Keap vs Ortto

Keap (formerly Infusionsoft) combines CRM, sales, marketing automation, payment, and scheduling tools into one platform, tailored for small businesses. Its visual, drag-and-drop automation builder lets users create workflows for lead capture, nurturing, appointment reminders, invoices, and follow‑ups.

With deep contact records, tagging, segmentation, and lead scoring, Keap helps automate customer journeys and prioritize follow‑up. It integrates with thousands of tools through Zapier, and supports direct payment tools like PayPal and Stripe.

An all‑in‑one platform that merges customer data platform (CDP), marketing automation, and analytics—and enriches them with AI. Users benefit from a visual journey builder with branching logic, multichannel communications (email, SMS, push, in‑app, pop‑ups, forms), plus real‑time segmentation, dashboards, and predictive insights.

Advanced plans add dedicated IPs, SLAs, role-based access, and compliance (GDPR, HIPAA, SOC2). It’s beloved for its intuitive interface and unified campaign execution. Ortto's marketing automation and customer data platform unifies your data, messaging, and analytics on a single platform.