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Orgzit Review: Is It The Right CRM Software For Your Team?

Best for SMB teams · Mid-market · Enterprise

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Starts from $24 / user / month when yearly

OrigoOrigo
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Trusted by teams including Origo

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What is Orgzit?

Orgzit is an all-in-one sales CRM designed to streamline the operations of manufacturers' representatives and distributors. Offering a centralized platform, Orgzit aligns sales, estimation, finance, accounts, and service teams, breaking the barriers of fragmented systems and spreadsheets. The intuitive dashboard allows businesses to manage opportunities, quotes, invoices, and orders with ease. Key features include the ability to track bid status, quickly generate quotes, set follow-up reminders, automate email communications, and much more. With Orgzit, businesses can simplify workflows, improve team collaboration, and drive operational efficiency, enabling seamless management of the entire sales process from lead to payment.

Pricing

  • Starts from $24 / user / month when yearly

Best For

Suited for small teams, SMBs, and enterprise

Security & Compliance

  • Data residency:Global

Orgzit Software Demo

Orgzit was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.

Who should consider Orgzit

Team types
Large Enterprises, Medium Business
From $24

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What are the features of Orgzit?

49%

Feature coverage

19 of 39 tracked features

The access control structure is a crucial characteristic that distinguishes a digital asset management system from other storage systems. Yo…

An approval process is a mechanism through which a company approves documents, invoices, budgets, and purchase orders, as well as a new proc…

Bid management is an essential feature of software designed to help businesses manage and optimize their online advertising campaigns. It al…

Collaboration has received a lot of attention in the marketing world recently. It's taking off in a big way but still has many questions sur…

Cost tracking is an essential feature of software that allows businesses to monitor and manage their expenses and budgets in a systematic ma…

A real-time email marketing dashboard displays metrics. This allows individuals to track the effectiveness of an email marketing initiatives…

Data integration is an important feature in modern software that allows businesses to combine data from multiple sources. It is the process…

A system or process for capturing, tracking and storing electronic documents such as PDFs, word processing files, and digital photographs of…

Forms management is a key feature that allows businesses to manage and organize their digital forms efficiently. It is a process used to cre…

Invoice is time-stamped commercial document that itemizes and records a transaction between a buyer and a seller. If products or services we…

The lead management process is a series of activities in which businesses engage with leads and convert them into customers. It entails gath…

The process of keeping track of clients' orders and managing the actions required in completing them is known as order management. Accepting…

Payment Reminders is a convenient feature that allows users to set up automated reminders for overdue payments. This feature is designed to…

Quotes, also commonly known as estimates, are an integral part of any software that deals with project management or client services. They s…

A quote, also known as a proposal, is a document that establishes a contractual connection between two parties. A quote is a supplier's resp…

A report is a type of writing that is organized around identifying and examining issues, events, or results that have occurred in the physic…

Role Management is a key feature that allows users to control and manage individual roles and their permissions within a software or applica…

Sales pipeline management within AI sales assistant software is designed to streamline and optimize the process of tracking and managing sal…

User Management is a crucial feature in software which aims to efficiently manage the users accessing the system. This feature enables the a…

Security & Compliance

Orgzit security and data handling

Key compliance certifications and security features for IT and security teams evaluating Orgzit.

Certifications

HIPAA✗ Not certified

Developer & data

Data residency
🌐

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Orgzit Customers

Origo-logo

Origo

My team11-logo

My team11

Help & Contact

Orgzit Support Options

Customer ServiceOnline

Frequently Asked Questions About Orgzit

Common questions buyers ask before choosing Orgzit.

Orgzit is a CRM Software. Orgzit offers User Management, Role Management, Access Control, Forms Management, Document Management and many more functionalities.

Some top alternatives to Orgzit includes Bigin by Zoho CRM, Pulse Technology, Second CRM, 360 Business Tool and Oncourse CRM.

Orgzit offers Subscription pricing model

We don't have information regarding integrations of the Orgzit as of now.

The starting price of Orgzit is $24/user/month when yearly

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About the reviewer

Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].