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Overview

Orgzit is an extensive sales pipeline management platform that enhances lead-to-cash workflows and real-time sales visibility across teams. While the platform may offer limited offline support, it enables rapid quote generation and structured pipeline tracking without disrupting existing sales processes.

Orgzit Specifications

  • Lead Management
  • Sales Pipeline Management
  • Contact Management
  • Sales Automation

Orgzit Features

Lead Management

Orgzit captures and organizes leads from multiple sources into a single view, eliminating lead leakage. The platform automates lead distribution, qualification, and scoring based on configurable criteria.

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Dealer Management

The software provides visibility into all dealer activities including leads, sales performance, inventory, and customer interactions across the network. It delivers standardized dealer processes that automate CRM tasks, reporting, and performance monitoring for each dealer and salesperson.

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Quotation Management

The system provides customizable tools to create professional sales quotations that reflect dynamic pricing, taxes, and discounts. It automates tracking and versioning of quotes with approval workflows to ensure accuracy and compliance.

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Invoicing

The platform provides tools to create professional, branded invoices quickly and accurately with dynamic pricing and tax computations. It delivers invoice data with customer orders and product catalogues to reduce errors and improve billing efficiency.

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Pros And Cons of Orgzit

Pros

  • Provides customizable dashboards

  • Automates follow-ups and reminders

  • Delivers real-time pipeline forecasting

  • Facilitates cross-team sales collaboration

Cons

  • It may offer limited after sales processing capabilities

  • The platform may require some improvement in its training manuals

Orgzit Reviews

Total 20 reviews

4

All reviews are from verified customers

Rating Distribution

5

Stars

35%

4

Stars

40%

3

Stars

20%

2

Stars

5%

1

Stars

0%

Share your experience

MSA

M Saqib A.

Computer Software, 1-10 employees

Less than a year

5.0
September 2022

All spreadsheets live in one place

Pros

Handling hundreds of spreadsheets used to be a real concern for me but a friend suggested Orgzit and it changed the way I manage everything. Now I can keep all those spreadsheets inside one single software which is much more convenient. Since it's cloud-based, tracking business data has become much simpler and faster. At this point I can honestly say it's one of the best tools for business management. It has saved me a lot of time and I would absolutely recommend it.

Cons

The interface could be improved more and designed with user needs in mind.

Rating Distribution

Ease of use

8

Value for money

10

Customer Support

9

Functionality

9

PJ

Priyanshu J.

Consumer Services, 51-100 employees

Less than a year

5.0
August 2022

Flexible design features actually useful

Pros

The customizable design and range of features work well for different requirements which makes the product feel practical and adaptable.

Cons

A few feature gaps are still noticeable. For example there isn't any backup option for deleted items so once something is removed, recovering it can be a problem.

Rating Distribution

Ease of use

9

Value for money

9

Customer Support

9

Functionality

8

TB

Toushar B.

Oil & Energy, 11-50 employees

Less than a year

5.0
February 2021

all in one CRM

Pros

Orgzit has become the complete sales, service and support CRM we rely on for our manufacturing distribution business. It helped us replace a mix of separate tools and Excel sheets with one centralized platform that now serves as our single source of truth for internal operations. We use it to manage leads and funnel tracking, quotations, follow ups, invoices and team collaboration across multiple offices and regions.

Cons

There really isn't much to complain about since we use the software every day and are very happy with it. If anything, we'd love to see offline access added because our sales and service engineers sometimes work at remote product sites where internet connectivity is unreliable or completely unavailable.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

8

Functionality

10

Frequently Asked Questions

Who are the typical users of Orgzit?

The typical users of Orgzit include professionals like manufacturers, real estate developers, distributors, HVAC distributors, and building material suppliers.

What types of pricing plans does Orgzit offer?

The vendor offers customized pricing plans according to different business requirements. It offers a Starter Plan at $29/user/month, Super Teams Plan at $49/user/month, and a Premium Plan at $69/user/month. Get a customized Orgzit cost breakdown for your business today.

Does Orgzit have a mobile app?

Yes, Orgzit does offer a mobile app for Android and iOS.

Does Orgzit offer an API?

Yes, Orgzit does offer an API.

What other apps does Orgzit integrate with?

Orgzit software integrates with a wide range of apps, including Slack software, Google Calendar, Google Sheets software, Google Drive, Microsoft Teams, Dropbox DocSend, Mailchimp software, and more.

What language does Orgzit support?

Orgzit software supports English language only.

What level of support does Orgzit offer?

Orgzit offers support through email and phone number.