Features

Everything your business needs. Nothing it doesn't.

Name: Oris Work
Price: 399 INR

Oris Work is modular by design. Start with what matters today. Add what you need as you grow.

CRM

Manage your entire sales pipeline

Track companies, contacts, and deals from lead to close. Visual kanban boards, custom fields, and activity timelines keep your team aligned.

Company & contact management

Deal pipeline with kanban view

Activity timeline (calls, emails, notes)

Custom fields and tags

Full-text search across all records

Saved views with filters and sorts

Projects

Ship projects on time, every time

Hierarchical task management with sub-tasks, status boards, team assignment, time tracking, and priority management.

Project boards with status columns

Sub-tasks and task hierarchies

Team member assignment

Due dates and priority levels

Time estimation and tracking

Company-linked projects

Communication

Real-time team communication

Channels, direct messages, and record-linked conversations. Never switch tabs to discuss a deal or project.

Group channels and direct messages

Record-linked conversations

Real-time message delivery

File sharing and attachments

Message search and history

Channel-based organization

Client Portal

Give clients their own view

A branded portal where clients can track project status, view deals, and communicate with your team securely.

Client-facing project dashboard

Deal visibility for clients

Secure messaging to your team

Activity feed and updates

Branded portal experience

Token-based authentication

Integrations

8 accounting connectors, built in

Bi-directional sync with Tally Prime, Zoho Books, QuickBooks, Xero, Busy, SAP, ERPNext, and any REST API via webhook.

Tally Prime (desktop bridge)

Zoho Books

QuickBooks Online

Xero

SAP Business One

ERPNext

Busy Accounting

Open API / Webhook

Communication

All client communication. One place.

WhatsApp, email, in-app messages - every client touchpoint logged and searchable, without switching to your phone.

WhatsApp integration (Meta Business API)

Automated notifications on triggers

Email automation sequences

Notification centre across all ORIS modules

Internal team chat channels

Record-linked conversations

Practice & Compliance

Run a professional practice end to end.

Built for CA firms and advisory practices: open an engagement, auto-generate its task pipeline and document checklist, track statutory deadlines, and bill the time.

Engagements with auto-generated task pipelines

Compliance calendar with recurring statutory deadlines

Document check-in vault (requested → received → verified)

UDIN register and CKYC tracking

Time → WIP → GST invoice billing

Document e-signature on quotes, proposals & contracts

Finance & Sales Ops

Beyond invoicing - full revenue operations.

Everything around the invoice: credit notes, purchase orders, recurring billing, and the sales-operations layer larger teams need.

Credit notes with apply-to-invoice

Purchase orders with receive & bill

Recurring invoices and payment links

Sales quotas with attainment tracking

Territories with open-pipeline roll-up

Approval chains and stage blueprints

Automation & Analytics

Automate the busywork. Measure everything.

A rule-based workflow engine with scheduled actions, plus operational dashboards across the whole platform.

Workflow rules with 19 condition operators

Time-delayed and scheduled actions

Auto-create tasks, emails & notifications on triggers

Operational analytics: helpdesk, attendance, leave, expenses

Staff performance and quota dashboards

Audit log across all records

Vertical Modules

Industry packs - live and on the roadmap.

Pick your industry at signup and Oris Work pre-configures for it. Professional Services, Restaurants, Healthcare, Real Estate, and Universal are all live today; more are in active development - each industry page shows what's shipped versus planned.

Professional Services (live): Compliance Calendar, Resource Planner, Engagement Templates

Professional Services (live): UDIN register, CKYC tracking, document e-signature

Universal (live): Custom Objects, Custom Fields, Custom Pipelines

Real Estate (live): real-estate deal pipeline with 7 stages

Restaurants (live): full POS with kitchen display, QR table menu, loyalty & waitlist, table bookings

Healthcare (live): appointment scheduling, patient records, clinical billing

Roadmap: the legal Matter Registry

Oris AI

An AI assistant that knows your business.

Oris AI is not a generic chatbot. It is a context-aware assistant embedded in Oris Work - trained on your business type, your client data, and your current work.

Staff mode: summarise clients, draft emails, generate reports

Client mode: answers routine queries in the portal

Vertical awareness: knows your industry terminology

Human approval gate: AI drafts, human approves

Agentic ask & act: answers across CRM, projects, practice & finance, then runs one-click confirmed actions

ORIS AI infrastructure: routes across 11 LLM providers