OrgAxis Help Centre
How can we help?
Guides, walkthroughs, FAQs, and direct support - everything you need to get the most out of OrgAxis.
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Getting Started
Set up in 5 minutes
Follow these steps. Most new accounts have a working revenue dashboard within one hour.
✓
1. Create your account and invite your team
Sign up with your work email, choose your plan, and invite sales reps by email. Each rep gets a personal login. Admins control permissions from Settings → Team.
⏱ ~3 minutes
2
2. Configure your pipeline stages
Go to Settings → Pipeline and define your sales stages (e.g. Prospect → Qualified → Proposal → Negotiation → Close). Assign each stage a StageType: Active, Won, or Lost. This powers forecasting and risk detection.
⏱ ~5 minutes
3
3. Set revenue targets per rep
Go to Settings → Targets and set a quarterly revenue target for each rep, per service type. This unlocks the Target / Secured / Commit / Gap dashboard. Start with rough numbers and refine later.
⏱ ~5 minutes
4
4. Import your existing pipeline
Go to Pipeline → Import and upload a CSV from your CRM or spreadsheet. Map columns to OrgAxis fields. All historical data is preserved. Download our pre-formatted template to make mapping easy.
⏱ ~10 minutes for most teams
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5. Review your Revenue Dashboard
Once deals are imported, your Revenue Dashboard is live. Check that Target, Secured, Commit, and Gap numbers look correct. If anything seems off, see the troubleshooting guide or contact support.
⏱ ~2 minutes
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6. Configure risk rules (recommended)
Go to Settings → Risk Rules to review the pre-built Attention Zone rules. Enable or disable based on your sales cycle. Scale plan customers can also create custom rules.
⏱ ~5 minutes
📚 Onboarding guides
Setup
How to migrate from Pipedrive to OrgAxis
Step-by-step export, field mapping, and import. Covers contacts, companies, deals, and activities.
📖 8 min read
Setup
Migrating from Zoho CRM: complete guide
How to export all Zoho data and import cleanly into OrgAxis without losing history.
📖 10 min read
Setup
Setting up your first pipeline from scratch
For teams starting fresh. Define stages, assign StageTypes, and add your first deals in under 15 minutes.
📖 5 min read
Using OrgAxis
Feature guides
Detailed walkthroughs for every part of the platform.
Forecasting
Understanding Target / Secured / Commit / Gap
How OrgAxis computes each metric, what triggers changes, and how to read your dashboard.
📖 6 min
Forecasting
How forecast buckets work
What Commit vs Pipeline vs Best Case means, when to assign each, and how they roll into your forecast.
📖 4 min
Risk Engine
How the Attention Zone works
Which rules trigger risk flags, how severity is scored, and how to action flagged deals.
📖 5 min
Risk Engine
Configuring custom risk rules (Scale)
How to create custom rules with your own triggers, thresholds, and notification settings.
📖 7 min
Pipeline
Adding and editing deals in bulk
Use bulk select to update stages, reassign ownership, change close dates, and export deals.
📖 3 min
Pipeline
Using filters and saved views
Filter by owner, stage, bucket, date range, and value - and save views for your team.
📖 4 min
Targets
Setting and editing rep targets
How to assign quarterly targets per rep and service type, and update them mid-quarter.
📖 4 min
Mobile
Getting started with the mobile app
Download links, logging in, push notifications, and key differences from the desktop view.
📖 3 min
Integrations
Connecting OrgAxis to Zapier
How to authenticate, available triggers and actions, and 5 automation recipes for sales teams.
📖 6 min
Plans & Billing
Everything about your plan
Billing, upgrades, INR payments, and plan limits.
Billing
How to upgrade from Starter to Growth
Settings → Plan → Growth. Choose annual or monthly, enter payment. History transfers instantly.
📖 2 min
Billing
Annual vs monthly billing
Annual saves 17%. How proration works, how to switch from monthly to annual at any time.
📖 3 min
Billing
INR billing and Razorpay
How to switch to INR, supported payment methods (UPI, Net Banking, Cards), and GST invoices.
📖 3 min
Billing
What happens when my trial ends?
Account moves to free Starter plan. All data preserved. Upgrade anytime to restore Growth access.
📖 2 min
Limits
Starter plan limits explained
1,000 contacts, 100 deals, 1 pipeline. What happens when you approach limits and grace period details.
📖 2 min
Team Plan
What is the Team Plan?
5 Growth seats for $20/month (annual). How to buy it, who it's best for, and adding extra seats.
📖 2 min
Quick plan comparison
See the full pricing page for complete feature matrix.
Starter - $2/user/mo
1,000 contacts, 100 deals, 1 pipeline. For teams moving off spreadsheets fast.
Most popular
Growth - $5/user/mo
Unlimited everything + full forecasting + risk engine + API. The complete OrgAxis experience.
Scale - $10/user/mo
Growth + custom risk rules, SSO, audit logs, advanced permissions, priority support.
Common questions
Got questions?
The trial gives you full access to the Growth plan - unlimited contacts, unlimited deals, full forecasting engine, risk rules, Attention Zone, and all integrations. No credit card required. At trial end your account moves to Starter (free) unless you upgrade.
Contact Support
Get help from our team
Real people, fast responses. Pick the channel that works best for you.
Live Chat
⚡ <4h (Growth) · <2h (Scale)
Click the chat icon in the bottom-right corner of your OrgAxis account. Mon-Fri 9am-7pm IST, and responded to within 4 hours outside those hours.
Open Support Chat →Growth and Scale plans
Email Support
📧 24-48h (Starter) · 24h (Growth) · 8h (Scale)
Email support@orgaxis.com with your account email and a description of the issue. Include screenshots where possible. We respond with a full answer, not a ticket number.
support@orgaxis.com →All plans
Priority Phone & Video (Scale)
📞 Same business day · Dedicated CSM
Scale plan customers get a dedicated Customer Success Manager, priority phone support during IST business hours, and scheduled video call support for complex issues.
Get Scale Plan →Scale plan only
Onboarding Session
📅 45-minute guided setup call
Book a 1-on-1 session with our onboarding team. We'll walk through your import, configure stages and targets, and make sure your dashboard is live before we end the call.
Book Onboarding Call →Paid add-on (Growth) · Included (Scale)
Submit a Support Ticket
We respond to every ticket. More detail = faster resolution.