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Start with Cadence

Orchestri Intelligence

Run the business
around the relationship.

Intelligence adds deals, agreements, forecasting, operating reviews, advanced reporting, and governed commercial actions to the relationship foundation.

From $299/month · Includes up to 5 users

View Intelligence pricingExplore the Intelligence demo

Intelligence scope / Beyond Cadence

Relationship foundation

People, Companies, conversations, and follow-through

Commercial work

Deals, agreements, and coordinated next steps

Operating intelligence

Forecasting, reviews, reporting, and governed action

Guided configuration within a defined scope. Complex integrations and migrations are scoped separately.

Illustrative Intelligence experiences. Workspace permissions and configured capabilities determine availability.

Orchestri Intelligence mobile preview · Interactive sample

Capture what happened before the context disappears.

This simulator shows an Intelligence workspace with deals, agreements, and commercial signals. Cadence uses the same mobile-first principles for relationship context, contacts, capture, attention, ownership, and follow-through without those Intelligence-only capabilities.

9:41▂▄▆⌁▰

Today

Good Afternoon Jordan

Orchestri

Orchestri

jordan.lee@demo.invalid

sales lead

✦ Ask Maestro

Needs Attention

↗

Revised pricing requested

deal

Northstar Manufacturing · $84,000 expansion

Sarah Chen requested revised pricing before Friday.

Business Snapshot

Live overview
+12.4%

$1.46M

Pipeline

vs last quarter

7272%

24

Open Deals

pipeline coverage

2 ready

3

Open Contracts

1 needs review

5 today

7

Tasks

2 upcoming

“Met with Sarah at Northstar. She wants revised pricing by Friday, but legal still needs the updated term.”

Orchestri prepares for review

  • Northstar account association
  • Sarah contact association
  • $84,000 deal update
  • Pricing and legal risk
  • Friday follow-up
  • Recommended next step

A person reviews the associations, updates, and next step before anything supported is saved or sent—helping the team protect the pricing and legal commitments before Friday.

Explore the focused jobs or complete the consent-aware capture flow. Every action stays local to this sample preview.

01

Capture

Make the customer change visible before it disappears.

02

Review

Check the deal, proposal, and commitment before relying on the update.

03

Approve

Move the next useful action forward while a person remains accountable.

This preview uses sample data. It does not use authentication, your microphone, customer systems, contract services, or real customer data.

Capture now. Protect the commitment while there is still time to act.

Explore the mobile experience

Product direction

Planned

Carry the customer story beyond closed won.

The agreement should not become the point where commercial context disappears.

Orchestri is planning a controlled external collaboration experience for selected documents, requests, status, and next steps. It is not available for production use today.

  1. 01

    First conversation

    Needs, stakeholders, and commercial context

  2. 02

    Opportunity

    Decision path, commitments, and forecast evidence

    Most CRM workflows lose continuity after this point.
  3. 03

    Agreement

    Approved scope, terms, and promised outcomes

  4. 04

    Delivery

    What was sold carried into what is delivered

  5. 05

    Renewal

    History, value, risk, and the next decision

Keep delivery and renewal connected to what the customer was promised.

The intended experience shares only selected customer-facing information while the internal relationship record remains private.

Discuss an external workflow

Context you can inspect. Actions you control.

  • Sources stay visible
  • Uncertainty stays explicit
  • Consequential actions require review
Permissions, AI, and deletion controls →Privacy Policy →

Put commercial work in context.

Book an Intelligence walkthrough