Orgzit
vsMethod:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Task management
- File sharing
- @mention
- Real-time notifications
- Data filtering
- App relationships
- Kanban boards
- Visual reports
- Custom apps
- Custom reports
- Custom workflows
- Configurable conditions & actions
- Automated Notifications
- Automated task creation
- Automated values
- HTTPS only access
- Advanced user management
- Multi-level user roles
- Change history
- Read-only access
- Unlimited read-only users
Pricing Info
Pricing Info
Orgzit is an enterprise CRM with the flexibility of Excel.
Orgzit provides a highly customizable no-low code self-service CRM solution for business managers who find themselves stuck using complex, expensive, and difficult to use software solutions or relying on spreadsheets for various business applications and/or collaboration.
All of this is offered as a SaaS solution, so you don’t have to install any hardware or software and can go from account creation to using Orgzit CRM in less than 5 minutes.
Orgzit is available in 3 value options:
Starter Plan: best suited for small terms that want to manage end-to-end sales processes in one place.
Super Teams Plan: for teams that want to increase sales efficiency and performance
Premium Plan: for teams that need to manage complex CRM interactions and integrate with other software tools
Orgzit is available to start with an investment as low as a $99/month flat fee.
Integrations
Integrations
Orgzit is integrated with
- Slack
- Salesforce
- Twilio
- SMS
- Email (Gmail and Outlook 365)
- Zapier Integrations
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Orgzit is a collaboration tool for SMBs that are looking to digitize their processes to become more competitive and get setup for scale.
Company Email
collaborate@orgzit.com
Contact No.
Company's Address
Faridabad, Faridabad 121009
India
Orgzit Comparisons
Popular Orgzit Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Keep real-time activity history
- Unlimited contacts per record
- Customer service tickets
- Automatic “lead status only”
- Share opportunities
- Share calendars
- Share documents with assigned roles
- Method Integration Engine
- Real-time sync for invoices, time track entries, and customer data
- Access CRM via web browser anywhere
- QuickBooks lists syncing
- QuickBooks transaction syncing
- View all QuickBooks transactions in one place
- Invoice customization
- Drag-and-drop tools
- Custom fields and tables
- Custom screens
- Custom buttons and actions
- Custom reports, charts and graphs
- Customer payment portal to view and pay invoices
- Payment gateways: Intuit Merchant Services; PSi Gate; Authorize.Net
- Accepts PayPal
Pricing Info
Method:CRM has two enterprise pricing options that are both cost-effective. We outlined the details below to help you determine which one suits your needs best:
Contact Management – $28/user/month or $25/user/month/annual billing
- Real-time QuickBooks Synchronization
- Customer and Vendor Management
- Lead Management
- Contact Records and Communication History
- Self-service Portals
- Emails and Activities
- Calendar
- Workflow Automation
- Custom Reports
- Activities Reports
- Customization
- Integrations
- User Permissions Control
- Google and Intuit SSO
- Data Import and Export
- Free One Hour Customization Consultation
- Email, Live Chat, and Phone Support
CRM Pro – $49/user/month or $44/user/month/annual billing
- All Contact Management Features
- Estimates
- Sales Orders
- Invoices and Sales Receipts
- Payment Processing
- Payment Acceptance through Contact Portals
- Opportunity Stages
- Sales Opportunities
- Web to Lead Forms
- Sales Opportunities Reports
CRM Enterprise – $85/user/month or $74/user/month/annual billing
- All CRM Pro features
- Purchase Orders management
- Bills management
- Customer support cases management
- Support cases in portals
- Email marketing campaigns
Available for a fee are add-ons that can further enhance whichever plan you select.
Integrations
Method:CRM integrates with the following platforms:
- QuickBooks Online
- QuickBooks Desktop
- Xero
- Gmail
- Google Calendar
- Outlook
- MailChimp
- Zapier
- PayPal
It also has APIs to help you connect with your favorite solutions.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
HME Mobility & Accessibility, GTM Landscaping, Dean Markley,
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A one-of-a-kind CRM that seamlessly integrates with QuickBooks for accurate estimates and a faster sales process. Equipped with customer service tools, opportunity management features, invoicing options, as well as real-time reporting functionalities, this allows you to keep a better eye on your leads and respond to them swiftly.
Company Email
method@method.me
Contact No.
Company's Address
Method:CRM
410 Adelaide St. West
3rd Floor
Toronto, Ontario M5V 1S8
Canada
Method:CRM Comparisons
Popular Method:CRM Alternatives
If you test various Workflow Management Software services you shouldn’t just explore their features list and offered pricing plans. Keep in mind the software should be adjusted to your standards and team so the more flexible their offer the better. Explore what systems are supported by Orgzit and Method:CRM and make sure you will get mobile support for whatever devices you use in your company. It may also be a good idea to find out which languages and countries are supported, as this could be a key element for many businesses.
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