For small and medium business
Keeping customers, suppliers, employees records
Everything is customizable
Deals and tasks by statuses
ozma.io — this is a constructor
business information system:
customer tracking, task control,
and management accounting
in the form that you need
There are many business management systems in the world for clients, finances, suppliers, etc. Each system has its own structure, data type, and complex integration with other systems.
It's different with us: you tell us what kind of accounting you need, and ozma.io adapts to your tasks. We will give you the databases you need, fields, parameters, and everything you require for unified accounting on a common platform.
For example, you can keep a record of customers, monitor managers, write them bonuses, count P&L bonuses for these bonuses, or build a sales report and use it as a financial model for the future. It's an all-in-one database with a user-friendly interface.
Customize your business dashboard
Display any business metrics on dashboard
Explore graphs from your phone, tablet or laptop
ozma.io will collect a beautiful report with graphs for you from multiple data sources. You can see how things are in business from any point of view.
For example, you can combine the main figures for sales, marketing, production, and expenses per screen to understand how well each Department's goals are being met.
ozma.io creates a personal menu for each employee.
For example, your sales managers will see, first of all, the tasks for the day, and for you, there will be reports on sales and finance at the top — nothing too heavy. It saves efforts on employee training and makes it immediately clear where to click.
Working with several client employees at once
History of relationship with the client and his employees
Customize the form for clients so that you can see the most important
Automatic calculation of the number of days since the last sale
Access from phone and tablet
ozma.io configures the forms in the system as you need. Decide which fields are required and highlight the problem areas with color.
For example, output fields with the date of the last contact and the amount of transactions at the top of the form so that the manager doesn't miss an important client.
Edit data directly into tables
Set up a table with your clients
Use copy and paste hotkeys
ozma.io will store any data for you: customers, orders, tasks of employees, suppliers, documents, and anything else. Everything is configurable in the constructor.
For example, you can enter the "Rating" field for suppliers and solve it yourself for the formula it will consider so that your managers give preference to the most loyal partners.
Customize deals statuses
Display all your deals so that the manager does not forget to call the client
Move cards in your phone
Highlight the cards you need to pay attention to
Choose filters and views
ozma.io draws the usual boards with lights, statuses, and responsible employees.
For example, it displays all orders on the board in your
organization by status so that managers accurately
understand the steps to be followed for sales.
Any integrations can be configured due to the ozma open API.
For example, you can automatically pull data from Internet acquiring to the database and automatically link payments to customers. Also you can set up the display of calls from your telephony directly in CRM.
The development of documents
Create contracts, invoices, accounts, consignment note, stickers from templates
Example how to create a contract with one button
List of services from a database or from a template
Create contracts from client cards or tables using templates: create contracts, invoices, accounts, consignment notes, stickers.
For example, you can download a template of your standard contract with clients and create a copy of this contract with the details filled in with one button.
Example of creating stickers for product boxes
Use these QR-codes and barcodes in templates
Arrange documents the way you want
QR-codes can be used to write-off of goods
The bot will send a report
Control your business with automated assistants
Telegram report with key indicators
Customize message text
Select the indicators you need
You will be able to receive automatic reports from the system every day.
For example, a telegram bot will send you the current receivables of your customers and information about how successful managers are fulfilling their sales plans.