Show rating breakdown
Save to My Lists
Claimed
Claimed

Top Rated Orgzit Alternatives

Orgzit Reviews & Product Details

Valentina M.
VM
Estimator
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
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. Review collected by and hosted on G2.com.

What do you dislike about Orgzit?

Orgzit is successfully serving my purposes at work. I have nothing to complain about it for now. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Orgzit Overview

What is 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 Details
Discussions
Orgzit Community
Languages Supported
English
Show LessShow More
Product Description

Orgzit is a highly flexible, scalable workforce productivity technology platform for businesses to run their operations on and it empowers teams to track, manage and analyze any information.


Seller Details
Seller
Orgzit
Year Founded
2016
HQ Location
San Jose, California
Twitter
@Orgzit
334 Twitter followers
LinkedIn® Page
www.linkedin.com
11 employees on LinkedIn®

PV
Overview Provided by:
Founder & CTO at Orgzit

Recent Orgzit Reviews

Verified User
U
Verified UserMid-Market (51-1000 emp.)
2.5 out of 5
"Orgzit Review"
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 ...
SJ
Sangeeta J.Small-Business (50 or fewer emp.)
5.0 out of 5
"Orgzit has streamlined our Project & Task Management, IT, and HR processes"
We at Rite Infotech provide IT services to our customers. We use Orgzit primarily for issue tracking, IT Infrastructure management and managing hum...
SS
Shakti S.Small-Business (50 or fewer emp.)
4.5 out of 5
"Orgzit provided senocare with a tailor-made CRM for our healthcare services"
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....
Security Badge
This seller hasn't added their security information yet. Let them know that you'd like them to add it.
0 people requested security information

Orgzit Media

Orgzit Demo - Orgzit customer list
List of Orgzit customers from manufacturer reps and distributors categories
Orgzit Demo - Orgzit Enterprise CRM comparison
Orgzit benefits over other popular Enterprise CRM software
Orgzit Demo - Orgzit Product Screenshot
Orgzit product overview for end to end sales process
Orgzit Demo - Orgzit CRM Dashboard Screenshot
Orgzit CRM dashboard and reports screenshot with sample data
Orgzit Demo - Orgzit CRM mobile app
Orgzit CRM real-time collaboration on mobile apps for Android and iOS
Answer a few questions to help the Orgzit community
Have you used Orgzit before?
Yes

43 out of 44 Total Reviews for Orgzit

4.8 out of 5
The next elements are filters and will change the displayed results once they are selected.
Search reviews
Popular Mentions
The next elements are radio elements and sort the displayed results by the item selected and will update the results displayed.
Hide FiltersMore Filters
The next elements are filters and will change the displayed results once they are selected.
The next elements are filters and will change the displayed results once they are selected.
43 out of 44 Total Reviews for Orgzit
4.8 out of 5
43 out of 44 Total Reviews for Orgzit
4.8 out of 5

Orgzit Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for OrgzitQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
Log In
Want to see more insights from verified reviewers?
Log in to view review sentiment.
G2 reviews are authentic and verified.
SS
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
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. Review collected by and hosted on G2.com.

What do you dislike about Orgzit?

There is no specific thing i dislike about orgzit,Its usere friendly and easy to use Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Naveen K.
NK
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

AA
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Vijay  M.
VM
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Ramkumar N.
RN
Salesforce Developer
Information Technology and Services
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Rahul T.
RT
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Poonit K.
PK
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
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. Review collected by and hosted on G2.com.

What do you dislike about Orgzit?

It has been a reliable and efficient platform for our business management processes. I have no complaints. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Shikha K.
SK
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
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. Review collected by and hosted on G2.com.

What do you dislike about Orgzit?

I must say that there is nothing I dislike about Orgzit. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Vishal R.
VR
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
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. Review collected by and hosted on G2.com.

What do you dislike about Orgzit?

Nothing. Till now, our journey with Orgzit has been very pleasant and fruitful Review collected by and hosted on G2.com.

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 . Review collected by and hosted on G2.com.

Santosh K.
SK
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
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. Review collected by and hosted on G2.com.

What do you dislike about Orgzit?

There's no major dislike of Orgzit on my part. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.