One platform to sell, deliver and support customers

Orgzit CRM solution allows you to get your sales processes organized, get more business & most importantly delight your customers with timely & improved services.

360 Customer Relationship Management

By centralizing you customer data for the entire customer life-cycle you will be able to actively track and manager customer information which enables your teams to close more leads and serve your customers better.

Deliver Top-Notch Services

Make customer service central to every business process. Centralization of customer data will enable sales, support and services team to deliver best in class services to each customer.

Eliminate Repetitive Tasks

Eliminate or simplify repetitive tasks so that you can concentrate on stuff that is important to your customers.

What’s more important than closing deals?

Making them stick! Handle all customer related communication (queries & complaints) from multiple channels in Orgzit and provide world-class services to your clients.

Eliminate painful use of multiple applications for managing your customers

With Orgzit CRM, all apps are tightly integrated and there is no information duplication or need for multiple logins.

Simplified & On The Go Lead Management

With our cloud-based web and mobile apps, manage your business at work, at home or on the road.

Manage your customer relationships right from first hello to repeat business & broad smiles

Capture all online and off-line leads & related details, auto-assign them to the right salesperson in your team.

Capture, convert and manage your leads

Monitor your leads’ history and drive more conversions by knowing which prospects to follow up, and when to call-in or send a note.

Webforms (Website-Record)

Capture each website visitor as a lead directly in Orgzit CRM & reduce the back-office manual grunt work.

Region-specific Lead Categorization

Capture and categorize leads according to regions, check which region is getting most leads, and double down your budget on that region.

Lead Scoring

Data driven rule based lead prioritization (Hot, Warm, Cold), know which leads to pursue at what time.

Role-based Access Controls

Give controlled access to your team members (admin, edit, view) and ensure only those who need it have access to that data.

Tasks, Comments, Files & History

Schedule and manage appointments with customers and prospects; assign tasks to your team, collect quick notes, and keep files exchanged in one place.

Auto Assign Leads To Team Members

Setup workflows to assign leads automatically to a sales reps operating from different locations nationally and internationally.

Quotation & Order Management

Streamline your quotation & order processing by eliminating manual bottlenecks, preventing errors and establishing a smooth flow from sales quote to order fulfillment ensuring timely invoicing and payment.

Generate Quotations

Generate custom professional quotations right from within the CRM system

Maintain Digital Product Catalogs

Enable your teams to sell more on the go by having centralized digital product catalog for all your product lines.

Seamlessly Covert Leads to Orders

With just a couple of clicks convert won leads into orders and enable smooth handover of won leads to delivery teams.

Product Inventory

Keep track of product inventory, enable sales people to see product inventory before committing on delivery schedule.

Generate Purchase Orders

Maintain optimal inventory and generate POs right from within CRM for products and raw materials.

Manage Multiple Warehouses

Integrate Product Inventory with your CRM and Order Management System.

Seamless Sales, Service & Support Across Channels

Capturing leads is one thing, closing a deal is another. Let Orgzit transform your sales pipeline into a smart engine helping you organize and close deals faster. Promote accountability and transparency in your team with Orgzit CRM.

Stay updated at all times

Even as your meeting is on, add notes and set follow-up tasks. Quickly schedule your next appointment too—all from the app.

Emails & Bulk emails

Cater to client email queries directly from the record and track the status of his ticket from 'Open' to 'Close'.

Push Yourself with Push Notifications

Get mobile notifications anytime a new lead, deal or task is assigned to you. Also, get reminders about upcoming meetings.

Phone Support

Integrate Orgzit CRM with your favorite telephony service for a fully functional call center software, record and track query and complaint calls.

Setup Follow Up Tasks

Set reminders and follow-up tasks for sales reps around important events, like when a customer needs to be sent the invoice for the month.

SMSs & Bulk SMSs

Want complete customer satisfaction? Update client through different stages of his query/complaint through SMS. You can also bulk SMS your clients and wish them on festivals & other occasions.

Schedule & Manage Meetings

Schedule a meeting on click of a button, track meeting minutes & all client interactions and let the whole team know about your meeting with a quick message.

Linked Tickets

Create and link support tickets to orders with the need for any duplication of data or complicated data syncs.

Get Real-time & Actionable Insights Into Key Business Metrics

100 cold calls everyday, how many did convert? Your sales team works hard to complete their sales targets, but are you analyzing if the process they followed is the best out there? Drill down into hard sales numbers, and monitor the sales rep performances with reports that push you & your team to follow industry best sales practices.

Personalized & Clickable Dashboard Widgets

Create custom widgets for sales dashboard. Choose from a variety of tables, charts, bar graphs to create reports and absorb information quickly for the day.

Drag & Drop Leads To Change Status

Move deals from ‘Prospecting’ to ‘Won’ with just a simple drag and drop. Just the way you organize your closet.

Visual Sales Pipeline Report

Track which stage are you deals progressing in a single glance with Deal Reports. Sort and Filter them for an enhanced view of the pipeline.

Actionable Follow-Ups & Reminders

Setup workflows for custom reminders (emails, SMSs) to prospects directly from the sales dashboard & save time and money.

Deal Value & Status Reporting

Create reports like ‘How many deals have been won, lost or missed?’, ‘What is the value of these deals?’, and then annotate & share with your seniors quickly from the same window.

Trending Reports

Understand your business processes better by evaluating sales activities over a timeline i.e. weekly, monthly, quarterly, and yearly periods.

Sales Forecasting

Run real-time sales reports to accurately forecast performance and align sales strategy based on real-time sales metrics.

Close Deals From Anywhere, With Orgzit Mobile App

Wherever you go, take work with you! Use Orgzit mobile app for closing deals anywhere, anytime. View and share reports from Orgzit app itself, and get 360° context, move leads across stages, fix meetings, and share notes with them.

Custom Reports & Dashboards

Create custom reports to manage the leads, sales figures and sales reps. Take data-driven decisions from the granular insights you get from these reports.

Sales Activities Reports

Evaluate and reward your sales reps based on the deals closed, emails sent, appointments scheduled and tasks completed.

Manage Sales ROI

Track revenues as well as expenses. Enable your sales team to submit receipts via Orgzit app and process them in Orgzit itself.

Get more out of your sales team.

Set sales targets, manage expenses and reimbursements and personalized dashboards to provide real-time feedback to sale team.

Set Sales Targets

Create and manage sales targets for each of your sales reps from a centralized dashboard and track their performance in real-time.

Sales Team Appraisals

Create reports based on time taken to close deals. Optimize your sales process and improve your reps’ performance.

Reimbursement Management

Travel Expenses? Client Meetings? Enable your sales team to submit receipts via Orgzit app and process them in Orgzit itself.

Personalized Dashboards

Provide real-time analytics through personalized dashboards to align your sales team and enable them to deliver to their potential.

Companywide knowledge base

Maintain centralized knowledge repository to ensure access to resources and optimize onboarding of new staff.

Customization & 3rd Party Integration made easy, Orgzit API Rocks!

Save money and 2x your business revenue by integrating Orgzit CRM with other business tools. Orgzit helps you sync data from your favorite apps, so you get the best of every tool under one roof.

Do you have unique process?

If you need a powerful yet highly configurable CRM system, Orgzit CRM has all the tools to make glove fitting solution for your teams.

Web Hooks For The Win

Seamlessly integrate with 3rd party applications by sending instant web notifications every time an event takes place in Orgzit.

Triple Your Team Productivity With Orgzit Workflows

Quit wasting time on back office grunt activities. Create workflow automations that work with sharp precision and find time to work on items that make a difference in your organization.

Slack it Away

Integrate Orgzit with your company’s slack account to get lead status updates, conversations, and setup a process for anything else you like.

Google Map

Find Your Sales Team and Customers – wherever they are. See your team and customers on a map.

Onsite Deployment

Are you a data-driven community of users? Have security concerns? Host Orgzit on dedicated private cloud servers & enjoy complete privacy. Don’t trust the cloud enough? Call us and we will enter into an on-premise deployment contract.

Why Our Customers Love Us

You Have a Partner In Us

We love when our customers succeed with Orgzit. We act as an extension to your team and help better organize information to make your lives simpler, streamlined & more productive.