---
title: Orgzit Reviews
meta_title: 'Orgzit Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 44 reviews by the users' company size, role or industry to
  find out how Orgzit works for a business like yours.
aggregate_rating:
  rating_value: 4.8
  review_count: 44
  scale: '5'
date_modified: '2026-08-07'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# 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 value the **ease of use** of Orgzit, appreciating its flexibility and intuitive dashboard for daily task management. (5 reviews)
- Users appreciate Orgzit's **flexibility and configurability** , enabling customized solutions for diverse business needs without coding. (4 reviews)
- Users value Orgzit's **comprehensive features** , enhancing collaboration and streamlining business processes effectively. (3 reviews)
- Users appreciate the **flexibility** of Orgzit, allowing easy customization to meet specific business needs without coding. (3 reviews)
- Users value the **streamlined collaboration** and accessibility of Orgzit, enhancing efficiency across business processes and teams. (3 reviews)
- Access Ease (2 reviews)
- Automation (2 reviews)
- Collaborative Efforts (2 reviews)
- Customer Support (2 reviews)
- Customizability (2 reviews)

**What users dislike:**

- Users note occasional **connectivity issues** with Orgzit, particularly when integrating with traditional databases like SQL. (1 reviews)
- Users find the **user interface challenging** , indicating that design improvements could enhance overall usability. (1 reviews)
- Users note some **display issues** with Orgzit, particularly in the user interface, suggesting room for improvement. (1 reviews)
- Users feel there's **incomplete information** , especially regarding client report creation, affecting overall usability. (1 reviews)
- Users note **integration issues** with conventional databases like SQL, affecting seamless connectivity and 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. 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.

  ### 2. 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.


## 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?filters%5Bnps_score%5D%5B%5D=3&section=pricing&secure%5Bexpires_at%5D=2026-08-14+08%3A25%3A04+-0500&secure%5Bsession_id%5D=5eb9885c-972d-42fa-b040-ee9ee05dee14&secure%5Btoken%5D=78409ff220171d486622997f4fe8e097547438cb9373c6db6eb3f7dc155239b0&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
- Contract/License Management

**Additional Functionality**
- AI Copilot
- Electronic Signature
- Approval Process Control
- Customer History
- Workflow Management
- Reminders
- Automated Quoting
- Price/Margin Management
- Contact Management
- Drag & Drop
- Pricing and Cost Calculations
- Calendar Management
- Catalog Management
- Client Portal
- Discount Management
- Real-Time Data
- Proposal Generation
- Billing & Invoicing
- Generative AI
- Customizable Branding
- Template Management
- Document Management
- Estimating
- Email Management
- Third-Party Integrations
- Reporting & Statistics
- Access Controls/Permissions
- Customizable Fields
- CRM
- Pricing Management
- API
- Accounting Integration
- Activity Dashboard
- Contract/License Management
- Electronic Payments
- Audit Trail
- Quotes/Estimates

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics
- Email Management
- File Management
- Deal Management

**Configuration - cpq**
- Product Catalog
- Configuration Rules
- Price Configuration
- Visual Configuration

**Customer Requirements**
- Quoting
- Configuration
- Pricing

**Customization**
- Custom Fields
- Conditional Logic
- Multi-page Forms
- Design
- Forms Creation & Design

**Agentic AI - Sales Analytics**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Third-Party Integrations
- CRM Integration

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics
- Workflow Management
- Opportunity Management
- Sales Pipeline Management
- Reporting/Analytics
- Calendar Management
- Pipeline Management
- Content Management
- Communication Management
- Visual Analytics
- Template Management
- Predictive Analytics
- Document Management
- Channel Management
- Commission Management
- Field Sales Management

**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
- Customizable Forms
- Real-Time Notifications
- Alerts/Notifications

**Additional Functionality**
- Search/Filter
- AI Copilot
- Commenting/Notes
- Content Publishing Options
- Reporting & Statistics
- Content Library
- Document Classification
- Drag & Drop
- Customizable Branding
- SSL Security
- API
- Document Management
- Document Storage
- Collaboration Tools
- Data Capture and Transfer
- Autofill
- Multi-Channel Distribution
- Convert to PDF
- Customizable Templates
- Media Library
- Generative AI
- Full Text Search
- Surveys & Feedback
- Data Import/Export
- Forms Management
- Electronic Signature
- Third-Party Integrations
- Reporting/Analytics
- Workflow Management
- Template Management
- Mobile Access

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Quoting**
- Grouping
- Version Control
- Quote Document Generation
- Ordering
- Contracts
- Approval Process Control

**Predictive Analytics**
- Lead Scoring
- Opportunity Scoring
- Risk Analysis
- Live Forecasting
- Budgeting/Forecasting
- Correlation Analysis
- Competitive Analysis
- Sales Trend Analysis
- Statistical Analysis

**Revenue**
- Invoicing
- Matching
- Recognition

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support
- Third-Party Integrations
- Social Media Integration
- Customer Support
- Multi-Channel Social Integration

**Admin**
- Configuration Ease of Admin
- Pricing Administration
- Workflow Management
- Document Management
- Contact Management
- Discount Management
- Catalog Management
- Contract/License Management
- Renewal Management
- Price/Margin Management
- Order Management

**Sales Management**
- Live Pipeline Management
- Sales Gamification
- Account-Based Analytics
- Activity Tracking
- Predictive Analytics
- Visual Analytics
- Task Management
- Contact Management
- Lead Management
- Opportunity Management
- Workflow Management

**Additional Functionality**
- Dynamic Modeling
- Lead Qualification
- Lead Capture
- Real-Time Reporting
- Contact Database
- API
- Reporting & Statistics
- Role-Based Permissions
- Collaboration Tools
- Dashboard Creation
- Modeling & Simulation
- Exception Reporting
- Generative AI
- Sales Reports
- Performance Metrics
- "What If" Scenarios
- Customizable Reports
- Data Import/Export
- AI Copilot
- Graphical Data Presentation
- Drag & Drop
- Access Controls/Permissions
- Alerts/Notifications
- Business Process Control
- Multi-Currency
- Pipeline Reports

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Performance and Reliability
- Output Document Generation
- Mobile Access
- Lead Generation

**Channels**
- Mobile User Support
- Channel Partner Support
- eCommerce

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Third-Party Integration
- Internal Chat Integration
- Collaboration Tools
- Prospecting Tools
- Real-Time Data

**Platform**
- CRM Integration
- Integration API
- Scalability
- Reporting and Dashboards
- ERP Integration
- Activity Dashboard
- Third-Party Integrations

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Generative AI - cpq**
- Dynamic Quoting
- Dynamic Pricing
- Personalized Sale Recommendations

**Additional Functionality**
- Price and Cost Calculations
- Data Visualization
- Rules Engine
- Real-Time Data
- Quotes/Estimates
- Audit Trail
- Drag & Drop
- Access Controls/Permissions
- Sales Automation
- Document Storage
- AI Copilot
- CRM
- Customizable Templates
- Product Configurator
- Self Service Portal
- Forecasting
- Bills of Material
- Multi-Currency
- Generative AI
- Customizable Branding
- Electronic Signature
- Document Templates
- Reporting & Statistics

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Calendar/Reminder System

**Additional Functionality**
- Search/Filter
- Alerts/Notifications
- Data Import/Export
- Lead Capture
- Batch Processing
- Email Tracking
- Tagging
- Pipeline Reports
- Drag & Drop
- Segmentation
- Customizable Fields
- Role-Based Permissions
- Interaction Tracking
- CRM
- Document Storage
- AI Copilot
- Contact Database
- Referral Tracking
- Quotes/Estimates
- Multi-Channel Communication
- Lead Qualification
- Marketing Automation
- Email Templates
- Sales Reports
- Customer Journey Mapping
- Reminders
- Lead Scoring
- Data Security
- Customizable Reports
- Calendar Sync
- For Startups
- Performance Metrics
- Sales Trend Analysis
- For iPad Devices
- Customizable Templates
- Activity Tracking
- Reporting & Statistics
- For Mac Devices
- Landing Pages/Web Forms
- Lead Nurturing
- Gamification
- Prioritization
- Web-based Deployment
- Softphone
- Single Sign On
- Customer Database
- Event Triggered Actions
- Mobile App
- Email Sequences
- Customer Segmentation
- Lead Assignment
- For Small Businesses
- Live Chat
- Business Card/Badge Scanning
- Data Visualization
- Customer Social Profiles
- Social Promotion
- Monitoring
- Engagement Tracking
- Social Media Monitoring
- Customer Engagement
- Sentiment Analysis
- Brand Tracking
- Audience Targeting
- Workflow Automation

## Top Orgzit Alternatives
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