- Account Management
Centralize all client & vendors in one place
Easily manage accounts, track details, and stay organized with Oorwin's simple yet powerful account management tools!
Struggling to Keep Track of Clients, Vendors and Prospects?
Recruiters struggle with disorganized client information, leading to missed opportunities and slower hiring processes. Without a centralized tool for managing accounts, vendor portals, and unknown customer contacts, efficiency suffers.
Your Solution for Effortless Account and Contact Management
Simplify Communication
A streamlined contact management system makes it easier to manage interactions, ensuring smooth and consistent communication with clients and stakeholders.
Enhance Relationship-Building
Organize and track contact information effectively, fostering stronger relationships by staying connected and responsive.
Boost Productivity
Manage contacts efficiently in one centralized platform, reducing manual efforts and saving time for more productive tasks.
Ensure Accuracy and Efficiency
Keep contact information up-to-date, ensuring accurate and reliable communication while avoiding potential errors in interactions.
Activate transparent recruitment processes with AI-driven recommendations
Effective End-to-End Client Management
Fetching of Contact Details of an Account
Vendor Portal Management
Digital Templates & E-Signatures
Account based Opportunities Tracking
Robust Document Management
Client-based Submission templates
Automatic mail triggering
Communication Syncing and Tracking
Insights and Analytics
- FAQ
The Answers To Your Questions
Is Oorwin free for real? Will I also get support?
Yes! Oorwin offers a Free Forever plan with core features, and yes—you still get access to our Help Center, email support, and documentation to help you get started.
Where can I view my support tickets?
You can view and manage your support tickets directly in the Help Center under “My Tickets” once you’re logged in.
I use Oorwin now. What is the best way to contact support?
The fastest way is through the in-app support widget or by submitting a ticket via our Help Center. You can also email us directly at support@oorwin.com.
How can I request a support call?
After submitting a support request, our team may schedule a call if the issue requires live assistance. You can also request a call via the support form.
I use the paid edition. Can I call, or request a support call whenever I require product assistance?
Yes, paid plans include priority support. Depending on your plan, you can schedule live sessions or get connected with a technical specialist when needed.
What is onboarding and what do I get out of it?
Onboarding is a guided setup of your Oorwin environment. It includes configuration assistance, training sessions, and dedicated support to help your team adopt the platform efficiently.
What is remote assistance?
Remote assistance allows our support team to securely connect with your environment (with permission) to troubleshoot and resolve issues faster, without needing screen-sharing tools.
What does it mean to be assigned a technical account manager? How will that benefit my company?
A Technical Account Manager (TAM) provides personalized support, product strategy guidance, and direct escalation paths. They ensure your implementation and usage align with your business goals.
What is a quarterly report?
A quarterly report is a detailed review of your usage metrics, performance trends, and support activity—provided to help you make data-driven decisions and optimize platform value.
Does this cover migration of my data too?
Yes. For paid plans, our team assists with data migration to ensure a smooth transition from your previous system to Oorwin.
What does it cost to implement a CRM?
Implementation costs vary depending on your business size and customization needs. Oorwin offers flexible onboarding options, and in many cases, setup is included in your subscription.
