ozma.io — a low-code platform for CRM and ERP solutions

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

Clean menus

Organize customers, suppliers and employees

Everything is customizable

ozma.io interface screenshots

Deals and tasks by statuses

Detailed forms

Managerial accounting

Dashboards to review your sales, deals and marketing

Customize dashboards for decision-makers

Display metrics that matter to you

ozma.io dashboard screenshot

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

Customize the stages for deals

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

Move cards on your phone

screenshot of the kanban board with deals in ozma.io

Highlight the tasks you need to pay the attention to

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

Work from your phone

Menu can be customized for yourself and your employees

screenshot of the menu in ozma.io

Keep everything in one place

ozma.io creates a personal menu for each employee.

For example, your sales manager will have an 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

Work with several client contacts at once

History of the relationship with the client and their employees

Customize the form for the clients to order and highlight the important data

screenshot of the client form in ozma.io

See the number of days since the last sale

Access from a phone or a tablet

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

Edit data directly in the table

Set up a table with your clients

screenshot of the table with clients in ozma.io

Copy and paste from other spreadsheets software

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

Create a contract with a single click

screenshot of a contract from a client form in ozma.io

Automatic numbering

Invoice entries from the database or from a template

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.

Create labels for warehousing

screenshot of warehouse stickers generation in ozma.io

Use QR-codes and barcodes in the templates

Arrange your documents the way you want

QR-codes lead back to the inventory entries

Daily sales reports for the management

Get reports in your preferred messengers

Control your business with automated assistants

Reports with key indicators

ozma.io Пример интеграции ozma.io с telegram

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

List of integrations ozma.io

Any integrations can be built for your database. ozma.io has an open API.

Business workflow ozma.io

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.

ozma.io builds
business information systems
in the way that you need

— Dashboards
— Any reports
— Detailed forms
— Any tables
— Boards
— Clean menus