers with auto-upgrade when limits are exceeded for 7+ consecutive days. Distribution combines a product-led growth motion — 14-day free trial, 2-minute self-serve onboarding, 70+ email templates and 51+ journey templates accessible without login — with enterprise field sales for larger accounts via personalized demos and quote-based pricing. The customer base is diversified across SaaS companies, B2B, B2C, not-for-profit, healthcare, and financial services segments, with named customers including Screencastify, TrustRadius, Pattern, Taxibox, and Sequence. Ortto holds ISO 27001, ISO 27701, HIPAA, SOC 2 Type 2, GDPR, CCPA/CPRA, and EU-U.S. Data Privacy Framework certifications, enabling regulated-vertical adoption. Earlier venture funding totals approximately $32 million across rounds from 2011-2017 led by Blackbird Ventures, Salesforce Ventures, Rembrandt Venture Partners, Draper Associates, and Southern Cross Venture Partners.

Name

Ortto

Legal name

Ortto Inc.

Website

https://ortto.com

Company type

Private

Founded year

2015

Operating status

Acquired

Headcount range

51–100 employees

Short description

Ortto is a customer data platform and marketing automation company serving 11,000+ customers across 190 countries, combining a no-code CDP, visual journey builder, and omnichannel engagement. Acquired by Canva in April 2026 and rebranded from Autopilot in May 2026.

Ownership category

akta.pro rank

Product category

Customer Data Platform & Marketing Automation

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Data Management Platforms (DMP) & Customer Data Platforms (CDP) (BPAMALAD)

akta.pro secondary industry

Customer Data Platform (CDP) & First-Party Data Enablement Services (MPAAAIAE)

Keywords

• Customer data platform
• Marketing automation software
• Journey orchestration
• Omnichannel engagement
• Lead scoring software

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS Subscription: Ortto generates revenue through subscription-based SaaS pricing tiers based on contact limits. Plans automatically renew for additional subscription terms. Upgrades to higher contact tiers are prorated and charged immediately. Auto-upgrade triggers when contact limits are exceeded for 7 consecutive days.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels9 records

Core offering

Ortto provides a unified customer data platform (CDP) with embedded marketing automation and analytics, enabling businesses to unify customer data from multiple sources into a single profile, build visual multi-channel journeys across email, SMS, push, and in-app messaging, and measure campaign performance through real-time dashboards. It also offers AI-powered engagement via Ortto AI, an integrated live chat and knowledge base (Talk), behavior-based lead scoring, and 100+ no-code integrations with tools such as Salesforce, Shopify, HubSpot, Slack, and Twilio.

Product overview

Ortto is a unified customer data platform with embedded marketing automation and analytics capabilities, formerly known as Autopilot. The platform consists of a core Customer Data Platform (CDP) that unifies customer data from multiple sources, combined with a Journey Builder for multi-channel marketing automation (email, SMS, push notifications, in-app messages). Additional modules include Analytics/Dashboards for reporting, Talk for omnichannel customer engagement, Ortto AI for AI-powered features, and specialized capabilities like Lead Scoring, Knowledge Base, Live Chat, and Checkmate Tracking. The platform offers 265+ templates across journeys, emails, and dashboards, and integrates natively with Salesforce, Shopify, and other business tools. Ortto was acquired by Canva in April 2026 as part of Canva's expansion into AI-powered marketing workflows through Canva Grow.

Differentiator

Problem solved

Functional benefit

Products and services

• Customer Data Platform (CDP) A no-code customer data platform that unifies customer data from multiple sources into a single customer profile, enabling real-time segmentation without SQL or developer resources. Targeted at marketers and growth teams in B2B, B2C, SaaS, and non-profit organizations.
• Journey Builder A visual drag-and-drop journey orchestration tool that enables marketers to build multi-channel marketing automations across email, SMS, push notifications, in-app messages, and forms. Designed for marketing teams seeking no-code campaign automation.
• Analytics A reporting and dashboard product built on top of the customer data platform, providing real-time customer journey analytics, custom reports, and visualizations accessible to marketers without technical expertise.
• Talk (Omnichannel Customer Engagement) An omnichannel customer engagement platform featuring live chat, team inbox, AI responses, knowledge base, screen sharing, and messenger calls, integrated with Ortto's CDP for support teams seeking unified customer context.
• Ortto AI AI-powered marketing software providing intelligent automation, automated translations, feedback summaries, and AI-generated responses for customer engagement and support workflows.
• Email Marketing Email marketing automation with a drag-and-drop editor and over 70 responsive templates for campaign execution, customer communication, and lifecycle nurture programs.
• SMS Marketing SMS marketing capability for reaching customers via text messaging as part of Ortto's multi-channel journey automation, supported by integration with Twilio.
• Push Notifications Web and mobile push notification capability for re-engagement campaigns and real-time customer communication within the Ortto journey builder.
• Live Chat Live chat software for proactive customer support on high-intent pages, connected to the customer data platform for contextual conversations.
• Knowledge Base An AI-powered knowledge base with a no-code article builder, instant escalations, and automatic translations for self-service customer support.
• Lead Scoring Behavior-based lead scoring that automatically degrades scores over time, using all customer data for accurate real-time lead prioritization for sales and marketing teams.
• Checkmate Tracking Proprietary data tracking technology for monitoring customer behavior across channels and attributing campaign interactions to customer journeys.
• Transactional Email Transactional email capability for sending order confirmations, password resets, and other automated triggered customer communications at scale.
• Multi-lingual Marketing AI-powered multi-lingual marketing capability for international customer engagement, including automated translation across journeys and messages.
• Landing Pages Landing page creation capability for campaign conversion optimization, integrated with the journey builder and lead capture forms.

Quantifiable outcome

• 79% above industry email open rate
• +4 more outcomes

Named customers7 records

Segments9 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration14 records

AI capability4 records

Feature7 records

Partnerships

Four partnerships are on record, tiered core.

• CanvacoreStrategic or Co-development Partner · 9 April 2026Canva acquired Ortto in April 2026 as part of its strategy to evolve from a design tool into an end-to-end AI-powered work platform. Ortto was folded into Canva Grow, the company's performance marketing platform, bringing customer data and marketing automation capabilities to Canva's ecosystem of 265+ million monthly users. Ortto founders Chris and Mike Sharkey joined Canva in leadership roles.
• SalesforcecoreTechnology or IntegrationSalesforce integration enables bidirectional data sync between Ortto's CDP and Salesforce CRM, including lead scoring sync, round robin lead assignment, and dynamic field updates in emails.
• ShopifycoreTechnology or IntegrationShopify integration enables e-commerce automation including abandoned checkout recovery, order notifications, and customer data synchronization.
• HubSpotcoreTechnology or IntegrationHubSpot integration connects customer data and marketing automation between platforms.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Salesforce Marketing Cloud: Salesforce Marketing Cloud is the enterprise-scale incumbent in marketing automation and CDP (via its Data Cloud product). It overlaps Ortto's email, journey, and CDP capabilities but targets large enterprises and is bundled within the broader Salesforce CRM ecosystem.

Direct peers

• Braze: Braze is a customer engagement platform for cross-channel messaging (email, SMS, push, in-app) used by mid-market and enterprise B2C brands. It overlaps with Ortto's omnichannel engagement and analytics capabilities, especially for subscription and DTC use cases.
• HubSpot: HubSpot offers a CRM-anchored marketing automation platform with email, landing pages, and workflows targeted at the same SMB and mid-market segments as Ortto. Both compete for PLG-oriented growth marketers and overlap in journey orchestration, email, and CRM-integrated automations.
• Klaviyo: Klaviyo is a leading e-commerce-focused marketing automation and CDP platform built around Shopify and similar integrations. It competes directly with Ortto's Shopify-centric positioning, abandoned cart journeys, and behavior-based segmentation for DTC and B2C customers.
• ActiveCampaign: ActiveCampaign provides email marketing, automation, and CRM for SMB and mid-market customers with a strong emphasis on visual automations. It overlaps with Ortto's journey builder, email, and CRM-adjacent capabilities at similar price points and customer profiles.
• Mailchimp: Mailchimp (Intuit) is a widely adopted SMB email and marketing automation platform with journey orchestration and basic CRM features. It directly competes with Ortto's email, journey builder, and SMB-tier offering, particularly for non-technical marketers.
• Brevo: Brevo (formerly Sendinblue) is an all-in-one email, SMS, marketing automation, and CRM platform serving SMB and mid-market customers globally. It competes with Ortto across multi-channel messaging, transactional email, and PLG-style self-serve pricing.
• Iterable: Iterable is a cross-channel marketing automation platform focused on enterprise and mid-market B2C brands, with deep email, SMS, push, and in-app messaging capabilities. It overlaps with Ortto's omnichannel messaging and journey orchestration, but skews upmarket.
• Customer.io: Customer.io is a behavioral data and messaging platform with a visual workflow builder for product-led and SaaS teams. It directly overlaps Ortto's journey builder, event-based segmentation, and SaaS customer-segment focus, including multi-channel messaging.
• Segment (Twilio): Segment is a leading customer data platform (CDP) that unifies customer data across sources and routes it to downstream marketing and analytics tools. It competes with Ortto's core CDP capabilities, particularly for technical buyers building data pipelines and integrations.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/ortto

Compliance8 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds5 records

Investors7 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Ortto