ozma.io features: table, reports, board, any integrations
Organize customers, suppliers and employees
Everything is customizable
Deals and tasks by statuses
Dashboards to review your sales, deals and marketing
Customize dashboards for decision-makers
Display metrics that matter to you
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
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
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
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
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
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
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
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.
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.