Trusted by business leaders to grow faster
Orgzit CRM is Adaptable To Your Business Workflow
We help businesses and distributors to build a CRM for their unique industries within days improving your ROI 2x faster. Not just that, our no code technology enables you to keep improving your application and workflow as your business grows.
HVAC Distributor
Optimize operations and accounts and streamline back office management.
Industrial Equipment
Manage Orders, upsell, forecast services and replacements with Orgzit Cloud Platform.
Construction Equipment
Our no-code CRM technology can help you manage multiple projects seamlessly.
Building Material
Seamlessly manage different projects and network of suppliers and keep track of your stocks.
Electrical
Centralize information for all your projects and access highly technical product information.
Chemicals
Manage and track your contacts, orders, pricing, and customer preferences all in one place.
IT Product Distributor
Retain your customers by providing both excellent pre-sale and post-sale experience.
Re-invent your quotes, invoices and orders with Orgzit
Before Orgzit
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90% of Spreadsheets have mistakes.
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Not sure about deals closing on schedule?
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Uninformed about pending orders.
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Quotes are not readily available when customers inquire.
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Monitoring bid dates and quote status is a daunting task.
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Keeping up with follow-ups is challenging.
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Handling the intricacies of a complex quote is difficult.
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Identifying the most profitable bidder is a puzzle.
- The list goes on and on...
After Orgzit
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Error-free quotes.
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Real-time data on deals – closed, open, or pending.
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Real-time status on pending orders.
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Readily available quotes in a single unified platform.
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Bid dates and quote status on fingertips or one click away.
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Complex quotes are rapidly generated with readily available data within the platform.
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Find most profitable bidder, highest paying customer, monthly and weekly revenue generated.
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Calculate commissions on sales.
Stable & Robust Platform Customers Depend On Daily
100+
Customers
500+
Users
70,000+
Deals
5,000,000+
Transactions
Flexible and Versatile Solution For Your B2B Business
Manufacturers’ Reps
Distributors
Master Franchises
Manufacturers
Seamlessly connect your teams, data and customers with a unified platform
Sales
Close more deals, manage pipelines and build deeper relations.
- Lead Management
- Bid Management
- Follow-Up
- Sales Commissions
- Sales pipeline
Estimation
Accurately assess the cost of a job and effortlessly track the job.
- Quote Management
- Generate and Revise Quotes
- Approvals
- Optimize Profit Margins
- Reports
Finance and Account
Make professional invoices and track payments easily.
- Invoicing
- Cost Control
- Accounts Receivable Tracking
- Payment Reminders
- Follow-Up
Operations
Streamline operations by region, dealer, or orders. Manage orders and track stocks.
- Order Management
- Dealer Network Management
- Track Deliveries
- Stock Keeping
Services
Give seamless support to your customers and build strong, trustworthy relationships.
- Service Desk
- After-sales Support
- Track History, Communications
- Track Service Tickets
Seamless Quote to Cash Process with Orgzit CRM
One Powerful Hub
Orgzit CRM is your centralized hub, consolidating all sales-related data - customers, opportunities, quotations, orders, invoices, service tasks, and more. No more scattered information or missed opportunities.
End Internal Communication Barriers
Orgzit CRM bridges the gap, enabling seamless communication across departments. Empower sales managers, reps, estimators, finance, and service teams with a unified platform to collaborate on the sales process.
Experience Sales Agility
Orgzit enables an agile sales process with quick and easy changes. Our manufacturer rep software empowers real-time tracking and simplifies your sales journey. Be nimble, stay ahead, and achieve success.
Never Miss a Beat
With Orgzit's intelligent follow-up and reminder system, stay on top of your prospects and customers with automated reminders and personalized follow-ups. No more dropped leads or forgotten tasks and payments.
Measure Your Success
Gain valuable insights into your sales processes and customer satisfaction. Stay ahead of the competition, optimize strategies, and achieve your business goals.
Powerful Data Integration
Creating quotes with Orgzit is a breeze. Our smart system calculates margins, discounts, and taxes, effortlessly incorporating product details for professional-looking quotes.
Orgzit is a flexible B2B Sales CRM. The centralized dashboard is simple and customizable, and the easy access to reports is commendable. Orgzit has helped us save time on repetitive tasks, handling multiple data, team coordination, tracking daily and monthly tasks, and follow-ups.
Don’t get trapped with a rigid, complex, and expensive CRM system
Traditional Enterprise CRMs
Enterprise CRM with Flexibility and Simplicity of Excel
Your Success Partners
Orgzit transformed our sales team into a true selling machine. We are able to generate and convert quotes like never before. The sales-rep software helped us transform our business and reach new heights
Carolyn Arote President, CAVH Corp. Read more
Orgzit helped us streamline critical business information and within a short period made our leads-to-cash processes more organized leading to collaboration efficiency. The sales rep software helped us save time and gave everything to us at our fingertips.
Orgzit with its all-in-one CRM software helps us run our business on a single platform. It’s very flexible, easy to use, and cost-effective. The sales rep software solves the purpose of a $100,000+ software at the fraction of a cost and is best suited to small businesses.
Charles Chen CEO, CD Tampa
Orgzit helped us streamline lead-to-cash business operations. Orgzit is now the single source of truth for sales, projects, and other operations teams. The sales rep software helps us to stay connected and informed with ease.
Develop And Scale With Orgzit
If you can use spreadsheets or Excel, you can build your software with Orgzit.
Flexible database
Create company, contacts, prospects, customers, accounts or inventory databases for your business. Connect your quotes with inventory or customer history. Use the database as you like it.
Flexible forms, user roles and access permissions
Prevent data breaches with role-based access controls. Designate administrator, editor, viewer, or specialist or limited access to the various roles in your company.
Flexible document creation, approval workflows
Track submissions, document sharing, alerts and notification on changes. Create a step-by-step workflow in one place.
Flexible communication & collaboration
Foster collaboration and easy communication using our flexible tools, ensuring seamless interactions among your team members and external partners.
Flexible automations
Work on autopilot with the automation of repetitive tasks, reminders, and email follow-ups.
Flexible reports and dashboards
Gain actionable insights with our software's reporting and dashboard features, providing real-time visibility into your sales and quotation data.
Transform your sales process by breaking internal silos
Is your team stuck with thinking, “This is how it's always been done here”?
We help customers question the status quo and improve the sales process on a continuous ongoing basis. Our sales rep software is designed to provide simplified data and ensure real-time tracking.
Check out this video to know more about how we can help you transform your sales process and increase revenue per sales rep.
We work well with other tools you use
Great user experience awarded by customers and industry experts
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