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How Orca works

The operational layer your systems never gave you.

Orca doesn't ask you to rip out every specialist system. It becomes the operational layer that connects the people, work, records, documents and follow-through around them.

Where Orca fits

Keep what works. Replace the glue.

Orca owns

  • Customer context and relationships
  • Tasks and follow-through
  • Documents and forms
  • Intake and review
  • Search across your records
  • History and notes
  • Your industry's operational records

Others can keep owning

  • Accounting and payroll — your chart of accounts? No way. New-hire W-9s and social security cards? Not Orca.
  • Payments and invoicing — card processing and payouts stay someone else's very good problem.
  • A specialist booking system
  • Advanced analytics
  • Marketing platforms — campaigns and audience lists aren't Orca's job, and we're glad.

Orca replaces

  • Operational spreadsheets
  • Inbox-driven follow-up
  • Manual trackers
  • Disconnected status lists
  • Handoffs that depend on memory

Today, information from other systems comes into Orca through CSV and Excel imports that your team reviews before anything is saved. Live sync with other systems is coming soon to Orca.

The command center

One place to start the day.

The Command Center brings together what needs attention: quick actions, today's arrivals, the processing queue, your tasks and alerts. Search across every record and a command palette are on the way.

How it connects

From a request to a record, without the follow-up by hand.

  1. Something comes in

    A form submission, a spreadsheet import, a guest's note or a new reservation.

  2. It lands in one queue

    Nothing waits in someone's inbox. The queue shows what's yours and what's the whole team's.

  3. Someone reviews it

    Open it, fix what's missing, then approve or reject. Nothing is saved until a person decides.

  4. It becomes a record

    The customer, reservation, membership or event is created or updated, in your industry's terms.

  5. The work attaches

    Tasks, documents and notes link to the record, so the next person has the full context.

  6. History keeps the story

    Every change is recorded with who made it and when, on the record and for the organization.

Built for your industry

Your industry sits on a shared platform.

Every organization gets the same foundation and engines. What changes is the layer on top: the words, records and workflows of your industry.

  1. Your industry

    Guests and stays, members and chapters, or tables and guest lists, with the screens and reports each one needs.

  2. Shared engines

    Customers, tasks, documents, forms, the queue, calendar, events and reports: the same everywhere.

  3. Foundation

    Accounts and roles, permissions, search, notes and history, and parent organizations.

See what your operation looks like when the pieces work together.

A guided walkthrough, set up around your business.