# Orgzit Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Orgzit the right Workflow Management solution for you? Explore 25 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/160774/Orgzit/reviews --- Orgzit 4.2 (25) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Orgzit Ease of use 4.0 Customer Service 4.5 ## Showing most helpful reviews Showing 1-25 of 25 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Kumud S. Co founder Real Estate Used the software for: 6-12 months ### "I have used this software " March 20, 2020 4.0 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 TB Toushar B. MIS & CRM Manager Oil & Energy Used the software for: 1-2 years ### "Easy to use and Flexible CRM for manufacturing reps" February 17, 2021 5.0 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. Alternatives considered [Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason 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. 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. Review Source VR Verified Reviewer GM Computer Software Used the software for: 6-12 months ### "Orgzit CRM is good not great (yet)" March 12, 2020 3.0 Overall it is good, I am missing some features like reports and after sales project managment Pros \-Works quickly and smoothly -Easy to fill the leads -Nice and easy filters Cons UI doesnt look good It is very focused on sales, the after sale process needs to improve Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Company decision Review Source HA Haya A. MD Apparel & Fashion Used the software for: 2+ years ### "Great Software for Workflow Management" November 23, 2018 5.0 To conduct our regular operations, our staff greatly relied on spreadsheets and emails. We refer to spreadsheet for virtually everything from sharing job programs, monitoring new products, managing product stocks, to following up with prospects on a regular basis. Leads were becoming lost. Best effect was hauled by after-sales section. The plans went haywire since the group began losing its alignment to the company vision and mission. Anxious we checked out nearly every potential remedy to streamline our business processes. We touch base with Salesforce, Zoho, however, found out that there were just vanilla alternatives present on the marketplace. There was no way I might get a customized solution that may tackle my company certain challenges -- of course inside the budget and deadline that I had in my own mind. Considering switching into Orgzit, that has saved substantial quantity of money before spent on IT administrative and maintenance jobs through using features like real time collaboration, centralized location for document sharing, and job assigning.Our Business development group has completely embraced the chance to effortlessly share awareness, sales collaterals, work collectively on business opportunities, and also perform a great deal more. With analytics and reporting, now we get a 360 degree perspective of direct stream, pending jobs, accomplished jobs, etc. and has finally led to enhanced customer service and decreased reaction time.All as a result of Orgzit! Pros Ease of use, There are many workflow management systems that are changing the way the way people work. As I evaluate my options, I don't fall in ‘features-rich’ trap, I chose Orgzit as my workflow management software because I believe its simple and easy use of operation worked best for our team. Cons They can improve training manuals although their support team is great in explaining every feature and we were practically hand held at every step of the implementation. Review Source Response from Orgzit March 13, 2020 Thank Haya for the wonderful review. Really appreciate it. You are a power user! PJ Priyanshu J. Accountant Consumer Services Used the software for: 1-2 years ### "Very useful and customised Product." August 14, 2022 5.0 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/) Reason for choosing Orgzit This is a Pocket friendly option. Review Source AS Abhimanyu S. General Manager Oil & Energy Used the software for: 6-12 months ### "6 months with Orgzit" March 12, 2020 5.0 As a small business dedicated in selling and servicing, we were at times losing critical information for future business. We were in need for a software which was easy to use and customisable to suit our needs and after 6 months with Orgzit we are much more organised and comfortable in managing our customer database, leads, payments and service issues. We highly recommend this service. Pros Leads Management - Easiest integration with one dedicated customer database, no duplication and all leads relevant to one customer can be easily viewed and actioned. Tenders - We have not lost track of any tender since moving to Orgzit, the whole process of bidding, EMD, Competitive bid tracking and al the way to order placement and processing is seamlessly integrated. Staff Management - Being a marketing company, we have a lot of employees in the field and there expenses are also managed through Orgzit, doing away with a lot of paper. Product database - Team Orzgit really helped us in organising our products, which is a sizeable list of more than 5000, sales team can now see everything related to a product; pricing, brochures, operating manuals directly from the Orgzit android App. Inventory and Branch Transfer - Master inventory and inter branch inventory is easily managed. Cons Nothing much so far as the customer support team at Orbit is usually able to accommodate our requests. It will be nice to have a Chatbot wherein all company related discussions amongst staff can be done as currently it is being done on WhatsApp. Review Source MSA M Saqib A. seo expert Computer Software Used the software for: 6-12 months ### "Excellent organizational tool " September 3, 2022 5.0 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. Review Source JK Jahanvi K. Project Manager Environmental Services Used the software for: Less than 6 months ### "One application that really meets most of our business management requirements" April 19, 2017 4.0 I am SMB owner with a team of about 15+ engineers. We provide environmental engineering consulting and project services to municipalities and industrial clients. We were managing most of our business using spreadsheets and WhatsApp. With Orgzit we have managed to significantly digitize most of our operations - including lead management, proposal management, management accounts, expense reporting and tracking, project management and reporting from field operations (construction sites + operating water treatment assets). We have been using Orgzit for over 4 months and were one of the very first few users so we got high quality support from the founders of Orgizt. We wish them well and hope Orgzit team continues to develop more useful features for small businesses. Some features we would like: - email integration for external communications - invoicing so that we can get the only other thing for which we currently need to rely on a separate SaaS application Pros \- One application to run our daily operations on. - Ease of use and literally very low requirement for training - free plan for small teams & unlimited trials and even the paid plan for SMBs is very affordable Cons \- a little difficult to built custom applications, a more friendly interface to build applications would be highly useful - inability to do invoicing from Orgzit (we currently use a different SaaS application) Review Source Response from Orgzit April 19, 2017 Thank you Jahanvi for being a valued user and thank you for believing in our vision and providing us the initial support. We are working on some cool new features (including some Spans has asked for). Look for updates in your email :) SS Sundeep S. Account Manager Retail Used the software for: 1-2 years ### "A Perfect Online Tool to Organize Data" March 11, 2020 5.0 Overall experience is good and a promising software that will be used by my company for a very long time. Pros Orgzit has helped in organizing data on the platform itself. I find it relaxing that my data is secure. The software UI is user friendly and it is accessible easily. Cons The software lacks in creating customized company specified reports which is manageable at the moment. The software can also integrated AI to automatically categorized and structure huge number of data. Review Source VR Verified Reviewer Operations Manager Consumer Services Used the software for: Less than 6 months ### "Great Organizational Tool" September 20, 2018 5.0 We run an event management company and keeping a track of all the events has never been easier before. With the Project Management Launcher, we are more efficient now and it helps our team to finish their respective tasks before the deadline. The easy to use interface helps us to check the progress timely and we take the actions accordingly if anything goes wrong. Pros Reasonable monthly cost Varied integrations Cons We have been using orgzit from 2 months. We haven't face any issues as of now. Review Source Response from Orgzit March 13, 2020 Thank you for your review. Please reach out to our customer support for any feature requests. We take our customer feedback very seriously and will definitely ensure our best to build the features that you found were missing. You can also check out our product roadmap here https://tinyurl.com/qsw776k SS Satyadev S. IT - Manager Environmental Services Used the software for: 2+ years ### "Easy to Accept" March 6, 2020 5.0 Experience with Orgzit is good, my team is always appreciating the user friendliness of this software and support system of Orgzit. Pros They have good Understanding of business processes and always focusing on user friendly architecture. Cons I think they need to work on Integration of all modules and require expertise in finance module. Reason for choosing Orgzit Their understanding of business process. Review Source VK Vibhuti K. Cofounder Computer Software Used the software for: 6-12 months ### "One stop solutions for business" March 13, 2020 4.0 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 VK Vinod K. Project Management Used the software for: Less than 6 months ### "Orgzit has provided a comprehensive solution for our project management and business management needs. It is simple to use and our team which were hooked on MS Excel and Trello had no problems migrating to Orgzit" September 19, 2017 4.0 Pros \- Easy to use, this was critical for us in selecting Orgzit - Provides a simple, effective solution for our company's key business management needs. We are currently using Orgzit for CRM, Project Management and managing fields operations that includes managing about 30 remote people and client's assets on a few different construction sites - cost effective (we are on the Super Teams plan) Cons \- We are generally happy with the solution Orgzit provides and don't quite have any major cons, except a few things that we would like to see included in the application eg. ability to create invoices/ field report sheets - we would like to get a map view to be able to track our field agents and assets - the reports on the Android mobile app are a little slow to load. Review Source Response from Orgzit March 13, 2020 Thank you Vinod for your kind review and feedback. Many of the features that you had requested for are already live and actively being used for you team. Thank you for the detailed feedback and review. RM Ramya M. manager Retail Used the software for: 6-12 months ### "Good" March 6, 2020 4.0 good Pros easy access, easy to add columns and make changes Cons difficult reporting, we cannot use multiple columns Review Source Response from Orgzit March 13, 2020 Thanks, Ramya for your feedback. Your feedback and inputs over the last few months have been reall great in making Orgzit better. We will continue to improve on the usability and functionalities (especially reports) going forward. Many thanks for giving our customer support team a big thumbs up!!! nT nistha T. Programme Leader India Non-Profit Organization Management Used the software for: 6-12 months ### "Review " March 6, 2020 3.0 Its good but more features are needed to be built in such as GPS Tracking and all. Latest feature of direct whatsApp call is a brownie point. Pros Its Excel like look & feel which sort of adds comfort to first time user. Cons We need features such as GPS Tracking, Bulk Data Upload (without CSV complications). Reason for choosing Orgzit Customization Prospects Costing Review Source VM Vidita M. Designer Design Used the software for: 6-12 months ### "Orgzit Review" July 29, 2019 5.0 Pros Orgzit is an amazing cloud-based business management software that has helped me eliminate the use of multiple excel spreadsheets and bring all my data in place. In this way, I could fetch my data easily without wasting time. The best thing about Orgzit is that it does not require one to put in any code to operate and everything is automated. I can add reminders, tasks, view my progress reports, etc Cons Orgzit is Less attractive aesthetically. Review Source Response from Orgzit August 8, 2019 Thank you Vidita. Really appreciate your positive response. KC Krishna C. Product Manager Hospitality Used the software for: I used a free trial ### "Great tool with integrations, could've been easier to use" March 6, 2020 4.0 Pros It was a great tool that has a lot of promise. Amazing if your team is development intensive and so is your requirement. The number of integrations and options are every tech-savvy PM's best friend. Cons For a regular user, this tool is not as intuitive and easy to use. I would not expect my sales users to understand or make changes to anything on their own. And that is where it kinda dropped off for us Review Source JT Jai T. Project Performance Engineer Renewables & Environment Used the software for: 6-12 months ### "My experience" March 11, 2020 3.0 The platform grew obsolete in few months but the experience was good. Pros The platform proved very useful for keeping track of my ongoing exercises and plan my work according to priority. With plethora of functionalities to use, I could easily monitor assigned tasks and pending projects as well. Cons The platform was a bit redundant and complex to use. Not very interactive. Review Source AB Anchal B. Senior BDE Information Technology and Services Used the software for: 6-12 months ### "Lead management made easy using Orgzit." March 23, 2020 4.0 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 VP Vinod P. CEO & Co-Founder Real Estate Used the software for: I used a free trial ### "Creating a POC/Free Trial" March 18, 2020 4.0 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 Reason for choosing Orgzit Good people, known people, easy to deal with Review Source pK pooja K. Service associate Internet Used the software for: Less than 6 months ### "It is not user friendly, their is no aption to search tickets properly." March 11, 2020 3.0 Pros Nothing, their is nothing unique in this to like the software and it is not at all user friendly Cons It is not user friendly, their is no aption to search tickets properly. Review Source sB siddharth B. Director Utilities Used the software for: 6-12 months ### "Good product but needs refinement" March 20, 2020 2.0 Pros Lot of customisation available to prepare apt solution Cons Bad support team Delayed deliverables Unprofessional Review Source RT Rohit T. AM- Performance Renewables & Environment Used the software for: 6-12 months ### "It was a good experience to use this software ." March 11, 2020 5.0 Pros It is good to assign a task to your team. Cons It should be more user friendly to work with this software. Review Source AJ Arvind J. Director Computer Software Used the software for: I used a free trial ### "Great tool for rapid custom application development" March 13, 2020 4.0 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. Reason for choosing Orgzit Wanted a simple, light weight platform. Review Source AE Abhilash E. Senior Manager Renewables & Environment Used the software for: I used a free trial ### "A flexible solution" March 12, 2020 4.0 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 Similar Products Featured ## Related categories [Business Process Management](https://www.capterra.com/business-process-management-software/)[Workflow Management](https://www.capterra.com/workflow-management-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.