---
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: '2026-07-17'
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 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?page=2&section=pricing&secure%5Bexpires_at%5D=2026-08-03+15%3A42%3A54+-0500&secure%5Bsession_id%5D=78e3721a-e26d-405c-a1f7-d85977ceb3e0&secure%5Btoken%5D=4f3d134006a3b49b091ce822d09381997ac5629a8107eb40f5317ac7ef58b386&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 (2,839 reviews)
  - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,055 reviews)
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,679 reviews)