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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

© 2026 Oris Intelligence Private Limited. All rights reserved.

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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/For your clients/Leaving a review

Leaving a review

Rate your experience with your firm in one tap and, if you wish, share private feedback.


Why you got this link

After finishing work for you, your firm may email you a short link asking how it went. You do not need to sign in or have an account.

Leave a rating

  • Open the link. You see 'How was your experience with [your firm]?'.
  • Tap a star from 1 to 5. Your rating is sent as soon as you tap, so tap the star you mean.

If you rate highly

With a high rating (4 or 5 stars, unless your firm has chosen a different level), you may be taken to the firm's public review page, if they have set one up, where you can write a public review. If they have not, you simply see a thank-you message.

If you rate lower

  • You see 'Sorry to hear that. Could you tell us what went wrong?'.
  • Type your thoughts in the box 'What could we have done better?'.
  • Click 'Send feedback'.
  • This goes privately to your firm only. It is not posted publicly.

After you finish

You see 'Thank you! Your feedback has been shared with [your firm].' You can close the page. Each link can be used once, so you cannot submit a second review with the same link.

If the link does not work

  • 'This review link is not available': the link is wrong, incomplete or no longer valid. Ask your firm to send it again.
  • 'This review has already been submitted': you have already answered. Nothing more is needed.
  • A star tap failed with an error: check your connection and tap again.

Who to contact

If you want to talk about something that went wrong, or leave feedback outside this form, contact your firm directly. Reviews are about your experience, so please do not include card numbers, passwords or other sensitive details.

Related guides

Requesting reviews

Ask clients to rate your service by email, WhatsApp or portal chat, and track the responses.

How review ratings are routed

Happy clients are sent to your Google review page; unhappy ones leave private feedback instead.

Review Link Shows "404 Not Found"

Why some earlier review-request links failed, what is fixed, and what to do if a client still reports a problem.

Client Portal

Give clients a secure self-service portal to view documents, approve work, and pay invoices.