--- title: Orca Reviews meta_title: 'Orca Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Orca works for a business like yours. aggregate_rating: rating_value: 5.0 review_count: 7 scale: '5' date_modified: '2026-07-13' parent_category: name: Brand Advocacy url: https://www.g2.com/categories/brand-advocacy --- # Orca Reviews **Vendor:** Cortez Labs **Category:** [Customer Advocacy Software](https://www.g2.com/categories/customer-advocacy) **Average Rating:** 5.0/5.0 **Total Reviews:** 7 ## About Orca Orca was built under the premise to create a simple solution to effectively manage a customer advocacy program within Salesforce. We work to balance the capabilities of Salesforce with the end-user experience to deliver a powerful yet mindful sales application. Orca opens the door for companies and users to leverage existing relationships and data to accelerate business growth. Our user-friendly and 100% Salesforce native interface promotes quick adoption and implementation for new customers as well as a streamlined workflow that aligns with a traditional sales cycle. Orca is headquartered in Austin, Texas with operations based in Indianapolis, Indiana. ## Orca Pros & Cons **What users like:** - Users value the **centralized database** of Orca, which streamlines workflows and enhances team efficiency immensely. (1 reviews) - Users rave about the **phenomenal customer support** from Orca, making them feel like an extension of their team. (1 reviews) - Users value the **ease of use** of Orca, noting its intuitive features that streamline workflow and save time. (1 reviews) - Users value the **easy integrations** with Salesforce, enhancing workflow and driving successful outcomes for their teams. (1 reviews) - Users value Orca for its **centralized database and powerful scheduling** features that have significantly streamlined their workflow. (1 reviews) - Integrations (1 reviews) - Time-saving (1 reviews) - User Interface (1 reviews) ## Orca Reviews ### 1. Whale Done! Customer References Simplified!! **Rating:** 5.0/5.0 stars **Reviewed by:** Kelsie K. | Senior Global Reference Manager, Enterprise (> 1000 emp.) **Reviewed Date:** August 29, 2025 **What do you like best about Orca?** Orca has quickly become an essential part of our team's workflow. We moved from managing references across multiple channels to having one consolidated, centralized database of references. As a team, we're often asked who our public references are, and now with Orca, we can pull that list in seconds. What once relied on tribal knowledge and manual efforts is now at our fingertips with intuitive search functionality that has completely transformed the way we work. One of my favorite features is the scheduling functionality. Instead of endless back-and-forth emails to coordinate availability, it's not simplified to a single click where participants can enter their availability. This feature alone has saved our team countless hours of scheduling and planning. Since Orca sits in Salesforce, we can tie references directly to opportunities and clearly show the impact on closed revenue. But most importantly, not only does the tool do everything we need it to do and more, the Orca team is absolutely phenomenal! They've become an extension of our own team, learning our business, anticipating our needs, and partnering with us to achieve our goals! Overall, the move to Orca has been a game changer for our team! It transformed a messy, time-consuming process into a streamlined, centralized system that saves us hours of effort, accelerates sales cycles, and gives us clear visibility into the impact of references on revenue. With seamless Salesforce integration, powerful scheduling capabilities, and a superstar support team, Orca delivers far more than just a tool - it's a trusted partner in driving our success!! **What do you dislike about Orca?** At the moment, there is nothing that the tool is lacking. **What problems is Orca solving and how is that benefiting you?** 1. Centralized systems - All references are in one place, easy to access and update. 2. Faster workflows - Pulling lists/reports and finding data takes seconds instead of hours. 3. Time savings - Scheduling functionality alone saves countless hours each week. 4. Clear revenue impact - Since Orca sits in Salesforce, you can tie references to opportunities and prove the value and impact. 5. Strong teamwork - The Orca team acts like an extension of ours, partnering to achieve goals. ### 2. Orca and the team are best in class! **Rating:** 5.0/5.0 stars **Reviewed by:** Caitlyn W. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 01, 2023 **What do you like best about Orca?** I had the daunting task of completing a software evaluation while trying to launch a reference program and advocate program. When I came across Orca, I knew I had found a great software solution and true partners who would help me succeed in my programs. Once we were signed with Orca, Andru, and Scott worked closely to ensure the implementation went smoothly! They were eager to listen to my ideas and build product optimizations. When I needed to produce reports for C-level executives, there was no hesitation to jump on a call and walk me through everything I needed to know. I wholeheartedly recommend Orca for all your Advocacy program and Reference needs! **What do you dislike about Orca?** Nothing about Orca! The tool truly does all that it's designed to do - and well! I can't wait to see all the features they are going to be releasing in the next year. **What problems is Orca solving and how is that benefiting you?** Reference Management Tracking Advocates Tracking gifting initiatives Understanding the ROI of the Customer post-sale Making sure we're making the right ask to the customer at the right time! ### 3. Orca is a dream come true tool for customer marketers! **Rating:** 5.0/5.0 stars **Reviewed by:** Natasha T. | Marketing and Events Coordinator, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** August 08, 2023 **What do you like best about Orca?** - Extremely dedicated and responsive support team - In-depth analytics that highlighted the value of our customers - Modern and easy-to-navigate user interface for all teams (Sales, Marketing, UX) - Holistic view of customer usage across references, case studies, research calls, speaking engagements, and more **What do you dislike about Orca?** There aren't any dislikes I have at this time. Whenever our team encountered any roadblocks, the Orca team was swift to remove them. The team provides a great deal of transparency so you are never left with uncertainty. **What problems is Orca solving and how is that benefiting you?** Orca transformed our customer advocacy practices by generating reports that demonstrated the importance and value of our customers. Being able to see and track the dollar amount of influence was instrumental in getting leadership buy-in for our customer marketing programs. The program also helped streamline our reference process in a single place to reduce reference fatigue, avoid mistakes, and declutter our slack channels. ### 4. Orca is the go-to tool for reference programs! **Rating:** 5.0/5.0 stars **Reviewed by:** Chelsey A. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 16, 2023 **What do you like best about Orca?** Before Orca, I was tracking references in an excel spreadsheet. Requests from sales would get lost in email and slack. More importantly, I had no ability to report out on the impact references were having on in-pipeline deals. Now, sales can easily click a few buttons to request, I have everything in one place, and I can quickly pull reports to prove the value of my reference program. The cost is low for the amount of benefit, alignment, and efficiency this tool provides - no brainer for your tech stack. **What do you dislike about Orca?** No complaints! There were a couple ease of use issues for Sales when we first purchased orca, but Adru and Scott made adjustments to the interface immediately. They have been really great about making the tool work for our specific use case. A unique and refreshing quality for a vendor. **What problems is Orca solving and how is that benefiting you?** The process of requesting, tracking progress, and the impact of references. References are proven to decrease time to close and increase deal size. I've known that, but now I can easily show it to the rest of the team. ### 5. Orca is a champion for advocacy processes **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua M. | Customer Advocacy, Mid-Market (51-1000 emp.) **Reviewed Date:** October 14, 2022 **What do you like best about Orca?** The team is fantastic. They are quick to respond to questions and address any complaints or changes you'd like to see. Any changes that we have indicated we'd like to see is implemented in an extremely timely manner. The product is extremely user-friendly. Orca integrates with Salesforce nicely, and the way the dashboard is laid out makes it so that there is very little learning curve to the product. Our AEs are able to use it so that enough information is input that I have a complete understanding of what types of accounts they are looking to find references from and what frustrations or objections we're trying to overcome with prospective customers. **What do you dislike about Orca?** There are no real downsides. Any issues/complaints/changes you'd like to see, the company is quick to address these and make the necessary changes. **What problems is Orca solving and how is that benefiting you?** Having a customizable dashboard to track references and see the revenue it is impacting. It is also helping to provide a place where sales reps can request references between prospective and current customers with the advocacy liaison having quick access to all the information needed to find accounts to provide references. ### 6. Win over Sales, Customer Success, & Marketing with Orca **Rating:** 5.0/5.0 stars **Reviewed by:** Michael S. | Sr. Manager, Customer Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2022 **What do you like best about Orca?** Orca is a fantastic tool for Customer References and Advocacy programs, living inside Salesforce.com. The Orca team continues to innovate and develop the solution as well. Specifically, I loved using the reference management inside Salesforce, to track each individual reference, how often they engaged with prospects, their strengths and topics of expertise. On the customer base side, Account Managers and CSMs can easily refer to new references. Best of all, reference requests are made at the Opportunity level, which lets you track the win/loss and dollar amount of influence. **What do you dislike about Orca?** Not much at all. The team is open to feedback and product enhancements. During our onboarding, we made a suggestion or two about how a specific feature worked or how you accessed it and they were quite receptive. **What problems is Orca solving and how is that benefiting you?** So many - tracking references at the most basic level, but also allowing sales to request a reference where they live: inside Salesforce and at the opportunity level. Orca gives insights into the influence and impact of your references, as well as any referrals coming in. CSMs/AMs can see how engaged their customers are as advocates as well. You can even set frequency caps at the individual level so that references don't get worn out! ### 7. Orca is Key to Reference Selling **Rating:** 5.0/5.0 stars **Reviewed by:** Simon O. | Director of Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** January 15, 2021 **What do you like best about Orca?** The Orca team has figured out how to manage a growing reference pool for existing and ramping sales reps very well. This was quite difficult before and required my sales staff to investigate who implemented or managed comparable customers to figure out if the customer would be a good reference for the current deal, taking a lot of time. Orca's analytics also fills the gap in tracking how often and how effective our references are. I see the main value of Orca is that it gives our ramping reps the same reference resources that our veteran reps have built up over time and keeps us from overusing our star references. Definitely worth it. **What do you dislike about Orca?** No real downsides to Orca. It does exactly what we needed it to do. **Recommendations to others considering Orca:** The Orca team has figured out how to manage a growing reference pool for existing and ramping sales reps very well. This was quite difficult before and required my sales staff to investigate who implemented or managed comparable customers to figure out if the customer would be a good reference for the current deal, taking a lot of time. Orca's analytics also fills the gap in tracking how often and how effective our references are. I see the main value of Orca is that it gives our ramping reps the same reference resources that our veteran reps have built up over time and keeps us from overusing our star references. Definitely worth it. **What problems is Orca solving and how is that benefiting you?** Orca is helping us make sure we do not overuse our star references, track the effectiveness of reference selling for our sales cycles, and helps new team members get up to speed on the references they have as resources. ## Orca Discussions - [What is ORCA platform?](https://www.g2.com/discussions/orca-what-is-orca-platform) - 1 comment - [What does Orca software do?](https://www.g2.com/discussions/what-does-orca-software-do) - 1 comment - [View Orca pricing details and edition comparison](https://www.g2.com/products/cortez-labs-orca/reviews?qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-07-15+15%3A57%3A46+-0500&secure%5Bsession_id%5D=995010d2-a2cf-474b-8dc6-919568c33a0f&secure%5Btoken%5D=60b3adbffdf8a225d72bd2c3182ee6f0ec3de76bb7ade8ec9a50a41c46b7f2c2&format=llm_user) ## Orca Features **Agentic AI - Customer Advocacy** - Autonomous Task Execution - Cross-system Integration - Proactive Assistance **Discovery** - Referral Program - Incentives - 3rd-Party Trends **Insight** - Monitoring - Adoption Insight - Engagement Analysis **Mobile** - Mobile Optimization **Platform** - Multichannel Sharing - Forum - Integration - Content Distribution ## Top Orca Alternatives - [Influitive](https://www.g2.com/products/jigsaw-interactive-influitive/reviews) - 4.4/5.0 (388 reviews) - [Birdeye](https://www.g2.com/products/birdeye/reviews) - 4.7/5.0 (4,032 reviews) - [impact.com](https://www.g2.com/products/impact-com/reviews) - 4.4/5.0 (2,324 reviews)