LeadSquared Sales + Mobile CRM is designed to empower organizations by optimizing their field sales operations through a powerful mobile platform that ensures seamless access to crucial CRM features on smartphones and tablets. Its fast, streamlined interface coupled with offline capabilities guarantees that sales teams remain productive and connected even in areas with limited connectivity. The system’s automation features simplify workflows and minimize manual tasks, helping to increase lead conversion rates and overall efficiency. Additionally, real-time tracking, geolocation, and route optimization provide managers with detailed insights into team performance, while sales representatives benefit from prioritized tasks and integrated communication tools to engage prospects more effectively.
Key Features of LeadSquared Sales + Mobile CRM
Lead Capture from Multiple Channels
Automated Lead Distribution
Mobile Field Sales Management
Geolocation and GPS Tracking
Sales Territory Management
Multichannel Communication
Offline Functionality
Real-Time Notifications and Alerts
Price of LeadSquared Sales + Mobile CRM
LeadSquared Sales Mobile CRM offers three annual subscription plans priced per user each month. The LITE plan costs $15 and provides essential CRM tools like lead management and basic sales automation. For $50, the PRO plan adds advanced automation, enhanced analytics, and mobile CRM features. The top-tier SUPER plan, priced at $100, includes premium integrations, extensive sales automation, territory management, and expanded support. All plans come with a 15-day risk-free trial without requiring credit card details, allowing users to evaluate features before committing.
Pipeliner CRM stands out for its user-friendly design that encourages quick adoption among sales teams, addressing a common challenge in CRM implementation. Its AI-driven features automate routine tasks, freeing sales professionals to concentrate on strategic priorities and boosting overall productivity. Additionally, Pipeliner supports consistent sales processes and offers powerful analytics tools, equipping management with valuable insights. Cost-efficiency is another key benefit, as the platform can be rapidly deployed without the need for a dedicated administrator, ensuring a swift return on investment and lower total ownership costs.
Key Features of pipeliner
Visual Relationship Mapping
Multiple Accounts functionality
Comprehensive Forecasting capabilities
No-code Workflow Automation Engine
Email Integration with MS Outlook and Gmail
Personalized Email Templates
AI-powered duplicate checking and advanced sales tools
Mobile Accessibility
Price of pipeliner
Pipeliner CRM's Starter Plan begins at $65 per user monthly or $50 if billed annually, requiring a minimum of three users and offering basic sales management and collaboration tools. The Business Plan costs $85 monthly or $70 annually per user, adding full CRM functionality and customization. The Enterprise Plan is priced at $115 monthly or $100 annually, providing advanced reporting and enhanced customization. The Unlimited Plan, at $150 monthly or $125 annually per user, includes advanced features and add-ons not found in other plans. A free trial is available for evaluation.
3
HubSpot Sales
5 / 5
Read more about HubSpot Sales
HubSpot Sales stands out as a comprehensive tool that consolidates contact and deal management into one streamlined platform, allowing sales teams to efficiently track leads and tailor communications with precision. By automating routine tasks like follow-up emails and lead nurturing, it frees up sales professionals to concentrate on more strategic efforts while reducing the risk of overlooking important steps. Its powerful analytics provide detailed insights through customizable dashboards, helping businesses measure performance, anticipate revenue, and refine their sales tactics. Furthermore, the platform’s seamless integration with marketing and customer service enhances collaboration across departments, offering a complete perspective on each customer’s journey.
Key Features of HubSpot Sales
Core CRM Functionality
Multiple Deal Pipelines
Email Tracking and Notifications
Automated Sequences
Meeting Scheduling Links
Workflow Automation
Reporting and Dashboards
Sales Forecasting
Price of HubSpot Sales
HubSpot Sales offers a Free plan with basic CRM features at no cost. The Starter plan is $20 per month per seat, including one seat, removing HubSpot branding and adding custom properties and meeting links. The Professional tier requires a $100 monthly per-seat fee, with a yearly commitment and a $1,500 onboarding fee, enhancing automation and sales process tools. Enterprise costs $150 per seat monthly, billed annually upfront, plus a $3,500 onboarding fee, offering advanced features and higher limits for larger teams and complex needs.
Salesforce CRM stands out as the leading platform globally, offering a unified system to store and analyze customer information, which empowers businesses to make well-informed decisions. Its robust contact management delivers a comprehensive and centralized view of customer data, allowing sales teams to access detailed profiles and better understand their prospects. The integration of AI, especially through Einstein, streamlines everyday tasks like data entry and email follow-ups, enabling employees to concentrate on more strategic activities. Additionally, Salesforce fosters seamless collaboration with tools such as "Chatter" and supports remote accessibility via the cloud and mobile devices, ensuring teams stay connected and productive regardless of location.
Key Features of Salesforce CRM
Contact Management
AI Capabilities (Einstein AI and Einstein GPT)
Automation, Workflows, and Approvals
Reports, Dashboards, and Analytics
Sales Opportunity Management
Omni-Channel Support
Collaboration Tools (with Slack Integration)
Third-Party Integrations
Price of Salesforce CRM
The Salesforce Starter Suite costs $25 per user per month, suitable for small businesses needing basic CRM features. For growing businesses, the Professional plan is $100 per user monthly, offering automation, real-time chat, and access to the AppExchange. The Enterprise plan at $165 per user per month adds pipeline management and advanced automation, ideal for scaling companies. Large enterprises might prefer the Unlimited plan at $330 per user monthly, which includes AI and premier support. High-performance teams can opt for Einstein 1 Sales at $500 per user monthly, featuring generative AI and Slack integration.
Zoho CRM offers extensive customization options that enable businesses to adapt fields, page layouts, workflows, and automation rules to their specific needs, thereby enhancing lead management and streamlining the sales process from initial contact to deal closure. Its comprehensive suite supports sales, marketing, and customer support through features like detailed reporting, analytics, and an intuitive interface that facilitates easy navigation. The platform integrates AI-powered tools such as the Zia assistant, which provides predictive sales insights and helps personalize customer interactions using real-time behavioral data. Moreover, Zoho CRM’s competitive pricing—including a free tier for smaller teams—and its mobile and third-party app integrations make it a versatile choice for organizations aiming to improve collaboration and decision-making across diverse work environments.
Key Features of Zoho CRM
Zia AI Assistant
Lead and Deal Prediction
Sales Process Builder
Blueprints
Enhanced Automation
Advanced Dashboard Functionality
Forecast Adjustment and Hierarchy
WhatsApp for Business Integration
Price of Zoho CRM
The Zoho CRM Free Plan supports up to 3 users with basic contact management and automation at no cost. The Standard Plan costs $14 per user monthly if billed annually, offering sales forecasting and custom dashboards. The Professional Plan, priced at $23 per user monthly with annual billing, adds inventory management and Google Ads integration. The Enterprise Plan, at $40 per user monthly billed annually, includes advanced customization and AI analytics. The Ultimate Plan, $52 per user monthly billed annually, provides enhanced analytics and premium support. All paid plans have a 15-day free trial available.
Monday.com is a highly adaptable platform designed to streamline work and project management for teams of various sizes. Its user-friendly, visually organized interface, enhanced by color-coded elements, allows users to navigate effortlessly without needing technical skills. With over 200 ready-made templates and a straightforward drag-and-drop system, teams can quickly set up workflows and begin managing tasks efficiently. Additionally, its powerful dashboard builder and no-code automation tools help users visualize data clearly and eliminate repetitive processes, boosting overall productivity.
Key Features of monday
Visual Board Structure
Customizable Columns
Multiple Board Views
Automations
Integrations
Dashboards and Reporting
Time Tracking
Mobile App Support
Price of monday
monday.com offers a Free Plan for up to two users at no cost, ideal for individuals or small teams. The Basic Plan costs $12 per seat monthly and includes unlimited boards and prioritized support. The Standard Plan at $17 per seat monthly adds timeline and calendar views, guest access, and automation limits of 250 actions. The Pro Plan, $28 per seat monthly, significantly increases automation and integrations to 25,000 actions and introduces private boards and enhanced analytics. Enterprise pricing is custom and includes advanced security and premium support. A 14-day free trial of Pro is available.
Bigin stands out as an affordable CRM solution designed specifically for small businesses seeking an efficient and straightforward way to manage customer relationships. Its user-friendly interface and quick setup process allow teams to begin organizing sales pipelines, contacts, and tasks with minimal effort and training. The platform centralizes leads, customers, and deals in one place, enhancing engagement and conversion rates while automating routine tasks like follow-ups and lead assignments to boost productivity. Additionally, Bigin’s seamless email integration, built-in telephony, customizable pipelines, and mobile apps ensure businesses remain connected and adaptable, making it an ideal choice for those wanting powerful CRM capabilities without unnecessary complexity.
Key Features of Bigin
Pipeline Management
Team Pipelines
Connected Pipelines
Task Management
Multichannel Communication
Automation
Mobile Applications
Customization
Price of Bigin
Bigin offers three main plans priced per user each month. The Free plan costs nothing and includes essential CRM features like customizable dashboards and templates, ideal for small businesses. The Express plan is $7 per user annually or $9 monthly, adding more customization, integrations, and workflow automation for growing companies. The Premier plan, at $12 annually or $15 monthly per user, provides the highest limits on records, pipelines, and advanced automation, suited for businesses needing scalability. A free trial is available to test paid features before committing.
MarketMan stands out as a comprehensive solution designed to help restaurants optimize their operations and enhance profitability through advanced inventory management. Its system automates the tracking of stock levels in real-time and sends alerts when supplies fall below predetermined thresholds, thereby reducing waste and preventing over-purchasing. Additionally, the platform streamlines back-of-house processes such as invoice handling, purchasing, and recipe costing, all accessible via any device thanks to its cloud-based infrastructure. Complemented by insightful analytics and seamless integration with other hospitality tools, MarketMan empowers restaurant owners with greater control and data-driven insights to make smarter business decisions.
Key Features of MarketMan
Inventory Management with real-time tracking
Automated Ordering System from multiple suppliers
Invoice Processing via photo or upload
POS System Integration with major platforms
Real-Time Food Cost Transparency
AI-Powered Automation for tasks
Predictive AI for Waste Reduction
Multi-Platform Accessibility across devices
Price of MarketMan
The Starter Plan costs $199 per location monthly or $169 with annual billing, including 50 invoice scans and core inventory features, plus a $500 setup fee. The Growth Plan is $249 monthly or $211 annually, offering unlimited invoice scans and enhanced tools to reduce costs, also with a $500 setup fee. Enterprise pricing is custom, tailored for larger operations, featuring unlimited scans and vendor integrations. Additional plans like Professional and Ultimate offer advanced features at $299 and $429 per month respectively. Extra fees apply for added scans and vendor integrations.
TouchBistro is a restaurant-specific POS system designed to enhance both operational efficiency and customer satisfaction through its user-friendly and customizable interface. Its hybrid architecture combines the benefits of cloud-based functionality with the stability of an onsite server, ensuring uninterrupted service even during internet outages. The platform offers versatile menu management and powerful customer relationship tools that help tailor service and promotions to regular patrons. Additionally, TouchBistro supports multiple payment methods and caters to various food service niches, making it a flexible solution for diverse restaurant environments.
Key Features of TouchBistro
Restaurant-Specific POS System
Hybrid POS Architecture with Offline Capability
Menu Management
Table Management
Inventory Management with Low Stock Alerts
Staff Scheduling and Management
Integrated Reservations
Customer Loyalty Programs
Price of TouchBistro
TouchBistro’s pricing begins at $69 per month for the SOLO plan, which supports one POS terminal and suits quick-service venues. The DUAL plan costs $129 monthly and offers two licenses, ideal for small restaurants needing both stationary and mobile devices. For mid-sized establishments, the TEAM plan at $249 per month accommodates up to five licenses, enabling multiple service areas. Large or high-volume restaurants can opt for the UNLIMITED plan at $399 per month, providing unlimited iPad terminals and extensive tableside ordering capabilities.
EngageBay All-in-One Suite is presented as an integrated platform designed to consolidate various marketing activities into a single, manageable solution. It serves as a comprehensive tool aimed at addressing the fundamental requirements of modern marketing teams, enabling them to streamline operations and coordinate multiple tasks effectively. The suite’s approach suggests it is tailored to support a unified marketing strategy while simplifying daily management processes. For prospective customers exploring marketing automation software, this all-in-one solution appears to promise a cohesive framework to drive operational efficiency and improve overall campaign performance.
Key Features of EngageBay
Powerful Email Marketing Automation Suite
Comprehensive Robust Campaign Management Platform
Intelligent Automated Lead Management System
High-Converting Landing Pages And Forms
Effective Drip Campaigns For Nurturing
Advanced A/B Testing Optimization Tools
Actionable Web Analytics And Insights
Integrated Social Media Marketing Management
Price of EngageBay
EngageBay’s All-in-One Suite delivers varied pricing plans for marketing automation needs. The free option covers essential tools for startups with up to 1,000 contacts and basic features. The basic plan, at $8.99 per user monthly, expands capabilities including email templates and SMS marketing. The growth plan at $29.99 per user steps up with marketing automation, A/B testing, and advanced customization. Finally, the pro plan, priced at $47.99 per user, unlocks unlimited contacts, robust analytics, and premium support. Discounts for annual billing and a free trial further enhance the value proposition.
Overview
Choosing the right software solution for managing your projects and workflows can be challenging, especially when you’ve started with a tool like Orgzit but find it doesn’t fully meet your needs. Many users face issues such as limited customization, complex interfaces, or insufficient integration options that can hinder productivity and collaboration.
This article is designed to help you navigate these common challenges by exploring a variety of alternatives tailored to your specific requirements in project and workflow management. By understanding different options, you’ll be better equipped to identify a solution that aligns with your team’s size, workflow complexity, and desired features.
Reading this article will save you time and effort by presenting clear, relevant information about potential alternatives, allowing you to make an informed decision. You’ll gain insights into features, ease of use, and flexibility that can improve your project outcomes and streamline your daily operations.
What is Orgzit?
Orgzit is a comprehensive customer relationship management (CRM) tool designed to unify and optimize business workflows, particularly for B2B sales teams, manufacturer reps, and distributors. It merges the robust structure of enterprise CRM software with the adaptable feel of spreadsheet applications like Excel, catering to businesses transitioning from fragmented spreadsheets to a centralized system.
The platform consolidates critical sales data—such as customer contacts, opportunities, quotes, orders, invoices, and service assignments—into a unified dashboard. This integration minimizes the risk of lost information and ensures all team members have real-time access to consistent and accurate data, enhancing operational visibility.
One of Orgzit’s standout features is its workflow automation capability. It enables companies to design, organize, and automate intricate sales and operational processes, boosting efficiency and productivity across teams. Additionally, Orgzit facilitates project management and collaboration, allowing distributed teams to share updates and monitor progress effortlessly. This is especially useful for organizations juggling multiple projects or supplier networks across various locations.
Industries such as real estate and manufacturing benefit from Orgzit’s tools for project tracking, sales automation, production scheduling, and order management. Users appreciate its intuitive interface and customizable options along with responsive customer support. However, some feedback indicates a desire for a more modern UI and enhanced features for managing post-sale projects. While Orgzit supports mobile platforms like Android and iOS, it currently lacks an open API for extensive integrations.
For businesses seeking to elevate beyond manual spreadsheet management towards a more cohesive and automated CRM and sales workflow, Orgzit offers a practical solution. Exploring the most popular knowledge management system may also provide valuable insights into complementary tools that enhance organizational knowledge sharing and collaboration.
What to look for in Orgzit alternatives?
Evaluating alternatives to Orgzit calls for a clear grasp of its core offerings: a cloud-based BPM platform that centralizes information management, task tracking, and workflow automation. Orgzit combines CRM, sales reporting, expense tracking, customizable dashboards, project oversight, real-time analytics, and collaboration features, all accessible without coding. This flexibility supports diverse workflows, from recruitment to asset management.
When selecting comparable platforms, start by charting your current workflows to spot inefficiencies. The ideal alternative should align closely with your processes, avoiding unnecessary complexity or forced adjustments.
Match features carefully. Look for tools that replicate Orgzit's strengths such as customizable dashboards, CRM functionalities, project and task management, real-time analytics, role-based permissions, and integration options. Collaboration capabilities like file sharing, notifications, commenting, and user mentions are also essential.
Usability is paramount. The platform’s interface must be intuitive to encourage broad adoption, complemented by straightforward customization and reliable onboarding support. Equally important is the ability to scale and tailor workflows through no-code or low-code solutions, empowering non-technical users to make changes without developer involvement.
Consider how the alternative handles team communication and secure document sharing to foster effective collaboration. Data security, access control, and backup mechanisms deserve close scrutiny, especially when sensitive information is involved.
Finally, weigh cost against value. Examine per-user pricing, included features, and potential extra fees for premium support or advanced modules to ensure the solution fits your budget and needs.
For those also exploring related software solutions, a list of the popular landing page builder might offer valuable insights into tools that complement BPM platforms, particularly for marketing and customer engagement workflows.
Frequently Asked Questions about Orgzit
What are the top alternatives to Orgzit in 2025?
The main competitors to Orgzit include Zoho CRM, Salesforce Sales Cloud, HubSpot Sales Hub, Freshsales, Pipedrive, Kylas Sales CRM, LeadSquared, monday sales CRM, Airtable, and Smartsheet.
How do Orgzit alternatives compare in pricing?
Pricing among Orgzit alternatives varies widely, ranging from free plans offered by platforms like Airtable and Smartsheet to advanced enterprise-grade subscriptions. This diversity allows organizations to choose solutions that align with their financial and operational needs.
Are there free options among Orgzit alternatives?
Yes, some alternatives provide free tiers or trial versions. Smartsheet, Airtable, and Wavity are notable examples that offer no-cost access, making them appealing for businesses with budget constraints.
Do Orgzit alternatives integrate with other business tools?
Most leading alternatives support extensive integrations, enabling seamless connections with email systems, calendars, and various third-party applications to enhance workflow efficiency.
Can Orgzit alternatives be used beyond CRM functions?
Certain alternatives, such as monday sales CRM, Airtable, and Smartsheet, extend their capabilities into project management, document handling, workflow automation, and collaborative workspace features, offering multifunctional value beyond traditional CRM.
What should be considered when selecting an Orgzit alternative?
Important factors include user-friendliness, scalability, integration possibilities, pricing structure, user interface quality, industry specialization, and the level of customer support available.
Are Orgzit alternatives suitable for remote or distributed teams?
Yes, most modern alternatives operate on cloud platforms accessible via any device, supporting real-time collaboration for teams working remotely or in distributed locations.
How do user ratings for Orgzit alternatives compare?
Platforms like Zoho CRM, monday sales CRM, and Airtable frequently receive high marks for usability, value, and functionality, often matching or surpassing Orgzit in user satisfaction scores.
Do Orgzit alternatives offer customization and scalability?
Many alternatives provide configurable workflows, dashboards, and automations, coupled with scalable plans designed to accommodate growth from small teams to large enterprises.
In evaluating SaaS software, a comprehensive and structured methodology
ensures a fair and accurate comparison across key metrics.
This approach focuses on the most critical aspects that affect user
experience, functionality, and business value.
The following metrics—general features, cost, customer service, integrations,
and mobile support—are evaluated to provide a holistic
view of each software solution’s strengths and weaknesses. These metrics
are selected based on their direct impact on software
usability, scalability, and long-term effectiveness for businesses.
General Features (40%)
This metric evaluates the core functionalities and tools the software offers.
It involves assessing the comprehensiveness of
the features, their relevance to the target users, and the ease of use.
This is important because robust and well-designed
features determine the software’s overall utility
and efficiency in solving user problems.
Cost (15%)
Cost analysis focuses on pricing models, value for money, and scalability.
It’s crucial to evaluate whether the software’s
features justify its price, considering different plans for small and
large organizations. This is vital for businesses to
ensure they invest in cost-effective solutions that fit their budget.
Customer Service (15%)
This evaluates the responsiveness, quality, and availability of customer
support, including channels like chat, email,
or phone. Good customer service is essential for troubleshooting and
ensuring smooth software usage, which reduces downtime
and frustration for users.
Integrations (15%)
This examines how well the software integrates with third-party tools
(e.g., CRM, payment systems, collaboration apps).
Seamless integrations are key for creating a unified workflow and
enhancing productivity by connecting multiple systems,
which is crucial for operational efficiency.
Mobile Support (15%)
Mobile support assesses the software’s functionality and performance on
mobile devices, including apps and mobile web versions.
With increasing remote work and on-the-go usage, strong mobile
support is critical to ensure users can access and utilize
the software effectively, regardless of location.