Orgzit
Claim ProfileAll-in-one Sales CRM for Manufacturers Reps and Distributors
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Product Overview
Orgzit Overview
Product description, media, company details, support, training, deployment, customer size, languages, and industries.
Support
Training
Licensing & Deployment
Typical Customers
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Category-Based Capabilities
Orgzit Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
Project Management Software 32 selected features Open category ↗ ⌄
Milestone Tracking
Testing/QA Management
Time & Expense Tracking
Projections
Alerts/Notifications
Calendar Management
Project Planning
Project Scheduling
Issue Management
Billing & Invoicing
Gantt/Timeline View
Client Portal
Kanban Board
Collaboration Tools
File Sharing
Prioritization
Risk Management
Traditional Methodologies
Task Management
Status Tracking
Resource Management
Budget Management
Task Progress Tracking
Commenting/Notes
Document Management
Portfolio Management
Agile Methodologies
Activity Dashboard
Idea Management
Project Tracking
Multiple Projects
Real Time Updates
Business Process Management Software 26 selected features Open category ↗ ⌄
Business Process Automation
Drag & Drop
Access Controls/Permissions
Reporting/Analytics
Configurable Workflow
Process Change Tracking
Business Process Control
Forms Management
Customizable Templates
Workflow Management
No-Code
Third Party Integrations
Approval Process Control
Collaboration Tools
Document Storage
Process Modeling & Designing
Task Management
Audit Trail
Customizable Fields
Monitoring
Email Management
Data Visualization
Calendar Management
User Management
Graphical Workflow Editor
Forms Automation
Workflow Management Software 29 selected features Open category ↗ ⌄
Approval Process Control
Reporting/Analytics
Activity Dashboard
Activity Tracking
Role-Based Permissions
Calendar Management
Compliance Tracking
Alerts/Notifications
No-Code
Email Management
Real Time Notifications
Collaboration Tools
Document Storage
Real Time Reporting
Rules-Based Workflow
Graphical Workflow Editor
Task Management
Search/Filter
Monitoring
Progress Tracking
Document Management
Drag & Drop
Template Management
Workflow Configuration
Business Process Automation
Commenting/Notes
Access Controls/Permissions
Forms Management
Project Workflow
Collaboration Software 25 selected features Open category ↗ ⌄
Project Management
Screen Sharing
Drag & Drop
@mentions
Communication Management
Discussions/Forums
Commenting/Notes
File Sharing
Real Time Notifications
Calendar Management
Video Conferencing
Chat/Messaging
Version Control
Task Management
Contact Management
Document Management
Task Progress Tracking
Content Management
Collaboration Tools
Alerts/Notifications
Task Scheduling
To-Do List
Prioritization
Tagging
Assignment Management
Online CRM Software 33 selected features Open category ↗ ⌄
Customizable Templates
Sales Trend Analysis
Calendar Management
Lead Capture
Workflow Management
Interaction Tracking
Opportunity Management
Performance Metrics
Email Management
Pipeline Management
Calendar Sync
Email Marketing
Task Management
Forecasting
Campaign Management
Contact Management
Document Storage
Social Media Integration
Collaboration Tools
Sales Reports
Web-based Deployment
Lead Management
Internal Chat Integration
Lead Generation
Lead Qualification
Marketing Automation
Quotes/Estimates
Referral Tracking
Reporting/Analytics
Territory Management
Deal Management
Lead Nurturing
Role-Based Permissions
CPQ Software 18 selected features Open category ↗ ⌄
Price and Cost Calculations
Order Management
Customizable Branding
Multi-Currency
Approval Workflow
Proposal Generation
Contact Management
Cataloging/Categorization
Renewal Management
Discount Management
Product Configurator
Quotes/Estimates
Price/Margin Management
Bills of Material
Guided Selling
Activity Dashboard
Electronic Signature
Contract/License Management
Form Builder Software 5 selected features Open category ↗ ⌄
Forms Creation & Design
Template Management
Data Import/Export
Drag & Drop
Conditional Logic
Quoting Software 19 selected features Open category ↗ ⌄
Client Portal
Pricing Management
CRM
Electronic Signature
Contract/License Management
Discount Management
Document Management
Cataloging/Categorization
Reminders
Customizable Branding
Third-Party Integrations
Proposal Generation
Electronic Payments
Contact Management
Activity Dashboard
Billing & Invoicing
Drag & Drop
Automated Quoting
Estimating
Pricing Information
Orgzit Pricing
Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.
Standard
$199
Per Month
Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.
Frequently Asked Questions
Orgzit FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
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
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Orgzit supports the following devices and operating systems:
- Web-Based , iPhone , Android
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Product Comparisons
Orgzit Comparisons
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