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Oris Work
Pricing
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Oris Work

CRM, projects, communication, and client portal - unified in one workspace by Oris Work.

India

Product

  • Features
  • Pricing
  • CRM & Pipeline
  • Project Management
  • Team Chat
  • Client Portal
  • Integrations
  • Custom Objects

Industries

  • Professional Services
  • Restaurants & F&B
  • Healthcare & Clinics
  • Real Estate
  • Universal

Compare

  • vs Zoho One
  • vs Perfex CRM
  • vs Bigin by Zoho
  • Tally Integration

Resources

  • Documentation
  • API Reference
  • Blog
  • Resources
  • Help Center

Company

  • About
  • Careers
  • Contact
  • Privacy Policy
  • Terms of Service
  • Cookie Policy

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← All docs

Getting Started

  • Quick Start Guide
  • Inviting & Managing Team Members
  • Your First-Day Checklist
  • Roles and Permissions
  • Custom Roles
  • Switching Between Organisations
  • Sessions and Staying Signed In

Clients & Contacts

  • Adding a Client
  • Importing Clients from a CSV
  • Merging Duplicate Records
  • Client Groups
  • Client Services Card and Turning a Service On
  • Do Not Chase: Pausing Automated Reminders

CRM

  • Contacts & Companies
  • Deals & Sales Pipeline
  • Lead Management

Invoicing & Money

  • Invoicing
  • Payments & Receipts
  • Setting Invoice Due Dates
  • Estimates and Proposals
  • Payment Links
  • Overdue Reminders and Dunning
  • Recurring Invoices and Retainers
  • Vendor Bills
  • E-way Bills
  • GST Basics in Oris Work

Practice Management

  • Client Engagements
  • Client Portal
  • Tasks: Create, Assign and Track Work
  • Timesheets: Submit, Approve and Lock
  • Time Budgets Report
  • Notices and the Notice Reply Service
  • Compliance Calendar
  • Document Requests
  • Sign-off Pipeline: Partner, Client, Filed

Communication

  • WhatsApp inbox setup
  • Linking a WhatsApp line by QR code
  • WhatsApp logged out or disconnected
  • Auto-link WhatsApp numbers to clients
  • Email setup
  • Team chat basics
  • Threads, mentions and reactions in chat
  • Files, search, pins and saved messages in chat
  • Messaging AI bots in chat
  • Client chat

Reputation

  • Requesting reviews
  • How review ratings are routed

Growth

  • Lead routing and the first-response SLA
  • Segments
  • Campaigns basics

AI

  • Oris AI assistant
  • AI bots and their approval gate

Projects

  • Project Management

Modules

  • Payroll with PeopleOS
  • Books Module (ThynkBooks)
  • Tax Module (ThynkTax)
  • Audit Module (ThynkAudit)
  • Filings Module (ThynkFile)

Integrations & API

  • Accounting Connectors
  • REST API Overview

Security & Privacy

  • Data Encryption and PAN Handling
  • DPDP Consent and the PII Access Log
  • How Workspaces Are Kept Separate
  • Exporting Your Data

Troubleshooting & FAQ

  • "Too many requests" or "Rate limit exceeded"
  • "Reset token is invalid or expired"
  • "Your session expired"
  • WhatsApp Messages Are Not Coming In
  • Review Link Shows "404 Not Found"
  • "This may already exist" Duplicate Warnings

For your clients

  • Signing in to your client portal
  • Setting a password from your link
  • Messages with attachments
  • Paying your invoices online
  • Signing documents online
  • Leaving a review
Docs/Communication/Files, search, pins and saved messages in chat

Files, search, pins and saved messages in chat

Attach files, search message history, pin important messages and save messages for yourself.


Share files

  • Click the paperclip in the message box ("Attach files") and choose files.
  • You can attach up to 5 files per message, and each file must be under 10 MB.
  • Files show as chips with their size while uploading. A chip that says "failed" can be removed with the x and retried.
  • Click an attachment in a message to open it.

Search messages

  • Use the "Search messages…" box above the conversation list.
  • Results show the conversation, sender, text and time. Click one to jump to that message.
  • You only see results from conversations you are a member of.
  • No results? Try different words.

Pin a message to a conversation

  • Open the ... menu on a message and choose "Pin to conversation" (or Unpin).
  • Pinned messages show a pin mark. Click the pin button in the conversation header to open the "Pinned messages" panel.
  • In that panel click "Show in conversation" to jump back to the message in context.
  • Pins are shared with everyone in the conversation.

Save a message for yourself

  • Choose "Save message" from the ... menu (or "Remove from saved").
  • Saved messages are private to you. Click Saved at the top of the sidebar to see them all.
  • If the list is empty it says "Nothing saved yet".

Link previews

When you post a web link, a preview card with the title and description appears under the message after a moment. The author of the message can remove a preview with the x on the card. A card only appears if the page provides a title or description.

Common problems

  • "Files must be under 10 MB": compress or split the file.
  • "You can attach up to 5 files per message": send the rest in another message.
  • Cannot post in an archived channel: an owner or admin must unarchive it.

Related guides

Team chat basics

Message teammates directly, create group channels, and organise channels into teams.

Threads, mentions and reactions in chat

Keep discussions tidy with threads, tag people with @mentions, react to messages and track what is unread.

Messages with attachments

Send secure messages and files to your account team from the portal.