A first view in a guided session
Configure the operating questions, measures, and first leadership view in an initial guided session.
AI control plane · AI-first CRM
One customer story. Connected from first conversation to renewal.
Orchestri is the AI control plane for customer and revenue work—and an AI-first CRM for growing companies.
Use it as your CRM, connect Salesforce or HubSpot, or create a shared operating view across supported systems.
- Less CRM cleanup
- Faster answers with sources
- Important actions stay under your control
Product example · Sample data
Northstar Manufacturing
Customer request
Sarah requested revised pricing before Friday.
Open risk
The proposal still contains the previous price.
Recommended action
Prepare revised pricing
4 supporting evidence items. A person can inspect the latest meeting, account activity, opportunity record, and agreement status before anything is sent or changed.
One operating layer
One operating layer. Three ways to begin.
Use Orchestri as your CRM, connect it to the CRM you already have, or establish a shared view across business units and acquired companies. Start with the visibility you need now and expand the connected operating model as your business evolves.
Orchestri connects customer, revenue, agreement, and delivery context across supported systems—then prepares evidence-backed recommendations and actions under human control.
Adoption without forced migration
Begin with supported systems and workflows without making system replacement the first step.
AI grounded in business context
Prepare answers, risks, and next steps using connected customer and revenue information—with sources and approval built in.
Native CRM · Available now
Use Orchestri as your CRM.
Start with a complete customer and revenue operating foundation without assembling a large stack of separate tools.
See Orchestri as your CRM- Configure the language and pipeline around your business
- Carry customer and deal context into the next step
- Expand from one valuable workflow over time
Interactive product preview
From customer understanding to an agreement ready for review.
The customer, deal, conversation, and contract terms are already there, so the team can prepare the next step without starting over.
- 1Account
- 2Recommendation
- 3Agreement
- 4Ready for approval
Native CRMOrchestri CRM
O
Interactive product preview · Sample dataOrchestri
Account workspace
Account overview
Northstar Manufacturing
Strategic customer · Expansion deal · Owner Jordan Lee
● HealthyAgreement not started
Overall health
↗Healthy
Customer status is strong
Deal value
$$84,000
Expansion · Proposal
Relationship
◎Sarah Chen
Economic buyer engaged
Momentum
◉1 active
Executive review · 2d ago
Next milestone
→Friday
Revised package due
Current understanding
Executive summaryExecutive briefing
✓Expansion is active at $84,000.
✓Economic buyer is engaged.
!Pricing revision is the only open risk.
Shows its sources: executive review, deal activity, and contract terms.
Intelligence signals
Shows its sources↗
Deal health
Healthy
Proposal is progressing
◎
Relationship health
Strong
Economic buyer engaged
△
Risk
Pricing revision
Package update required
Account and agreement live directly in Orchestri.
- Information carries forward
- Recommendations show their sources
- A person approves before sending
This preview uses sample data and is not connected to authentication, your microphone, customer systems, or live contract services.
Less busywork. Faster answers. Clearer follow-through.
Why another CRM?
Most CRMs store the past.Orchestri connects what happens next.
AI threaded through your business—not attached to your CRM.
Compare across
Conventional CRM· AI added later
Built to store records. AI was added later as another layer.
Orchestri
Built with AI across the business layer—connecting the work, not sitting on top of it.
Why this matters
AI can reason across the work—not just react to the record currently open.
One connected workflow
One connected view of customer and revenue work.
Customer context usually gets scattered across CRM records, meetings, notes, proposals, agreements, and delivery updates. Orchestri keeps that work connected so each person can understand what happened, what matters now, and what should happen next.
Meet Maestro, your AI guide inside Orchestri. Maestro uses permitted customer and business context to answer questions, surface risks, explain its sources, and prepare next steps for your review.
- 01
Understand the customer.
Prepare for a meeting with the current relationship, deal, agreement, and recent conversation in view.
- 02
Know what needs attention.
See which deal, commitment, or risk needs attention before the forecast call.
- 03
Prepare the next step.
Turn a field recap into structured follow-up or carry approved contract terms into an agreement.
- 04
Review and execute with control.
Preview what Orchestri proposes before anything is sent or changed.
Operating visibility diagnostic
Find the gaps to inspect first.
Use your own operating inputs to outline a first review. This is a directional diagnostic—not an ROI forecast or a promised Orchestri outcome.
Suggested first operating-view priorities
12
opportunities potentially lack a confirmed owner
19
opportunities potentially lack a documented next step
4
agreements or commitments need connection
6 hrs
of weekly review preparation is distributed today
Start by naming ownership and next-step gaps, connecting the highest-impact agreements, and deciding which of the 5 systems must support the first leadership view.
Calculations use only the values entered here. They do not estimate savings, implementation time, or financial return.
Plan a visibility sessionStart with visibility
Establish the first operating questions and leadership view in a guided session. Expand the connected data foundation in phases.
Orchestri connects customer, revenue, agreement, and delivery context across supported systems—then prepares evidence-backed recommendations and actions under human control.
The operating model and first view can be configured quickly. Supported connections may be activated quickly where prerequisites are met. Additional systems, normalization, historical migration, and governance may require phased implementation.
In an initial guided session, Orchestri can configure the operating questions, leadership measures, workflow structure, and first visibility layer. Integration timing depends on source systems, data quality, permissions, and governance requirements.
- 01
Define the operating view
Identify the leadership questions, measures, risks, and decisions the business needs to review consistently.
- 02
Connect the first sources
Use currently supported integrations and configured inputs to establish the initial customer and revenue view.
- 03
Create an operating cadence
Turn connected information into a repeatable review of performance, risks, ownership, and next steps.
- 04
Expand in phases
Add systems, workflows, business units, and governance controls according to business value and technical complexity.
Product artifact · Demonstration data
First-week leadership brief
A reviewable operating artifact—not a generic dashboard. Open any item to inspect its evidence, reason, affected work, recommendation, approval boundary, and data freshness.
4material opportunities changed
4
material opportunities changed
- Affected work
- Northstar, Atlas, Meridian, and Summit opportunities
- Evidence
- Opportunity records and recent account activity
- Why surfaced
- Stage, amount, timing, or next-step context changed since the prior review.
- Recommended response
- Review the changed assumptions and confirm the accountable owner.
- Approval
- Required before any supported follow-through
- Freshness / missing context
- Demo data · refreshed Monday 8:42 AM
2commitments lack a named owner
2
commitments lack a named owner
- Affected work
- Northstar pricing revision and Atlas implementation handoff
- Evidence
- Latest meeting notes and account activity
- Why surfaced
- A commitment is recorded, but no accountable owner is present in the sample context.
- Recommended response
- Assign an owner and confirm the next checkpoint.
- Approval
- Required
- Freshness / missing context
- Demo data · one meeting note is 3 days old
1agreement is blocking delivery
1
agreement is blocking delivery
- Affected work
- Meridian services agreement
- Evidence
- Agreement status and delivery readiness record
- Why surfaced
- Delivery is marked ready while the sample agreement remains incomplete.
- Recommended response
- Review the agreement blocker before confirming the delivery date.
- Approval
- Required
- Freshness / missing context
- Demo data · agreement status checked Monday 8:39 AM
$184Kmoved outside the expected period
$184K
moved outside the expected period
- Affected work
- Atlas expansion opportunity
- Evidence
- Opportunity record and expected-period history
- Why surfaced
- The expected close period moved beyond the current leadership window.
- Recommended response
- Confirm the revised period and update the operating view.
- Approval
- Required for any supported record change
- Freshness / missing context
- Demo data · opportunity refreshed Monday 8:41 AM
3recommended responses ready for review
3
recommended responses ready for review
- Affected work
- Pricing follow-up, owner assignment, and agreement escalation
- Evidence
- Latest meeting, account activity, opportunity record, and agreement status
- Why surfaced
- Each response is tied to a surfaced gap in the sample operating view.
- Recommended response
- Preview each response, approve the appropriate work, and retain an audit trail.
- Approval
- Required; not every recommendation is executable
- Freshness / missing context
- Demo data · source context varies by item
82%source coverage across priority records
82%
source coverage across priority records
- Affected work
- Priority customer and revenue records in this demonstration
- Evidence
- Configured-source coverage check
- Why surfaced
- 82% of the sample priority records contain the required fields from an agreed source.
- Recommended response
- Inspect the uncovered records before relying on the brief for a complete view.
- Approval
- Not applicable
- Freshness / missing context
- Demo definition · not a customer benchmark
- 1.Recommend
- 2.Preview
- 3.Approve
- 4.Execute
- 5.Audit
All values are illustrative. “82% source coverage” means 82% of the sample priority records contain the required fields from an agreed source; it is not a benchmark or promised outcome. Execution is available only for supported actions and remains subject to permissions and approval.
Available and supported
Start with what creates value now.
Native Orchestri workspace
Available nowManage customer relationships, deals, agreements, forecasting, and follow-up directly in Orchestri.
Salesforce and HubSpot Overlay
Available through guided configurationConnect supported accounts, contacts, and opportunities or deals as read-only source records. Source CRM writeback is not available.
Google Calendar
Available through guided configurationPrepare for upcoming customer meetings with read-only access. Orchestri cannot create, modify, or delete calendar events.
Agreements and signatures
Available nowKeep agreement state and signature workflows connected to the customer record.
Trust and control
AI prepares the work. Your team decides what happens.
- See where every answer came from
- Respects each person’s access
- Your team approves important actions
- Approved actions remain auditable
Your first workflow
See how Orchestri can fit the way your business works.
Bring your current systems and customer workflow. We will map a focused starting point, the supported connections, and any work that needs separate implementation scope.