Find answers, guides, and everything you need to succeed with OrioCRM.
Set up your account, invite your team, and get your first customers in.
6 articles →Manage your subscription, update billing info, and understand your invoices.
8 articles →Import customers, manage contacts, and track your customer lifecycle.
10 articles →Process sales, manage your pipeline, and use the Point of Sale module.
12 articles →Create, assign, and track device repair jobs from intake to completion.
7 articles →Connect WhatsApp, M-Pesa, Stripe, and other third-party services.
9 articles →Quick answers to common questions.
Simply create a free account, complete your business profile, and you're ready to start adding customers and recording sales. Our onboarding wizard will guide you through the key setup steps in under 10 minutes.
Yes! All new accounts start with a 14-day free trial of our Professional plan — no credit card required. You'll have access to all features so you can evaluate OrioCRM properly before committing.
Absolutely. OrioCRM supports bulk CSV import for customers, products, and inventory. Navigate to Settings → Import Data to get started. We also offer a free migration service for businesses with large datasets — contact us to arrange this.
OrioCRM connects to the official WhatsApp Business API (Meta). Once connected, you can send automated repair status updates, payment receipts, and marketing messages directly to your customers' WhatsApp. Go to Integrations → WhatsApp to get started.
Yes! OrioCRM integrates with Safaricom M-Pesa STK Push (Lipa na M-Pesa), allowing your customers to pay directly from your sales records and POS. You'll need a registered M-Pesa Business account and API credentials from Safaricom. Contact us for setup help.
User limits depend on your plan. The Starter plan includes up to 3 users, Professional includes 10 users, and the Enterprise plan is unlimited. You can always upgrade your plan from the billing settings.
You can cancel anytime from Settings → Subscription → Cancel Plan. Your access continues until the end of your current billing period. We also offer a 14-day money-back guarantee for new subscriptions.
Yes. All data is encrypted in transit (TLS 1.3) and at rest. We run regular security audits, maintain daily backups, and never sell your data to third parties. Read our full Privacy Policy for details.
Our support team is available Monday–Friday, 8am–6pm EAT (East Africa Time).