Orgzit provides a wide range of features to help its users. It provides its users with the power of automation and collaboration to make their business workflows much more efficient.
Using Orgzit, you can Streamline Sales, Quotation, Service, and Finance by moving from scattered spreadsheets to a single centralized application.
Data Security, flexible data filtering, different types of views, rich field attributes, automated workflows, and real-time reports are some of the many features that Orgzit provides.
Whether you are a startup with a handful of team members or a mature enterprise, Orgzit has a lot to offer to all types of teams, businesses, and organizations.
You can choose the right plan for yourself based on the following points:
For small teams with basic business requirements, the Starter Plan will be the best to get started with Orgzit. You can manage your end-to-end business process using this plan.
Some of the benefits of the Starter Plan include:
Store all your data in one place from leads, contacts, opportunities to quotations, orders, and invoices.
Manage Tasks and have smooth collaboration between team members.
Set up reminders, send emails, and generate reports to make your business workflow more efficient.
For larger teams, having the requirement of advanced collaboration features, the SuperTeams Plan will work the best. It provides an amazing set of features to make the customer's business workflows much more efficient.
Some of the benefits of the SuperTeams Plan include:
You can set up role-based access controls for your team members using which you can control which user can access which part of your data.
You can have an unlimited number of users in your account! All your team members can use Orgzit to manage their work.
You can create multiple dashboards for different teams and departments of your organization. All sales reports can be pinned to the Sales Dashboard whereas all Finance Reports can be found on the Finance Dashboard.
For Enterprises that require advanced tools and controls, the Premium Plan will be the best. It provides all the powerful Orgzit features that support automation, collaboration with high levels of security.
Some of the benefits of the Premium Plan include:
You can maintain an unlimited amount of data in Orgzit as a part of this plan!
You can set up email integrations, Slack Integrations, and other Custom Integrations.
You get all the data security benefits like Single Sign-On, IP Access Restriction, etc.
Starter: Basic Core Features to Get You Started!
This plan provides unlimited workspaces and 10,000 records per workspace.
It also provides the access control system features, using which you can control the access of different users within your account.
You will only be provided with 1 dashboard for your reports in this plan.
It does not support Scheduled Workflow, Report Subscriptions, 3rd party integrations(Slack, Google Drive, Dropbox & Zapier).
Only Email Support and Self serve knowledge base will be provided for support in this plan.
SuperTeams: All Core Features Plus Advanced Collaboration Features for Larger Teams!
This plan also provides unlimited workspaces but with 1,00,000 records per workspace, which can be very useful for large-sized teams.
Along with the access control system features, this plan also provides unlimited dashboards, Scheduled Workflow, Report Subscriptions, 3rd party integrations(Slack, Google Drive, Dropbox & Zapier).
For Customer Support, along with Email Support and Self serve knowledge base, Priority support, personalized On-boarding & training, and a Customer Success Manager is also provided.
Premium: For Businesses that Need Advanced Tools & Controls!
This plan provides unlimited workspaces and records per workspace.
It provides all the advanced features provided in the other plans. Additionally, a feature for Custom Integrations (Webhooks) is also provided in this plan.
Single sign-on (SSO) and LDAP / Active Directory Integration security levels are also provided.
For Customer Support, Email Support, Self serve knowledge base, Priority support, personalized On-Premise On-boarding & training, and a dedicated Customer Success Manager is provided.