Oria CRM support
How can we help?
Guides for every part of the CRM, answers to the common questions, and the Oria team on e-mail or WhatsApp when you need a person.
Talk to us
Write to us on e-mail or WhatsApp. Tell us your agency's name and what you were trying to do.
contact@zetta360.com
Guides
Step by step
4 min read
Getting started with Oria CRM
How the workspace is laid out, where each area lives and how to switch language.
3 min read
Contacts: the people in your pipeline
Add a contact, link them to properties and deals, and find them fast.
4 min read
Deals: from inquiry to won
The stage board, moving a deal, the viewing log, and what happens on won or lost.
5 min read
Properties: your agency's portfolio
Add a property, work through the checklist and keep its status current.
5 min read
Open-house auctions
Set up an in-room auction, from property and starting price to the hammer.
4 min read
Social: your properties on social networks
Send a property to TikTok, Instagram and Facebook, plan the week and read the insights.
5 min read
Kiko: the CRM assistant
What Kiko can do, how you keep it in check, and where you see what it changed.
3 min read
Agents: the team behind the listings
Add your colleagues' profiles, assign them properties and follow their activity.
3 min read
The phone app and alerts
Sign in on the app, work from Today and choose which alerts reach your phone.
5 min read
Import and export: your agency's data
Bring contacts and listings in from Excel, take lists out as Excel or CSV, and export one person's data.
5 min read
Portals and viewing sheets
Publish to imobiliare.ro and Storia from the editor, get the leads in the CRM and have visitors sign at the viewing.
Questions
Common questions
Your agency's owner starts the subscription at realoria.com/crm/start. Teammates get an invitation from the Team page and accept it in a browser. The phone app has no sign-up: you sign in with the account made on the website.
Reset it on the website at realoria.com/forgot-password, and you get a link by e-mail. In the phone app, the sign-in screen points you there.
Oria CRM for iPhone is coming to the App Store soon, with the same account and the same data as on the website. An Android app will follow.
In the app, open Notifications, then Phone alerts, and choose which kinds of alert reach your phone. You can change them at any time.
On the Team page, use Invite a teammate: their e-mail, their role and the language of the invitation. They accept it in a browser and take a seat on your plan.
On the website, open Billing in the CRM; only the agency's owner sees it. Add or remove seats there; the payment provider's customer portal holds your invoices, the payment method and cancellation. Billing is not managed from the phone app.
Yes, the owner and managers can. Import contacts and listings from Excel or CSV, with a preview and a duplicate check. Export contacts and deals as CSV or Excel, and properties as CSV.
The owner or a manager opens their contact page: the GDPR tools export everything the agency holds on them, as a PDF or JSON, and Erase this person deletes their personal data, except what the law makes the agency keep (contracts, signed viewing sheets, anti-money-laundering records). The panel lists them before you confirm.
Write to contact@zetta360.com from the e-mail address of the account. We delete your login within 30 days. The CRM records your agency owns, such as contacts and deals, stay with the agency.
Oria's infrastructure is hosted in the EU/EEA where possible. The privacy policy at realoria.com/privacy lists every provider and transfer.