Win back your team’s annual CRM cost
With just the first additional order

Our customers recover their CRM investment many times over
With the increased revenue per sales rep

Pay annually
and save 20%
Starter

$ 159

flat 10 users/month
(Billed Annually)
(Billed Month-to-Month)

For small teams that want to manage end-to-end sales process in one place

Get a Demo
Super Teams

$ 30

per user/month
(Billed Annually)
(Billed Month-to-Month)

For teams that want to increase efficiency and performance

Get a Demo
Premium

$ 55

per user/month
(Billed Annually)
(Billed Month-to-Month)

For teams that need to manage complex CRM interactions and integrate with other systems

Get a Demo

Enterprise

For enterprises that need advanced tools and controls for scale, performance, and flexibility to deliver sales growth.
I know in my heart that what was an initial cost is going to be worth its weight in gold with the benefit of being able to track through all sales related things.
Carolyn Arote President, ADE Systems Inc.
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Trusted by business leaders to grow faster

Compare Plans

Starter Super Teams Premium
For small teams that want to manage end-to-end sales process in one place For teams that want to increase efficiency and performance For teams that need to manage complex CRM interactions and integrate with other systems
Monthly billing per user per month (no contract) $199 flat for 10 users $39 $69
Annual billing per user per month $159 flat for 10 users $30 $55
No. of Users 10 Unlimited Unlimited
No. of Workspaces 1 5 10
No. of Records 50,000 200,000 Unlimited
No. of Fields 1000 2500 Unlimited
Core CRM Features
Store leads
Store contacts
Opportunities Management
Manage Product Catalogue
Generate Quotations
Generate Invoices
Manage Service Tickets
Capture Leads via Webforms
Multichannel Messaging (Email, SMS, Phone)
Multiple Pipelines
Custom Fields
Team collaboration
Task Management
Dynamic & static lead lists (Smart Filters)
Lead Import & Export
Lead History
Follow-Up Reminders
Lead Notes
Global Search
Duplicate Lead Detection on new lead creation
Advanced CRM Features
Roles & Permissions 5 roles Unlimited
Dynamic Forms
Advanced Automations
Email
Email Templates
Dynamic email template tags
File Attachments
Email Signatures
Email open tracking
Rule Based Automated Emails
Analysis & Reporting
Custom Dashboards 1 5 Unlimited
Real-Time sales activity reporting
Save & share reports
Team leaderboard
Status change reporting
User performance reporting
Custom Reports
Integrations
Zapier Integration
Telephony Integration
API access
Gmail Integration
Outlook 365 Integration
Slack Integration
Custom Integrations
Security
Integration with corporate email
Single Sign On (SSO)
LDAP / Active Directory Integration
IP Access restriction
Customer Success
Self-service help center
Email Support
Screen share support
Custom onboarding & training $50 per hour $50 per hour $50 per hour
Customer Success Manager 10+ users 10+ users

Custom Add-ons Available

Talk to sales
  • Accounting Integration
  • Chat Integration
  • Lead Capturing
  • WhatsApp Integration
  • Payment Gateway Integration
  • Slack Integration
  • Contact Center Integration
  • Telephony/IVR integration
  • Custom Integrations
  • And more...

Turn Your Sales Team into Selling Machines

10x Faster Quote Generation
10x Faster Quote Generation

Reduce time to create & email quotes by automating the quote generation processes

2x Faster Moving from Quote To Cash
2x Faster Moving from Quote To Cash

Enable sales reps to close deals faster by
Actively tracking and following up on quotes

90% Reduction in Errors
90% Reduction in Errors

Reduce manual errors by automating repetitive tasks

Quotation Dashboard
Quotation Dashboard

Real-Time summary of your quotations

Complete Visibility
Complete Visibility into Sales Pipeline & Forecasts

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

Eliminate Repetitive Tasks
Eliminate Repetitive Tasks

Automate follow ups, reminders and more

30% Quicker Ramp for New Reps
30% Quicker Ramp for New Reps

Quickly expand sales team by making onboarding process smoother

business processes
Customize for your business processes

Implement your business process, exactly as you need

Frequently Asked Questions

Do you offer a free trial?

Yes, we offer free trials. Just book a free demo and our sales team will give you access to all the features and functionality that Orgzit has to offer. A credit card is not required to start your trial.

Is my data safe and backed up?

Absolutely. Orgzit uses 256-BIT SSL encryption to ensure all information between customer's computers and our servers are secure and encrypted. Our servers are physically located with Amazon Web Services, who provide best-of-breed physical security. We keep all server security patches up to date.

Is my data safe?

Ensuring the availability and reliability of Orgzit is a top priority, along with keeping all user data safe and secure. Our servers are hosted in a world class data center that is protected by biometric locks and 24-hour surveillance. We ensure that our application is always up to date with the latest security patches.

Do you offer help with onboarding, data migration and data cleanup?

Yes! For more information about the additional services our team provides visit the plans page. If needed, we offer a variety of solutions to get you setup for success.

What’s the difference between leads and contacts?

In Orgzit, Leads are defined as the person or organization you’re selling to. Contacts are defined as the individuals involved in the sales process. You may have a single Contact or multiple Contacts attached to a Lead, depending on whether you sell to businesses or consumers and the complexity of your sales process.

Is the pricing $/month or $/user?

It’s both. Pricing is per user per month. We have diverse range of pricing plans and payment options. Please refer to pricing table for more details.

What types of payment do you accept?

We accept online payments through Visa, MasterCard, Discover, and American Express. At this time, we only accept payments online. All of our payments follow USD pricing. We also accept payments via Paypal or Wire transfer for yearly subscriptions. For further details, please contact sales@orgzit.com.

Do you offer special pricing for non-profits?

Yes, we offer specials discounts to registered NGOs and non-profits. Book a call with us to learn more.

Can I have some users on one plan and others on another?

All users must be on the same plan.

What happens when I hit my usage limits?

If you reach your account limits, you’ll still be able to use your account in a read-only manner. We’ll let you know about the overage, and give you a grace period to find a plan that fits your needs!

Can I switch plans?

Of course you can! Speak with one of our sales team members to get help picking the best CRM plan for your team. Book a call with us to learn more.

Are there any cancellation fees?

Orgzit is a SaaS platform with a pay-as-you-go billing model. There are no cancellation fees. If you cancel, you’ll be billed for the current month, but you won’t be billed again.

Does Orgzit offer refunds?

As per our terms of service, we do not issue refunds. If you are on a paid plan, you can cancel at any time, but you will not receive a refund for any unused portion of your subscription.

I’m still not sure if Orgzit is right for me, Can I get a demo?

Have more questions?

You can connect with us instantly through live chat (24x5) or by writing to us at sales@orgzit.comor calling us at + 1 (650) 265-0285. We will be happy to assist you.

Change your sales process
from chaos to a streamlined system