Connect existing CRM
Start with the customer and pipeline system your team already uses.
Overlay Mode
Keep Salesforce or HubSpot. Add Orchestri intelligence.
Overlay Mode connects to your existing CRM as a read-only intelligence layer, helping teams improve forecasting, operating rhythm, reporting, and AI-guided next steps without forcing a migration first.
Intelligence layer
Existing CRM records stay the source.
01
Connect CRM
02
Normalize records
03
Analyze intelligence
04
Show provenance
What Overlay Mode does
A read-only operating view above supported CRM data.
Orchestri reads supported Salesforce or HubSpot records, normalizes them into intelligence views, and analyzes them across Forecasting, Revenue Intelligence, Operating Rhythm, Reporting, Search, and Maestro while preserving source attribution.
Normalize into Orchestri
Map supported records into consistent intelligence views with source context attached.
Analyze across surfaces
Use the same connected data for forecasting, reporting, search, rhythm, and Maestro guidance.
Supported objects
Accounts, Contacts, and Opportunities/Deals first.
Overlay Mode is intentionally clear about what is supported now and what is not part of current overlay intelligence.
Supported now
Used for
Accounts
Forecasting, Revenue Intelligence, Operating Rhythm, Reporting Studio, Maestro, Search
Contacts
Revenue Intelligence, Operating Rhythm, Reporting Studio, Maestro, Search
Opportunities / Deals
Forecasting, Revenue Intelligence, Operating Rhythm, Reporting Studio, Maestro, Search
Not included today
Contract Intelligence
Product Intelligence
Price Book Intelligence
Source CRM writeback
These areas may be considered roadmap or planned expansion, but they should not be treated as live Overlay Mode intelligence.
Read-only by design
Your source CRM stays unchanged.
Overlay records are read-only intelligence inputs. Orchestri does not update Salesforce or HubSpot records, change stages, modify owners, or write back forecast changes.
Source CRM unchanged
Provenance visible
Read-only enforced
Eligibility and exclusions shown
Overlay Data Policy
What gets analyzed, and why.
The default policy keeps forecast logic practical while still surfacing useful operating and trust signals from connected CRM data.
Open opportunities are included by default.
Closed Won opportunities can be included within a lookback window.
Closed Lost opportunities can support loss and risk context, but are excluded from forecast calculations.
Forecast eligibility requires amount, stage, and close date.
Owner gaps are treated as operating and trust signals, not automatic forecast blockers.
Health and coverage
Every intelligence surface shows inclusion, exclusion, and coverage.
Teams can see which records were used, which records were excluded, and what needs cleanup before a record becomes forecast-eligible.
Included opportunities
Excluded opportunities
Missing amount
Missing close date
Mapping incomplete
Source breakdown
Last sync
Read-only active
Where it helps
Visibility for the operating rhythm around revenue.
Overlay Mode is designed to help teams make better use of the customer and opportunity context already sitting in Salesforce or HubSpot.
Forecasting
See pipeline and confidence from connected CRM opportunities.
Operating Rhythm
Turn CRM, activity, and customer signals into a weekly business review.
Revenue Intelligence
Identify risk, movement, and coverage gaps from connected records.
Maestro
Ask questions across connected customer and opportunity context.
Reporting
Create blended reports with provenance and eligibility.
Ideal fit
A practical starting point for teams that need visibility before migration.
Overlay Mode is usually strongest when the team already has CRM records in place and needs operating clarity before changing core workflows.
Use Salesforce or HubSpot today
Want better visibility without a migration
Need forecasting and operating cadence
Have data spread across teams or systems
Want to evaluate Orchestri before replacing their CRM
Start with visibility. Migrate only when ready.
Overlay Mode gives teams a practical way to improve operating clarity now while keeping existing CRM workflows in place.