Improved visibility and case management
Since implementing Q-assign, I receive notifications whenever a Data Services ticket is created, allowing me to track progress from creation through completion.
Amon Kimutai
About Ortoo
Workflows should be predictable. Also when AI is involved.
We've built Salesforce workflow software for 15 years. Everything we've learned points the same way: work running on Salesforce becomes reliable when execution is defined, not when more automation is added on top.
The problem
The gap isn't new. The assumption is.
Salesforce workflow problems aren't new. Routing has always been complex. Email has always carried unstructured information. Assignment has always required more nuance than rules can express. Teams have always patched the gaps with manual work.
Salesforce teams don't lack tools. They have flows, rules, queues and AI. What they lack is a reliable way to handle work from start to finish, without constant fixes, uncertainty and cost surprises.
What's new is AI, and the assumption that AI alone will close that gap. It's being added to these processes without the structure to control how it behaves or what it costs. That produces more complexity, not less.
Our approach
AI is a powerful tool inside a workflow. It is not, by itself, a workflow.
We take a different view. Work should be handled in defined steps, by agents built for specific tasks, with clear decisions between them. AI is used where interpretation adds real value. Everything else stays controlled by rules. Outcomes stay predictable, and so does cost.
Ortoo brings together three things that don't usually live in the same place: a long memory of how Salesforce workflows behave in production, a platform that orchestrates AI and automation as a single controlled execution layer, and a small responsive team that stays close to the people running operations every day.
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The mark
The O is a whole note.
A semibreve, the note that holds a full measure on its own.
We chose it because the problem we work on is fragmentation. Salesforce operations are split across flows, queues, rules, integrations and manual fixes. Each part works. The whole doesn't.
A score doesn't make music more creative. It makes a hundred parts arrive in the right order. That's the job.
Where we fit
What we are.
Execution happens in Salesforce. Ortoo orchestrates.
- a structured way to handle work from start to finish in Salesforce
- a system that brings consistency to how work is handled
- a layer that connects workflows, agents and decisions into one process
- a way to use AI in a controlled and predictable way
- a way to make outcomes and costs predictable
What makes us different
Specialised, proven, and close to the work.
Proven in production.
Q-assign and Email-to-Anything have been on the AppExchange for 15 years. Ortoo Orchestrator is processing hundreds of thousands of records monthly across enterprise customers in compliance, automotive, supply chain, insurance, and financial services.
Specialised in Salesforce.
We don't build for ten platforms. Everything we make is 100% Salesforce-native and designed for the operational shape of real Salesforce orgs: flows, queues, assignment rules, Omnichannel, Agentforce, complex data models.
A partner, not a vendor.
The people who answer your support question and the people who build the product sit in the same company. Our customers consistently describe us as responsive, hands-on, and genuinely invested in their workflow problem.
Proof at scale
Trusted in production at enterprise scale.
Cars.comAssentBamboo HealthBYmyCARMongoDBTeletrac NavmanMitratech
120,000+
records processed in three months, Assent Compliance
33,600 hrs
reclaimed annually, Cars.com
15 years
on the Salesforce AppExchange
CUSTOMER VOICE
From the teams running complex high-volume workflows.
Verified reviews from Salesforce teams on AppExchange.
Efficient and reliable experience with Ortoo
Overall, the Ortoo app has been a good experience. It improved visibility, automated case assignment, and supported more balanced workloads.
Shaik Farooq
Improving workload distribution and team efficiency
The process of assigning cases has become more structured and efficient, which has contributed to better coordination and visibility across the team.
Wish Wanjala
Responsive team, efficient product
With over 1,000 cases coming in daily, we needed a structured approach to ensure cases are directed to the right teams, and within those teams, the right individuals based on availability and expertise.
Mercy Kiprono
Configurable for complex needs
Q-Assign is highly configurable and has met our complex needs for case handling. The team has been heavily invested in finding and delivering a solution that best met our needs.
Louisa Barrett
Robust and configurable
The Ortoo team did an amazing job helping us find solutions for our org which has many complex workflows and agents with varying abilities. The solution is very robust and configurable.
Ellen Parker
Amazing product and support
I was initially skeptical about relying on a third-party app for routing instead of Salesforce's out-of-the-box Omni-Channel, but the solution has exceeded my expectations. Stable, reliable, and the support team has been exceptional at every step.
Jessica Combs
Streamlined case management
The interface is user friendly and the automation features reduce manual effort while keeping tasks accurate. It has streamlined case management and made it easier to track and prioritise work.
Tarun D Chalam
Exceptional support team
I have never had a better experience with a customer success team from a third-party vendor. They proactively worked to optimise our setup while remaining receptive to our priorities and bandwidth. They listen, and they resolve.
Lisa Koeck
A customer-centric team
The Ortoo team is exceptional at responding to customer requests in a timely fashion. Anything we have asked for, they are quick to address, whether resolving an issue or adjusting the tool to fit our use case. Great team to work with.
Kevin McDaniel
A huge thumbs up for Ortoo Orchestrator
Our experience with Ortoo has been outstanding. Orchestrator has worked seamlessly for our team, delivering automated assignment routing that has significantly improved our workflow. Its email capability has become an essential part of our Salesforce org with its intuitive functionality and upgraded interface.
Angela McGuire
Improved visibility and case management
Since implementing Q-assign, I receive notifications whenever a Data Services ticket is created, allowing me to track progress from creation through completion.
Amon Kimutai
Efficient and reliable experience with Ortoo
Overall, the Ortoo app has been a good experience. It improved visibility, automated case assignment, and supported more balanced workloads.
Shaik Farooq
Improving workload distribution and team efficiency
The process of assigning cases has become more structured and efficient, which has contributed to better coordination and visibility across the team.
Wish Wanjala
Responsive team, efficient product
With over 1,000 cases coming in daily, we needed a structured approach to ensure cases are directed to the right teams, and within those teams, the right individuals based on availability and expertise.
Mercy Kiprono
Configurable for complex needs
Q-Assign is highly configurable and has met our complex needs for case handling. The team has been heavily invested in finding and delivering a solution that best met our needs.
Louisa Barrett
Robust and configurable
The Ortoo team did an amazing job helping us find solutions for our org which has many complex workflows and agents with varying abilities. The solution is very robust and configurable.
Ellen Parker
Amazing product and support
I was initially skeptical about relying on a third-party app for routing instead of Salesforce's out-of-the-box Omni-Channel, but the solution has exceeded my expectations. Stable, reliable, and the support team has been exceptional at every step.
Jessica Combs
Streamlined case management
The interface is user friendly and the automation features reduce manual effort while keeping tasks accurate. It has streamlined case management and made it easier to track and prioritise work.
Tarun D Chalam
Exceptional support team
I have never had a better experience with a customer success team from a third-party vendor. They proactively worked to optimise our setup while remaining receptive to our priorities and bandwidth. They listen, and they resolve.
Lisa Koeck
A customer-centric team
The Ortoo team is exceptional at responding to customer requests in a timely fashion. Anything we have asked for, they are quick to address, whether resolving an issue or adjusting the tool to fit our use case. Great team to work with.
Kevin McDaniel
A huge thumbs up for Ortoo Orchestrator
Our experience with Ortoo has been outstanding. Orchestrator has worked seamlessly for our team, delivering automated assignment routing that has significantly improved our workflow. Its email capability has become an essential part of our Salesforce org with its intuitive functionality and upgraded interface.
Angela McGuire
Improved visibility and case management
Since implementing Q-assign, I receive notifications whenever a Data Services ticket is created, allowing me to track progress from creation through completion.
Amon Kimutai