# Orgzit Reviews **Vendor:** Orgzit **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.8/5.0 **Total Reviews:** 44 ## About Orgzit 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. ## Orgzit Pros & Cons **What users like:** - Users appreciate the **ease of use** of Orgzit, facilitating efficient task management and seamless collaboration for their teams. (5 reviews) - Users appreciate the **flexibility and collaboration** features of Orgzit, enhancing productivity and streamlining business processes. (4 reviews) - Users value the **effective collaboration features** of Orgzit, enhancing teamwork and streamlining business processes seamlessly. (3 reviews) - Users value Orgzit for its **flexibility** , enabling easy customization and efficient management of various business processes. (3 reviews) - Users find Orgzit provides **exceptional value** through streamlined collaboration and accessible management across all tasks. (3 reviews) - Access Ease (2 reviews) - Automation (2 reviews) - Collaborative Efforts (2 reviews) - Customer Support (2 reviews) - Customizability (2 reviews) **What users dislike:** - Users experience **connectivity issues** with Orgzit, particularly when integrating with traditional SQL databases. (1 reviews) - Users find the **user interface design challenging** , suggesting improvements for a smoother experience with Orgzit. (1 reviews) - Users find the **user interface** of Orgzit could be improved for a better overall experience. (1 reviews) - Users note the **incomplete information** in reports, highlighting a need for improvement in Orgzit's user interface. (1 reviews) - Users note occasional **integration issues** with traditional databases like SQL, which could improve functionality. (1 reviews) - Not User-Friendly (1 reviews) - Outdated Design (1 reviews) - Poor Design (1 reviews) - Poor Interface Design (1 reviews) - User Unfamiliarity (1 reviews) ## Orgzit Reviews ### 1. Orgzit provided senocare with a tailor-made CRM for our healthcare services **Rating:** 4.5/5.0 stars **Reviewed by:** Shakti S. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 27, 2023 **What do you like best about Orgzit?** What i like best about Orgzit as the operations manager at Senocare is that i can manage all of our clients, service tickets, invoices in one spot.Orgzit delivers dashboard to me and my colleagues in operations, finance and sales to help us stay on the top of business goals and take action on them.Orgzit has also assisted us with a few of bespoke features that other products are unable to provide.These are a pre-paid wallet system and invoicing custom tax processing. **What do you dislike about Orgzit?** There is no specific thing i dislike about orgzit,Its usere friendly and easy to use **What problems is Orgzit solving and how is that benefiting you?** Orgzit CRM has seamlessly resolved our key business challenges: Efficient Customer Management: Orgzit has helped us easily and efficiently manage everything about our customers, from their profiles to their packages and billing. Seamless Operations: Our core business activity is to support customers with their service requests through a network of service vendors. Orgzit has helped us streamline the entire operations flow from receiving tickets from customers, assigning to vendors, and tracking the ticket status through dashboards. It’s a complex workflow and Orgzit helps reduce mistakes and save time. Valuable Customer Insights: Orgzit gives us important data about the key parts of our business – customers, service requests, and billing. This is not only useful in making business decisions but also helps to showcase our work / progress to our investors. Budget-Friendly Solution: As a startup, we couldn't afford expensive CRM systems. Orgzit is affordable and efficient, thus providing us with the tools we need to succeed. It's a perfect partner for us at Senocare. ### 2. Connecting and searching files made easy for enhanced productivity **Rating:** 5.0/5.0 stars **Reviewed by:** Naveen K. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 21, 2023 **What do you like best about Orgzit?** 1) Segregation of information by topics. 2) Quick suggestions based on search history. 3) All data in one place, no matter its big or small 4) Search for past and present, i.e. no validity life for the same 5) Management and access according to limit and chain of command 6) Regular notifications for upcoming events **What do you dislike about Orgzit?** No such big thing that can be found on orgzit that can affect your work or make it to dislike you the platform. One thing is that i am a only keyboard person while at some point i have to use mouse which i hate sometimes. **What problems is Orgzit solving and how is that benefiting you?** Before using Orgzit, I encountered significant challenges in managing my files. Keeping all of them in one place was a hassle, making it difficult to find specific documents when needed. Additionally, connecting or discussing files with associates was not easy, leading to communication and collaboration issues. These problems hindered my workflow and efficiency. Now, with Orgzit, I can effortlessly maintain all my files in one platform, making it incredibly easy to search for them. Unlike before, I can seamlessly connect and communicate with associates about these files, streamlining collaboration and eliminating previous communication challenges. Orgzit has truly transformed the way I manage and interact with my files, making my workflow much more efficient. ### 3. Greater Efficiency and Customer Satisfaction achieved at Proptech Solutions **Rating:** 4.5/5.0 stars **Reviewed by:** Ashifa A. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 21, 2023 **What do you like best about Orgzit?** The best thing about Orgzit, in my opinion, is how well it can map, organize and integrate intricate workflows and processes. As the Admin Ops at Proptech Solutions, my job is to make sure that our property management tasks—particularly those that involve paperwork, maintenance, and tenant management—are completed efficiently. Orgzit has been a game-changer with respect to helping me fulfill my duties effectively .It has helped Proptech Solutions to realize its goal of making property administration simple for Indians who are expatriates. We've considerably cut the time and effort needed to handle various tasks. Additionally, the consolidated platform eliminates the need for different tools, streamlining our processes and improving teamwork. It has been a boon for both our staff and our clients at Proptech Solutions. **What do you dislike about Orgzit?** The early learning curve for our team members, if I had to pick one thing, might be it. Thankfully, Orgzit's simple interface and first-rate support resources made this process go rather well. So, even though there was a small learning curve, I wouldn't consider it a major disadvantage. In actuality, the advantages and advancements in our property management operations over the long term surpass any initial difficulties we faced. **What problems is Orgzit solving and how is that benefiting you?** For our operations at Proptech Solutions, Orgzit has been a game-changing solution, addressing several major issues and providing a wealth of advantages: Effortless Property Management Rapid Process Mapping Streamlined Collaboration Reduces the chance of Human errors due to automations ### 4. All in one CRM That Will Boost Your Sales Operations **Rating:** 5.0/5.0 stars **Reviewed by:** Vijay M. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 15, 2023 **What do you like best about Orgzit?** The nicest thing about Orgzit, in my opinion, is its ability to seamlessly streamline our financial procedures. I'm a member of Origo's finance team, and I really like how Orgzit has made our financial management chores simpler. Using Orgzit, we can now easily track spending, organize financial data, and manage budgets. The automation features are a complete game changer to eliminate manual work . Our department is now more productive and efficient thanks to Orgzit. **What do you dislike about Orgzit?** I can't really think of much to dislike about Orgzit. However, as part of the finance team Origo , I have seen Orgzit continually surpass our needs and expectations for the time that we have used it. **What problems is Orgzit solving and how is that benefiting you?** Our finance operations have been streamlined in a huge way because of Orgzit. We were able to concentrate our financial information, making it accessible and controllable. Spreadsheets in several locations and jumbled financial data are no longer a concern. One of the major advantages we've experienced is Orgzit's automation capabilities. It has automated routine financial tasks, lowering the need for manual labor and lowering the possibility of mistakes in our financial transactions. In conclusion, Orgzit has not only addressed a number of financial management issues, but it has also improved the productivity, efficiency, and accuracy of our department thus aiding in Origo's financial success. ### 5. Orgzit effectively helps with cross-application relationships & cascade actions for linked records **Rating:** 4.5/5.0 stars **Reviewed by:** Ramkumar N. | Salesforce Developer, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** September 11, 2023 **What do you like best about Orgzit?** * Orgzit platform ensures that our customer data is properly synchronized between multiple applications so that all records are maintained properly in real-time & prevent data entry errors. * It enables us to regulate proper access control management so that we provide accurate authorization to the right people for accessing & modifying our sales data. * Audit log feature is useful to track all the changes made in our customer records & we can also include event-trigger notification for production data. We will get alert notifications immediately whenever there are changes in these critical records. **What do you dislike about Orgzit?** * The learning curve is quite steap when it comes to building extensive customization in Orgzit platform. This is a crucial consideration since the development efforts shouldn't affect the time-to-market & allocation of resources. * Rest of the features are suitable for our inventory management, expenses tracking, leads generation, vendor followups, quality control and sales order processing demands. * We create custom applications for our leads based on our customer requirements & track its progress in potential opportunities, leads capture, closing the sales and client feedback. **What problems is Orgzit solving and how is that benefiting you?** * Orgzit platform makes it easy to create complex data structures between sales applications & also integrates effectively with cross platform applications. * It effectively enhances our Zapier workflows for data validation, quality checks & customer report generation requirements. * We also create custom sales order application to accomodate various linked attributes such as customer name, shipping address, email, order quantity and order status within a single pane of glass. * Cascade actions feature helps us with cascading any updates on our sales record changes and with managing the data valiation constrains efficiently. ### 6. Amazing experience and Smooth process flow **Rating:** 5.0/5.0 stars **Reviewed by:** Rahul T. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 18, 2023 **What do you like best about Orgzit?** As the Marketing Manager of Origo, a firm specializing in agricultural crop selling and purchasing, I find the simplicity of Orgzit's UI/UX to be its best feature. The user-friendly interface enables new users to quickly adapt to the CRM software, ensuring a seamless onboarding process. The simple design and ease of use has helped us increase our team efficiency and productivity, making Orgzit an invaluable tool for our operations. **What do you dislike about Orgzit?** I find Orgzit to be an incredibly useful CRM software with a great user experience. While I don't have any specific dislikes about it, I can confidently say that Orgzit has significantly improved our team's efficiency and streamlined our business processes. It has played a crucial role in effectively tracking all our sales and purchases, providing valuable insights to make informed decisions **What problems is Orgzit solving and how is that benefiting you?** Orgzit is solving the problem of effectively managing and tracking all sale and purchase activities in our agricultural crop business. The entire supply chain and sales is available in one place rather than different spreadsheets. This saves us time and helps us generate reports to analyze our performance. Thus improved decision-making and higher productivity. We are much more organized in our day-to-day business , thanks to Orgzit. ### 7. Orgzit has helped us to improve Efficiency within our complex business processes. **Rating:** 5.0/5.0 stars **Reviewed by:** Poonit K. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 21, 2023 **What do you like best about Orgzit?** I appreciate Orgzit's user-friendly layout and smooth finance management features the most. It helps us streamline our processes thus making it simple to manage financial activities such as PO approval, tracking payments etc. It helps with generating insightful reports too. Orgzit is a crucial tool for our finance team since it integrates with other financial systems thus assures data correctness and saves time. **What do you dislike about Orgzit?** It has been a reliable and efficient platform for our business management processes. I have no complaints. **What problems is Orgzit solving and how is that benefiting you?** Orgzit has helped us to address our issues with manual data input and inefficiencies in our financial procedures. We have observed marked improvements since we started to use Orgzit such as centralizing data administration , automating operations etc. Thus leading to saving time, increased accuracy, and insightful information about our financial health. Orgzit has also promoted improved teamwork, which has improved the effectiveness of our workflows. ### 8. Orgzit helped us to streamline our complex business process with great efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Shikha K. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 19, 2023 **What do you like best about Orgzit?** Orgzit provides a wide range of functionalities that have significantly helped us simplify our business operations. The capability to effortlessly track and handle financial transactions is one such feature that stands out. Orgzit offers a centralized platform where we can track and document all our company operations including billing, collecting payments, and managing purchase orders. This decreases the possibility of mistakes or inconsistencies thus eliminating the necessity for manual data entry. **What do you dislike about Orgzit?** I must say that there is nothing I dislike about Orgzit. **What problems is Orgzit solving and how is that benefiting you?** Previously, we relied on manual data input and spreadsheets, which were prone to mistakes and frequently produced inefficiencies. Thanks to Orgzit , we have automated it and have it all on one platform . Among other operations that have been automated are billing, payment tracking, and trade management. We have significantly improved productivity, efficiency and saved time and effort ### 9. Most customizable CRM software that excels in automating complex sales processes **Rating:** 5.0/5.0 stars **Reviewed by:** Vishal R. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2023 **What do you like best about Orgzit?** Our work at Origo encompasses the entire supply chain of agricultural produce from procurement to shipping to financing in the process creating value for our key stakeholders the buyers and the sellers . Orgzit has been instrumental in providing a common platform to link the entire process, thus helping us with better and more efficient collaboration. This is just one of the many features that come to my mind. **What do you dislike about Orgzit?** Nothing. Till now, our journey with Orgzit has been very pleasant and fruitful **What problems is Orgzit solving and how is that benefiting you?** We started using Orgzit to help with data management on Excel . But over time Orgzit has helped us in many other areas as well . We have been able to save time to turn around orders . Previously we were totally dependent on human efforts to track key business activities such as follow up and priority, which was quite inefficient. Orgzit has helped us simplify the process and save time . ### 10. Orgzit accommodated our complex B2B sales process **Rating:** 5.0/5.0 stars **Reviewed by:** Santosh K. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2023 **What do you like best about Orgzit?** The ability of Orgzit to cope with our unique B2B selling process is one aspect that I truly appreciate. Our business in agricultural produce trading involves working with buyers, sellers, lenders and the origo team, and Orgzit has made it easy for us to digitize and efficiently manage these processes. In addition, by allowing us to apply our CRM application much quicker than we had originally anticipated, the platform has been incredibly fast in user friendliness when customization is concerned. **What do you dislike about Orgzit?** There's no major dislike of Orgzit on my part. **What problems is Orgzit solving and how is that benefiting you?** Orgzit has played a vital role in facilitating our sales process and improving collaboration amongst our team at Origo. Orgzit gives us real time visibility into purchase orders, invoices etc thus helping with business transactions . We see a great improvement in communication and coordination between teams since we started to use Orgzit . Orgzit's collaboration features helps us to easily share information and updates on one common platform. This has translated into making deals smoothly. Moreover, since we started to sue Orgzit we are able to get valuable insights into our sales performance. In general, Orgzit helped us increase our sales effectiveness, collaboration and reduce the amount of work we were doing manually thus improving profitability for our team. ### 11. A SaaS based platform which makes Business Process Simplified & Efficient,which maximise your Profit **Rating:** 5.0/5.0 stars **Reviewed by:** Mairaj R. | Logistics and Supply Chain, Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2023 **What do you like best about Orgzit?** I like Orgzit's ability to streamline and optimize our business processes. With the flexible and configurable options of Orgzit, we are able to configure our system in a way that will allow us to meet our particular needs while not requiring any coding or development. Furthermore, Orgzit's collaboration capabilities make our IT team much more effective in communicating and coordinating. The Platform facilitates smooth collaboration, facilitating efficient cooperation between team members in managing projects and tasks, reducing the risk of misunderstanding as well as encouraging good teamwork. Finally, Orgzit offers the possibility to access it at any time from anywhere using an internet connection as a cloud-based platform. This feature is of particular benefit to the management of our operations as it enables our staff to access critical information, manage trades and track payments from anywhere. **What do you dislike about Orgzit?** I have not encountered any significant dislikes or major drawbacks with Orgzit. However, can work to make its connection with conventional databases like SQL. **What problems is Orgzit solving and how is that benefiting you?** Orgzit has been a game-changer for us. We've tackled several key challenges and reap numerous benefits along the way. Orgzit has been able to solve several problems related to business process management and workflow automation that may benefit companies such as Origo. Orgzit enables our business to streamline its processes by automating routine tasks like registering trades and tracking payments or manual errors that can reduce the number of steps required, thereby increasing efficiency and improving accuracy. ### 12. A Flexible and Customizable CRM Platform for Streamlining Workflows and Improving Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** amit s. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 19, 2023 **What do you like best about Orgzit?** As a business analyst at Origo, I appreciate the flexibility and customization options offered by Orgzit. The platform provides a visual interface for building custom business applications with no coding required, allowing businesses to create tailored workflows, fields, and reports that fit their specific needs. I also like the fact that Orgzit offers collaboration features, which can help teams stay organized and collaborate more effectively. Additionally, the platform integrates with 3rd party software making it easy to connect and streamline workflows across different systems. Finally, the fact that Orgzit is a cloud-based platform means that it can be accessed from anywhere with an internet connection, which can be particularly useful for businesses like us with distributed teams or remote workers. **What do you dislike about Orgzit?** Nothing as of now as Orgzit is fairly intuitive and easy to use. **What problems is Orgzit solving and how is that benefiting you?** Orgzit solves several problems related to business process management and workflow automation, which can benefit businesses like Origo in several ways. Firstly, Orgzit allows businesses to streamline their processes by automating repetitive tasks such as adding trades and tracking payments, and reducing manual errors, which can help to save time, increase efficiency, and improve accuracy. Secondly, Orgzit provides a centralized platform for managing data and collaborating with team members, which can help to improve communication and reduce silos within the organization. By providing a single source of truth for data and information, Orgzit can also help to prevent data duplication and improve data quality. Overall, by solving these problems, Orgzit can help businesses like Origo to operate more effectively and efficiently, and ultimately achieve their goals more easily. ### 13. Streamlining Our Business Processes with Orgzit. **Rating:** 5.0/5.0 stars **Reviewed by:** Pawan Kumar S. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 28, 2023 **What do you like best about Orgzit?** As a manager of the business development team, what I like best about Orgzit is its flexibility to accommodate our custom B2B sales process. Our agriculture produce trading business involves buyers, sellers, and ourselves, and Orgzit has helped us to digitize and manage this entire process seamlessly. The platform is also fast and simple to customize, allowing us to implement our CRM application in Orgzit in a shorter time frame than we expected. Additionally, Orgzit's team has been great in understanding our requirements and responding quickly to our needs, which has been very beneficial to our business development team. **What do you dislike about Orgzit?** I don't have any major dislikes about Orgzit. Some Reports for client need to create. However, one area that could be improved is the user interface. **What problems is Orgzit solving and how is that benefiting you?** Orgzit has been instrumental in streamlining our sales process and enhancing collaboration among our team members. With Orgzit, we can easily manage trades, track POs, and Invoices, and monitor the progress of our trades. One of the major benefits we have realized is improved communication and coordination among different teams. With Orgzit's collaboration features, we can easily share information and updates on business needs, and work together to close deals more efficiently. ### 14. Orgzit CRM helps us to run our business processes smoothly **Rating:** 5.0/5.0 stars **Reviewed by:** Manoj K. | Senior Officer Accounts, Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2022 **What do you like best about Orgzit?** Origo works in the agricultural sector with its financial services across many domains, Orgzit helped us in centralizing the process with smooth collaboration in different teams. Being an easy-to-use software, Orgzit improves our way of tracking different things. With Orgzit, we can have a track of every financial activity. With its API Integration feature, we are now able to integrate multiple software without any issues. I’m very fond of the dashboard feature itself. It helps me to be efficient at work. In Orgzit, we have implemented some strong checks so that we never miss any financial data. **What do you dislike about Orgzit?** Orgzit is working very fine for us, so for now I don’t have any disliking over Orgzit. Orgzit team takes our feedback very seriously and they are continuously improving the Orgzit. **What problems is Orgzit solving and how is that benefiting you?** Orgzit helped us to move from a scattered spreadsheet to a centralized system. While using spreadsheets we faced lots of problems, now after migrating to Orgzit CRM, the following things got easier for us - With Orgzit, we are now having awesome collaboration between different teams. - In Orgzit, we automated many repetitive tasks like invoice generation and credit limit utilization checks, etc to make it error-free. - Orgzit CRM helped us to reduce turnaround time for every process for our clients. ### 15. Orgzit helped our business with seamless collaboration over the processes across 25 locations. **Rating:** 5.0/5.0 stars **Reviewed by:** Kunjan S. | Trainer, Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2022 **What do you like best about Orgzit?** Our team depends on Orgzit daily for monitoring the entire business process from candidate listing to accounting. Without this easy-to-handle software, we couldn’t do so much of the work seamlessly. As an NGO, due to less budget, we got a special discount from the Orgzit team, which helped us a lot. **What do you dislike about Orgzit?** Nothing as of now I would like to recommend. Thank you. I will surely tell something if i come in contact with it. **What problems is Orgzit solving and how is that benefiting you?** In some areas of our business, we used to have a spreadsheet for each of the processes, now with Orgzit, we have completely moved from scattered spreadsheets to a centralized system. From mobilization and registration to training assessments and placement of a candidate, we can keep a track of it in Orgzit. Everything becomes automated in Orgzit, generation of the registration form helped us a lot by removing all the manual efforts. ### 16. Most flexible and effective B2B Sales CRM. **Rating:** 5.0/5.0 stars **Reviewed by:** Muhammad F. | CRM Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** July 08, 2022 **What do you like best about Orgzit?** Best thing for me in this software is the dashboard. It provides all the important informations from the data we have. The dashboard has a very simple view. It can be customized as per requirements. Taking out any required insight is not an issue for us even with chunks or data stored in the database. **What do you dislike about Orgzit?** I have never disliked a features at Orgzit. **What problems is Orgzit solving and how is that benefiting you?** Some of the significant problems that are countered by Orgzit are : > Handling big data - Most importantly Orgzit helped in generating reports, and sales analysis by correlating different tables of data. > Daily repetitive tasks used to cost us more time on a recurring process - Orgzit helped us automate those tasks. > Team coordination was a problem - Orgzit took all the workflows under one application which helped in better collaboration. This helps us to take unanimous decisions faster than before. > Keeping track of tasks and follow ups has now become more easy. > Orgzit help us to streamline the whole process of sales. ### 17. Orgzit CRM has helped us streamline our unique business processes **Rating:** 5.0/5.0 stars **Reviewed by:** Sumit P. | Manager -Accounts, Mid-Market (51-1000 emp.) **Reviewed Date:** June 15, 2022 **What do you like best about Orgzit?** We at Origo provide financial services in the agricultural sector. And Orgzit has helped us streamline our unique business processes very easily. It is a very flexible and easy-to-use platform. Orgzit has significantly helped us track each and every critical financial activity. The dashboard feature is one of my favorite features. I can keep track of all the relevant records from the dashboard itself. Orgzit has automated a lot of repetitive tasks for us which saves us a lot of time to be more productive and efficient at work. In Orgzit, We’ve been able to enforce some checks to ensure every financial record is correct and verified. **What do you dislike about Orgzit?** There is nothing to dislike at Orgzit. It has a very responsive and helpful team to assist us all the time. **What problems is Orgzit solving and how is that benefiting you?** Orgzit has been solving a lot of problems for us and making our work easier. Some of the remarkable uses of Orgzit CRM that are helping us to solve problems are: - Orgzit has automated a lot of tasks for us like - the generation of invoice documents, debit and credit notes for buyers and suppliers, credit limit checks, and all trade calculations. - Now it just takes a few seconds to create invoices and debit/credit notes. This has significantly reduced the turnaround time for our client. - Earlier we used to spend a lot of time ensuring the correctness of the trade calculations, now that is automatically done by Orgzit CRM. - The automations have allowed us to shift most of the trade workflow to the business team. - The financial steps such as invoicing and generating credit/debit notes also need to be error-free which is automatically done by the platform. - The business workflow is now streamlined in a step-by-step manner and this has reduced errors to almost zero. We are saving at least one person-month time with the automations at Orgzit. Orgzit has allowed us to scale up the business transactions without needing to add more people to the team. ### 18. Orgzit has streamlined our Project & Task Management, IT, and HR processes **Rating:** 5.0/5.0 stars **Reviewed by:** Sangeeta J. | Sr. Manager IT, Small-Business (50 or fewer emp.) **Reviewed Date:** May 27, 2022 **What do you like best about Orgzit?** We at Rite Infotech provide IT services to our customers. We use Orgzit primarily for issue tracking, IT Infrastructure management and managing human resources. In my view, Orgzit’s dashboard and its flexibility is the best part of it. I use it on a daily basis to track all my business priorities and tasks. Orgzit is very flexible and agile in terms of configuration. Working with tables and configuring them to configure the system as per our requirements was very easy and not at all time-consuming. **What do you dislike about Orgzit?** Issues arise on Orgzit very rarely, and they are handled in a very responsive manner. So we can say that the software works almost flawlessly. There’s nothing that I dislike **What problems is Orgzit solving and how is that benefiting you?** Some of the key problems we have been able to solve with Orgzit are: - Issue tracking for development projects was earlier done on some other application where we were facing issues in maintaining and taking reports as per our requirements. We used to miss out on issues and lose track of them. - We were spending a lot of time in manual HR processes. Orgzit helped us automate the payroll process. This has helped us save twenty hours per month on manual work. ### 19. Orgzit streamlined our entire business process across 25 offices and a team of over a hundred people **Rating:** 5.0/5.0 stars **Reviewed by:** ritu R. | Sarthak, Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2022 **What do you like best about Orgzit?** At Sarthak, we help specially-abled people acquire real-life skills through training programs and subsequently earn a respectable livelihood by getting jobs. Orgzit has helped streamline our entire business process, from registering candidates to tracking their training to monitoring the placement process to tracking our funding from corporate grants. Our team depends on Orgzit daily for tracking the entire engagement process with our primary stakeholders, the specially-abled candidates. Every team member’s work has been streamlined with Orgzit, and we can’t imagine our work without this easy-to-use software. As an NGO, we have a limited budget. The Orgzit team has given us discounted pricing, which made this project financially feasible, and it’s something I am grateful for. Orgzit has been an absolute game-changer for our organization. With the increased efficiency achieved with Orgzit, we have been able to impact the lives of many more specially-abled individuals than before **What do you dislike about Orgzit?** Orgzit has been working great for us, and their team has been very supportive on our change requests. So, there is nothing that I dislike about Orgzit. **What problems is Orgzit solving and how is that benefiting you?** These are some of the critical areas where Orgzit has helped us streamline our business process. - We used to struggle with traditional methods of dealing with an extensive database with hundreds of thousands of candidate records. The data was scattered in many different spreadsheets, and it was excruciating to coordinate. Orgzit has centralized all the data for us, and tracking any type of data is just a matter of a few clicks for us now. - Tracking the entire lifecycle of a candidate was very difficult for us and used to take a tremendous amount of effort. Orgzit has helped us streamline the end-to-end process of tracking a candidate’s lifecycles from mobilization to registration to training assessments to placements. - Orgzit has helped streamline our marketing and fundraising efforts. Earlier, these efforts used to be ad-hoc, and often, there was a lack of alignment between management and action on the ground. Now, everyone is able to track each fundraising activity from a central application which has helped align the entire team on the priority of different campaigns. ### 20. Very easy to use and flexible Sales CRM software **Rating:** 5.0/5.0 stars **Reviewed by:** Santosh K. | It Excutive, Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2022 **What do you like best about Orgzit?** At Senocare, we give support and provide services for elder people to make their lives easy on a day-to-day basis. Our team understands the sensibility of caring for the elders. Orgzit has helped us stay organized and has streamlined our unique workflow very efficiently. I am very comfortable working with this CRM software from the very beginning of installation itself. The Orgzit product is very flexible and agile, and we have been able to customize it to our needs. The customization has been surprisingly easy, and we got the required support from their consulting team **What do you dislike about Orgzit?** Till today I have not seen a drawback of this software. Whenever there have been any niggles, the Orgzit team has been very helpful and efficient. **What problems is Orgzit solving and how is that benefiting you?** Orgzit has been helping us in many aspects. Some of them are listed below. - Orgzit has helped us manage all customers, their subscriptions, service tickets, and billing in a single application. Having all customer data in a single place and easily connected with the customer data has made our team very efficient. - Every team gets their own dashboards in Orgzit which helps them track their operational tasks. With Orgzit, we never miss out on any tasks. - Orgzit has given us the technology platform on which we can scale our business operations in the future. As a startup with a limited budget, this has been a game-changer for us. ### 21. B2B Sales CRM that helped us to implement our unique sales process **Rating:** 5.0/5.0 stars **Reviewed by:** Sanjeev V. | Team Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2022 **What do you like best about Orgzit?** CuEngine is a startup in the real estate industry where we work with builders to sell apartments in newly developed projects. Our sales process involves working with real estate agents and customers to nurture the relationship. The best thing about Orgzit for me is how easy it is to use and to integrate APIs. The Orgzit architecture is simple and straightforward to grasp, yet very powerful. We have been able to develop custom integrations and workflows via APIs and Zapier integration. **What do you dislike about Orgzit?** It’s been a great experience so far, there’s nothing to dislike. **Recommendations to others considering Orgzit:** Orgzit has empowered our sales team to track every interaction with the agents and customers **What problems is Orgzit solving and how is that benefiting you?** Here are some of the key problems that we have been able to solve with Orgzit. - Our sales team is able to track all business interactions and activities - Due to a lack of data insights, decisions at CuEngine were based on personal opinions rather than being data-driven. Orgzit CRM enabled us to analyze all the customer-related data by integrating Microsoft Power BI with the CRM database, which has helped us take better data-driven decisions. - We were able to automatically add leads generated through Facebook to the CRM by using the Zapier integration - Earlier, we were not able to track and analyze the calls made by our sales reps to customers. Through the Orgzit API integration, we were able to add call logs collected via Salestrail to the CRM. ### 22. Orgzit is an excellent operational CRM that has streamlined our order-to-cash workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Amrish S. | Commercial Manager, Enterprise (> 1000 emp.) **Reviewed Date:** May 11, 2022 **What do you like best about Orgzit?** We at Origo provide warehousing and financial services in the agriculture sector. We facilitate the trading of agriculture products between buyers and sellers, and I work in Origo’s business development team. Orgzit has helped us digitize and automate the sales process for a new product business in a short time. For me, the best thing about Orgzit is its simplicity and ease of use. Onboarding the team on this software has been effortless. Unlike many complex enterprise CRMs in the market, sales reps can easily use this software. Another thing that helps me every day is the dashboard. The dashboard helps me easily track the status of our orders. With the help of the dashboard reports, I can keep track of every business priority. **What do you dislike about Orgzit?** There is nothing that I dislike about Orgzit. The Orgzit team has helped us implement change requests raised by the business development team based on the challenges we faced in the field. **What problems is Orgzit solving and how is that benefiting you?** These are some of the most important problems we have been able to solve with Orgzit CRM. - Earlier, we used to track all the purchase orders and trades with the help of Excel. With Excel, entering data was fast but correlating scattered information and keeping track of all customer activities was impossible. Orgzit helped us address this problem by organizing our entire sales data in a database format. - Sometimes, we used to lose track of pending business actions. This resulted in delays in serving our customers. Orgzit has helped us streamline the tracking of business actions at each step of our sales & operations workflow which has resulted in my team being able to provide timely service to our customers. - Orgzit has helped us track the profitability of each order accurately and efficiently. Earlier, we had frequent human errors in the analysis, and it took a lot of time to identify and correct those errors. Now, all the reporting and analysis is streamlined. My team relies on Orgzit to give us accurate reports which help us make better business decisions by focusing our attention on the more profitable products and customers. ### 23. Orgzit has streamlined quote generation and reduced the turnaround time for a quote **Rating:** 5.0/5.0 stars **Reviewed by:** Valentina M. | Estimator, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2022 **What do you like best about Orgzit?** CAVH is a leading manufacturer rep for leading HVAC brands in Florida. We have four branch offices across Florida. Our business relies on being able to turn around with quotes to our customers quickly and accurately. I work as a bid coordinator at CAVH. Orgzit has helped us streamline the bid coordination and quote generation process. This software lets me keep track of the currently open project bids, set due dates for bids, and distribute projects to different branches. Team coordination has become very simple for us because everyone on the sales team and quote team is able to track the projects to be bid easily with the help of dashboards and filters. We are able to submit accurate and timely quotations with customers, which has helped us win more deals in the market and improved our perception as a dependable vendor. The best thing about Orgzit for me is its simplicity and ease of use. Our team members have been able to get productive on it in just a couple of days without any formal training. **What do you dislike about Orgzit?** Orgzit is successfully serving my purposes at work. I have nothing to complain about it for now. **Recommendations to others considering Orgzit:** Orgzit is a flexible CRM application and we have been able to successfully customize it for our unique business workflow. - We have been able to automate repetitive tasks such as generating quotes, emailing quotes, and making reports. This saves our team a lot of time. - Orgzit has helped in putting in place controls and checks in our quote process I am happy to recommend Orgzit to other B2B sales teams because it has been working great for us. **What problems is Orgzit solving and how is that benefiting you?** Some of the problems we have solved with Orgzit are: - Tracking and creating quotes for different projects and multiple locations on a large scale was a challenge for us. This has become easy and simple. - Earlier, our quote information was scattered across spreadsheets which made reporting a big challenge. Orgzit helped us solve this by centralizing all quote information in a single application. - Lack of team coordination. With the help of Orgzit, we have been able to increase team efficiency through better collaboration. - Spending a lot of time on repetitive tasks. Now, a lot of repetitive tasks have been automated, such as quote generation, quote email, and tracking customer follow-ups. ### 24. B2B Sales CRM that is truly flexible and agile **Rating:** 5.0/5.0 stars **Reviewed by:** Umber S. | CRM Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2022 **What do you like best about Orgzit?** CuEngine is an innovative startup in the real estate industry where we help builders sell apartments in newly developed projects. A couple of things unique about our industry are that the sales process involves a number of intermediate agents and the sales process is quite long up to a few months. Our business model involves selling the properties through a network of agents and nurturing relationships with agents and customers. Orgzit CRM is the foundation tool to implement our unique sales process. It is the system of record for tracking all customer engagements and activities. The best aspect of Orgzit has been that we have been able to regularly tweak the CRM database and rules to match our evolving sales process. We have been able to automate many complex sales workflows in a very short period of time. This has helped us be very agile in our business. **What do you dislike about Orgzit?** In my experience of being the CRM manager and closely working with Orgzit CRM for over a year, there has been nothing to dislike. The Orgzit team put in the effort to understand our business workflows and implement them on the CRM application, and I rely on them as a trusted business partner. **Recommendations to others considering Orgzit:** After implementing Orgzit CRM, our team of more than sixty sales reps has become very efficient in tracking customer information and daily follow-ups. The software has helped us automate many repetitive tasks, which saves our team a lot of time. This application is very easy-to-use and this is critical for a growing team like ours because it allows us to get new hires productive quickly. With other CRMs available in the market, we have to adapt to the CRM. Orgzit CRM is very different – we are able to implement the exact sales process and controls in the CRM, and don’t have to compromise in any way. Orgzit has been a game-changer for us. I would happily recommend this CRM to other businesses looking to automate their unique sales process to win an advantage in the market. **What problems is Orgzit solving and how is that benefiting you?** Following are some of the main problems that Orgzit has solved very well for us: - We were able to streamline the work of our three sales teams who collaborate together to nurture, display and close deals. Orgzit helped us automate several key activities of the sales process such as moving customers across teams based on business rules. - Our sales team is able to easily track all customer activities and interactions such as appointments, meetings, opportunities, and calls. - Orgzit helped us centralize end-to-end customer data in one application, ranging from the customer profile to the deal information. - We were able to capture the exact data required related to a sale and implement an approval process with finance and management. - We take a lot of pride in being a data-driven business. Orgzit has helped us analyze all customer-related by integrating Microsoft Power BI with the CRM database. ### 25. Avarage System **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** April 25, 2022 **What do you like best about Orgzit?** Customizable and flexible CRM software. It is very simple to use and user friendly. Users don’t need any extra training to get started with the software. We could easily streamline the sales processes at our real-estate sales business CuEngine. With the help of Orgzit, it has become straightforward to manage our customer’s life cycle across different sales teams, and track follow-ups. **What do you dislike about Orgzit?** Nothing for now. Orgzit has made our work life a lot easier now. A few months ago, we had some performance issues which were promptly addressed by the Orgzit team by increasing their server capacity and making improvements to their software. **Recommendations to others considering Orgzit:** The following points make Orgzit very much recommendable: - Orgzit was able to provide us with a customized CRM that exactly matches our sales process. - Orgzit has helped our sales team better coordinate their work and lead to immeasurable value. Previously scattered information is now visible in front of us with important insights. **What problems is Orgzit solving and how is that benefiting you?** Some of the key business problems we have been able to solve with Orgzit are the following. - Implement a sales process spanning 3 teams. We have different teams for nurturing, qualifying, and closing deals. Orgzit provided us with the right system for managing our lead across these three teams. - Automation of leads between stages. We have a couple of key sales processes that require leads to be moved across stages and teams. Before Orgzit, we had to do this movement manually, which was very cumbersome, inefficient, and error-prone. Orgzit has automated these key sales workflows for us which has improved our team’s efficiency a lot. - Call tracking. We have been able to automate call tracking and analysis in the Orgzit CRM. Now, each salesperson can see the history of calls and meetings done with the prospects. - Automation of sales deals tracking. We have been able to track deals closed along with an approval process involving our Finance and Management teams. ### 26. Perfect CRM software to digitize our manufacturer rep business **Rating:** 5.0/5.0 stars **Reviewed by:** Shriya A. | Sales Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2022 **What do you like best about Orgzit?** Orgzit is a very easy-to-use and flexible software. It has been straightforward for us to track leads, quotes, orders, invoicing, and inventory in this application. Using a single software for the complete customer flow has unlocked productivity benefits for our team. Customizations in Orgzit happen at lightning speed. We could streamline our sales process in a month. Additionally, the Orgzit team helped us automate a couple of custom trackers, such as Security Deposit recoverables, which helped us avoid losing money because of delayed follow-ups. The digitization of our business process has added a lot of value to our business. **What do you dislike about Orgzit?** Everything has been great and I can’t remember anything that I did not like about our engagement with Orgzit. **Recommendations to others considering Orgzit:** All-in-one CRM helps manage the entire sales process in a single application No-code platform gives Orgzit a technology advantage that makes it much faster and cost-effective to customize Orgzit team works as genuine partners Very cost-effective solution with the same benefits as Salesforce but at less than half the cost **What problems is Orgzit solving and how is that benefiting you?** Orgzit comes with the same productivity benefits for B2B sales teams as much higher priced software such as Salesforce. Orgzit has been able to deliver us the same capabilities as a Salesforce system but at a cost that is less than half of the Salesforce cost. We have had a easy-to-use and flawless experience with this CRM application. It was easy to onboard our team. The software is highly customizable. It has given us a single place to communicate about our customers and sales, which has improved our internal team collaboration. The transparency of data helps us making decisions unanimously. I would happily recommend Orgzit to any small and midsize business that is looking to digitize their CRM process in a way that the software follows the business process, rather than the other way around. ### 27. Best CRM software for custom B2B sales process **Rating:** 5.0/5.0 stars **Reviewed by:** RaviKant S. | Business Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** April 19, 2022 **What do you like best about Orgzit?** Orgzit is an easy-to-use CRM for B2B sales processes. Orgzit has helped us digitize a custom sales process for our agriculture produce trading business involving buyers, sellers, and ourselves. Orgzit is very fast and simple to customize. We were able to implement our CRM application in Orgzit in about 2 months compared to more than 6 months we were quoted by a custom development vendor. The Orgzit team values our needs and turns around with solutions to our problems and challenges very quickly. **What do you dislike about Orgzit?** Nothing. I feel that Orgzit is a great application as we transform our business processes from traditional to digital. Orgzit has been working great for us and we are looking forward to digitizing many other CRM and sales processes on Orgzit **Recommendations to others considering Orgzit:** The most crucial value drivers of Orgzit for us have been Simple and easy to use. Very less user training was required. Flexible as Agile. We were able to implement our custom sales process in Orgzit. Quick to customize. Compared with other options, it took us less than one-third of the time to implement our workflow in Orgzit. Orgzit team as consulting partners. The Orgzit team has acted as genuine partners for us during the entire process of developing our B2B sales CRM workflow application and taking it live with 40+ users. **What problems is Orgzit solving and how is that benefiting you?** Orgzit has helped us to manage our end-to-end sales process consisting of 30+ steps. The steps consist of: punching in Purchase Orders and Trades enforcing business checks such as credit limit implementing approval processes operational reporting collaboration among our different teams The best part of Orgzit has been that we have been able to get all our customer facing teams one a single application. ### 28. Orgzit CRM is helping us grow a new product business by streamlining a complex sales process **Rating:** 5.0/5.0 stars **Reviewed by:** Swarnendu G. | DGM Structured Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** April 25, 2022 **What do you like best about Orgzit?** It helps take care of my sales n purchase **What do you dislike about Orgzit?** the hierarchy matrix takes time for the approvals. The lesser the hierarchy the better the delivery. **Recommendations to others considering Orgzit:** Orgzit is worth recommendable for the following : - Easy to use application results in high efficiency for users - Team onboarding is very easy - Custom sales processes can be easily streamlined - Very cost Effective - costs less than half of comparable solutions such as Salesforce - Quick and high quality support from the Orgzit team - Makes the decision-making process faster and more transparent with real-time reports and dashboards I am happy to recommend Orgzit as a B2B sales CRM software to anyone looking to implement a custom or complex sales process, without spending a fortune. **What problems is Orgzit solving and how is that benefiting you?** It has heloed a great to fasten the invoice raising and the payment processing. ### 29. A Powerful Tool to Manage Database in Simplified Manner. **Rating:** 5.0/5.0 stars **Reviewed by:** Tarun B. | HR & Operations Leader - India, Mid-Market (51-1000 emp.) **Reviewed Date:** April 18, 2022 **What do you like best about Orgzit?** I highly recommend Orgzit platform. Orgzit makes data management, performance tracking, and data analytics, so easy. Which results in quick decision-making. **What do you dislike about Orgzit?** In the last 3-4 Years, there is nothing as such. which we disliked. **Recommendations to others considering Orgzit:** API Integration feature can be improved. **What problems is Orgzit solving and how is that benefiting you?** Orgzit helped us in automating the data capturing process. Earlier, as a small-scale non-profit organization, we used to manage databases in excel sheets, which was really challenging to keep a track of all databases. Due to this, performance analysis and delayed decision-making were the big problems. But now, with the help of Orgzit, all our client databases is been captured in an automated way, which has helped us to be more streamlined and productive. Our big thanks to team Orgzit for introducing us to this great platform and supporting us in a very professional and proficient manner. ### 30. Orgzit is amongst the quickest to implement operations automation software product. **Rating:** 5.0/5.0 stars **Reviewed by:** Girish K. | Head of Technology and Products, Enterprise (> 1000 emp.) **Reviewed Date:** May 09, 2022 **What do you like best about Orgzit?** Easy to use Excel or Google Sheets like interface with very strong capability to automate without the need to write difficult to maintain Macros & out of the box Mobile App **What do you dislike about Orgzit?** Lack of standard 3rd party connector services like Payment Gateway, WhatsApp messaging, Document eSigning etc. **What problems is Orgzit solving and how is that benefiting you?** Implementation in very quick time for End-to-end Management of our newly launched Supply Chain Finance operations. Greatly helping control our payments and receivables which is at the core of our product. ### 31. Access all the data from anytime and anywhere **Rating:** 5.0/5.0 stars **Reviewed by:** Manish K. | Placement Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** April 20, 2022 **What do you like best about Orgzit?** I am able to view my data in the way i want and work on it. **What do you dislike about Orgzit?** As such, there is no downside to using Orgzit. Every feature of Orgzit works excellent. If data can be found on custom reports with a single click could help the user in many ways. **What problems is Orgzit solving and how is that benefiting you?** It helps in properly organizing data, easy to search and work. Feasibility of preparing reports as per need, Multiple view options like calendar and maps are excellent. ### 32. Best CRM Technology Solution Partner **Rating:** 5.0/5.0 stars **Reviewed by:** Sarthak K. | Co-Founder & Director , Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2021 **What do you like best about Orgzit?** Easy to use CRM that was highly customised for our business workflow. The team was committed, eye for detail, Super fast response time, best in the trade! The end to end CRM solution was delivered to our team in record time which significantly saved us lot of time and costs of implementing the systems at Senocare. **What do you dislike about Orgzit?** Orgzit has a very easy to us mobile app for our operations and sales users but Orgzit does not have a customer facing app. **Recommendations to others considering Orgzit:** Orgzit offers the most flexible CRM for end to end customer relationship tracking and management. The features compare to other enterprise software such as Salesforce but at a fraction of the cost and time to implement the system. If you are looking for a powerful, cost effective and easy to use CRM - just go ahead with Orgzit. **What problems is Orgzit solving and how is that benefiting you?** Orgzit has provided us a complete CRM system for our elderly home care solutions work. We are able to track our inquiries from different sources, list of our existing and previous members, the service packages that the members had subscribed. The best part is we are able to track all service requests provided to the members and allocate it to our country wide network of vendors. All our customer relationship is tracked on a single system which has eased the day to day operations, leaving us with time to grow the business. ### 33. Flexible CRM for manufacturers reps for complete sales and service tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Toushar B. | Admin & CRM Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 17, 2021 **What do you like best about Orgzit?** Orgzit is an easy to use and very flexible CRM system that helps us manage our leads, quotations, invoices as well as service tracking for our various products and line cards. As a manufacturer reps we have to work with multiple product categories and pricing options, setting it all up was really easy in Orgzit. Prior to Orgzit we had tried a number of other CRM systems but they were only helping us manage our lead pipelines and for everything else we had to rely on Excel sheets. Orgzit has become our single source of truth as all information is available in a single place which make collaboration easier across our different offices and teams. The dashboards and reminders that we get on Orgzit ensure that everyone is on top of their game and no customer follow ups go unattended. Lastly the team at Orgzit has been very responsive and their consultative approach at every step of the CRM implementation was perfect for our traditional manufacturing products distribution business. **What do you dislike about Orgzit?** There is not much that I dislike about Orgzit but we would love to see some additional features such as integration with Outlook 365 so that our emails are also attached to the data. I would also like to see Orgzit supporting offline access as sometime data is not accessible on ships where our service engineers are installing the equipment we supply. **What problems is Orgzit solving and how is that benefiting you?** Orgzit has helped us put all our sales, service and support data for our engineering products distribution business in a single place. We use Orgzit for the following workflows: - Leads and sales funnel tracking - Quotation - Quotation tracking - Follow ups - Invoicing - Service tickets - Collaboration among different teams and offices to complete projects for our customers ### 34. So pleasing to work with Orgzit **Rating:** 5.0/5.0 stars **Reviewed by:** Suresh Kumar G. | A, Mid-Market (51-1000 emp.) **Reviewed Date:** September 20, 2021 **What do you like best about Orgzit?** I find Orgzit to be highly competent and always ready to solve problems by not only putting in extra efforts but also hand-holding other developers in case of integration with third-party solutions. **What do you dislike about Orgzit?** Nothing. I have always had a pleasing experience working with Orgzit **Recommendations to others considering Orgzit:** Great company to work with **What problems is Orgzit solving and how is that benefiting you?** Integration with third-party solutions. Mr Pavan puts in extra efforts to make sure all issues are resolved and work is completed in a time-bound manner and successfully. ### 35. Highly Effective and Configurable Business Process Management Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Taruneet K. | Senior IT Management Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2021 **What do you like best about Orgzit?** Orgzit tool has helped us in supporting our company vision by configuring business processes seamlessly. The strength of the Orgzit tool is that it helps in optimizing processes encompassing various operations and thereby support in delivering company goals. With the workflow-driven approach of Orgzit, we have automated our processes which are helping us improve our overall efficiency in day-to-day operations. It is a highly customizable software and workflows and configurations are easy to configure and use. User experience is also ver good. Dashboards and Reporting is an excellent feature TAT in resolving issues during the implemnetation process is highly appreciated Kudos to the Orgzit Team for buidling such a great software!! **What do you dislike about Orgzit?** The only thing I can think of improvement is more documentation **Recommendations to others considering Orgzit:** I highly recommend organizations Orgzit Tool for Business Process Management **What problems is Orgzit solving and how is that benefiting you?** - Task Management - HR Processes - SDLC Process ### 36. Orgzit Review **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Civic & Social Organization | Mid-Market (51-1000 emp.) **Reviewed Date:** March 12, 2021 **What do you like best about Orgzit?** It's an extremely easy to use application - I can accomplish all my work effectively with the assistance of Orgzit. What I like the best is that we can undoubtedly sort, filter, and download the information whenever required. By utilizing features like these, I am able to see my data in the manner I want and work on it. Our team uses Orgzit CRM for a variety of processes and it's amazing how we can track every single detail so easily! **What do you dislike about Orgzit?** Occasionally, I encounter problems working on the Mobile App. However, we have been told that their team is working on improving the mobile application performance. **Recommendations to others considering Orgzit:** I have the visibility of the entire business workflow thanks to Orgzit's straightforward nature. Before Orgzit, we used hard copies for everything, which consumed a lot of time and were difficult to manage. However, with the Orgzit solution in place, I can complete more work in less time. **What problems is Orgzit solving and how is that benefiting you?** Our group utilizes Orgzit for different business processes including records and resource management, lead tracking, etc. With the amount and variety of data and processes that we have, I can't help but wonder how we might manage without Orgzit. ### 37. Our Dealer Management System couldn’t be better! **Rating:** 4.5/5.0 stars **Reviewed by:** Bichhonna M. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2021 **What do you like best about Orgzit?** Orgzit had made our lives much easier and efficient by providing a flexible Dealer Management solution for us. Orgzit has helped reduce the time and effort required to interact with dealers for processing individual orders. All our data is very well organized and our dealers can keep a track of all their orders in Orgzit. Like every team, we had a lot of processes going around in our organization, each of them equally important and with Orgzit we are able to manage all of them very easily. **What do you dislike about Orgzit?** There is just one thing I believe can be improved - system gets little slow at times. Apart from this We are highly satisfied for the services provided. **What problems is Orgzit solving and how is that benefiting you?** We can not only track all our Orders, Payments, Deliveries, and Service Complaints, but also generate and email invoices. The solution provided by Orgzit has increased our organization’s productivity and overall efficiency. And the kind of support that we get from their support team is amazing. ### 38. A good CRM in the Plethora of competitors. **Rating:** 4.0/5.0 stars **Reviewed by:** Hari Kishan Gupta E. | Subject Matter Expert, Mid-Market (51-1000 emp.) **Reviewed Date:** June 17, 2021 **What do you like best about Orgzit?** The connectivity to all the departmental users. Easy to use with all the sales processes coved under one roof. **What do you dislike about Orgzit?** Could be better if it integrates with other customized Databases. As of now, this is one place where it can improvise. **What problems is Orgzit solving and how is that benefiting you?** I had experience with this tool in my previous organization. Mainly to say the options to search a Quote with multiple keywords. Communicating with members of team w.r.t a document. ### 39. Powerful and Customizable Solution **Rating:** 5.0/5.0 stars **Reviewed by:** Bilal K. | Software Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** January 21, 2021 **What do you like best about Orgzit?** Orgzit is fairly easy to use and their dashboard is really good. It's a highly customizable system and that helps you and your team to be more productive. They have a great customer support aswell, they are really helpful if you get stuck on the system. Implementing other tools to this system with the help from customer support is also really fast. **What do you dislike about Orgzit?** There can be performance issues when dealing with big data. I am sure this issue will be solved going further. **What problems is Orgzit solving and how is that benefiting you?** We use it mainly as a crm but we also use this system as a issue tracker. ### 40. sales process oriented **Rating:** 5.0/5.0 stars **Reviewed by:** RIYAZUDEEN S. | Senior relationship manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2021 **What do you like best about Orgzit?** orgit provide power of enterprise CRM with flexbility of Excel.Orgit is an all in one sales system for manufacture reps and distributors **What do you dislike about Orgzit?** Orgzit doest not have a customer facing App **Recommendations to others considering Orgzit:** it is a highly customizable software and worlkflows. Orgit made life much easier...Orgit Unique and Flexible **What problems is Orgzit solving and how is that benefiting you?** Orgit has helped for leads and sales funnel tracking Invoicing followups Service tickets Quotation and Quotion Tracking Collaborate with different teams ### 41. Unique, Flexible, fast & cost effective CRM for service, manufacturing Industries and many more **Rating:** 5.0/5.0 stars **Reviewed by:** Chitra D. | Computer consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** March 06, 2021 **What do you like best about Orgzit?** Orgzit CRM speed, Ease of use Features , Intelligence, Uniquenenness. Orgzit made the Company Senoocare business live in less than a week. **What do you dislike about Orgzit?** There is nothing that we don't like. Every time we want to automate more business requirements and Orgzit is quick enough to give us the solution. **Recommendations to others considering Orgzit:** Best CRM product **What problems is Orgzit solving and how is that benefiting you?** Complete solution to our company, Senocare complex requirements, Benefits - Enabled company business go live in less than one week. Team solved new complex requirements within 10hours and integrated in application. Saved Senoocare struggle to find solution for their needs, with-in budget , stable solution, best support to Senoocare operational team. Orgzit CRM Is unique product with best supportive team. ### 42. Access all the data from anytime and anywhere **Rating:** 4.5/5.0 stars **Reviewed by:** Varun P. | Mobilization Cordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** March 12, 2021 **What do you like best about Orgzit?** After using Orgzit, it helps us to analyse things easier. Before Orgzit, we were used to make files on excel which consumes lot of time. But with orgzit, my work gets done in less time. **What do you dislike about Orgzit?** Sometimes the system gets down due to huge data amount. **What problems is Orgzit solving and how is that benefiting you?** Orgzit makes the internal communication easy with create tasks, set reminders, leave comments and track every detail. It has definitely increased our team productivity significantly. ### 43. Best Crm Tool for any business **Rating:** 5.0/5.0 stars **Reviewed by:** Vikrant K. | Sale's and Marketing Head HOD **Reviewed Date:** March 03, 2021 **What do you like best about Orgzit?** Orgzit is very unique and best follow up tool. It helps us manage current leads, formal quotations, bills. All interactions are recorded to refer to later that what was discussed and sam eis being followed to close the leads and to convert into order. They have awesome team which resolves all queries immediately. **What do you dislike about Orgzit?** There nothing to dislike, as what ever we ask to changes, they simply change it in crm. **What problems is Orgzit solving and how is that benefiting you?** Its solving our biggest problem which is FOLLOW UP. It's so geart crm that you cant miss any thing. Almost 90% leads we close with the help of orgzit crm ### 44. A powerful collaboration tool **Rating:** 4.5/5.0 stars **Reviewed by:** Mohd A. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2018 **What do you like best about Orgzit?** Orgzit has powerful dashboard that helps you track multiple and complex processes easily. The easy to use interface let you track down each progress in detail. The Customer Service Desk Launcher helps us in managing customer queries with great efficiency. Status tracking of tickets and automated email and SMS notifications remains the most efficient features in this launcher and helps our team to more proactive in solving our customer queries. **What do you dislike about Orgzit?** Customizations in the existing launchers are a bit difficult. We used it for customer support functionality it was really great. For other functions and process, there are different powerful dashboard available but a mix of functionality in a single dashboard is not possible. **What problems is Orgzit solving and how is that benefiting you?** Customer Support ## Orgzit Discussions - [What is Orgzit used for?](https://www.g2.com/discussions/what-is-orgzit-used-for) - [View Orgzit pricing details and edition comparison](https://www.g2.com/products/orgzit-orgzit/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-15+19%3A49%3A39+-0500&secure%5Bsession_id%5D=5d682693-5372-420d-bd84-6438149981d1&secure%5Btoken%5D=8a85c3a4d16e0f941606f0f4599a47c8a22ae43b690fe3ad047f4fb3aa8dd798&format=llm_user) ## Orgzit Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Configuration - cpq** - Product Catalog - Configuration Rules - Price Configuration - Visual Configuration **Customer Requirements** - Quoting - Configuration - Pricing **Customization** - Custom Fields - Conditional Logic - Multi-page Forms - Design **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Pricing** - Pricing Flexibility - Discounting - Commerical Rules - Terms and Conditions - Approval Workflow - Renewals **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Contracts** - Creation - Negotiation - Execution **Additional Functionality** - Embedded Forms - Offline Capability - Notifications - Payments - Mobile Forms **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Quoting** - Grouping - Version Control - Quote Document Generation - Ordering - Contracts **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting **Revenue** - Invoicing - Matching - Recognition **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Admin** - Configuration Ease of Admin - Pricing Administration - Workflow Management - Document Management **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Performance and Reliability - Output Document Generation **Channels** - Mobile User Support - Channel Partner Support - eCommerce **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Platform** - CRM Integration - Integration API - Scalability - Reporting and Dashboards - ERP Integration **Generative AI** - AI Text Generation **Generative AI - cpq** - Dynamic Quoting - Dynamic Pricing - Personalized Sale Recommendations **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Orgzit Alternatives - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,818 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (2,984 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,582 reviews)