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Get started with Orvo

Welcome to Orvo — your personal relationship assistant that helps you remember what matters and build better connections effortlessly.

Let’s get you started in just a few steps 👇

 1️⃣ Import your contacts

Bring all your connections into one place — from Google, Outlook, Apple Mail, or a simple .csv.

No more digging through inboxes or spreadsheets — Orvo keeps everyone neatly organized and searchable.

👉 Google Contacts Import Guide

👉 Outlook Import Guide

 



2️⃣ Create Icebreakers with Orvo AI

Once your contacts are in, hit “Create Icebreaker” — Orvo will draft a personalized message for you based on your notes and history.

You can tweak the toneadd context, or even send it directly if you’ve connected your email.

Imagine this:

“Hey James, I saw Techspire’s latest product launch — congrats! Let’s grab a coffee soon.”

…without ever typing it yourself. ☕

 


3️⃣ Tag and Group Smartly

Add tags like “Conference 2024,” “Golf Club,” or “Investors.”

You can pin those groups to build Shared Interest groups — so you can see everyone who shares your hobbies, background, or how you met.

Perfect for remembering where you met someone or who’s into hiking like you.

 


4️⃣ Record or Upload Voice Notes

No time to type? Just record a quick note or upload meeting audio — whether from Zoom or your phone.

Orvo will store it under that contact, so you’ll never forget key moments or promises again.

“Spoke with Sarah about partnership next month — follow up in two weeks.” 🎙️

 


5️⃣ Team Features (Business Accounts)

If you’re on a business plan, you can:

  • Assign tasks to colleagues (they need an Orvo subscription as well)
  • Share contacts or notes
  • Stay aligned on outreach without endless messages or spreadsheets



 6️⃣ Visualize Relationships with Hierarchy

Map out the organizational structure of your clients or partners — see who reports to whom and plan your approach strategically.

“James → Sarah → VP of Sales → CEO” — all at a glance.

 


7️⃣ Manage Leads with the Kanban Board

Track your connections across stages like First ContactInquiry, and Conversion.

Your network isn’t static — Orvo helps you see momentum and keep things moving. You can drag and drop your contacts in the pipeline!

 


8️⃣ Build Personal Context with Linked Contacts

Link family members, colleagues, or partners — so you’ll remember who’s connected to whom and the moments that matter.


“Remember to wish Sarah’s husband luck on his marathon.” 🏃


That’s it — you’re all set to start building deeper, smarter relationships.

Your network just became your biggest asset — and Orvo will make sure you never forget a name, moment, or story again.

Start exploring 👉 [Go to Dashboard]

With appreciation,

The Orvo Team

The Personal CRM That Remembers What Matters


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