Name: Orgzit
Price: 19 USD
Author: Orgzit

Help Desk

Web and Video Conferencing

Customer Support

AI Development

Cross-Browser Testing

Interactive Application Security Testing (IAST)

WebOps

Development

Academic Advising

Online Proctoring Software

Education

Audit

Business Intelligence (BI)

Collaboration

Workflow

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Leave Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Cost Management

Cloud Storage

Converged Infrastructure

Database Load Balancing

Fraud Detection

Hyper-Converged Infrastructure

IT Operations Analytics

Integration Platform as a Service (iPaaS)

MLOps

Managed DNS

Network Performance Monitoring

Release Management

Requirements Management

Solid State Drives

Time Series Databases

Tower Servers

Unified Endpoint Management (UEM)

Value-Added Resellers (VARs)

VoIP Monitoring

Website Hosting

Wireless LAN

Information Technology

A/B Testing

AI Writing Assistant Software

Ad Serving & Retargeting

Affiliate

All-in-One Marketing

Brand Intelligence

Content Management

Data Management

Email Marketing

Gamification

Marketing Analytics

Marketing Automation

Mobile Advertising

Online Proofing

Press Release Management

Product Intelligence

Social Media Management

Social Media Marketing

Survey & Forms Building

Video Collaboration

Web Analytics

Marketing

AI Meeting Assistants

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Sales

Secure Service Edge (SSE)

Security

Financial Services CRM

HIPAA Compliance

Internet of Medical Things

eDiscovery

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Priority Matrix

Appfluence

eMeetingsOnline

ReportsNow

Crowdtap

FastPIPE

FastEST, Inc.

AspenOne Supply Chain Management

Aspen Technology

Azurepath

Azurepath, LLC.

Screenful

Screenful Oy

Aras PLM

Aras Corporation

Frosmo

Frosmo Ltd

### CRM Integration
Reviewers consistently praise Orgzit's CRM capabilities and customization options. Users have highlighted the ease of integrating external tools and platforms with Orgzit through its API integration feature. While some users have suggested room for improvement in this aspect, the general sentiment leans towards Orgzit's CRM integration being a valuable asset for businesses looking to streamline their processes and enhance data-driven decision-making. The ability to integrate Microsoft Power BI for in-depth data analysis and automate lead generation from platforms like Facebook showcases Orgzit's commitment to providing a comprehensive CRM solution with robust integration capabilities.

### Customer Relationship Management
Users generally praise Orgzit for its robust customer relationship management capabilities. They appreciate how Orgzit streamlines customer interactions, tracks customer activities, and centralizes customer data effectively. The platform's ability to automate tasks like generating invoices and tracking service requests has garnered positive feedback from users. Additionally, the ease of customization and flexibility in adapting to unique business workflows have been highlighted as key strengths of Orgzit's customer relationship management features. Customers value the platform's ability to provide real-time insights and facilitate better decision-making through comprehensive data analysis.

### Customization and Flexibility
Users consistently praise Orgzit for its customization and flexibility features. They highlight how Orgzit's highly customizable nature has allowed them to tailor the CRM system to their specific business needs with ease. The flexibility of Orgzit has been a key factor in streamlining processes and adapting to unique workflows across various industries. Customers appreciate the agility of Orgzit in configuring tables and settings to align with their requirements efficiently. The general sentiment is that Orgzit's customization and flexibility capabilities have significantly enhanced user experience and operational efficiency.

### Sales Process Optimization
Users generally agree that Orgzit excels in streamlining and automating complex sales processes. The platform's ability to optimize sales processes has been highlighted as a key strength by users across various industries, including real estate, HVAC, agriculture, and IT services. Orgzit's sales process optimization features have enabled businesses to efficiently track leads, manage sales funnels, automate repetitive tasks, generate quotes, track follow-ups, and streamline deal tracking. Users appreciate the platform's flexibility, ease of customization, and quick implementation of custom workflows tailored to their specific business needs. Orgzit's sales process optimization capabilities have proven to be instrumental in enhancing productivity, improving team coordination, and driving better decision-making through data-driven insights.

### Lead Management
Users consistently praise Orgzit's lead management capabilities. They highlight the ease of tracking leads, managing sales funnels, and automating key sales processes. Orgzit's ability to streamline lead movement across teams and stages has significantly improved efficiency and reduced errors. Users appreciate the platform's flexibility in customizing lead tracking and its role in digitizing business processes. The integration of call tracking and analysis features has also been well-received, enabling sales teams to monitor interactions with prospects effectively.

### Invoicing and Quotations
User consensus seems to be that Orgzit excels in streamlining invoicing and quotations processes for businesses. Customers appreciate the automation capabilities that Orgzit offers, such as generating invoice documents, debit and credit notes, and ensuring trade calculations are accurate. The platform's ability to reduce turnaround time for creating invoices and notes has been particularly praised, along with its role in minimizing errors in financial steps. Users have reported significant time savings and increased efficiency in handling business transactions, thanks to Orgzit's invoicing and quotations functionalities.

### Workflow Automation
Users generally believe that Orgzit excels in workflow automation capabilities. Reviewers consistently praise Orgzit for its ability to automate repetitive tasks, streamline complex sales workflows, and save significant time for their teams. The platform's flexibility and ease of customization have allowed businesses to implement their unique processes efficiently. Orgzit's automation features have been instrumental in reducing errors, improving efficiency, and enabling teams to scale their operations without the need for additional resources.

### Task and Project Management
Users generally praise Orgzit's ability to streamline tasks and projects in various business workflows. The platform's task and project management functionalities have been highlighted as efficient and effective in automating repetitive tasks, tracking project progress, and enhancing team coordination. Users appreciate the ease of use and customization options that Orgzit offers, allowing them to tailor the system to their specific business needs. The software's capability to centralize project data, generate reports, and improve overall workflow efficiency has garnered positive feedback from users across different industries.

### Business Process Management
Users generally praise Orgzit for its efficient business process management capabilities. They highlight how Orgzit has streamlined their operations, automated repetitive tasks, and improved team coordination. The platform's ability to handle big data, generate reports, and facilitate sales analysis has been particularly beneficial for users. Orgzit's flexibility and ease of customization have allowed businesses to adapt their unique workflows seamlessly. Additionally, users appreciate the quick implementation time and the platform's role in scaling their operations effectively.

### Team Collaboration
Reviewers consistently praise Orgzit's team collaboration features. Users across various industries have highlighted the platform's ability to enhance team coordination and streamline collaboration among different teams. The software's intuitive design and user-friendly interface have made it effortless for teams to work together efficiently. Orgzit's emphasis on centralizing data and workflows has significantly improved communication and decision-making processes within organizations. Additionally, the platform's customizable features have allowed teams to tailor their collaboration tools to suit their specific needs, further enhancing overall teamwork and productivity.

### Efficiency and Productivity
Users generally praise Orgzit for its efficiency and productivity benefits. They highlight how the software has streamlined their business processes, automated repetitive tasks, and improved team collaboration. Orgzit's customizable features and ease of use have enabled users to enhance their productivity and make informed decisions based on transparent data. The platform's ability to automate data capturing and provide real-time reports has significantly increased organizational efficiency. Users appreciate the support provided by the Orgzit team in optimizing their operations and achieving their business goals.

Users have made several recommendations for Orgzit based on their experiences with the software. The most common recommendations include:

1. Easy-to-use application and high efficiency: Users appreciate the user-friendly interface of Orgzit, which makes it easy to navigate and utilize the features efficiently. This simplicity enhances user experience and saves time in understanding and operating the software.

2. Customization and flexibility: Orgzit offers a highly customizable platform, allowing users to tailor it to their specific needs. They can streamline custom sales processes and implement complex workflows without spending a fortune. This flexibility in end-to-end customer relationship tracking and management is highly valued by users.

3. Cost-effective solution: Compared to other enterprise software like Salesforce, Orgzit is considered a more cost-effective option. Users find it to be a powerful CRM software that provides essential functionalities at a fraction of the cost and implementation time. This affordability makes it accessible to businesses with various budgets.

It is worth noting that users also express appreciation for the quick and high-quality support provided by the Orgzit team throughout their interactions. Additionally, some users mention that while the API integration feature is useful, there is room for improvement in its functionality.

Overall, these recommendations highlight Orgzit's easy-to-use interface, customization capabilities, cost-effectiveness, and the valuable support from its team.

Orgzit is a customizable CRM (Customer Relationship Management) software that aims to streamline sales processes, manage leads, track customer interactions, generate invoices, and enhance overall customer relationship management. According to the vendor, Orgzit is suitable for small and medium-sized businesses (SMBs) as well as large enterprises. It caters to a wide range of professions and industries, including sales teams, marketing professionals, customer service and support teams, operations teams, finance and accounting professionals, HR and recruiting teams, project managers, and B2B businesses across various industries.

**Lead Management**: According to the vendor, Orgzit allows users to capture leads from multiple sources, track and manage interactions, automate lead distribution, and score and qualify leads based on set criteria.

**Sales Pipeline Management**: Orgzit offers the ability to visualize and track lead progress, set milestones and tasks, generate sales forecasts, and automate sales workflows and notifications, as per the vendor.

**Quotation Management**: Users can create customized quotations, integrate with product catalogs, automate approval processes, and track quotations throughout the sales cycle, according to the vendor.

**Invoicing and Billing**: Orgzit enables users to generate professional invoices, automate creation and distribution, integrate with customer orders and product catalogs, and track accounts receivables, as per the vendor.

**Customer Support and Service Management**: According to the vendor, Orgzit allows users to centralize customer support tickets, manage complaints and feedback, conduct satisfaction surveys, and rate dealer performance.

**Workflow Automation**: Orgzit offers the ability to automate repetitive tasks and workflows, create custom workflows without coding, streamline collaboration and communication, and improve efficiency and productivity, according to the vendor.

**Mobile App**: Users can access Orgzit CRM on Android and iOS devices, manage leads and sales activities, generate invoices on the go, and stay connected through real-time collaboration, as per the vendor.

**Integration and Customization**: Orgzit provides the ability to integrate with other tools and software through APIs, customize the CRM to fit specific business requirements, create personalized dashboards and reports, and implement dynamic pricing models and multi-currency invoicing, according to the vendor.

**Data Security and Privacy**: According to the vendor, Orgzit offers features such as role-based access controls, protection of sensitive customer information, data backup and restoration, and compliance with data protection regulations to maintain data security and privacy.

**Reporting and Analytics**: Orgzit allows users to generate real-time reports on sales performance, analyze sales data to identify trends and opportunities, gain insights into customer behavior and preferences, and monitor and measure team performance, as per the vendor's claims.

Orgzit is a versatile software that has been highly praised by users for its ability to automate and streamline various business processes. Users have found that Orgzit helps them increase productivity by automating tasks such as generating invoices, credit and debit notes, credit limit checks, and trade calculations. This automation reduces turnaround time and ensures accuracy, resulting in more efficient and error-free financial processes. 

Additionally, Orgzit has proven to be invaluable for issue tracking in development projects. By eliminating issues and improving tracking and reporting capabilities, Orgzit has helped businesses improve their project management and deliver higher quality products. 

Furthermore, Orgzit's HR automation features have saved users significant time on manual work, particularly in the payroll process. With twenty hours per month saved, businesses can allocate resources to other important tasks. 

Orgzit also excels in data management, allowing users to centralize and streamline their databases. Whether it's tracking the lifecycle of candidates or managing extensive databases, Orgzit provides an easy-to-use platform for efficient data coordination.

Beyond these core use cases, users have found value in Orgzit for streamlining marketing efforts, managing customer relationships, tracking sales data, and even managing supply chain finance operations. The software's versatility makes it a valuable tool across industries and departments.

Overall, Orgzit has garnered positive feedback for its ability to automate tasks, streamline workflows, improve collaboration among teams, provide data transparency, and offer an affordable alternative to higher-priced software options.

Basic

Priority Matrix is a prioritization, collaborative, task management software used by more than 2500 businesses worldwide and 85,000 paid customers. Priority Matrix is used by customers who need visibility and alignment in team priorities. Priority Matrix uses the 4-quadrants to help customers prioritize by critical and urgency.

Bolste

Orgzit

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Workflow Software

Orgzit

Overview

What is Orgzit?