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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.
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Starting Price
Custom
Orgzit Specifications
Lead Management
Sales Pipeline Management
Contact Management
Sales Automation
What Is Orgzit?
Orgzit is a cloud-based sales platform that manages leads, quotations, orders, invoicing, and service workflows. It provides end-to-end visibility across the sales cycle from lead capture to repeat sales. The platform enables sales teams to replace scattered spreadsheets with structured dashboards, automated follow-ups, and real-time reporting. It also supports configurable workflows that align with existing business processes without forcing operational changes.
Orgzit Pricing
Orgzit pricing fluctuates based on the following plans:
- Starter Plan: $29/user/month
- Super Teams Plan: $49/user/month
- Premium Plan: $69/user/month
Disclaimer: The pricing is subject to change.
Orgzit Integrations
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
Who Is Orgzit For?
Orgzit is suitable for the following professionals:
- Manufacturers
- Real estate developers
- Distributors
- HVAC distributors
- Building material suppliers
Is Orgzit Right For You?
Orgzit software is suitable for businesses aiming to streamline sales operations, improve deal visibility, and reduce manual errors. It facilitates structured pipeline tracking, faster quote-to-cash movement, and coordinated collaboration across sales, finance, and service teams. The platform also supports scalable growth by maintaining a single source of truth for opportunities, customers, and revenue-driving activities.
Still not sure if Orgzit is right for you? Contact our customer helpline at (661) 384-7070 for further guidance.
Orgzit Features
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.
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.
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.
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.
