Project & Planning

Orvia

Two-way project planning and delivery synchronization for service teams.

About the Integration

Connect detailed project planning with client operations

Orvia is a flexible project planning platform for teams that manage tasks, timelines, dependencies, and delivery workflows in detail. The Saaporo integration connects those plans to the wider client relationship, allowing teams to keep their preferred planning environment while using Saaporo for onboarding, client visibility, approvals, reporting, and account health.

What the integration syncs

  • Projects, phases, milestones, and task groups
  • Owners, collaborators, priorities, and due dates
  • Task status, dependencies, and completion progress
  • Time estimates, labels, and selected custom fields
  • Project risks, blockers, and delivery updates

Teams can map Orvia workspaces and project types to Saaporo templates. Internal task detail stays in Orvia when appropriate, while client-facing milestones and progress are shared through Saaporo.

Keep both systems aligned

A new project created from a Saaporo template can automatically generate the corresponding Orvia plan with the correct phases, owners, and dates. Changes to milestone timing can sync in either direction according to the team’s rules.

Saaporo can summarize Orvia task activity into a concise client update without exposing internal production detail. Blocked tasks and missed dependencies can contribute to project-health indicators, giving account and operations leaders earlier visibility into delivery risk.

Common workflows

  • Create an Orvia project when a Saaporo engagement starts
  • Sync milestone progress into the client portal
  • Raise a Saaporo risk when critical tasks become overdue
  • Generate weekly updates from completed Orvia work
  • Close project tasks after final client approval

Why teams connect Orvia

Orvia provides the depth delivery teams need, while Saaporo provides the client and operational context around that work. The integration reduces duplicate updates, keeps timelines consistent, and allows internal teams and clients to see the right level of information without maintaining two separate versions of the project.

FAQ

Questions about bringing client operations into one place.

Saaporo is a client operations platform for agencies, consultancies, studios, and other service teams. It brings onboarding, projects, communication, approvals, automation, reporting, and client visibility into one connected workspace.

Traditional project-management tools organize internal tasks. Saaporo is built around the full client relationship, connecting delivery work with client portals, intake, feedback, approvals, reporting, health, and profitability.

Yes. Each client can receive a focused, branded space to complete onboarding, view progress, access files, review deliverables, leave feedback, approve work, and read updates without seeing internal-only information.

Teams can automate project setup, onboarding forms, task creation, approval reminders, weekly updates, risk alerts, renewal workflows, and other repeatable steps triggered by changes in client or project status.

Starter suits solo operators. Team adds collaboration and approvals. Growth adds automation, retainers, integrations, Saaporo Assist, and risk alerts. Scale adds capacity planning, profitability, advanced permissions, and priority support.

Yes. Starter is available at $0 and includes the core tools needed to organize client relationships, projects, portals, files, forms, and reusable templates.

Yes. Teams can begin with the level that matches their current delivery process and move to a higher tier as collaboration, automation, reporting, or operational-control needs grow.

Annual plans use the yearly prices shown in the pricing section and reduce the effective monthly cost compared with month-to-month billing.

Start with one repeatable client journey: create the client workspace, build the onboarding steps, add a project template, and define the approvals and updates. Once the process works, reuse it across new engagements.

Teams can organize existing client records, projects, files, forms, notes, and recurring workflows inside Saaporo, then move additional processes over gradually instead of changing everything at once.

Yes. Saaporo is designed to connect with the tools teams already use for sales, communication, files, forms, calendars, and reporting. Integration availability varies by plan, with custom options for larger teams.

Internal delivery and external client access are separated. Clients see only the spaces, files, updates, and approval requests shared with them, while advanced permissions are available for teams that need deeper control.