Get your Oris Work workspace set up in under 10 minutes.
Go to oriswork.com and click "Start free trial". Enter your workspace name, your name, email, and a password. You get a 14-day trial on the Growth plan — no credit card required.
The onboarding wizard asks which industry you operate in. Oris Work ships industry-specific pipeline stages, engagement templates, and workflows for Professional Services (CA/CS/Legal), Consulting, Real Estate, E-commerce, and more. Select your industry to pre-populate sensible defaults.
Upload a CSV or Excel file with your existing contacts or companies. The importer auto-maps common column names (name, email, phone, GSTIN, PAN). For CA firms, it detects GST/PAN columns and creates client profiles automatically.
Go to Settings and open the Team card, then click "Invite". Enter their email and assign a role (Admin, Manager, Member, Operator or Viewer, or one of your custom roles). They receive an email invite and can join your workspace immediately.
The dashboard shows your key metrics at a glance: open deals, outstanding invoices, overdue payments, upcoming tasks, and recent activity. All numbers are live — they reflect the current state of your data.