ozma.io

About ozma.io

ozma.io is a low-code platform for CRM and ERP solutions. It gives the ability to create beautiful reports with charts from multiple data sources and see the key metrics in one glance. The platform also has convenient boards with statuses, highlights and responsible employees. Furthermore, can customize the fields and highlight any issues with different colors. ozma.io stores any data for customers, orders, tasks for employees, suppliers, documents and more. Use templates to create contracts, invoices, accounts, consignment notes and warehouse labels from client cards or forms.

Screenshots & Videos

Pricing

Free Trial Not Available
Starts at $25.00. Offers Free-forever and Custom plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

78%
Reviews

65%
Momentum

65%
Popularity

71%

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

Medium Business
Small Business

API Support

Available

Modes of Support

Online

ozma.io Features

Show Feature Explanation

Show Missing Features

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

78%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

Referral Tracking

Track and manage your referred customers.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Document Management

Ability to store and manage various information and documents in electronic format.

ozma.io Pricing

Free Trial

Not available

Pricing Options

Freemium ( Limited Features )

Premium Plans ( One-time license / Subscription / Quotation Based )

Pricing Plans

MONTHLY YEARLY

Free Free

Up to 5 users

Features

Dashboards
Any reports
Detailed forms
Any tables
Boards
Clean menus

Basic $25.00 $30.00 per user / month

6 - 200 users billed Yearly

Features

Dashboards
Any reports
Detailed forms
Any tables
Boards
Clean menus

Custom Custom

From 200 users

Features

Dashboards
Any reports
Detailed forms
Any tables
Boards
Clean menus

On-Premise Others

Server license with updates for 1 year: $8000

User license with updates for 1 year: $500

Server license renewal for 1 year: $4000

User license renewal for 1 year: $250

Features

Dashboards
Any reports
Detailed forms
Any tables
Boards
Clean menus

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 15/12/2022 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about ozma.io Pricing