Orgzit

All the right tools you’d need to do awesome work.

5.0 2 Reviews
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Orgzit provides the power of enterprise CRM with the flexibility of Excel Orgzit is an all-in-one sales system for manufacturer reps and distributors. It helps streamline Sales, Quotation, Service, and Finance by helping you move from scattered spreadsheets to a single centralized application. We help customers question the status-quo and improve the sales process on a continuous ongoing basis. Check out this video to know more about how we can help you transform your sales process and increase revenue per sales rep.

Orgzit

Screenshot & Video

1/6

LICENSING & DEPLOYMENT

  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android

SUPPORT

  • Chat
  • Phone

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
  • Case Studies
  • On-Site Training

Orgzit Core Features

CRM

  • Calendar & Task
  • Collaboration Tools
  • Email Integration
  • File Management
  • Forecasting & Analytics
  • Lead Management
  • Pipeline Management
  • Reporting
  • Sales Automation
  • Workflow Automation

Workflow Management

  • Access Controls
  • Business Process Automation
  • Calendar Management
  • Compliance Tracking
  • Custom Dashboard
  • Document Management
  • Forms Management
  • Graphical Workflow Editor
  • Notifications & Reminders
  • Operations Management
  • Task Management
  • Workflow Configuration

Orgzit Pricing

Pricing Type

  • Flat Rate

Free Version

  • No

Payment Frequency

  • Monthly Payment
  • Annual Subscription
  • Quote Based
Vendor pricing page
  • 14 Days Trial

Plans & Packages

Standard
$199 Per Month

Orgzit Reviews

5.0 2 Reviews
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Orgzit is an all-in-one enterprise-level CRM software and a powerful cloud ERP software for businesses.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
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Review Summary

Orgzit is a one-stop solution for all tasks such as finance, HR, IT and other business-related processes. This platform is very helpful for organizations that are financial service providers to track their financial transactions. It automates all work efficiently and saves us lots of time. Their customer service team is supportive and always gives a quick response to each query.

Which features have you used in Orgzit?

CRM Software , Workflow Management Software

How long have you used Orgzit?

12 Weeks

How frequently you use Orgzit?

Daily

What do you like the most about Orgzit?

Software is easy to use and flexible.

user-friendly interface.

Affordable for small-size businesses.

Excellent dashboard.

What do you like the least about Orgzit?

As of now, I am a happy customer of this software, no issue found so no negative thing about it.

Great tool to manage your workflow. It also has some great features and functionalities.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
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Switched from

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Review Summary

We use spreadsheets for almost everything, including discussing initiatives, tracking new goods, controlling product stockpiles, and regularly following up with prospects. Leads were disappearing. We engaged with Salesforce and zoho but discovered that there were just basic options available on the market. There was no way I could find a bespoke solution that would address the specific difficulties that my organisation faced, all while staying within the budget and timeframe that I had set for myself. By leveraging features like real-time collaboration, a single site for document exchange, and work assignment, Orgzit has saved a significant amount of money usually spent on IT infrastructure and management operations.

Which features have you used in Orgzit?

Workflow Management Software , CRM Software

How long have you used Orgzit?

1.5 Years

How frequently you use Orgzit?

Daily

What do you like the most about Orgzit?

Since switching to Orgzit, we haven't lost track of a single tender; the whole bidding, EMD, competitive bid tracking, and order placing and processing process are all smoothly connected.

Ease of use and a bare minimum of training requirements - free plan for small teams with unlimited trials, and even the subscription plan for SMBs is relatively reasonable.

The product's UX/UI was excellent. The mobile app version has made me extremely delighted.

What do you like the least about Orgzit?

Bulky data can not be uploaded in any format.

Customised reports by any one in the organisation should be more flexible and intuitive.

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