Hey, i was thinking about getting a agency portal for my business where clients can manange subscriptions, invoices etc. The only thing is, i am using Jortt https://developer.jortt.nl/#jortt-api
Is it possible to connect them?
I need to be able to connect them as i use jortt for my payments
I saw you write a couple of weeks ago about having embeds and links in the next week, but I just looked and cannot see any option to add embeds? I have certain google sheets and shareable URLs I would want in each clients portal. Do you plan to add embeds?
Also, as in basecamp, kitchen, userqueue etc, you have a chat module, or discussion module for each client. Do you have plans to have this?
Also, userqueue has a great feature, that means a client can only add a task to the 'not started' column, and cannot move the task: this is extremely useful./ Do you have this?
Thanks for this. From a client point of view, I find the discussion/chat module is the most used by far, even though they can add tasks, or request something themselves, most go straight to the discussion one, as its usually a question based message first. Its also a great way for me to add updates, status updates, quick notes for clients, which are not part of an actual task, or warranting one
I agree. I think the compromise would be to have the option of threaded conversations, which creates less of an immediate expectation for a response and keeps things tidy.
You can use Orchestra as a basic CRM (you can add customers and manage their status and portal access)
It's quite basic on the data-side for now, I'll be adding at some point a way for you to add custom metadata to customers and making it way more powerful as a CRM :)
The focus for now is enabling the perfect "working" workflow between your agency and your customers.
Question though as we already own Agency handy... and without me calling out the differences... have you seen what they do and how do you and Orchestra compare?
Comparisons are never fair... but they do happen for every product or business... so, sorry!
A: Hey, happy you’re loving the black UI and free course!
AgencyHandy packs in tons of features, which can feel overwhelming and slow you down. Orchestra sticks to what agencies actually need: polished client portals, simple task tracking, flexible billing and good performance.
One of our AppSumo users from the Netherlands told me (word-to-word) “Quick update, ‘this works so smooth’ client...
Q: Does your data storage providers comply with the EU General Data Protection Regulation (GDPR)?
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Q: Connecting it to Jortt API
Hey, i was thinking about getting a agency portal for my business where clients can manange subscriptions, invoices etc. The only thing is, i am using Jortt https://developer.jortt.nl/#jortt-api
Is it possible to connect them?
I need to be able to connect them as i use jortt for my payments
Share Orchestra
Q: Embeds, chat/messages
I saw you write a couple of weeks ago about having embeds and links in the next week, but I just looked and cannot see any option to add embeds? I have certain google sheets and shareable URLs I would want in each clients portal. Do you plan to add embeds?
Also, as in basecamp, kitchen, userqueue etc, you have a chat module, or discussion module for each client. Do you have plans to have this?
Also, userqueue has a great feature, that means a client can only add a task to the 'not started' column, and cannot move the task: this is extremely useful./ Do you have this?
RieraAnthony
May 6, 2025A: Hi!
Embeds
Live embeds (Google Sheets, Loom, Figma, etc.) are in internal testing and on the roadmap. For now you can paste a normal link.
Chat
Comments and @mentions keep things tidy and async. I’m experimenting with a light “Discussions” panel, but only if it stays distraction-free.
Board rules
You can already set WIP limits, lock status moves, or block client task creation. The idea of...
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Thanks for this. From a client point of view, I find the discussion/chat module is the most used by far, even though they can add tasks, or request something themselves, most go straight to the discussion one, as its usually a question based message first. Its also a great way for me to add updates, status updates, quick notes for clients, which are not part of an actual task, or warranting one
I agree. I think the compromise would be to have the option of threaded conversations, which creates less of an immediate expectation for a response and keeps things tidy.
Yep, exactly this
Q: Can this be used as a CRM too?
I’m thinking of replacing my existing platform, I like the look of this, I’m just wondering if it can be used as a pipeline CRM too?
RieraAnthony
Apr 28, 2025A: Hey there 👋
You can use Orchestra as a basic CRM (you can add customers and manage their status and portal access)
It's quite basic on the data-side for now, I'll be adding at some point a way for you to add custom metadata to customers and making it way more powerful as a CRM :)
The focus for now is enabling the perfect "working" workflow between your agency and your customers.
Hope this...
Share Orchestra
Q: vs AgencyHandy
Hello! I love the black UI and your free curse!
Question though as we already own Agency handy... and without me calling out the differences... have you seen what they do and how do you and Orchestra compare?
Comparisons are never fair... but they do happen for every product or business... so, sorry!
RieraAnthony
Apr 28, 2025A: Hey, happy you’re loving the black UI and free course!
AgencyHandy packs in tons of features, which can feel overwhelming and slow you down. Orchestra sticks to what agencies actually need: polished client portals, simple task tracking, flexible billing and good performance.
One of our AppSumo users from the Netherlands told me (word-to-word) “Quick update, ‘this works so smooth’ client...
Share Orchestra
I will try the agency side (already saw the client side) and will ask questions for sure :) Thank you for your answer!
Verified purchaser
Awesome that's perfect! I'm staying posted! 🫡