Orizen

About Orizen

Deep Dive with Clara AI

Orizen is the modular all-in-one business management platform built for small and medium businesses. Instead of juggling five or six disconnected tools, SMB owners manage their entire business from one place: CRM and sales pipeline, quotes and invoicing (compliant with the upcoming French e-invoicing mandate), project and task management, HR and time tracking, expense management and pre-accounting. Orizen is modular by design: you activate only the modules you need and pay only for what you use. A built-in AI assistant (powered by Mistral AI) helps you draft emails and quotes, summarize customer interactions, automate repetitive admin work, and get instant answers about your business data. Key capabilities include: contact and pipeline management, quotes that convert to invoices in one click, recurring billing and subscriptions, online payments, project boards with time tracking, employee leave management, bank-ready accounting exports, dashboards and business analytics. Orizen is developed in Toulouse, France. All data is hosted in France and processed in full compliance with GDPR. The platform is designed for non-technical business owners: setup takes minutes, no consultants or long onboarding projects required. A 14-day free trial is available with no credit card required, and the team provides human onboarding and support in French and English.

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Pricing

Free Trial Available
View Detailed Pricing

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

Medium Business
Small Business
Freelancers

API Support

Not available

Modes of Support

Business Hours, Online

Orizen Features

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ERP Features

Dashboard

A digital insight of reports and other workings on a single screen

Warehouse Management

Keep your stock safe by using barcodes or serial/lot numbers

Supply Chain Management

A detailed overview of materials and finances as your goods exchange hands

Sales

Create attractive looking quotes and convert into actual sales

Stock Management

Keep a track of your inventory throughout the production cycle

HR Management

Offers tools and features that lets you effectively manage your present employees and hiring process

Financial Management

Handles functions like management of cash and utilisation of funds

Asset Management

Manages the entire lifecycle of the assets and equipment

CRM

Handles your contact database, follows up with potential customers and keeps them engaged

Accounting Management

Handling all your accounting functions like Bills payable, Bills Receivables, Payments, Receipts etc.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Purchasing

Acquiring goods or services required for the business at minimal cost

Accounting Features

Tax Management

Management of finances for payment of tax as well as assessing the advance tax liability to pay your tax in time

Expense Tracking

Keep a count of your day to day expenses as well as allows you to quickly identify where the expense report is in the approval process.

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Accounts Receivable

Handling the money the client owes to the company.

Budget Forecasting

Helps to create budgets using past performance and future projections. Forecasting uses data, trends, and analytics to predict revenue, expenses, and cash flow.

Payroll Management

Helps in automating the employee payment process, reduces incorrect data input and keep at bay paystub confusion

Spend Management

Managing the expenditure of a business in order to build its product or services

Revenue Recognition

Determining the specific conditions under which revenue is recognized or accounted for

Purchasing

Acquiring goods or services required for the business at minimal cost

Project Accounting

Creation of financial reports specifically designed to track the financial progress of projects

Multi-Currency

Enables payment and collection in multiple currencies.

General Ledger

Maintaining and recording all the accounting related transactions.

Fixed Asset Management

Helps in tracking fixed assets for the purposes of financial accounting, preventive maintenance, and theft deterrence.

CPA Firms

Offers collaboration with a professional expert for financial and consulting services.

Collections

Recovery of cash from a business or individual.

Cash Management

Collection and management of cash.

Bank Reconciliation

Matching the balances of an entity's accounting records with the corresponding information on a bank statement.

Accounts Payable

Handling the money owed by a business to its suppliers.

CRM Features

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting outcomes based on performance and historical data.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Customization

Helps to customize the system for use in industry-specific use cases

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Billing and Invoicing Features

Payment Processing

Helps to manage automated transactions across various online channels

Contact Database

Helps to maintain contacts and segregate them according to their needs

Recurring (Subscription Billing)

Billing consumers on a time determined basis for products or services received

Online Payments

Accept payments online directly through your account

Customizable Invoices

Allows the business to customize their invoices with their company logo as per their needs and requirements

Offline Payments

Helps to record cash and credit payments on retail operations

Tax Calculator

Automatically calculates the detailed tax amount at the latest tax slab rate

Dunning Management

Helps to manage complications of credit card payment decline and inform the customer of failed charges.

Payment Reminders

Helps to chase payments as they come due with automated payment reminders

Quotes and Estimates

Helps in providing quotes/estimates that offers an estimation of the overall cost

Project Billing

Simplify client invoicing, improve cash flow, and measure the profitability of contract projects

Online Invoicing

Create invoices online and email them to your clients with just one click

Mobile Payments

Accept payment directly on your mobile handset

Invoice History

Invoice history feature allows you to verify or check all your past invoices anytime you want

Hourly Billing

This feature allows a business to create bills and invoices on hourly basis

Customer Portal

Provides a client the access to various company information such as ordering history, customer account information, past invoices, etc.

Contingency Billing

Handling of bills related to contingencies

Multi-Currency

Enables payment and collection in multiple currencies.

Project Management Features

Kanban Board

To visualize the workflow of a project typically representing sticky notes on a white board

Task Management

Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting.

Resource Management

Resource management is the process by which businesses manage their various resources effectively. Those resources can be intangible – people and time – and tangible – equipment, materials, and finances.

Project Planning

Project planning is a discipline for stating how to complete a project within a certain timeframe, usually with defined stages, and with designated resources.

Milestone Tracking

They act as signposts through the course of your project, as they help to ensure that you're staying on track.

Document Management

Ability to store and manage various information and documents in electronic format.

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Timeline View

Allows to plan and prioritize and visualize tasks in a GANTT chart like horizontal time-axis.

Project Templates

It holds a bundle of built-in templates that can be customized and used in different projects

Idea Management

Facility to receive insights from internal and external stakeholders

Custom Workflows

Facility to create workflows with custom stages, process, and status.

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Recurring Task Management

Helps in monitoring and tackling the tasks or responsibilities that are needed to be managed on a recurrent basis

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Status Tracking

Status Tracking refers to the management of projects, which includes but is not limited to measuring and reporting the status of milestones, tasks and activities

Requirement Management

Requirements management is the process of collecting, analyzing, refining, and prioritizing product requirements and then planning for their delivery.

Project Portfolio Management

Strategically manages a collection of projects to align with an organization's overall goals.

Percent-Complete Tracking

Percentage of work done on estimated items.

IT Project Management

IT project management is the process of planning, organizing and delineating responsibility for the completion of an organizations' specific information technology (IT) goals.

Issue Management

Issue management is the process of identifying and resolving issues. Problems can be resource constraint, technical failures etc.

Budget Management

Analyzing financial information to ensure all operations are within budget

Orizen Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

Free Trial Custom

14-day free trial with all modules included. No credit card required. Human onboarding included.