Orgzit logo

Orgzit Claim

All-in-one Sales CRM for Manufacturers Reps and Distributors

Orgzit Overview

Orgzit is a specialized all-in-one Sales CRM for manufacturer reps and businesses selling B2B solutions. Orgzit has powerful enterprise capabilities, yet it is as flexible as Excel. We help sales, estimation, and service teams streamline the entire sales and customer engagement process. Our customers use Orgzit to track Leads, Quotations, Orders, Projects, Invoices, Service Tickets, Sales Commissions, Product Catalog, Pricing Catalog, and other CRM information. Our customers have reported becoming twice as productive after moving from scattered spreadsheets to our Sales CRM.

At Orgzit, we believe in business users being in control of their software. That’s why we built our product from the ground up to be flexible and configurable. We help you design your own CRM software, completely fine-tuned to your way of doing business. Orgzit CRM is built on innovative no-code technology which makes it extremely flexible, lightweight, and easy to use. Our technology advantage helps customers break free from rigid, complex, and expensive CRM systems. 

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Orgzit Screenshot & Video

Contact Details

  • Vendor Name Orgzit
  • Founded 2016
  • Location United States
  • Employees 11-50

Support

  • Phone Phone
  • Chat Chat

Training

  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Languages Supported

English


Industries

Distribution, Manufacturing

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Orgzit Features

  • Arrow Icon Milestone Tracking
  • Arrow Icon Testing/QA Management
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon Projections
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Calendar Management
  • Arrow Icon Project Planning
  • Arrow Icon Project Scheduling
  • Arrow Icon Issue Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Gantt/Timeline View
  • Arrow Icon Client Portal
  • Arrow Icon Kanban Board
  • Arrow Icon Collaboration Tools
  • Arrow Icon File Sharing
  • Arrow Icon Prioritization
  • Arrow Icon Risk Management
  • Arrow Icon Traditional Methodologies
  • Arrow Icon Task Management
  • Arrow Icon Status Tracking
  • Arrow Icon Resource Management
  • Arrow Icon Budget Management
  • Arrow Icon Task Progress Tracking
  • Arrow Icon Commenting/Notes
  • Arrow Icon Document Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Agile Methodologies
  • Arrow Icon Activity Dashboard
  • Arrow Icon Idea Management
  • Arrow Icon Project Tracking
  • Arrow Icon Multiple Projects
  • Arrow Icon Real Time Updates
  • Arrow Icon Business Process Automation
  • Arrow Icon Drag & Drop
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Configurable Workflow
  • Arrow Icon Process Change Tracking
  • Arrow Icon Business Process Control
  • Arrow Icon Forms Management
  • Arrow Icon Customizable Templates
  • Arrow Icon Workflow Management
  • Arrow Icon No-Code
  • Arrow Icon Third Party Integrations
  • Arrow Icon Approval Process Control
  • Arrow Icon Collaboration Tools
  • Arrow Icon Document Storage
  • Arrow Icon Process Modeling & Designing
  • Arrow Icon Task Management
  • Arrow Icon Audit Trail
  • Arrow Icon Customizable Fields
  • Arrow Icon Monitoring
  • Arrow Icon Email Management
  • Arrow Icon Data Visualization
  • Arrow Icon Calendar Management
  • Arrow Icon User Management
  • Arrow Icon Graphical Workflow Editor
  • Arrow Icon Forms Automation
  • Arrow Icon Approval Process Control
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Activity Dashboard
  • Arrow Icon Activity Tracking
  • Arrow Icon Role-Based Permissions
  • Arrow Icon Calendar Management
  • Arrow Icon Compliance Tracking
  • Arrow Icon Alerts/Notifications
  • Arrow Icon No-Code
  • Arrow Icon Email Management
  • Arrow Icon Real Time Notifications
  • Arrow Icon Collaboration Tools
  • Arrow Icon Document Storage
  • Arrow Icon Real Time Reporting
  • Arrow Icon Rules-Based Workflow
  • Arrow Icon Graphical Workflow Editor
  • Arrow Icon Task Management
  • Arrow Icon Search/Filter
  • Arrow Icon Monitoring
  • Arrow Icon Progress Tracking
  • Arrow Icon Document Management
  • Arrow Icon Drag & Drop
  • Arrow Icon Template Management
  • Arrow Icon Workflow Configuration
  • Arrow Icon Business Process Automation
  • Arrow Icon Commenting/Notes
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Forms Management
  • Arrow Icon Project Workflow
  • Arrow Icon Project Management
  • Arrow Icon Screen Sharing
  • Arrow Icon Drag & Drop
  • Arrow Icon @mentions
  • Arrow Icon Communication Management
  • Arrow Icon Discussions/Forums
  • Arrow Icon Commenting/Notes
  • Arrow Icon File Sharing
  • Arrow Icon Real Time Notifications
  • Arrow Icon Calendar Management
  • Arrow Icon Video Conferencing
  • Arrow Icon Chat/Messaging
  • Arrow Icon Version Control
  • Arrow Icon Task Management
  • Arrow Icon Contact Management
  • Arrow Icon Document Management
  • Arrow Icon Task Progress Tracking
  • Arrow Icon Content Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Task Scheduling
  • Arrow Icon To-Do List
  • Arrow Icon Prioritization
  • Arrow Icon Tagging
  • Arrow Icon Assignment Management
  • Arrow Icon Customizable Templates
  • Arrow Icon Sales Trend Analysis
  • Arrow Icon Calendar Management
  • Arrow Icon Lead Capture
  • Arrow Icon Workflow Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Opportunity Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Email Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Calendar Sync
  • Arrow Icon Email Marketing
  • Arrow Icon Task Management
  • Arrow Icon Forecasting
  • Arrow Icon Campaign Management
  • Arrow Icon Contact Management
  • Arrow Icon Document Storage
  • Arrow Icon Social Media Integration
  • Arrow Icon Collaboration Tools
  • Arrow Icon Sales Reports
  • Arrow Icon Web-based Deployment
  • Arrow Icon Lead Management
  • Arrow Icon Internal Chat Integration
  • Arrow Icon Lead Generation
  • Arrow Icon Lead Qualification
  • Arrow Icon Marketing Automation
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Referral Tracking
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Territory Management
  • Arrow Icon Deal Management
  • Arrow Icon Lead Nurturing
  • Arrow Icon Role-Based Permissions
  • Arrow Icon Price and Cost Calculations
  • Arrow Icon Order Management
  • Arrow Icon Customizable Branding
  • Arrow Icon Multi-Currency
  • Arrow Icon Approval Workflow
  • Arrow Icon Proposal Generation
  • Arrow Icon Contact Management
  • Arrow Icon Cataloging/Categorization
  • Arrow Icon Renewal Management
  • Arrow Icon Discount Management
  • Arrow Icon Product Configurator
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Price/Margin Management
  • Arrow Icon Bills of Material
  • Arrow Icon Guided Selling
  • Arrow Icon Activity Dashboard
  • Arrow Icon Electronic Signature
  • Arrow Icon Contract/License Management
  • Arrow Icon Forms Creation & Design
  • Arrow Icon Template Management
  • Arrow Icon Data Import/Export
  • Arrow Icon Drag & Drop
  • Arrow Icon Conditional Logic
  • Arrow Icon Client Portal
  • Arrow Icon Pricing Management
  • Arrow Icon CRM
  • Arrow Icon Electronic Signature
  • Arrow Icon Contract/License Management
  • Arrow Icon Discount Management
  • Arrow Icon Document Management
  • Arrow Icon Cataloging/Categorization
  • Arrow Icon Reminders
  • Arrow Icon Customizable Branding
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Proposal Generation
  • Arrow Icon Electronic Payments
  • Arrow Icon Contact Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Drag & Drop
  • Arrow Icon Automated Quoting
  • Arrow Icon Estimating

Orgzit Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial 14 Days

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription
  • Monthly Payment Monthly Payment
  • Quote Based Quote Based

Plans & Packages

Standard

$199 Per Month

Orgzit FAQs

Orgzit is a specialized all-in-one Sales CRM for manufacturer reps and businesses selling B2B solutions. Orgzit has powerful enterprise capabilities, yet it is as flexible as Excel. We help sales, estimation, and service teams streamline the entire sales and customer engagement process. Our customers use Orgzit to track Leads, Quotations, Orders, Projects, Invoices, Service Tickets, Sales Commissions, Product Catalog, Pricing Catalog, and other CRM information. Our customers have reported becoming twice as productive after moving from scattered spreadsheets to our Sales CRM.

At Orgzit, we believe in business users being in control of their software. That’s why we built our product from the ground up to be flexible and configurable. We help you design your own CRM software, completely fine-tuned to your way of doing business. Orgzit CRM is built on innovative no-code technology which makes it extremely flexible, lightweight, and easy to use. Our technology advantage helps customers break free from rigid, complex, and expensive CRM systems. 

  • No, Orgzit does not offer a free version.

  • Yes, Orgzit offers a free trial.

  • No, Credit Card details are not required for the Orgzit trial.

  • Orgzit offers the following pricing plans & packages:

    Standard

    $199 Per Month

  • Orgzit supports the following payment frequencies:

    • Annual Subscription , Monthly Payment , Quote Based

  • No, Orgzit does not offer an API.

  • Orgzit offers support with the following options:
    • Phone , Chat

  • Orgzit offers training with the following options:
    • Videos

  • Orgzit supports the following languages:
    • English

  • Following are the typical users of the Orgzit:
    • Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

  • Orgzit supports the following deployment:
    • Cloud Hosted

  • Orgzit supports the following devices and operating systems:
    • Web-Based , iPhone , Android

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