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

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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!

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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

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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

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

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

Keep everything in one place

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

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

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

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

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

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.

our cases

CRM for acting school Gogol School

Gogol School is a creative laboratory created by actors and directors of the Gogol Center in 2015. It hosts intensive, acting, plastic, film directing, and teenage programs. According to the founders, the school was created not for future professional actors and directors, but for people from other fields who want to develop their skills.

Problem:

There is no way to view the entire history of interaction with a student.

Solution:

We use the low-code designer of CRM and ERP systems ozma.io.

Results:

All applications from the site are automatically entered into the system. Payments from Tinkoff Acquiring are visible in ozma.io and are automatically linked to students. Administrators keep a log of visits from a computer and from a telephone, and teachers' salaries are calculated automatically.

more details

CRM for provider

Client: provider with many different subscribers. The company connects the Internet to restaurants, offices, shops, and beauty salons. The provider gets many large clients, each of which has different objects within the city.

Problem:

Payment verification takes a long time

Solution:

Solution for managers - chatbot with key indicators

Results:

For accounting, we automated the transaction entry process so that transactions are loaded directly from bank statements. We made it easier for managers to work with transactions by automating the linking to counterparties. The system interface was also improved for convenience of use on both PCs and mobile devices.

more details

reviews

Trustpilot

Capterra

Andrey Markin

Bulgaria

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.

Bella Fattakhova

Serbia

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.

Irina Gorokhova

Armenia

The CRM system has been a valuable addition to our sales team's toolkit. It's helped us stay organized and on top of our customer interactions, and the ability to track leads and opportunities has been a game-changer for our pipeline management. We also appreciate the system's integration with other tools, such as email marketing platforms and social media management tools. Overall, we highly recommend this CRM system for any sales-focused business.

Any integrations with an API

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

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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.