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

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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

Orgzit Features

  • 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
  • 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
  • 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
  • Forms Creation & Design
  • Template Management
  • Data Import/Export
  • Drag & Drop
  • Conditional Logic
  • 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

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
Pricing Page  

Plans & Packages

Standard

$199 Per Month

Orgzit FAQs

  • 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