Orvo

A personal relationship manager for tracking stakeholders and prepping meetings

Beginner API
Screenshot of Orvo, A personal relationship manager for tracking stakeholders and prepping meetings

What is Orvo?

Orvo is relationship management software for individual professionals. It tracks stakeholders, surfaces follow-ups in a daily dashboard, maps org structures and uses AI to prepare meeting briefs from the notes you have captured.

Orvo is relationship management software aimed at individual professionals rather than sales teams. Instead of deals and pipelines, it organizes the people a person works with: their role, how strong the relationship is, when they last spoke, and which commitments are still open. The goal is to keep context from vanishing when projects change, teams shift or a new role begins. The workflow starts with adding stakeholders and logging notes as work happens. Each profile can be filtered by team, priority or engagement level. A Command Center dashboard then surfaces what needs attention today: open actions, upcoming and overdue follow-ups, and people who have not been contacted recently. Actions are tied to specific people, so a promise to circle back stays attached to the person who is waiting for it. An AI assistant works from the notes, interactions and profiles already captured. Before a conversation, it assembles a preparation brief covering past discussions, open items and suggested talking points. It also produces relationship summaries and suggested actions. Two further views add structure: an Opportunities board groups stakeholders and actions around a partnership, project launch or career move, and a Network Map shows reporting lines and how stakeholders connect across an organization. The target audience includes product managers, consultants, cross-functional leaders, managers and anyone onboarding into a new role. The Pro plan covers individuals and consultants, while the Business plan adds multi-team workspaces, real-time contact collaboration, task delegation and API access. A newer sharing feature lets a colleague view or edit specific contacts, with private notes kept hidden, which suits executive and assistant pairings. Among alternatives, Orvo sits between personal CRMs, which usually stop at contact reminders, and enterprise CRMs, which center on revenue tracking. Its focus on internal politics, visibility and meeting preparation makes it a narrower but more fitting choice for people whose work depends on relationships rather than quotas. The site also publishes guides on stakeholder management and career visibility.

How do you use Orvo?

  1. 1Start the free trial
    Open the free trial page and create an account. The 14-day trial needs no credit card and covers the full product.
    Orvo — Start the free trial
  2. 2Add your key stakeholders
    Create profiles for the people who matter to your work, with their role, relationship strength and notes. Use filters for team, priority or engagement level later.
  3. 3Log actions and follow-ups
    Create actions tied to specific people for anything you have promised. The Command Center then shows what is due, overdue or neglected.
  4. 4Generate a meeting brief
    Ask the assistant to prepare for an upcoming conversation. It pulls past notes, relationship context and open items into a preparation brief.
  5. 5Map your organization
    Use the Network Map to chart reporting lines and connections, and group threads on the Opportunities board. The stakeholder management guide offers further ideas.
    Orvo — Map your organization

Pros and cons

Pros

  • Built around people and context instead of deals, which suits managers, consultants and cross-functional rolesAI
  • Command Center dashboard shows open, due and overdue follow-ups plus neglected stakeholders in one placeAI
  • AI meeting briefs draw on past notes, open items and suggested talking pointsAI
  • Network Map visualizes reporting lines and influence across an organizationAI
  • 14-day free trial on every plan with no credit card requiredAI

Cons

  • Not designed for sales pipelines or revenue tracking, so it will not replace a traditional CRMAI
  • AI output depends on how much context the user logs manually, so value grows only with consistent note-takingAI
  • Unlimited voice transcription on the Business plan is subject to a fair usage policy with possible throttlingAI
  • The homepage lists no free tier beyond the trial, so continued use requires a paid subscriptionAI

How much does Orvo cost?

Free trial

All plans include a 14-day free trial with no credit card required, and cancellation is possible at any time.

Learn more

Pricing

Pro is $19/mo for professionals and consultants, with unlimited stakeholders, Network Map, email and calendar sync, AI meeting prep and 40h/mo voice transcription. Business is $39/mo and adds multi-team workspaces, real-time collaboration, unlimited transcription, API access and priority support.

Learn more

Support

Priority support is included on the Business plan. The site also hosts a library of learn articles and guides on stakeholder management and career visibility.

Integrations

The Pro plan includes full email and calendar sync. The Business plan adds advanced API access. No specific third-party apps are named on the homepage.

Features

Stakeholder profiles with filters, a Command Center for follow-ups, AI meeting preparation and summaries, an Opportunities kanban board, a Network Map of reporting lines, voice transcription, email and calendar sync, and per-contact sharing with private notes.

Frequently asked questions about Orvo

  • How much does Orvo cost?
    Pro is $19/mo for professionals and consultants, with unlimited stakeholders, Network Map, email and calendar sync, AI meeting prep and 40h/mo voice transcription. Business is $39/mo and adds multi-team workspaces, real-time collaboration, unlimited transcription, API access and priority support.
  • Does Orvo offer a free trial?
    All plans include a 14-day free trial with no credit card required, and cancellation is possible at any time.
  • Does Orvo have an API?
    Yes, Orvo offers an API.
  • How do you use Orvo?
    The walkthrough on this page covers 5 steps: 1. Start the free trial 2. Add your key stakeholders 3. Log actions and follow-ups 4. Generate a meeting brief 5. Map your organization.
  • What platforms does Orvo support?
    Orvo is available on Web App.
  • What does Orvo integrate with?
    The Pro plan includes full email and calendar sync. The Business plan adds advanced API access. No specific third-party apps are named on the homepage.

Status

StatusActive
Views0
Outbound clicks0
Added10/8/2026

Platforms

Web App

Pricing

Free TrialSubscription