About Orgzit

Orgzit is a customer relationship management (CRM) solution designed to help businesses organize and manage data from various sources. It enables organizations to streamline lead management, project tracking, invoicing, and workflow management operations.

Orgzit allows employees to share business data with internal and external stakeholders and manage tasks. Managers can assign projects to team members, create task lists, and handle user-based role permissions.

Orgzit helps users upload files, add comments, and capture and store conversation histories in a centralized repository.

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

Devices

Business size

S M L

Markets

India

Supported Languages

English

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

Images

No images available

Features

Total features of Orgzit: 46

  • API
  • Access Controls/Permissions
  • Agile Methodologies
  • Alerts/Notifications
  • Approval Process Control
  • Backup and Recovery
  • Billing & Invoicing
  • Budget Management
  • Business Process Automation
  • Business Process Control
  • Calendar Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Compliance Tracking
  • Contact Management
  • Customisable Dashboard
  • Customisable Templates
  • Data Dictionary Management
  • Data Replication
  • Document Management
  • File Sharing
  • Forms Management
  • Issue Management
  • Kanban Board
  • Milestone Tracking
  • Mobile Access
  • No-Code
  • Portfolio Management
  • Prioritisation
  • Process Change Tracking
  • Process Modeling & Designing
  • Project Management
  • Project Planning/Scheduling
  • Real Time Editing
  • Relational
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Templates
  • Third Party Integrations
  • Time & Expense Tracking
  • Workflow Configuration

Alternatives

HubSpot CRM

4.5
#1 Alternative to Orgzit
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Salesforce Sales Cloud

4.4
#2 Alternative to Orgzit
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

Creatio CRM

4.8
#3 Alternative to Orgzit
Creatio is the leading provider of ONE platform to automate industry workflows and CRM with no-code and maximum degree...

Asana

4.4
#4 Alternative to Orgzit
Asana is a work and project management solution for teams. You can organize everything—from company objectives to...

Reviews

Overall rating

4.1 /5
(23)
Value for Money
4.0/5
Features
4.1/5
Ease of Use
4.0/5
Customer Support
4.4/5

Already have Orgzit?

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Showing 5 reviews of 23
Verified Reviewer
Overall rating
  • Industry: Consumer Services
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great Organizational Tool

Reviewed on 20/09/2018

We run an event management company and keeping a track of all the events has never been easier...

We run an event management company and keeping a track of all the events has never been easier before. With the Project Management Launcher, we are more efficient now and it helps our team to finish their respective tasks before the deadline. The easy to use interface helps us to check the progress timely and we take the actions accordingly if anything goes wrong.

Pros

Reasonable monthly cost
Varied integrations

Cons

We have been using orgzit from 2 months. We haven't face any issues as of now.

Response from P3Infotech Solutions

Thank you for your review. Please reach out to our customer support for any feature requests. We take our customer feedback very seriously and will definitely ensure our best to build the features that you found were missing.

You can also check out our product roadmap here

https://tinyurl.com/qsw776k

Toushar B.
Overall rating
  • Industry: Oil & Energy
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Easy to use and Flexible CRM for manufacturing reps

Reviewed on 17/02/2021

Pros

We use Orgzit as our end to end sales, service and support CRM system for our manufacturing products distribution business. It has helped us move away from multiple tools and Excel spreadsheets to a single platform that has become our single source of truth for all internal processes. We use Orgzit for the following use cases:
1. Leads and funnel tracking
2. Quotations
3. Follow ups
4. Invoices
5. Follow ups and collaboration within our teams that are spread across multiple offices and regions.

Cons

We really like the software and use it daily so not really. However, we would like to see Orgzit support offline access as that is sometime required by our sales and service engineers when they are working from remote product sites where internet access can be sporadic or unavailable.

Alternatives Considered

Salesforce Sales Cloud and Creatio CRM

Reasons for Choosing Orgzit

Flexibility and easy of use and customizability for building our own sales process on the software instead of using something off the shelf which did not mirror our internal sales and service processes.

Switched From

Microsoft Excel and Zoho CRM

Reasons for Switching to Orgzit

Orgzit offered the best combination of flexibility, support and pricing that was critical for us to make our CRM processes smooth and easy for all users across the organizations. Unlike other CRMs that we explored Orgzit ensured that the CRM was not only meant for use by the sales persons but by the entire organization as all the information required for leads to cash workflow could be mapped in the single software.
Verified Reviewer
Overall rating
  • Industry: Computer Software
  • Company size: 201-500 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Orgzit CRM is good not great (yet)

Reviewed on 12/03/2020

Overall it is good, I am missing some features like reports and after sales project managment

Overall it is good, I am missing some features like reports and after sales project managment

Pros

-Works quickly and smoothly
-Easy to fill the leads
-Nice and easy filters

Cons

UI doesnt look good
It is very focused on sales, the after sale process needs to improve

Haya A.
Overall rating
  • Industry: Apparel & Fashion
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great Software for Workflow Management

Reviewed on 23/11/2018

To conduct our regular operations, our staff greatly relied on spreadsheets and emails. We refer to...

To conduct our regular operations, our staff greatly relied on spreadsheets and emails. We refer to spreadsheet for virtually everything from sharing job programs, monitoring new products, managing product stocks, to following up with prospects on a regular basis. Leads were becoming lost. Best effect was hauled by after-sales section. The plans went haywire since the group began losing its alignment to the company vision and mission.
Anxious we checked out nearly every potential remedy to streamline our business processes. We touch base with Salesforce, Zoho, however, found out that there were just vanilla alternatives present on the marketplace. There was no way I might get a customized solution that may tackle my company certain challenges -- of course inside the budget and deadline that I had in my own mind.
Considering switching into Orgzit, that has saved substantial quantity of money before spent on IT administrative and maintenance jobs through using features like real time collaboration, centralized location for document sharing, and job assigning.Our Business development group has completely embraced the chance to effortlessly share awareness, sales collaterals, work collectively on business opportunities, and also perform a great deal more. With analytics and reporting, now we get a 360 degree perspective of direct stream, pending jobs, accomplished jobs, etc. and has finally led to enhanced customer service and decreased reaction time.All as a result of Orgzit!

Pros

Ease of use, There are many workflow management systems that are changing the way the way people work. As I evaluate my options, I don't fall in ‘features-rich’ trap, I chose Orgzit as my workflow management software because I believe its simple and easy use of operation worked best for our team.

Cons

They can improve training manuals although their support team is great in explaining every feature and we were practically hand held at every step of the implementation.

Response from P3Infotech Solutions

Thank Haya for the wonderful review. Really appreciate it. You are a power user!

Abhimanyu S.
Overall rating
  • Industry: Oil & Energy
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

6 months with Orgzit

Reviewed on 12/03/2020

As a small business dedicated in selling and servicing, we were at times losing critical information...

As a small business dedicated in selling and servicing, we were at times losing critical information for future business. We were in need for a software which was easy to use and customisable to suit our needs and after 6 months with Orgzit we are much more organised and comfortable in managing our customer database, leads, payments and service issues.
We highly recommend this service.

Pros

Leads Management - Easiest integration with one dedicated customer database, no duplication and all leads relevant to one customer can be easily viewed and actioned.
Tenders - We have not lost track of any tender since moving to Orgzit, the whole process of bidding, EMD, Competitive bid tracking and al the way to order placement and processing is seamlessly integrated.
Staff Management - Being a marketing company, we have a lot of employees in the field and there expenses are also managed through Orgzit, doing away with a lot of paper.
Product database - Team Orzgit really helped us in organising our products, which is a sizeable list of more than 5000, sales team can now see everything related to a product; pricing, brochures, operating manuals directly from the Orgzit android App.
Inventory and Branch Transfer - Master inventory and inter branch inventory is easily managed.

Cons

Nothing much so far as the customer support team at Orbit is usually able to accommodate our requests.
It will be nice to have a Chatbot wherein all company related discussions amongst staff can be done as currently it is being done on WhatsApp.

Showing 5 reviews of 23 Read all reviews

Orgzit FAQs

Below are some frequently asked questions for Orgzit.

Orgzit offers the following pricing plans:

  • Starting from:
  • Pricing model: Free Version, Subscription
  • Free Trial: Available

Orgzit has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

Orgzit supports the following languages:

English

Orgzit supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

We do not have any information about what integrations Orgzit has

Orgzit offers the following support options:

Chat

Related categories

See all software categories found for Orgzit.