Orgzit

Orgzit

Software Development

San Jose, California 2,026 followers

Customizable Sales CRM to manage end-to-end sales pipeline, including leads, quotes, orders, invoices, and service.

About us

Orgzit is a specialized all-in-one Sales CRM for manufacturer reps and businesses selling B2B solutions. Orgzit has powerful enterprise capabilities, yet it is as flexible as Excel. We help sales, estimation, and service teams streamline the entire sales and customer engagement process. Our customers use Orgzit to track Leads, Quotations, Orders, Projects, Invoices, Service Tickets, Sales Commissions, Product Catalog, Pricing Catalog, and other CRM information. Our customers have reported becoming twice as productive after moving from scattered spreadsheets to our Sales CRM. At Orgzit, we believe in business users being in control of their software. That’s why we built our product from the ground up to be flexible and configurable. We help you design your own CRM software, completely fine-tuned to your way of doing business. Orgzit CRM is built on innovative no-code technology which makes it extremely flexible, lightweight, and easy to use. Our technology advantage helps customers break free from rigid, complex, and expensive CRM systems.

Website
http://www.orgzit.com
Industry
Software Development
Company size
11-50 employees
Headquarters
San Jose, California
Type
Privately Held
Founded
2016
Specialties
CRM, Task Management, Dealer CRM, Franchise Management Software, Dealer Management, Workflow Management Software, Sales and Distribution Management, Leads Tracking, Order Management, Sales Commissions, No-code, and No-code CRM

Locations

Employees at Orgzit

Updates

  • Orgzit reposted this

    View profile for Pavan Verma, graphic

    CRM & ERP Strategist | Helping Manufacturer Reps and B2B Sales Teams accelerate sales and service performance with a fully customizable CRM & ERP deployed in fastest time with lowest implementation cost | Founder, Orgzit

    Are Excel or Google Sheets not able to handle your evolving business needs? From small mistakes like mismatched names to big issues like crashing with too much data, Spreadsheets can really slow things down. But don’t worry, there’s a way to avoid all this and make your work a lot smoother. Want to know how? Watch the video to find out how you can make your workflow smoother and faster! #manualdataentrylimitations #CRM ##softwaresolutions

  • Orgzit reposted this

    View profile for Pavan Verma, graphic

    CRM & ERP Strategist | Helping Manufacturer Reps and B2B Sales Teams accelerate sales and service performance with a fully customizable CRM & ERP deployed in fastest time with lowest implementation cost | Founder, Orgzit

    Imagine building your dream home without asking your family what they need. Sounds absurd, right? Yet, this is exactly what many businesses do when selecting and implementing new software. Decisions are made at the top level, features are prioritized based on management’s vision, and the people who’ll use the system daily are completely left out of the conversation. The result?  A brand-new system that no one wants to use.  The employees are frustrated, time is wasted, and money is down the drain. To avoid this costly mistake, you need to involve your end-users from the start. ➡️Ask them what they need.  Their input can highlight pain points and inefficiencies you might not even be aware of. ➡️Let them test the software.  Give them hands-on time during demos or trial phases to see what works and what doesn’t. ➡️Choose user-friendly solutions.  The most sophisticated software is useless if it’s too complicated for the people who will use it. Remember, end-users are the heart of your operations. When they’re engaged and equipped with the right tools, your business thrives. Have you ever faced challenges because of a software system that didn’t align with your team’s needs? Share your experience in the comments. I’d love to hear how you tackled it! #technology #software #productivity

    • Imagine building your dream home without asking your family what they need.
  • View organization page for Orgzit, graphic

    2,026 followers

    🎄✨Jingle Bells, Christmas Stories to Tell!🎄✨ Yesterday, we celebrated Christmas at Orgzit. This time, we knew we had to do something different. So, after quickly enjoying the traditional Christmas rituals like exchanging gifts and indulging in some delicious cake—we sat down for a heartfelt conversation. 💌 Silent Night, Bonds in Sight—this was the theme of Christmas at Orgzit. It was even more special because Prateek Singh and Shakti Kumar Singh, who recently joined us, were part of it. What might have taken months to learn, we discovered in just one genuine conversation. Prateek Singh has been going to the gym since he was in the 6th grade.💪 Shakti Kumar Singh is a fantastic cook who can make almost anything you name.🧑🍳 It’s strange how we spend almost a third of our day with people but don’t know these little things about them. Yesterday made us pause and realize how important it is to know the team beyond just work. It reminded us to appreciate and respect each other more as a team—because we’re all so much more than just the roles we play at work. ✨ And that’s what Christmas meant for us this year. We step into the new year with a stronger sense of connection and understanding within our team. 🤝 How are you celebrating Christmas with your team? We’d love to hear your stories! #ChristmasSpirit #workculture #merrychristmas

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  • View profile for Pavan Verma, graphic

    CRM & ERP Strategist | Helping Manufacturer Reps and B2B Sales Teams accelerate sales and service performance with a fully customizable CRM & ERP deployed in fastest time with lowest implementation cost | Founder, Orgzit

    “If you get the culture right, most of the other stuff will take care of itself.”  – Tony Hsieh At Orgzit, our mission extends far beyond creating software solutions. We are building a culture that empowers MSMEs and supports our team members in equal measure. For MSMEs: MSMEs are the backbone of our economy and the largest providers of employment. However, many struggle to grow beyond a certain point because they lack the systems needed to scale effectively. To address this, we provide customized software solutions that: 👉 Simplify their challenges 👉 Streamline their processes and 👉 Drive sustainable growth For Our Team Members: We’ve cultivated a clean, healthy, and harmonious workplace environment built on collaboration, mutual respect, and growth for all. By delivering customized, value-for-money solutions to our customers  And fostering a supportive, growth-oriented atmosphere for our team,  We see ourselves as true partners in progress. We take pride in: ✨ Empowering MSMEs to reach their full potential and ✨ Creating a workplace where our team thrives and loves to innovate Our sense of achievement lies in the fact that we’re not just solving challenges but are shaping a brighter future for businesses and our people alike. Would you agree if I said that healthy company culture plays a significant role in developing a positive and progressive work environment? Would love to hear your thoughts in the comments. #marketing #branding #productdevelopment

    • “If you get the culture right, most of the other stuff will take care of itself.”
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  • Orgzit reposted this

    View profile for Pavan Verma, graphic

    CRM & ERP Strategist | Helping Manufacturer Reps and B2B Sales Teams accelerate sales and service performance with a fully customizable CRM & ERP deployed in fastest time with lowest implementation cost | Founder, Orgzit

    How can you expect better results, When are you doing the same things in your business?? You are making the same mistakes time and again while expecting better results. Here’s what’s happening- 👉Data feels like an unconquerable mountain. 👉You are struggling with deadlines and tasks. 👉The team is not efficient.  👉You are feeling alone and don’t know how to scale. So what do you need to do in such a situation? Do things a little bit differently. Have a different approach toward problems. Watch this video where I share why you need to come out of that old rut and get better results. What is the one thing that you feel is hindering your business’s growth the most? How have you tried to solve that? Share your methods and results, I would love to know. #growth #productivity #innovation

  • Orgzit reposted this

    View profile for Pavan Verma, graphic

    CRM & ERP Strategist | Helping Manufacturer Reps and B2B Sales Teams accelerate sales and service performance with a fully customizable CRM & ERP deployed in fastest time with lowest implementation cost | Founder, Orgzit

    What turns your customers into your Growth partners? Is it the features or solutions your business provides? No, It’s how you help them grow and stand by them in every phase. When Manu Babal, VP at MyTeam11 Fantasy Sports, joined us 4 years ago, he was struggling with manual processing of data. He came for a solution but stayed because of the constant support he got from Team Orgzit. Watch him speak about his journey and experience with us. What do you think makes you a customer and changes you into a lifelong business partner? #CRM #Testimony

  • Orgzit reposted this

    View profile for Pavan Verma, graphic

    CRM & ERP Strategist | Helping Manufacturer Reps and B2B Sales Teams accelerate sales and service performance with a fully customizable CRM & ERP deployed in fastest time with lowest implementation cost | Founder, Orgzit

    Celebrating Small Wins That Make a Big Impact I’ve always believed that the small changes we make can lead to the biggest transformations. Like many business owners, Amrik Singh, the founder of Satkartar Glass Solutions, struggled to manage leads in Excel, leading to confusion and missed opportunities. That’s when he discovered Orgzit—the need of the hour for him But how has Orgzit helped him? ➡️ Easily Manage Leads ➡️ Streamlined Order Management ➡️ Simplified Reporting ➡️ Fast Implementation It is so rewarding to hear stories like this, of Amrik Singh and see the difference we’re making together. It’s not about the numbers but about creating systems that help teams work smarter, not harder, and fostering accountability without micromanaging. This is a reminder of why we do what we do, and I couldn’t be prouder of our team and the businesses we’re fortunate enough to work with. Here’s to more small wins with a big impact! #testimony

  • Orgzit reposted this

    View profile for Pavan Verma, graphic

    CRM & ERP Strategist | Helping Manufacturer Reps and B2B Sales Teams accelerate sales and service performance with a fully customizable CRM & ERP deployed in fastest time with lowest implementation cost | Founder, Orgzit

    Why Scaling Isn’t Just About Growth – It’s About Efficiency  -More revenue -More customers,  -More growth but why does everything still feel like a mess?" That’s because scaling isn’t just about growing; it’s about making sure your growth doesn’t break your business. You can add customers, you can increase revenue, but if your operations aren’t efficient, you’ll find yourself drowning in chaos. Think about it: As your business grows, so does the complexity of your processes. If you don’t have a system in place to handle the increased load, things will start falling apart from missed deadlines to poor customer experiences. The solution? Focus on efficiency as much as you do on growth. Here’s what you can do:  -Automate your processes: Use the right tools to streamline tasks like lead management, order tracking, and customer service. -Optimize your resources: Make sure your team is equipped to handle the growth without getting overwhelmed. -Focus on quality over quantity: Don’t just focus on adding more customers. Ensure that you’re able to maintain, or even improve, the quality of service as you scale. Scaling should feel like progress, not pressure. It’s about building a machine that runs smoothly, even as it grows bigger. What’s one step you’re taking to make your growth more efficient? Drop your thoughts in the comments! #efficiency #businessgrowth

    • Why Scaling Isn’t Just About Growth – It’s About Efficiency
  • Orgzit reposted this

    View profile for Pavan Verma, graphic

    CRM & ERP Strategist | Helping Manufacturer Reps and B2B Sales Teams accelerate sales and service performance with a fully customizable CRM & ERP deployed in fastest time with lowest implementation cost | Founder, Orgzit

    Is Your Ready-Made CRM Really Doing Enough for Your Business?   I’ve had countless conversations with business owners who thought they found the perfect CRM—until they hit the inevitable wall.   It starts well enough: -Leads are organized, -Sales pipelines are managed, and -Things seem to be on track.   But do you know most off-the-shelf CRMs only handle one piece of your process?   For example, if your CRM is great for lead tracking, what happens after the lead converts?   How do you track orders, manage projects, or handle billing?   You find yourself juggling multiple tools, each doing one part of the job, and none of them talking to each other.   And then there’s customization.   Imagine you’re in the furniture business, and a key aspect of every lead is identifying whether a customer needs a solution for their bedroom, living room, or kitchen.   A basic CRM just doesn’t have the flexibility to capture those specific needs.   So what happens?   You’re stuck with a tool that works for some things, but not others   —leaving you to rely on different tools that aren’t streamlined with your core processes.   Before you decide to develop your in-house CRM, think about whether it's worth the headaches. We provide customizable CRM solutions that save you time and cost, without the hassle of building from scratch. —it’s finding one that adapts to your unique business needs, whether it’s upstream or downstream.   Have you faced these limitations with a ready-made CRM? How did you deal with it? Let’s talk about how to solve these challenges.   #CRM #ERP #businessautomation

    • Is Your Ready-Made CRM Really Doing Enough for Your Business?
  • Orgzit reposted this

    View profile for Pavan Verma, graphic

    CRM & ERP Strategist | Helping Manufacturer Reps and B2B Sales Teams accelerate sales and service performance with a fully customizable CRM & ERP deployed in fastest time with lowest implementation cost | Founder, Orgzit

    When industry veterans speak, we listen! Meet Mr. Dr. HN Singh – a seasoned professional with years of experience across industries, including HINDUSTAN MOTORS LTD and Havells India Ltd. With two successful businesses under his belt, he's no stranger to the challenges of implementing robust solutions. At the Streamline 2 Success Conclave, Mr. HN Singh found immense value in Orgzit’s CRM solutions. His key takeaways? -Fast Implementation – Unlike traditional ERP systems that take months or even a year to roll out, Orgzit promises a turnaround in just a few weeks. -Comprehensive & Economical – A powerful solution that’s both affordable and packed with features. -Tailored for SMEs – Orgzit isn’t just for large enterprises; it’s designed to meet the unique needs of medium-sized businesses too. Mr. HN Singh left with plans to recommend Orgzit to his partners and fellow industry peers! Watch the full testimonial to hear his thoughts and learn why Orgzit is the future of CRM for growing businesses! #testimony

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