Orgzit has empowered our sales team to track every interaction with the agents and customers Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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.

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.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

It has heloed a great to fasten the invoice raising and the payment processing. Review collected by and hosted on G2.com.

API Integration feature can be improved. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.