Conga Orchestrate

Streamline business with workflow automation.

Haven’t met a Salesforce workflow yet that we can’t handle.

With Orchestrate, you can easily visualize, configure, automate, and manage large numbers of workflow steps. Create complex, repeatable processes in Salesforce with no code, and easily track execution. Cut out manual steps and leave errors in the dust.

Transform your business with easy, fluid Salesforce workflows.
Automation to rock your world.

Easily visualize, create, and change workflow processes in Salesforce. Even complex workflows with multiple steps are a cinch to build and automate. 

Taking all those steps by hand slows down progress and mistakes are sometimes made. With Orchestrate, be sure all steps are completed and boxes checked. Compliance is a snap.

See and track process status, plus keep a transaction trail for each step taken. Reports and dashboards will show patterns and surface bottlenecks.

There are many benefits to defined workflows. Lower costs and better productivity, thanks to more efficient processes. Fewer errors. Happier customers. And when you don’t have to repeat those steps over and over again, happier you.
 

No workflow too complex.

Build your workflow with a process flowchart no matter how complex. Steps can be anything you need, including a New Record, Checklist, Approval, Email, Record Update, and more. 

Then, repeat what works. Store your process templates to use again, with the ability to customize and control when they’re executed. 

Set workflows to kick off automatically when a record is created or updated, time has passed (recurring processes), records match your specific criteria, or an event is scheduled on your calendar.

Keep up with automatic notifications to the right person when an approval or review is needed. And rest assured the process will wait until approved. 
 

Pricing built for your company.

Orchestrate pricing starts at $25 USD per user per month. 

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The biggest benefit from Orchestrate is the fact that we follow the same steps every single time and never have to worry about anything falling through the cracks, or anybody going rogue and doing it a "different way."

Lars Phillips
Avier Wealth Advisors
See for yourself.

Websites are full of words that tell you things. And that’s great. But sometimes you just need to see how stuff works. So we made a demo for those occasions. We’d love to show it to you.