Supported CRM providers
Salesforce and HubSpot
Orchestri Overlay · Available through guided configuration
Keep Salesforce or HubSpot. See what changed around the customer.
Keep Salesforce or HubSpot official. Orchestri brings supported customer activity, changes, and next steps into a clearer working view. Access to the CRM remains read-only.
From $995/month
Clear system ownership
Existing CRM records stay official.
01
Connect the CRM
02
Match supported records
03
Add customer evidence
04
Review what changed
Current coverage
Know what’s supported before you start.
Coverage depends on the CRM, records, permissions, and refresh behavior. These are the current Overlay boundaries.
Supported records
Accounts, contacts, and opportunities or deals
Connected-system behavior
Read-only; no source CRM writeback
Authentication and permissions
Secure connection and configured access determine what Orchestri can read and who can use it.
Refresh and synchronization
Connection-specific refresh health and last-sync status are shown in Orchestri.
Additional objects or systems
Coverage beyond the listed records requires technical and product review.
What Orchestri Overlay does
See the customer picture around the CRM record.
Orchestri reads supported Salesforce or HubSpot records, adds configured customer context, and keeps the original source visible.
Connect the CRM
Start with the customer and pipeline system your team already uses.
Bring the right records together
Match supported records while keeping their source attached.
Review changes and next steps
Use the same context for forecasts, reviews, search, and guidance.
Supported objects
Start with the customer and pipeline records that matter.
See what Overlay supports now and what is outside the current product boundary.
Supported now
Used for
Salesforce Accounts
Views, answers, risks, recommendations, and supported product workflows
Salesforce Contacts
Views, answers, risks, recommendations, and supported product workflows
Salesforce Opportunities
Views, answers, risks, recommendations, and supported product workflows
HubSpot Companies
Views, answers, risks, recommendations, and supported product workflows
HubSpot Contacts
Views, answers, risks, recommendations, and supported product workflows
HubSpot Deals
Views, answers, risks, recommendations, and supported product workflows
Not included today
Contract Intelligence
Product Intelligence
Price Book Intelligence
Source CRM writeback
These areas are strategic direction, not current Overlay capability. Any additional coverage must be confirmed before it is treated as part of an engagement.
Read-only by design
Orchestri reads the CRM. It does not change it.
Overlay records are read-only intelligence inputs. Orchestri does not update Salesforce or HubSpot records, change stages, modify owners, or write back forecast changes.
Read supported source records
Keep Orchestri-native information separate
Prepare recommendations
Run supported Orchestri actions
No external CRM writeback
Read-only lowers the risk of source-record corruption and preserves clear system ownership. It does not eliminate access, privacy, integration, data-quality, or governance risk.
Overlay Data Policy
Know what counts in the review.
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
See what’s included—and what needs attention.
Teams can see which records were used, which were excluded, and what needs cleanup before a record counts in the forecast.
Included opportunities
Excluded opportunities
Missing amount
Missing close date
Mapping incomplete
Source breakdown
Last sync
Read-only active
Where it helps
Run a more useful weekly revenue review.
Use the customer and deal context already around Salesforce or HubSpot to review movement, risk, and next steps.
Consistent customer view
See supported customer and pipeline records together without changing the CRM.
Supporting evidence
Connect customer conversations and other configured sources while keeping their origin visible.
Pipeline movement
See changes, trends, and records that need attention.
Regular business review
Use the same customer and deal context in a repeatable review.
Leadership summaries
Prepare clear updates with the supporting records still available.
Recommendations to review
Prepare guidance while leaving important actions with a person.
Mobile preparation
Reach supported relationship and commercial context on the move.
Ideal fit
For teams that want to keep their CRM.
Orchestri Overlay is strongest when Salesforce or HubSpot should remain official while the team needs clearer relationship context, forecasting, evidence, and operating decisions around it.
Use Salesforce or HubSpot today
Want a durable intelligence layer around the source CRM
Need forecasting and operating cadence
Have data spread across teams or systems
Want stronger evidence and follow-through without source CRM writeback
Keep the system of record. Add the intelligence around it.
Orchestri Overlay provides a durable relationship and commercial intelligence layer while supported Salesforce or HubSpot records remain read-only and official.