|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)||$29||$49||$69|
|Annual billing per user per month||$24||$41||$57|
|No. of Applications||1||3||10|
|No. of Records||50,000||200,000||500,000|
|No. of Fields||400||800||1500|
|Core CRM Features|
|Manage Product Catalogue|
|Manage Service Tickets|
|Capture Leads via Webforms|
|Multichannel Messaging (Email, SMS, Phone)|
|Dynamic & static lead lists (Smart Filters)|
|Lead Import & Export|
|Duplicate Lead Detection on new lead creation|
|Data Import via CSV|
|Data Export via Excel|
|PDF Document Generation|
|Custom Tabular Views|
|Relationship Value Field|
|Advanced CRM Features|
|Roles & Permissions||5 roles||15 roles|
|User & Zone Restricted Access|
|Custom code development ADD ON|
|Dedicated Server ADD ON|
|Dynamic email template tags|
|Email open tracking|
|Rule Based Automated Emails|
|Analysis & Reporting|
|Real-Time sales activity reporting|
|Save & share reports|
|Status change reporting|
|User performance reporting|
|Outlook 365 Integration|
|Business Intelligence (BI) Software Integration|
|Custom Integrations ADD ON|
|Multi-factor Authentication (MFA)|
|Integration with corporate email ADD ON|
|Single Sign On (SSO)|
|IP Access restriction|
|Custom onboarding & training ADD ON|
|No-code consultation & development ADD ON|
|Self-service help center|
|Screen share support|
|Dedicated Customer Success Manager|
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.
Reduce time to create & email quotes by automating the quote generation processes
Enable sales reps to close deals faster by
Actively tracking and following up on quotes
Reduce manual errors by automating repetitive tasks
Real-Time summary of your quotations
Run real-time sales reports to accurately forecast performance and align sales strategy based on real-time sales metrics
Automate follow ups, reminders and more
Quickly expand sales team by making onboarding process smoother
Implement your business process, exactly as you need
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.
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.
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.
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.
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.
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.
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 firstname.lastname@example.org.
Yes, we offer specials discounts to registered NGOs and non-profits. Book a call with us to learn more.
All users must be on the same plan.
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!
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.
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.
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.
You can connect with us instantly through live chat (24x5) or by writing to us at email@example.com calling us at +1 (408) 520-9454. We will be happy to assist you.