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.

CuEngine is an innovative startup in the real estate industry where we help builders sell apartments in newly developed projects. A couple of things unique about our industry are that the sales process involves a number of intermediate agents and the sales process is quite long up to a few months. Our business model involves selling the properties through a network of agents and nurturing relationships with agents and customers. Orgzit CRM is the foundation tool to implement our unique sales process. It is the system of record for tracking all customer engagements and activities. The best aspect of Orgzit has been that we have been able to regularly tweak the CRM database and rules to match our evolving sales process. We have been able to automate many complex sales workflows in a very short period of time. This has helped us be very agile in our business.

It helps take care of my sales n purchase