Complete Review of Orgzit CRM: Features, Pros & Cons and more

What Does Orgzit CRM Do?

Orgzit CRM simplifies business operations by combining sales, customer management, and project tracking into one powerful platform. It’s like Excel, but with CRM superpowers, it is ideal for businesses to handle everything from lead generation to invoicing in one place. 

With Orgzit, tasks flow seamlessly, eliminating the need for multiple apps. Plus, you can customize workflows to match your business processes, whether it’s invoicing, project tracking, or customer relationships. Orgzit feels like a natural extension of your workspace, not just another tool.

Key Features of Orgzit CRM

Orgzit CRM offers customization and integration, supporting sales management, customer support, and project tracking. Its features enhance collaboration and operational efficiency. Let’s explore these features further.

Lead Management

Managing leads is crucial to sales, and Orgzit CRM excels here. Its system ensures no lead gets lost, guiding every potential customer from first interest to final sale. Here’s why Orgzit is excellent for handling leads:

• Capture All Leads: Orgzit grabs leads from emails, social media, web forms, and more. It catches every lead, no matter where they come from.

• Lead Tracking & Sales Funnel: Orgzit records every interaction with leads and displays it in a clear sales funnel view. You can simultaneously see a lead’s entire journey, which is vital for effectively moving them through the sales process.

• Automated Lead Distribution: Orgzit automatically sends leads to the right team members based on set rules. This ensures leads are always with the person most likely to turn them into customers.

• Lead Scoring & Qualification: Orgzit automatically rates leads based on their activity and buying readiness, helping sales teams focus on the most promising ones.

• Team Collaboration: Everyone gets real-time updates, ensuring everyone is on the same page. This united approach improves how potential clients are handled.

Quotation Management

Orgzit’s quotation software transforms the quote-to-cash process, speeding it up and making it more efficient. It simplifies creating and handling professional quotes, guaranteeing accuracy and appeal. Here’s why it shines:

• Quick Quote Creation: Generate detailed PDF quotes in minutes, keeping sales discussions moving and reducing turnaround time.

• Customization: Easily tailor quotes to match business branding and specific requirements, enhancing professionalism.

• Tracking and Automation: Stay on top of quote stages with automated reminders, improving follow-up and deal closure rates.

• Error Reduction: Automated calculations for taxes and discounts minimize errors, ensuring consistency and accuracy in financial documents.

• Integrated Inventory Checks: Real-time inventory checks prevent over-promising and maintain customer trust.

• Effortless Sharing: Share quotes seamlessly via email, print, or messaging apps, ensuring smooth communication with clients and within the sales team.

Dealer Management

Orgzit integration has transformed my dealership operations, boosting efficiency and empowering my team. Here’s how Orgzit’s dealer management system has revolutionized our processes:

• Automated Tasks: Orgzit automates key dealership activities, from lead management to sales forecasting, ensuring seamless organization and providing real-time updates on lead status, pending quotes, and sales figures.

• Instant Data Access: Orgzit offers real-time access to data, updating inventory and sales performance instantly, reducing administrative workload and enabling quicker management decisions.

• Enhanced Collaboration: Orgzit fosters improved communication and collaboration across the dealership network, with features like customer feedback tracking and centralized leads management, facilitating prompt issue resolution and maintaining high customer satisfaction.

• Streamlined Processes: Orgzit simplifies the quote-to-cash process, facilitating rapid quote generation and status tracking, leading to smoother operations and fewer errors, thus boosting sales efficiency.

• Dealer-Specific Metrics: Orgzit allows for monitoring individual dealer performance, which is essential for goal setting and incentives. Informed decisions on training and rewards help drive sales team motivation.

Invoicing

Invoicing with Orgzit has changed how I manage my billing processes, making it more streamlined. Here’s how:

• Effortless Invoicing: Orgzit makes creating professional invoices quick and easy. Customize them to match your brand’s style effortlessly.

• Automated Follow-ups: Orgzit automatically sends reminders to clients for unpaid invoices, saving you time and getting you paid faster.

• Time-Saving Integrations: Link Orgzit directly with customer orders and projects for precise and up-to-date invoices, reducing errors and saving time.

• Flexible Pricing: Easily adjust prices for clients or projects without manual updates.

• Multi-Currency Support: Orgzit handles currency conversions seamlessly for international transactions.

• Enhanced Security: Orgzit ensures that only authorized team members can access or modify invoices, protecting sensitive financial information.

Pricing Plan

Let me guide you through Orgzit CRM’s pricing, which is clear and honest. We offer three main levels depending on what your business needs.

• Starter Plan: This plan costs $29 per user each month. If you pay yearly, it drops to $24 per user. It’s perfect for small teams wanting to handle all their sales in one spot. You can use one application, manage up to 50,000 records, and create 400 fields.

• Super Teams Plan: Priced at $49 per user monthly, or $41 with yearly payment, this package adds more power. You can use three applications, manage up to 200,000 records, and create up to 800 fields. It’s ideal for teams aiming to enhance their efficiency and output.

• Premium Plan: For $69 per user each month, or $57 when paid annually, this plan fits teams dealing with complex CRM tasks and needing many integrations. It supports ten applications, allows up to 500,000 records, and a massive 1,500 fields.

Also, the yearly payment saves you the cost of two months, which is convenient for long-term commitments.

Is Orgzit CRM Easy to Use?

When I first tried Orgzit CRM, setting it up was easy. I loved how simple and clean the system felt, especially since I’ve used many complicated tools. 

The interface was straightforward and easy to navigate, so I could start using it immediately without feeling lost. What impressed me the most was the excellent onboarding help. Orgzit offers guidance through detailed documents, webinars, and live sessions. 

They even have in-person training if you need it. This support helps simplify complex tasks for everyday use, saving time and cutting down on the usual new-user frustration. Although the system is straightforward, mastering all its features takes time. 

But once you’re used to it, it boosts how you run your business. Plus, Orgzit works smoothly on both the web and mobile, so I can keep up with work anywhere, whether at my desk or out and about.

Available Integrations

Orgzit CRM connects well with other essential tools for managing customer relationships and making business smoother. Here’s a brief overview of what you can integrate with Orgzit:

• Gmail
• Facebook
• ClickUp
• Custom APIs
• Dropbox
• Mailchimp
• Typeform
• Twilio

Orgzit Customer Service

I’ve had a great experience with Orgzit CRM’s customer service. They offer support through email, WhatsApp, and even assign a dedicated customer success manager, which makes a difference. 

Their team is quick to respond, making it easier to use the platform without struggling to learn it. The Orgzit team doesn’t just fix problems; they take the time to understand your business and help you get the most out of their CRM. 

This personal touch is crucial, especially when you’re getting started with their system. They also have a self-service help center for quick solutions and learning at your own pace.

Being able to send a WhatsApp message and receive an immediate reply is incredibly convenient—this means less downtime for your business. Plus, having a dedicated manager means your business gets the attention it deserves, not just a quick fix.

Which Companies Work with Orgzit?

You’d be surprised at the range of industries using Orgzit’s CRM. Engineering, real estate, manufacturing, and distribution companies find it valuable. Here’s a brief look at some users:

• ADE Systems Inc.
• KiPro Technologies
• Beth Living
• Wappsys
• CAVH Corp
• Bichhonna Mattresses
• TFT Technologies

Alternatives

I’ve gathered some notable alternatives if you’re seeking CRM platforms like Orgzit. Each has unique strengths to suit various business needs:

• Salesforce
• HubSpot CRM
• Zoho CRM
• Pipedrive
• LeadSquared
• Freshsales
• Creatio

Suitability Assessment

Choosing the right CRM is vital, and many people struggle here. Here’s my advice on when to opt for Orgzit CRM and when to reconsider:

Choose Orgzit CRM if:

• You love customization
• Your business thrives on integration
• You need to simplify a complex sales process
• You’re aiming to scale up

Avoid Orgzit CRM if:

• You’re looking for a free option
• You want something visually appealing right away
• You need advanced analytics and reporting from the start
• Offline access is a must-have for you