Orgzit is the best way to manage customer relationships and automate processes.

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Transform your business process with Orgzit

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What Is Orgzit?

First-ever no-code CRM for growing B2B businesses giving you upto 4X faster implementation and price advantage.

Meeting

How We Help?

Our expert support team will help you evaluate your workflow and rapidly customize the CRM for you based on your business requirements.

Tools

How It Works?

Like a Lego! We can build your CRM and power quote framework in days. Call us now!

Re-invent your quotes, invoices and orders with Orgzit

Before Orgzit

Before Orgzit
  • cross 90% of Spreadsheets have mistakes.
  • cross Not sure about deals closing on schedule?
  • cross Uninformed about pending orders.
  • cross Quotes are not readily available when customers inquire.
  • cross Monitoring bid dates and quote status is a daunting task.
  • cross Keeping up with follow-ups is challenging.
  • cross Handling the intricacies of a complex quote is difficult.
  • cross Identifying the most profitable bidder is a puzzle.
  • The list goes on and on...
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After Orgzit

Before Orgzit
  • tick Error-free quotes.
  • tick Real-time data on deals – closed, open, or pending.
  • tick Real-time status on pending orders.
  • tick Readily available quotes in a single unified platform.
  • tick Bid dates and quote status on fingertips or one click away.
  • tick Complex quotes are rapidly generated with readily available data within the platform.
  • tick Find most profitable bidder, highest paying customer, monthly and weekly revenue generated.
  • tick Calculate commissions on sales.

Businesses work faster and better with Orgzit

Best Tool for Collaboration

Centralize Your Information

Connect different sources and access your data from one central place

Best Tool for Collaboration

Increase Operational Efficiency

Get more done with less efforts and financial resources

Best Tool for Collaboration

Close More Deals

One platform to sell deliver and support customers

Best Tool for Collaboration

End Multi-Tool Struggle

Elliminate dependence on multiple software and redundant solutions

Best Tool for Collaboration

Free up IT Resources

Democratize software development and empower every team member

Best Tool for Collaboration

Keep Teams In Sync

Stay updated at all times by keeping everyone on the same page

Organize Anything, With Anyone, From Anywhere.

Our web and mobile apps make it easy to organize all your information and collaborate in real time – changes are insteadly sync across everyone's devices.
Orgzit Organize Data Types
Orgzit Organize Access Control
Orgzit Organize Filtering
Orgzit Organize Search
Orgzit Organize Views
Orgzit Organize Views
Orgzit Organize Views
  • Multiple data types for tracking all your information
  • Role based granular access control
  • Filter data to quickly sift through your information
  • Global and contextual search for all your data
  • Choose the right view for your information
  • Kanban, Calendar, Tabular views
  • Map

Collaborate Efficiently With All Data & Workflows In One Easy-To-Use App

Collaborate within a centralized place with employees, clients, vendors and consultants.
  • Schedule work and assign tasks
  • Real-time communication and notifications
  • Centralized place for single click file sharing
  • Email, Calls & SMS
  • Monitor change history for complete control
Orgzit Collaborate Tasks
Orgzit Collaborate Communicate
Orgzit Collaborate File Sharing
Orgzit Collaborate Email n Sms
Orgzit Collaborate History

Change your sales process
from chaos to a streamlined system

Powerful Data Analytics For Real-Time & Actionable Insights

Advanced reports and customizable dashboards for sales, projects, people and literally anything else you want to monitor.
Orgzit Powerful visualization
Orgzit Analyze Reports
Orgzit Dashboard
Orgzit Self Service Reporting Enging
  • Powerful visualization using bar, pie, line and other charts
  • Interactive reporting for richer insights
  • Role & department specific persoanlized dashboards
  • Easy-to-use self service reporting engine

Process & Workflow Automation

Create workflow automations to eliminate time consuming, error prone, manual tasks.
  • Automate notifications – push email & SMS
  • Automate PDF document creation and delivery
  • Personalized reminders with smart rules
  • Report subscription – keep the right people updated on a regular basis
  • Define your own workflows
Orgzit Automate Notification
Orgzit Automate Document
Orgzit Automate Reminders
Orgzit Automate Report Subscription
Orgzit Automate Workflows

Orgzit Is Instantly Available On Your Phone

Our native mobile apps make it easy to share, collaborate and analyze things in real-time, even when on the move
Orgzit Mobile Add Task
Orgzit Mobile Notification
Orgzit Mobile Utilize Your Data
Orgzit Mobile Security
Orgzit Mobile Custom experiences
  • Add, edit, search, share data and also view reports
  • Push Notifications – Stay informed with real-time updates
  • Utilize your rich data – pictures, videos, geo-loations
  • Securely access your information from wherever your works take you
  • Custom mobile experiences tailored to your specific needs
We faced the daunting task of managing a vast customer database scattered across numerous spreadsheets, making coordination a painstaking process. However, with the help of Orgzit, we successfully centralized and streamlined our data, enabling easy tracking with just a few clicks.
Rita Rajput Help Desk Manager, Sarthak Educational Trust
Sarthak
Sarthak

Trusted by business leaders to grow faster

We work well with other tools you use

Zapier
Excel
SMS Integration
Google Forms
Gmail
Google Calendar
Google Drive
Dropbox
MailChimp
Google Sheets
Slack
Cloud Telephony
Office 365
microsoft teams
typeform
twilio
powerbi
tableau
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Schedule Your
Free Demo Today

One Platform. Unlimited Possibilities. From one process to fully customized CRM. Our customers are discovering new ways of delighting their customers by using Orgzit. Experience it yourself today.

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