A relationship CRM that assembles itself. Connect Google or Microsoft. Orchestri brings your people, companies, conversations, and meetings together—then shows what needs attention and helps you act.
RELATIONSHIP ATTENTIONNew priorities before you meet.
Maya shared what the team needs. Review it before tomorrow’s workshop.
Maya’s emailCalendar event
Prepare for this meeting ↗
Confirm Maya’s priorities, agree on the workshop focus, and leave with a next step. Example preparation for your review.
01 / Assembles itself
Start with the relationships you already have.
Connect your workspace or import contacts with AI assistance. Orchestri automates what it can prove and asks only when your judgment matters. See every integration ↗
Illustrative setup · Awaiting authorization
Start with permission.
Choose an account or import contacts.
GoogleNot connectedorMicrosoftNot connected
↓
MC
Maya ChenSample person · Awaiting connection
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Northstar StudioSample company · Awaiting connection
Meeting participantsEmail + import
02 / Understands your business
Intelligence shaped around your business.
Recommendations reflect your business model, history, and confirmed workspace context—not a generic sales template.
Illustrative workspace · Consulting
ClientsProspectsReferral partnersFormer clients
Recommended priorityPrepare for the next client workshop
Evidence: Maya’s email + workshop meeting
Uses authorized activity, user corrections, and confirmed workspace context.
03 / Keeps relationships moving
Know what changed. See what to do next.
Review the reason, inspect the evidence, and choose the next step. Correct a suggestion when it misses the mark.
Relationship Attention · Illustrative data
MC
Maya ChenNorthstar Studio · Customer
Follow-up may be overdue.
What changed
Last meaningful exchange: 12 days ago.
Why it matters
You offered to send a workshop outline after Tuesday’s meeting.
Tuesday’s meeting noteLast email
Recommended actionPrepare the follow-up
A relationship that carries forward
People first. Company context included.
See where people work, how the connection developed, and what comes next—without configuring a sales pipeline.
Illustrative relationship history
MC
Maya ChenMaya’s Relationship Thread
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Fieldwork CollectivePrevious company
→
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Northstar StudioCurrent company · Customer
Last meeting · TuesdayOpen follow-up · Workshop outline
Orchestri mobile
Your relationships don’t live behind a desk.
Prepare, capture permitted conversations, inspect a summary, and follow through from mobile.
Orchestri mobileIllustrative workflow
Prepare / Sample data
Your next conversation.
MC
Maya ChenNorthstar Studio
Tomorrow · 10:00 AMWorkshop planning
Maya shared new priorities.
EmailMeeting history
Ask Maestro to help you prepare from permitted context.
TodayCadenceCaptureContactsMaestro
Illustrative iOS workflows. Availability follows workspace permissions and enabled capabilities.
Beyond Cadence
Cadence is where most people start.
When the business needs more than relationship continuity, three products build on the same foundation. Each answers a different need, so take the one that matches yours.
Intelligence
Run structured customer and commercial operations—deals, agreements, forecasting—on the same relationship foundation.
