This document promotes Orgzit, a cloud ERP software for engineering and infrastructure companies. It summarizes Orgzit's key features for organizing projects, collaborating with teams, and analyzing business data. Orgzit allows engineering firms to manage projects, clients, assets, finances and more on a single platform. It emphasizes providing visibility, monitoring and control over projects from start to finish. The document provides examples of how Orgzit customers have benefited from its ease of use and ability to streamline business processes.

1. Cloud ERP Software for
Engineering and
Infrastructure Companies
Organize. Collaborate. Analyze.
Kartik Dulloo (Growth Hacker)
Tel: +91-9930357006
E-Mail: kartik@orgzit.com
www.orgzit.com

2. 1. Are you part of an engineering company
responsible for handling construction projects,
managing operations & maintenance contracts or
& trading in engineer equipment?
3. Are you unable to close projects on time and
within budgets?
2. Do you have limited visibility of your
projects, lack procedural & systematic
execution?
4. Do you find it difficult to keep centralized
control over your projects, tasks, assets &
documents (eg. client proposals, project
expenses, service manuals etc.)?
5. Go on! You will find this presentation very useful


3. Engineering Projects
Often Seem Timeless.
But Catching Rust Is
Not an Option!
Since engineering projects can quite
easily span from months to years, it
is quite easy to lose focus on what is
the most important thing on a
particular day.
Thus, daily monitoring & visibility
are the two key factors to success.
And this is where an ERP software
solution can help you provide
complete visibility into your
company’s processes.

4. As an engineering business manager, you’re
the owner of setting up processes for -
1. CRM (companies, contacts, leads,
proposals, receivables etc)
2. Project Management (multiple projects,
multiple clients, changing requirements)
3. HR management (people management,
leaves, time in-time out, salary
computation)
4. Asset management (construction
equipment, laptops etc.)
5. Store room / inventory management
6. Field Force management / Project Site
Operations
7. Managerial accounts (Site level P&L, region
level P&L, client level P&L etc.) , risk
management

5. …Close Any
Project On Time &
On Budget!
Say Hello to…
Organize. Collaborate. Analyze.

6. “WHERE STAKEHOLDERS ARE PILOTS OF THEIR
OWN PROJECT FLIGHTS”
CONSULTANTS
OUTSOURCED
SERVICE PROVIDERS
(Accountants, HR
consultants & others)
INTERNAL TEAM
(Sales, Construction,
Operations, Safety,
quality etc)
CLIENTS

7. Orgzit Engineering ERP Modules
Lead Management (CRM)
Companies & Contacts
Lead & Proposals Management
Sales projections
Salesforce performance reviews
Engineering Project Management
Deliverables & Milestones
Design & Engineering
Drawings and BOQs
Timesheet
Manage payables/receivables
P&L reporting
Site Operations Management
Open, Ongoing & Blocked Tasks
Task Scheduling
Progress reporting
Quick access to relevant documents
People Operations
Employee Records
Attendance
Leave tracking
Salary computations
Reimbursements
Asset management
Map all types of assets both at site & in office
Preventive and breakdown maintenance
Procurement & Store Room Operations
Indent requests and approvals
Maintain site specific product inventory
Track Sale / purchase records

9. ORGANIZE
Centralized Database of Your Clients, Partners, Projects, Team & Assets
• Maintain well organized data for clients, projects, team members and assets, with no duplication
• Create replicable proposal and project templates for quick response time
• Centralized repository of all business development and project related tasks, proposals & deliverables
• Fine grained user access control for easier collaboration with multiple clients and vendors

10. COLLABORATE
One place to manage all internal & external communication
• Decongest your communication channels by inviting vendors and clients on Orgzit platform to
share business information and thoughts
• Schedule & assign tasks to your site supervisors, sales reps and get instant notifications on their
status change
• Share work orders, service manuals, and other project related files for quick access
• Send client emails from the same platform and track changes made to the project record for
quick auditing

11. ANALYZE
Track Project Status, Sales Leads & Get Real-time Insights Into Business Trends
• Easily create tabular, pie, line charts for ready access to actionable information.
• Get real-time insights on profit & loss information on a project, region, client or even employee level
• Analyze revenues and expenses in great detail (e.g. average procurement costs, life-time business from each
client etc.)
• Empower rapid re-prioritization through instant access to material status and job schedules
• Get actionable real-time reports on all platforms (web or mobile)

12. CUSTOMIZE
Your Firm, Your Process! We Understand Every Business Is Different!
• Implement Orgzit ERP with your company specific terminology and gain competitive advantage
• Customize everything - fields, access levels, work-flows, reports, dashboards etc.
• Implement workflows and alerts to keep your team updated of the timeline, with proactive alerts for
missing or delayed project items
• Digitize and enforce your sales process in a way that truly reflects business requirements and
processes without compromising on ease of use

13. Create An
Awesome
Project Portfolio
Want to show your prospects a
quick overview of your last
project. Show equipment used,
site photos, and everything
else in Orgzit itself.
Give a virtual guide to your
prospect and increase your
chances of calling him a
customer

14. Popular Orgzit Features Customer Love
Reporting Management Access Control Management Webhooks Integration
Slack Integration Real-time Collaboration Email Integration
Invoice Generation Mobile App Workflow Customization

15. Engineering
Construction
On The Go
Co-ordinate with your site
supervisors, sales team & ask
engineers to file reimbursements
using Orgzit mobile app to
manage day-to-day tasks 2X
faster and smarter and get
more business opportunities.
Experience the Orgzit app today:
*https://goo.gl/qiP7nh
Download App

16. Why Our Customers Trust Us
1. Really easy to use & setup
2. Single ERP For Your Sales, Projects, HR and Accounts team
3. No Code, Easy to use, yet a powerful system.
4. Built to order solution within a matter of days
5. For us it’s not a sale, but a partnership

17. Our Happy Customers
“Orgzit has helped us scale
our dealer network quickly
& it has helped us ease our
operations”
George Thomas, Director
Beth Lifestyles
“Orgzit allowed us to bring
our multiple processes
together in one platform.
Simplicity counts for us and
that’s what exactly Orgzit
delivered”
Jahanvi Kulshreshtha, Project Manager
Spans Environtech
“Orgzit is a really powerful
software and easy to use.
Kudos to their solutions
team for implementing the
solution for us in just 2
days”
Deepak Darda, Country Head
IBI Group India

18. Customer Spotlight:
Spans Envirotech
Spans Envirotech, a boutique clean
energy and architectural infrastructure
company , is out to provide timely,
economical, reliable and quality
engineering services. When they
searched for ways to streamline their
business processes and
communication, they found Orgzit was
the all-in-one platform they needed to
increase efficiency and maintain their
rapid growth.
“All data related to past projects,
team contributions, and project
results is in one place & one touch
away.”
–Subhash Verma, Director, Spans Envirotech
*https://goo.gl/VTfVQS
Read Case Study

19. “Two Time Winner of
Great User Experience
& Rising Star by
Renowned B2B
Reviewers”
Compare Camp
Awards
FinancesOnline
AwardsLearn more… Learn more…

20. Start Now & Let Orgzit Drive Your Business To Success
Simple Beginnings Super Teams Premium
$ 15
per user/month (billed annually)
Minimum 20 Users
+ 50 GB storage per user
+ Fine Grained Access Control
+ Web hooks for 3rd party
integrations
+ Bulk Email
+ SMS Integration
$ 8
per user/month (billed annually)
+ 5 GB storage per user
+ Email Integration
+ Web forms
$ 0
Free up to 5 Users
• Unlimited leads, contacts & service
requests
• Task management
• File sharing
• Discussions with @mention
• Real-time notifications
• Data filtering
• Kanban boards
• Visual reports
• Change history
• Role based access control
• Automated Workflows
• Customization

21. Set up A Free 15
Minutes Consulting
Call With Answers To
These Questions…
1. Are you using any Engineering ERP
software at your firm?
2. How are you monitoring sales activities,
site supervisors, and customer
interactions right now?
3. How quickly do you want to setup
Orgzit Engineering ERP?
4. What is the budget & timeframe that
you are looking at?
N
E
X
STEPS
?

22. 22
ORGZIT CO-FOUNDERS
Nitin Verma
Co-Founder
Head of Business
• B.Tech, Delhi College of Engineering
• MS Virginia Tech
• MBA INSEAD
• Ex- Carollo Engineers, IL&FS, IFC (World Bank Group)
• B.Tech, IIT Delhi
• MS University of Michigan
• Gold Medalist IIMK (Executive MBA)
• Ex- NetApp, Sumo Logic, Solidcore, IndustryBuying
Pavan Verma
Co-Founder, CTO

23. Keep Your Plants
Running Smoothly,
Productively & Safely
Invite Orgzit as your digital
partner & create more business
opportunities and profits for your
engineering firm.
Let Orgzit automate all your
business processes & get you
the right insight to grow your
business at the right time.

24. GROW
RIGHT,
GET TO
ZENITH IN
NO TIME!
www.orgzit.com
collaborate@orgzit.com
Let’s talk
+91-9871000967
*https://goo.gl/HfhWZ9
Learn more…