Orchestrate · commercial focus of Aura Platform
CRM records the relationship.
Orchestrate operates it.
It runs customer work from opportunity to agreement, delivery, invoice and payment in one record, with a person approving every consequential step.
Who Orchestrate is forOpportunity foundA reason to beginEvidence attached to the opportunity
Approved to proceedAction can proceedRequired conditions are clear
History keptNothing is lostDecision, handoff and outcome remain together
Orchestrate at a glance
- For
- Service businesses and operating teams that manage customer relationships, agreements, delivery and payment across fragmented tools.
- Problem
- The relationship is scattered across CRM, email, contracts, project tools and invoicing, so context, authority and history are lost at every handoff.
- What it does
- Find and qualify customers, send outreach, agree terms, deliver the work, invoice it and get paid, in one record. AI prepares every step. Nothing is sent, agreed or billed until a person with that authority approves it.
- Pricing
- $29.99 a month or $299.99 a year.
Before action
Know when the work is ready.
See the information, approvals and conditions required before an action moves.
If something is missing, hold the action and show why.
From prospect to qualified work
Start with a real opportunity.
Capture where the prospect came from, qualify the fit, and decide whether there is work to pursue.
◒Signal foundCommercial intersection identifiedReview
A useful reason to begin is present. The source and context are retained for qualification.
Fit evidenceReachabilityAuthorization
When the work is authorized
Move through the commercial work.
Engage the customer, agree what will happen, deliver the work, invoice it and complete the transaction.
↗Engagement is deliberateResponse received · handoff available
signalresponserecord
When the path changes
Stop safely when something changes.
Missing approval, a provider problem or a failed step can pause the work without losing where it stopped.
ContinueKeep the commercial history
See what happened.
Replies, meetings, agreements, invoices and receipts stay with the work.
