--- title: "Orgzit Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Orgzit Software - reviews, pricing plans, popular comparisons to other Workflow Management products and more." source_url: "https://www.capterra.com/p/160774/Orgzit/" page_type: "product" language: "en" --- # Orgzit Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 20, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Orgzit ## What is Orgzit? Orgzit provides the power of enterprise CRM with the flexibility of Excel Orgzit is an all-in-one sales system for manufacturer reps and distributors. It helps streamline Sales, Quotation, Service, and Finance by helping you move from scattered spreadsheets to a single centralized application. ## What is Orgzit used for? [Workflow Management](https://www.capterra.com/workflow-management-software/)[Business Process Management](https://www.capterra.com/business-process-management-software/)[Collaboration](https://www.capterra.com/collaboration-software/) Top alternative Featured Overall rating Based on 25 user reviews Reviews sentiment Positive 80% Neutral 16% Negative 4% Starting price ₹19 Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Orgzit?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.orgzit.com/&name=Orgzit) ## Orgzit Overview Updated August 2026 AI summary Orgzit supports small businesses, midsize, and enterprise teams with workflow management, business process automation, and collaboration tools. It offers task and document management, approval process control, reporting, and customizable dashboards. With mobile access, no-code options, and third-party integrations, Orgzit enables companies to configure workflows and centralize data across cloud and mobile deployments. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Orgzit 4.2 (25) VS. [4.4 (333)](https://www.capterra.com/p/157262/QuickBase/reviews/) Starting Price ₹19 Per Month Starting Price $35 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (25) Ease Of Use 4.1 (6,048) Value For Money 4.1 (25) Value For Money 4.1 (4,666) Customer Service 4.5 (24) Customer Service 4.3 (4,459) ## Orgzit alternatives [4.6 (2,243)](https://www.capterra.com/p/146652/Airtable/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.5 (3,539)](https://www.capterra.com/p/79104/Smartsheet/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars Highest Rated [4.8 (49)](https://www.capterra.com/p/10019610/Motion-io/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [monday.com AI Work Platform](https://www.capterra.com/p/147657/monday-com/) [4.6 (6,097)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/147657/monday-com/) ## FAQs about Orgzit Overview ### Which roles and teams benefit most from Orgzit? Orgzit benefits operations managers, project leaders, and business development teams that need structured workflows, task tracking, and cross-functional coordination. Executives and founders use it for pipeline visibility and decision-making, while finance, IT, and CRM administrators rely on it to centralize data, streamline reporting, and improve process control. Answer based on 25 reviews Overview ### What company size and specific industries is Orgzit built for? Orgzit is designed for companies in industries that sell complex solutions, especially manufacturer representative businesses that need shared CRM support for sales, quotations, and order management. It fits teams of varying sizes where multiple people collaborate on the same customer and deal workflows. Features and Usability ### What are the key features of Orgzit? Orgzit offers CRM and workflow management, along with business process automation, workflow configuration, and approval process control. It also includes project management tools such as task management, project planning and scheduling, Kanban board, milestone tracking, and reporting/analytics, plus contact management, document management, and third-party integrations. Getting Started and Support ### What training and onboarding options does Orgzit offer? Orgzit provides in person training, live online sessions, webinars, and documentation to help teams get started. In person training supports direct instruction, live online sessions allow remote guided setup, webinars cover group learning, and documentation offers written reference for self-paced review. Answer based on 2 reviews Getting Started and Support ### What customer support options does Orgzit offer? Orgzit provides chat support. Users describe the support experience as helpful and accommodating during setup and ongoing use, with clear explanations of features. Some also note that the support team responds well to requests and helps reduce friction during implementation and daily work. Answer based on 4 reviews Ease of use ### Is Orgzit easy to use for daily work? Orgzit works well for everyday lead tracking, task management, and customer data organization, especially for small business teams. Many users find the interface easy to learn and set up, but some describe parts of the system as complex, less interactive, or harder to use for reporting, search, and custom app building. Answer based on 11 reviews ## Features AI summary Based on 13,683 Workflow Management reviews Not all workflow management software covers every top priority. Here is what Capterra reviewers flag as essential when choosing a solution: - **Task Management** (**50%** of reviewers rated this feature as critical) - **Progress Tracking** (**46%**) - **Business Process Automation** (**43%**) Orgzit supports **Task Management** and **Business Process Automation**, helping teams organize work and automate repeatable processes across daily operations. While the system lacks **Progress Tracking**, it does offer other highly rated features, including **Mobile Access** (**49%**), **Access Controls/Permissions** (**47%**), and **Collaboration Tools** (**45%**). These features give teams more flexibility to work from anywhere, manage user access securely, and coordinate work across departments, helping businesses keep workflows organized and moving forward. Task Management 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Business Process Automation 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Mobile Access 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Access software remotely via mobile devices Document Management 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Alerts/Notifications 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Business Process Control 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Define and maintain business rules that determine workflow capabilities and criteria Orgzit 36 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Backup and Recovery: Create backups and provide methods to recover deleted/lost data - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Business Process Control: Define and maintain business rules that determine workflow capabilities and criteria - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Dashboard: Alter the layout and content of dashboards - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Dictionary Management: Stores definitions of the data elements and their relationships (metadata) and how they are retrieved for the user - Data Replication: Process of copying and storing data in more than one site or node - Document Management: Store, manage, and track all electronic documents in a centralized location - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Forms Management: Store, manage and track all forms in a centralized location - Mobile Access: Access software remotely via mobile devices - No-Code: Drag and drop/visual interfaces that allow non-tech users to build without writing code - Prioritization: Arrange tasks based on the level of priority or urgency - Process Change Tracking: Document any changes or proposed changes made to business processes or workflows - Process Modeling & Designing: Visually identify, define, and map all details and relationships surrounding business process models and elements - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Real Time Editing: Preview and make real-time changes in the web content - Relational Database Management: Database management based on relationships between data - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Configuration: Alter the default workflow to meet your organization's needs - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.1 (25) 4.1 Based on 25 reviews ## Pricing Value for money 4.1 (25) Free Trial Free Version Basic ₹19.00 Per Month Value for money 4.1 (25) 4.1 Based on 25 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.5 (24) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.5 (24) 4.5 Based on 24 reviews ## User reviews Overall rating 4.2 Based on 25 reviews Filter by rating 5(10) 4(10) 3(4) 2(1) 1(0) Mentioned topic Sorted by most recent MS M Saqib A. seo expert Computer Software ### "Excellent organizational tool " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 3, 2022 Pros I was worried about 100 of spreadsheet to manage. However, my friend recommended "orgazit". Now it is convenient for me to 100 of spreadsheet in a single software. this cloud based business software help me track the data easily. Now i can say that this is the best software for business management. Well, it has saved a lot of my time. 100% recommended. Cons The UI should be improved and focused on the need of user. Switched from [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. PJ Priyanshu J. Accountant Consumer Services ### "Very useful and customised Product." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 August 14, 2022 Pros The Customise design and useful features for every requirements. Cons There are some types of features which is not available with this product one example is, there is no any backup feature for deleted items Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reasons for choosing Orgzit This is a Pocket friendly option. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. TB Toushar B. MIS & CRM Manager Oil & Energy ### "Easy to use and Flexible CRM for manufacturing reps" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 17, 2021 Pros We use Orgzit as our end to end sales, service and support CRM system for our manufacturing products distribution business. It has helped us move away from multiple tools and Excel spreadsheets to a single platform that has become our single source of truth for all internal processes. We use Orgzit for the following use cases: 1. Leads and funnel tracking 2. Quotations 3. Follow ups 4. Invoices 5. Follow ups and collaboration within our teams that are spread across multiple offices and regions. Cons We really like the software and use it daily so not really. However, we would like to see Orgzit support offline access as that is sometime required by our sales and service engineers when they are working from remote product sites where internet access can be sporadic or unavailable. Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Flexibility and easy of use and customizability for building our own sales process on the software instead of using something off the shelf which did not mirror our internal sales and service processes. Alternatives considered [Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/) [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reasons for choosing Orgzit Orgzit offered the best combination of flexibility, support and pricing that was critical for us to make our CRM processes smooth and easy for all users across the organizations. Unlike other CRMs that we explored Orgzit ensured that the CRM was not only meant for use by the sales persons but by the entire organization as all the information required for leads to cash workflow could be mapped in the single software. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AB Anchal B. Senior BDE Information Technology and Services ### "Lead management made easy using Orgzit." 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 March 23, 2020 The overall experience is good and the lead management has become easier using it. Pros It is easy to use as I can create the leads and enter the data related to them. I can create tasks and set reminders for them as well. Keeping track of all the leads and followups takes less efforts and time. Cons User interface needs to be improved nothing else. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SB siddharth B. Director Utilities ### "Good product but needs refinement" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 March 20, 2020 Pros Lot of customisation available to prepare apt solution Cons Bad support team Delayed deliverables Unprofessional Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Kumud S. Co founder Real Estate ### "I have used this software " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 March 20, 2020 Accounting problems Pros You will get the best customer support for sure Cons Can be more automative and i am sure orgzit team will definitely make stis possible Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. VP Vinod P. CEO & Co-Founder Real Estate ### "Creating a POC/Free Trial" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 March 18, 2020 Good people to deal with Pros We will try and use the product in our daily use Cons Not yet fully familiar with until we fully utilize it, will have more feedback later on Reasons for choosing Orgzit Good people, known people, easy to deal with Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AJ Arvind J. Director Computer Software ### "Great tool for rapid custom application development" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 13, 2020 Community collaboration, tracking, ideas & feedback and data gathering. Very smooth experience. Pros Orgzit has powerful database model and a UI that allows you (after some training) to rapidly build custom business applications that outperform excel sheets and workflows and gives you the advantage of cloud based collaboration, security and scale. If you are falling behind on custom application development, try Orgzit. Cons The Ui takes a bit getting used to - one needs to understand how all the data ties together and how to model your business using the templates. However, once you have built an end to end system, the next one is a breeze. Reasons for choosing Orgzit Wanted a simple, light weight platform. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. VK Vibhuti K. Cofounder Computer Software ### "One stop solutions for business" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 13, 2020 Pros I really liked the product UX/UI. I am very happy with mobile app version. It provides a good option for businesses and it's a good tool for SMB's. Cons Orgzit have enough features to fulfil my entire business needs. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AE Abhilash E. Senior Manager Renewables & Environment ### "A flexible solution" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 12, 2020 Great customer orientation Pros Flexibility, ease of use, good UI, ability to setup quickly Cons The software is flexible but the flexibility could've been in a better way - for eg., top 4-5 standard ways in which a business process is performed across various industries, companies Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/160774/Orgzit/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.