--- title: Conga Orchestrate Reviews meta_title: 'Conga Orchestrate Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 12 reviews by the users' company size, role or industry to find out how Conga Orchestrate works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 12 scale: '5' date_modified: '2026-08-07' parent_category: name: Process Automation url: https://www.g2.com/categories/process-automation --- # Conga Orchestrate Reviews **Vendor:** Conga **Category:** [Workflow Management Software](https://www.g2.com/categories/workflow-management) **Average Rating:** 4.7/5.0 **Total Reviews:** 12 ## About Conga Orchestrate Conga Orchestrate is an end-to-end process automation tool in Salesforce that allows you to quickly build and automate complex workflows for you and your team. With built-in steps between manual and automated approvals, Orchestrate allows you to easily manage your workflows, gives you visual insights to where a process or approval sits, saves a full audit trail for your records, and displays valuable data insights to identify common roadblocks and trends. Make your Visio and Lucidchart diagrams come to life. Integration with other Conga solutions is easy with Orchestrate. You can: • Create and update tasks and other standard, custom object records • Add checklists and approvals • Generate documents with Conga Composer • Trigger UiPath robotic process automation (RPA) bots • Send emails • Post to Chatter • Manage your contract lifecycles in combination with Conga Contracts for Salesforce • Integrate with Salesforce Flow, allowing you to put flow steps directly into Orchestrate With Conga Orchestrate, you can also: ● BUILD: Eliminate the process manual and store your process templates for repeated use. You can create and update tasks and other standard, custom object records; add checklists and approvals; generate documents; trigger UiPath RPA bots; send emails; and call REST services. ● RUN: Kick off processes automatically when a record is created or updated, when an event is scheduled on your calendar, when time has passed (recurring processes), or when records match your specific criteria. ● VISUALIZE: Visualize your processes with Orchestrate, including flow chart and Gantt views. Analyze current and future workloads using Salesforce reports, dashboards, or Einstein analytics tools. Build, run, visualize, and analyze longer-running, multi-person workflows using Conga's process automation engine. Build out complex processes to orchestrate handoffs between human work and automation. ## Conga Orchestrate Reviews ### 1. Workflow Orchestration of Salesforce CRM with Conga Orchestrate **Rating:** 3.5/5.0 stars **Reviewed by:** Juliana M. | Product Development Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** October 12, 2021 **What do you like best about Conga Orchestrate?** Conga Orchestrate is great when it comes to being flexibile and intutive for managing CRM database. It ensures that the data feed is always updated and accurate for our business insights. It also offers a transformative platform to develop my productivity which results in structured documentation and customer satisfaction. **What do you dislike about Conga Orchestrate?** Having multiple user-accounts for performing CRM workflow management can be quite challenging as its billing depends on number of Conga Orchestrate accounts rather than how many workflows we implement. **What problems is Conga Orchestrate solving and how is that benefiting you?** Conga Orchestrate is a convenient tool that helps me create workflow processes and obtain its dynamic tables & reports. It is relatively easy to create the salesforce design implementations as it has a simple drag and drop feature. It offers excellent platform support to various devices such as personal computers, tablets, laptops, mobile phones, which is pretty convenient. ### 2. Great automation tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2019 **What do you like best about Conga Orchestrate?** The concept of giving the development of business process automation to the business user group, they dont need to depend on IT/Salsforce admin to do any changes. The visual process is awesome for the users to know exactly where they are in the process. **What do you dislike about Conga Orchestrate?** Availablility of samples, best practices. **What problems is Conga Orchestrate solving and how is that benefiting you?** Removing reference guides ## Conga Orchestrate Discussions - [What is Conga Orchestrate used for?](https://www.g2.com/discussions/what-is-conga-orchestrate-used-for) - [View Conga Orchestrate pricing details and edition comparison](https://www.g2.com/products/conga-orchestrate/reviews?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+18%3A59%3A54+-0500&secure%5Bsession_id%5D=2b5826d5-117d-4379-98e0-b6831780204a&secure%5Btoken%5D=7660345c2e3000546160b4e70edb1045ba442841e88aa680f8be03860a6d032f&format=llm_user) ## Conga Orchestrate Features **Setup** - Activities - Flows - Dependencies - Notifications - Calendar Management - Business Process Automation **Management** - Updates - Audit Trail - Integration **Generative AI** - AI Text Generation - Generative AI **Agentic AI - Workflow Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Additional Functionality** - Drag & Drop - Template Management - Approval Process Control - Customizable Dashboard - Rules-Based Workflow - Document Management - Monitoring - Progress Tracking - Workflow Configuration - Collaboration Tools - Commenting/Notes - Task Management - Forms Management - No-Code - Data Import/Export - Email Management - Customizable Reports - Access Controls/Permissions - Graphical Workflow Editor - Real-Time Data - API - Search/Filter - AI Copilot - Mobile Access - Customizable Fields - Activity Tracking - Compliance Tracking - Role-Based Permissions - Reporting/Analytics - Project Workflow - Activity Dashboard ## Top Conga Orchestrate Alternatives - [Nintex](https://www.g2.com/products/nintex-nintex/reviews) - 4.3/5.0 (1,272 reviews) - [Process Street](https://www.g2.com/products/process-street/reviews) - 4.6/5.0 (451 reviews) - [Workfront](https://www.g2.com/products/workfront/reviews) - 4.1/5.0 (1,154 reviews)