Features

Everything your business needs. Nothing it doesn't.

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
ORIS Modules

Embed HR, accounting & marketing natively

Add PeopleOS (HRMS), ThynkBooks (Accounting), or ThynkReach (Marketing) inside your Oris Work shell. Zero tab switching.

PeopleOS: payroll, leave, attendance
ThynkBooks: ledgers, invoicing, compliance
ThynkReach: campaigns, analytics, outreach
Cross-product entity sync
Shared event bus for real-time updates
JWT-based module access control
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
Vertical Modules

The features your industry actually uses.

These modules are only available in Oris Work — they don't exist in generic CRMs because generic CRMs don't understand your industry.

Professional Services: Compliance Calendar, Matter Registry, Resource Planner
Restaurants: Shift Roster, Supplier Management, Table & Booking
Healthcare: Appointment Calendar, Patient Records, Clinical Billing
Real Estate: Property Listings, Site Visit Scheduler, RERA Compliance
Universal: Custom Objects, Custom Fields, Custom Pipelines
Clairbot AI

An AI assistant that knows your business.

Clairbot 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
ORIS AI infrastructure: routes across 11 LLM providers