A company is one account you can add and research inside Ortium each month. In most cases, this will be a target client, prospect, competitor or account you want to understand better.

Each plan includes a monthly company allowance, which controls how many new companies you can work on during that month. Higher plans include a higher monthly company allowance and additional company packs are available if you need more coverage.

Once a company is added, Ortium automatically creates a baseline report using basic research. Your team can then run deeper analysis, compare companies, analyse the market and use those insights to plan customer strategy, create outreach or prepare for an audit or pitch.

An advanced analysis is one deeper research task run on a company data inside of Ortium. Advanced analyses are used to generate richer insights from public signals like ads, website pages, positioning, hiring activity, customer profiles, competitor comparisons and market trends.

Sometimes that means using a tool to collect it and analyse new data, such as trend data, keyword data or LinkedIn information. It can also mean analysing data already inside a baseline company report or comparing specific data points across two companies you are already researching.

In simple terms tools are the capabilities Ortium can access while advanced analyses are the deeper research, comparison or processing tasks Ortium performs using new data, existing data or both.

This is what allows Ortium to gon beyond basic company storage and help you turn raw public information into something useful for planning, outreach and decision-making.

Each plan includes a set amount of advanced analysis credit. These credits are used when you run deeper research workflows or want to analyse than is included in a baseline report, such as reviewing a larger share of a company’s ads.

A tool is a specific capability Ortium can use to pull additoional data take or take an action. For example, one tool might pull Google Trends data for a topic. Another might check Google Keyword Planner for search volume and CPC. Another might analyse a prospect’s LinkedIn profile and prepare a personalised email. Another might use your email connector and contact data to send that email.

So the simplest way to think about it is: companies are the accounts you work on, tools are the capabilities Ortium can use and advanced analysis credits are used when those tools run deeper research or processing tasks.

Different plans include different numbers of tools, which affects how many types of research, enrichment, and actions your team can run inside Ortium.

Yes. If you need to work more accounts or run more analysis than your plan includes, you can buy additional company and credit packs at the prices listed in your plan.

This gives you flexibility without forcing you onto a higher plan too early. It is useful for teams with seasonal campaigns, larger prospecting pushes or temporary increases in workload. If you are regularly exceeding your limits, it may make more sense to move to a higher plan.

Sales microsites are personalised, shareable pages built for specific target accounts, prospects or opportunities. They are hosted on your own domain and use your brands logo, colours and fonts.
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They help you turn company research into a client-facing sales asset your prospect can actually engage with. A microsite can bring together tailored insights, relevant findings, competitor context, market observations, proof points and a clear point of view on where you could help.

In practice, they are designed to support personalised outreach, meetings follow ups, sales audits and pitch preparation. Instead of sending a generic message or relying on slow, static and untrackable slide decks, your team can use Ortium to create a more relevant sales experience for each account.

The goal is to help agencies and sales teams move from research to outreach faster, while making their outreach more specific, credible and easier for prospects to engage with.

A sales microsite counts as one live account-specific page created inside Ortium for sales or follow-up use.In practice, this usually means a personalised page built for a prospect, lead, or active opportunity.

If your plan includes a microsite allowance, that allowance covers the number of live microsites you can create within your billing period or usage terms.Microsites are intended to be practical sales assets, not just internal notes.

No. Ortium is designed for commercial teams, not developers.

You do not need to write code, manage hosting, or build custom workflows from scratch. Research and microsite creation are designed to be usable by agency founders, sales teams, strategists and account teams who want faster, more structured output from public company information.

If you can work with modern SaaS tools, you should be able to use Ortium comfortably.

Yes. You can use Ortium without the sales microsites.

The Starter plan is built for teams that mainly want to research companies, find insights, monitor competitors, analyse markets and support strategy or pitch preparation.

You only need the microsites if you want to turn that research into a client-facing sales asset for outreach, follow-up, audits or pitch work. In other words, Ortium can be used as a research and planning platform on its own or as both a research and sales execution platform on the higher plans.

Visitor tracking tells you which microsite someone visited (what company they are from) and shows basic engagement activity like time on site.

Visitor intelligence adds more context to help you understand what the visitor was most interested on the site and how meaningful that engagement may be.

In simple terms:
Visitor Tracking helps you see visits and activity
Visitor Intelligence helps you interpret that activity and act on it more effectively

The exact level of detail depends on your plan, but the higher tier is designed to give sales teams better signals, not just more notifications.

Yes. That is exactly what the Starter plan is designed for. If your main goal is account research, planning, competitor monitoring and strategy development, you can use Ortium without using the sales microsites.

The higher plans are there for teams that also want to turn research into outbound assets, outreach, and visitor insight.

No. Ortium is especially well suited to marketing agencies and higher planbs offer features specifically for agency sales teams but it can also be used by in-house marketing teams.

Agencies tend to get the most immediate value because they regularly need to research target accounts, build a point of view quickly and turn that into sales assets or strategic recommendations. But the core workflow also fits companies doing competitor monitoring, market research, customer profiling, audeince development and strategic planning

Yes. You can move between plans as your needs change. That gives you room to start with a lighter plan and expand as your team, account volume, or workflow becomes more advanced.

If you downgrade, your available limits and included features will change to match the new plan. If you are unsure which plan to start on, it usually makes sense to choose the one that matches how you work today rather than overbuying upfront.

It depends on how you want to use Ortium.

‍Starter is best for teams that want account research, planning, and competitor monitoring.
Pro is best for teams that want to turn research into sales assets and outreach.
Advanced is best for higher-volume teams that need more companies, more tools, more microsites, and more hands-on support.

A simple way to choose is:
Starter if you mainly want insights and to supporting exisiting customers (or you're an in-house team)
Pro if you want insight plus sales execution and assets
Advanced if you need scale and support

If you hit your company limit you will need to either buy additional company capacity, move to a higher plan or wait until the new billing month and you receive your next allotment of companies.

Your company limit controls how many new accounts you can add in Ortium each month. Hitting your limit will not remove your existing work, but it does stop you from continuing to add new companies.

If you use all of your included advanced analysis credits, you can purchase additional credits or upgrade to a higher plan.

Your existing companies and work stay in place. The only thing affected is your ability to keep running deeper research workflows until more credits are available. This is designed to make pricing more predictable while still giving you room to scale when needed.

In general, advanced analysis credits are tied to your active billing period and are designed for ongoing monthly usage.

If rollover is available on your plan or in a custom agreement, it will be made clear during purchase. If not, unused credits do not carry forward indefinitely. This keeps pricing simple and helps match plan usage to active research needs.

Yes. All current plans include unlimited users. That means your team can collaborate in the same workspace without having to manage per-seat pricing.

This is useful for agencies and sales teams where research, strategy, outreach and follow-up often involve more than one person. The main limits are based on account volume, tool access, credits and support level rather than user count.

Yes. We offer support to help you get set up and start using Ortium effectively whichever plan you choose.

The level of support depends on your plan. Pro includes onboarding support to help your team get started, while Advanced includes more hands-on support and a dedicated customer success manager.

Our aim is to help you fit Ortium into your existing workflow as quickly as possible, whether you are using it for account research, sales microsites or both.