Managerial accounting
Clean menus
Detailed forms
Deals and tasks by statuses
Organize customers, suppliers and employees
Everything is customizable
Clean menus
Organize customers, suppliers and employees
Detailed forms
ozma.io
AI CRM & ERP Builder
open source
Everything is customizable
Work from your phone
Managerial accounting
Deals and tasks by statuses
Boost your workflow with AI: CRM and ERP systems built and customized for all your needs in minutes. Packed with features at affordable prices — upgrade your business today!
An enterprise-level CRM and ERP platform, less expensive than Salesforce and Microsoft, fully customizable by any developer in a few hours.
What we do
An enterprise-level CRM and ERP platform, less expensive than Salesforce and Microsoft, fully customizable by any developer in a few hours.
Dashboards to review your sales, deals and marketing
Explore visual analytics for sales, deals, and marketing activities.
Tasks overview boards and the sales funnel
Organize tasks and track the sales funnel effectively visualizing the sales pipeline.
Any integrations with an API — email marketing, SMS, calls
Seamlessly integrate with various APIs
Clean menus with operations, finances and transport
Organize menus with simplicity and clarity
Detailed custom forms
Create customized forms with in-depth fields tailored to your specific needs
Tables: like in Google Sheets or Excel
Utilize tables resembling those in Google Sheets or Excel for structured data management.
Automated document generation for contracts and invoices
Automate the creation of documents and files
Daily sales reports for the management
Provide essential daily insights to leadership
Dashboards to review your sales, deals and marketing
Ozma.io composes beautiful reports with charts for you from multiple data sources. You can see the key metrics at a glance from different perspectives.
For example, you can combine main sales, marketing, production, and expense figures
on a single page to understand how well each department's goals are being met.
Customize dashboards for decision-makers
Display metrics that matter to you
Explore on your phone, tablet or a laptop
For example, you can combine main sales, marketing, production, and expense figures on a single page to understand how well each department's goals are being met.
Tasks overview boards and the sales funnel
ozma.io has convenient boards with statuses, highlights and responsible employees.
For example, display orders ordered by status so that managers always know their next step.
Customize the stages for deals
Highlight the tasks you need to pay the attention to
Convenient per-manager boards — no more missed calls to the client
Choose filters and views
For example, display orders ordered by status so that managers always know their next step.
Clean menus with operations, finances and transport
ozma.io creates a personal menu for each employee.
For example, your sales manager will have easy access to their daily goals. For the owner, sales and finance reports are front and center, and the less frequently used features are still accessible. It saves efforts on employee training and makes it immediately clear where to start.
Menu can be customized for yourself and your employees
Work from your phone
Keep everything in one place
For example, your sales manager will have easy access to their daily goals. For the owner, sales and finance reports are front and center, and the less frequently used features are still accessible. It saves efforts on employee training and makes it immediately clear where to start.
Detailed custom forms
ozma.io gives you the power of configuration for every form. Decide which fields are required and highlight any issues using different colors.
For example, show the date of the last contact and the amount of transactions at the top of the form, so the manager wouldn't miss an important client.
Customize the form for the clients to order and highlight the important data
History of the relationship with the client and their employees
Access from a phone
Work with several client contacts at once
See the number of days since the last sale
For example, show the date of the last contact and the amount of transactions at the top of the form, so the manager wouldn't miss an important client.
Tables: like in Google Sheets or Excel
ozma.io stores any data for you: customers, orders, tasks for employees, suppliers, documents, and anything else. Everything is configurable in the platform.
For example, you can add a "Rating" field for the suppliers with a custom formula or fill it manually so that your managers give preference to the most loyal partners.
Copy and paste from other spreadsheets software
Set up a table with your clients
Edit data directly in the table
Tables with all the fields in your phone
For example, you can add a "Rating" field for the suppliers with a custom formula or fill it manually so that your managers give preference to the most loyal partners.
Automated document generation for contracts and invoices
Create contracts from client cards or forms using templates: create contracts, invoices, accounts, consignment notes, warehouse labels.
For example, you can upload a template of your standard sales contract and create a copy of this contract with the details filled in with a single button press.
Invoice entries from the database or from a template
Automatic numbering
Create contracts, invoices, accounts, consignment notes, warehouse labels from templates
Create a contract with a single click
For example, you can upload a template of your standard sales contract and create a copy of this contract with the details filled in with a single button press.
Barcode generation
Effortlessly generate QR codes and barcodes directly from the system, allowing for quick printing and utilization.
Enhance efficiency by employing either the built-in or an external scanner to seamlessly manage product cards within the database.
Use QR and barcodes in the templates
Arrange your documents the way you want
QR-codes lead back to the inventory entries
Create labels for warehousing
Enhance efficiency by employing either the built-in or an external scanner to seamlessly manage product cards within the database.
Daily sales reports for the management
You can receive automatic reports from the system every day.
For example, a Telegram bot can send you the current due payments of your customers and progress on the sales plans for your managers.
Control your business with automated assistants
Reports with key indicators
Get reports in your preferred messengers
Customize the message text
Select the metrics you need
For example, a Telegram bot can send you the current due payments of your customers and progress on the sales plans for your managers.
I've recently completed an integration project between Stripe's payment system and the ozma.io database on Node.js. The process was straightforward, and I'm satisfied with the two-way integration in the result.
For organizations that have outgrown simpler database platforms like Airtable, for example, when dealing with over 50,000 records, ozma presents a viable solution. Its system is well-suited for managing complex data architectures and offers flexibility in role and permission customizations. This facilitates nuanced access control across different levels of an organization, allowing for tailored visibility and interaction with various database entities and fields.
So, in total ozma.io is a powerful tool for organizations needing a more sophisticated database solution. The platform's role configuration demands attention but is offset by the assistance provided by its Discord bot. So I think it's a good fit for growing organizations.
We switched to ozma.io and it's been a game-changer for organizing our school's schedule and student data. We've ditched a clunky setup of endless Google spreadsheets, and thanks to the ozma.io crew, the change was smooth sailing. Now, everything from keeping tabs on attendance to figuring out paychecks is in one place and way easier to handle.
Ozma.io has really simplified things for us, and we're looking forward to what's next.
Any integrations with an API
email marketing, SMS, calls. Any integrations can be built for your database. ozma.io has an open API.
For example
you can automatically pull the data from your payment processor and link the payments to the customers. You can also show the list of the calls from your virtual phone service directly in in the CRM.
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