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

Everything is customizable

ozma.io

Deals and tasks by statuses

A Low-Code Platform For CRM

Work from your phone

And ERP Solutions

Managerial accounting

An enterprise-level CRM and ERP platform, less expensive than Salesforce and Microsoft, fully customizable by any developer in a few hours.

An enterprise-level CRM and ERP platform, less expensive than Salesforce and Microsoft, fully customizable by any developer in a few hours.

screenshot of the client form in ozma.io

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

Dashboards to review your sales, deals and marketing

Explore visual analytics for sales, deals, and marketing activities.

Tasks overview boards and the sales funnel

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

Any integrations with an API — email marketing, SMS, calls

Seamlessly integrate with various APIs

Clean menus with operations, finances and transport

Clean menus with operations, finances and transport

Organize menus with simplicity and clarity

Detailed custom forms

Detailed custom forms

Create customized forms with in-depth fields tailored to your specific needs

Tables: like in Google Sheets or Excel

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

Automated document generation for contracts and invoices

Automate the creation of documents and files

Daily sales reports for the management

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

Dashboards to review your sales, deals and marketing Dashboards to review your sales, deals and marketing

Explore on your phone, tablet or a laptop

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.

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

Tasks overview boards and the sales funnel Tasks overview boards and the sales funnel

Convenient per-manager boards — no more missed calls to the client

Choose filters and views

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.

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

Clean menus with operations, finances and transport Clean menus with operations, finances and transport

Keep everything in one place

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.

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

Detailed custom forms Detailed custom forms

Work with several client contacts at once

See the number of days since the last sale

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.

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

Tables: like in Google Sheets or Excel Tables: like in Google Sheets or Excel

Edit data directly in the table

Tables with all the fields in your phone

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.

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

Automated document generation for contracts and invoices Automated document generation for contracts and invoices

Create contracts, invoices, accounts, consignment notes, warehouse labels from templates

Create a contract with a single click

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.

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

Barcode generation Barcode generation

QR-codes lead back to the inventory entries

Create labels for warehousing

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.

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

Daily sales reports for the management Daily sales reports for the management

Customize the message text

Select the metrics you need

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.

Any integrations with an API

email marketing, SMS, calls. Any integrations can be built for your database. ozma.io has an open API.

Facebook Messenger
Instagram
Whatsapp
Slack
Dialpad
Discord
Xero
Nextiva
Calendar
Google Calendar
Facebook
Excel
OpenAI ChatGPT
QuickBooks
Wix
Google Sheets
AirTable
Contacts
Notion
Shopify
Dropbox
Trello
Deskera
Telegram
Jira

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.

Integration scheme Integration scheme

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