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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.
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.
43 out of 44 Total Reviews for Orgzit
Overall Review Sentiment for Orgzit
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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.
There is no specific thing i dislike about orgzit,Its usere friendly and easy to use Review collected by and hosted on G2.com.
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.
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.
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.
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.
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.
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.
* 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.
* 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.
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.
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.
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.
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.
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.
I must say that there is nothing I dislike about Orgzit. Review collected by and hosted on G2.com.
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.
Nothing. Till now, our journey with Orgzit has been very pleasant and fruitful Review collected by and hosted on G2.com.
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.
There's no major dislike of Orgzit on my part. Review collected by and hosted on G2.com.