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Know what changed. See what needs attention.

The record says the deal is fine. The meeting said otherwise.

Orchestri keeps customer records, conversations, commitments, and team updates together—so you can understand what happened and move the right work forward.

Relationship Thread · illustrativeMeridian Systems · Expansion · sample data

CRM record

Source fact

Stage 4 · expected close March 31

Salesforce · February 10

Official opportunity timing

Customer conversation

Source evidence

Procurement has not started.

February 12 meeting transcript

Contradicts close readiness

Discrepancy detectedCRM Meeting

The March 31 forecast timing may no longer be supportable.

Commercial effect · Orchestri interpretation
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Supporting relationship evidence

The conflict becomes clearer when the rest of the relationship is connected.

Relationship, commitment, and delivery context explain why the discrepancy matters and what still needs review.

Same Meridian example · sample data

A relationship graph connects five evidence sources, identifies a CRM and meeting discrepancy, and assembles a Commercial Reality Review for human approval.

  1. 01 Supporting evidence explains the risk

    Relationship context

    Known relationship

    Required legal stakeholder not engaged

    Stakeholder map · current

    Explains approval risk

    Commitment

    Needs an owner

    Security response due Tuesday

    Meeting follow-up · no owner

    Creates an open action

    Delivery dependency

    Unresolved

    Timing depends on commercial review

    Agreement + delivery plan · open

    Extends timing uncertainty

  2. 02 Connected inputs assemble the review
    CRMMeetingRelationshipsCommitmentsDelivery

    Commercial Reality Review · illustrative output

    Meridian Systems · Expansion

    Prepared for review
    What changed
    CRM timing and meeting evidence conflict.
    Recommended review
    Review the close date and assign the security response.
    Why it matters
    March 31 may be unsupported.
    What remains uncertain
    Procurement, legal, delivery timing.
    Evidence considered
    CRM · meeting · relationships · commitments · delivery
    Approval state
    Account owner · pending

    Coverage: CRM February 10 · meeting February 12 · open dependencies.

    System boundary: Salesforce remains official and unchanged.

One connected relationship becomes a reviewable commercial picture.

Across companies and systems, those relationships become an Operating Rhythm.

See Commercial Intelligence

Illustrative. Availability depends on supported sources, permissions, data quality, and configuration. Source context and uncertainty remain visible; changes require human review.

Ways to use Orchestri

Which situation sounds like yours?

We want to run customer relationships in Orchestri

Use Orchestri directly

Keep every professional relationship moving.

Start with Orchestri Cadence for relationship context and follow-through, then add Intelligence for complete commercial operations.

Customer workOrchestri workspace

$49/user/month · 1-user minimum

Cadence or Intelligence?

Working solo or with a small team? Start with Orchestri Cadence at $49 per user/month with a one-user minimum. Cadence keeps the team coordinated around relationships; Intelligence helps the business operate around them.

Compare Cadence and Intelligence
Explore Cadence and Intelligence

We are keeping Salesforce or HubSpot

Orchestri Overlay

Keep your CRM. See what changed around it.

For teams that want current customer evidence and clearer decisions without replacing the official CRM.

Existing CRMOrchestri intelligence

From $995/month · includes up to 10 users

Explore Orchestri Overlay

We compare companies or systems

Commercial Intelligence

Give leaders one commercial view.

For operating teams comparing customer and revenue conditions across companies, CRMs, or PSA environments.

Companies + environmentsComparative review

From $2,000/month + $750 per connected company

Explore Commercial Intelligence

The boundaries are the product

Your systems stay official. Your team stays in control.

Systems stay officialRead-only remains read-only.

Evidence stays visibleInterpretations show their sources.

People stay accountableConsequential changes require review.

Read the Trust & Security approach

Straight answers

What you're probably wondering.

Do we have to replace our CRM?

No. Run customer relationships in Native, or use Overlay around supported Salesforce or HubSpot records.

What if we run more than one company or system?

Commercial Intelligence creates one agreed leadership view while keeping source differences visible.

Does AI update customer or forecast records?

No. Orchestri prepares a recommendation with its sources; a person approves it. In Overlay, it can’t write to Salesforce or HubSpot at all.

How do we prove value?

Use a before-and-after across two weekly forecast reviews. Compare prep time, missing context, and whether each next step leaves with an owner.

How quickly can we get to the first useful view?

Cadence includes guided activation and is designed to start quickly. Intelligence, Overlay, and Commercial Intelligence use guided configuration or validation within a defined scope; complex migrations and integrations are scoped separately.

Start with one decision that matters

Show us where your team rebuilds context today.

The booking flow will capture the friction first, so the walkthrough can start with your actual workflow.

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