Orchestri Native · Cadence and Intelligence

Keep every professional relationship moving.

Cadence keeps contacts, conversations, meetings, commitments, ownership, and next steps together. When responsibility changes, the relationship history moves with it.

Two direct-use editions

Start with Cadence. Add Intelligence when you need it.

Cadence keeps relationship work moving. Intelligence adds forecasting, operating reviews, agreements, and broader automation.

Orchestri Cadence

Keep every professional relationship moving.

Orchestri Cadence brings your team’s contacts, conversations, meetings, recordings, and follow-ups together—so everyone remembers the context, knows what needs attention, and can follow through.

$49/user/month

1-user minimum

5 users: $245/month

10+ users? Ask about sales-assisted volume pricing.

Compare Cadence

Orchestri Intelligence

Turn connected customer activity into coordinated business decisions.

Run customer and commercial work with the context connected, from forecasting and operating reviews to agreements and coordinated action.

From $299/month

Includes up to 5 users

Compare Intelligence

A Cadence handoff

Change the owner without losing the relationship.

Cadence keeps the history, commitments, and next step with the contact when responsibility changes.

Before the handoff

Jordan owns Northstar

Last meeting
Pricing review
Customer commitment
Revised scope by Friday
Open follow-up
Confirm legal contact
Handoff recorded →

After the handoff

Priya owns Northstar

  • ✓ Meeting context preserved
  • ✓ Commitment transferred
  • ✓ Follow-up due Friday

Illustrative sample data. The relationship changes hands; the context does not disappear.

Trust and control

AI prepares the work. Your team decides what happens.

See where every answer came from, respect each person's access, and review important actions before they happen.

Read Trust & Security

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

How Orchestri works

Turn customer context into reviewed action.

Bring in permitted information, show where it came from, prepare a next step, and leave important decisions with a person.

  1. 01

    Bring in the right context

    Use only the records and inputs the workspace is allowed to access.

  2. 02

    Keep the source visible

    Organize the work without hiding where the information came from.

  3. 03

    Use only permitted context

    Respect the access available to the person and workflow.

  4. 04

    Prepare the next step

    Show the observed change, supporting sources, and any known gaps.

  5. 05

    Review before action

    A person reviews important work before any supported action happens.

Technical boundaries

Source identity is preserved in the experience where supported. Connected coverage, refresh behavior, duplicate handling, and data quality depend on the configured source and implementation scope.

This site does not claim a universal entity-resolution system, guaranteed freshness, automatic contradiction resolution, or unrestricted cross-system access. Missing or stale context should remain visible to the reviewer.

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

Start with the work that matters first.

Cadence includes guided setup. Intelligence includes guided configuration within a defined scope. Complex migrations, custom integrations, unusual governance, specialized security, SSO where applicable, and extensive historical cleanup are scoped separately.

Start guided activation