What is ozma.io?

Leverage artificial intelligence to construct and tailor Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) systems tailored to specific business requirements. This open-source, low-code platform provides an alternative to traditional enterprise software, offering customization capabilities that can be implemented efficiently by developers. It aims to deliver robust functionality suitable for enterprise-level operations while maintaining affordability.

The platform facilitates the creation of insightful dashboards for monitoring sales, deals, and marketing performance through visual analytics. Users can organize workflows using task overview boards and sales funnel visualizations. It allows for the design of clean, role-specific menus for streamlined navigation and the creation of detailed, custom forms for data capture. Data management is supported through spreadsheet-like tables, and the system automates the generation of documents such as contracts and invoices from templates. Furthermore, it provides capabilities for generating daily reports delivered via automated assistants and supports access across various devices including phones and tablets.

Features

AI-Powered Builder: Construct CRM and ERP applications utilizing AI capabilities.
Low-Code Platform: Enables full customization by developers within hours.
Customizable Dashboards: Provides visual analytics for sales, deals, and marketing metrics.
Task Management Boards: Organizes tasks and visualizes the sales funnel with status tracking.
Clean Menus: Offers role-specific menus for simplified navigation and access.
Detailed Custom Forms: Allows creation of tailored forms with specific fields and validation.
Spreadsheet-like Tables: Manages data (customers, orders, suppliers) in a familiar table format.
Automated Document Generation: Creates documents like contracts, invoices, and labels from predefined templates.
Barcode/QR Code Generation: Generates and incorporates barcodes/QR codes for documents and inventory management.
API Integrations: Supports connections with external services like email marketing, SMS, calls, and payment processors.
Automated Reporting: Delivers daily performance reports automatically via messengers.
Mobile Accessibility: Accessible and functional on phones, tablets, and laptops.

Use Cases

Building bespoke CRM systems tailored to specific business workflows.
Developing custom ERP solutions for managing operations, finances, and logistics.
Automating sales processes and tracking sales pipeline progression.
Consolidating and managing customer, supplier, and employee information.
Streamlining the generation of contracts, invoices, and shipping labels.
Creating custom business intelligence dashboards for data-driven decision-making.
Integrating various business applications (payments, communications) via API.
Developing specialized management systems for industries like education or service provision.