Every customer relationship — office to field, on one record.

OZZO CRM is the customer-facing side of the OZZO platform. It captures every enquiry as a lead, works it across visual Kanban pipelines, lets you reply from one shared WhatsApp inbox with an AI assistant, and turns deals into branded PDF quotations — all on a single customer timeline that also shows field visits. It runs on a web dashboard for managers and an Android app for your team.

It's built for sales-led businesses in India that win customers through calls, WhatsApp and field meetings — distributors, manufacturers, building-material suppliers, agencies, service and B2B teams — anyone tired of chasing leads across spreadsheets, notebooks and personal phones.

A spreadsheet can't reply to a customer, remind a rep to follow up, or show who dropped a deal. OZZO gives every lead a single record with its next action, keeps WhatsApp conversations attached to it, moves deals across a visual pipeline, and produces reports automatically — so nothing lives only in one person's head or on their phone.

OZZO is built around how Indian field-sales teams actually work: a shared WhatsApp inbox with an AI assistant is core (not a paid add-on), geo-tagged field visits sit on the same customer record, quotations print on your letterhead, the Android app works fully offline, and it's priced from ₹100 per user. You get a guided setup instead of being left to configure everything yourself.

Yes. Every conversation on your official WhatsApp Business number lands in one shared team inbox, attached to the right lead — with reactions, unread indicators and message templates. An AI assistant can answer routine questions from your own knowledge base.

The shared WhatsApp inbox, templates and AI assistant are included on any plan with the CRM line. You connect your official WhatsApp Business number to use them.

You upload your own knowledge documents, and the AI assistant answers routine customer questions from them instantly — things like lead times, specs or policies. It handles the repetitive queries so your team focuses on the conversations that need a person. It only answers from what you give it.

Yes. Create as many pipelines as you need, each with its own stages, so different products, teams or customer types follow their own process. Deals move across a visual Kanban board and carry the products on each deal.

Yes. Add your own fields to leads, deals, customers, quotations, tasks, products and more — 12 record types in all — and group them into sections that match your process. Custom fields also render on the mobile app forms.

Yes. Build a quotation straight from the customer's record with line items that price themselves, add your terms-and-conditions template, and export a branded PDF. Every quotation keeps an activity trail against the customer.

Yes. Quotations use your own company letterhead and document templates, so everything a customer receives looks like it came from your business.

Yes. Geo-tagged customer and lead visits from the Android app appear on the same customer record as your messages, deals and quotations — so a meeting on the timeline is one the phone was actually at.

Yes. There's a full Android field app alongside the web dashboard, so reps can manage leads, deals, quotations and visits on the ground. An iOS version is on the way; the web dashboard runs in any modern browser meanwhile.

Yes. The mobile app captures leads, deals, quotations, visits and more offline and syncs them automatically once the phone is back online — so reps in low-signal areas never wait for the network.

Yes. Granular per-module roles and permissions decide who can view, create, edit or delete each record type, and data-scoping limits each person to their own records, their team, their department or the whole company.

A report engine lets you choose dimensions, measures and filters, save a default view per report, and export. Out of the box you get Lead, Deal and Quotation reports — part of a wider suite of 11 built-in reports across the platform.

Yes — our team helps move your existing customer and lead data across during onboarding, so you start with your real pipeline rather than a blank slate. Share what you have when you book a demo and we'll map it.

Yes. Pricing starts at ₹100 per user per month with a minimum of 3 users, so a small team gets a real CRM — WhatsApp, pipelines, quotations and reports — without enterprise pricing or a long implementation.

CRM is ₹100 per user per month, minimum 3 users, on annual billing (half-yearly adds 20%, quarterly adds 30%). Add field-force tracking — attendance, GPS, geo-tagged visits, routes and expenses — as CRM + WFA for ₹200 per user per month.

Yes — a refundable trial (10-day and 30-day options) so your team can try it live. Share a few details to book a free demo; our team will call you, understand your workflow, set up the trial, and help migrate your data before you commit.