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CRM · Workforce · Field Sales — one platform

Run the whole field day on one app.

OZZO unifies your CRM, your on-ground workforce and your sales & distribution into a single system — a web dashboard for managers and a mobile app for reps. Outstanding, stock and reports keep themselves, with no accounting software to bolt on.

Plans starting from ₹5,000 only
Works fully offline Web dashboard Mobile appiOS soon
Route · 6 of 9 done

Punched in · 07:40

Selfie + GPS verified

Order #1042

Captured offline · synced

₹18,400

Outstanding

1,20,500

↓ updated on every collection

DSR · auto-built

visits · orders · km

0
modules under one login
0
built-in reports + a daily DSR
0-in-1
web dashboard + mobile field app

Why owners switch

Four things every field team fights. We removed all four.

Most field businesses lose the same money the same way — from things nobody is quite responsible for. OZZO closes each one by design, not by discipline.

No accounting software

Outstanding and stock keep themselves

Every order and every collection updates the customer's balance and your stock the moment it happens. No Tally, no ERP bolt-on, no accountant re-keying orders at month-end — the numbers are already right.

No fake reporting

The day can't be invented at night

Selfie-and-GPS attendance, geo-stamped visits, and a Tracking Health screen that flags the moment a phone stops reporting. “Reached the customer” means the phone was actually at the customer.

No skipped outlets

Reps work the beat, in order

A route starts with one tap and the app walks the rep customer by customer. Nobody quietly skips the shop they'd rather not visit — the outlet that kept getting missed stops getting missed.

No signal, no problem

The market has no wifi. It still works.

Attendance, visits, orders, quotations, payments and expenses all capture fully offline and sync themselves the moment a single bar of signal returns. The field never waits for the network.

See it in motion

See how your field day actually runs

Every OZZO module is a moment in the field day. Here are four of them, live — messaging, coverage, order control and the feed that ties them together.

WhatsApp CRM

Every customer message, one shared inbox

Chats on your official WhatsApp number land against the right lead — with templates and an AI assistant answering routine questions from your own knowledge base.

  • Shared team inbox — never stuck on a personal phone
  • AI replies to routine questions instantly
  • Every message on the customer's timeline

Shared team inbox

Vertex Electricals · Lead #204

Live

Route compliance

The beat gets worked — in order

Plan the beat once. On the ground the rep works it in sequence, and every stop is recorded visited or skipped — a skip needs a reason, not a silent miss.

  • Planned sequence vs what actually happened
  • Skipping is gated — a reason is logged
  • The outlet that kept getting missed stops getting missed
Ravi K. · today's beat

Route progress

0/ 6 visited
Visited0
Skipped0
Reps work the beat in order — no outlet quietly dropped.

Order control

Every order checked before it's booked

This is where the money leaks close. An order is checked against the customer's credit limit, overdue days and real stock — set to warn or hard-block, per account.

  • Credit-limit control: warn or block over the limit
  • Overdue control: block new orders while past due
  • Stock control: flag when a line exceeds what's on hand

New order · Meera Traders

₹12,000

Credit check

Outstanding ₹45,000 · limit ₹30,000

Stock check

Ordered 20 · available 5

Order held for approval

Each guardrail is per-account — set to ignore, warn, or hard-block. Overdue days can block too.

Live field feed

Watch the day happen — don't reconstruct it

Attendance, visits, orders and collections stream onto one screen as they happen, so you manage the field by facts in real time, not a WhatsApp round-up at night.

  • Punch-ins, visits, orders and payments, live
  • Offline captures sync the moment signal returns
  • One screen — the whole field force, in real time

Live activity

Real-time

Ravi K. collected a payment

₹9,000 · proof attached

Neha S. booked order #1042

₹18,400 · offline → synced

Neha S. checked in at Ganesh Stores

GPS verified · 09:41

Ravi K. started today's route

9 outlets planned

Suresh P. punched in

selfie + GPS · 08:12

A day in the field

One rep. One day. Accounted for.

Everything OZZO does happens at a moment in the day. So here is the day — and what the product is doing at each point in it.

07:40

Punch in

On-duty with a selfie and GPS (and the odometer, if you require it). The day is on the clock from the first minute.

09:15

Start the route

One tap opens today's beat in order. The rep works down the list — the app knows which outlets are done and which are left.

10:30

Visit & take the order

Check in at the shop, GPS-stamped, then capture the order right there — even with no signal. It queues and syncs itself.

12:00

Collect & settle

Record the payment on the spot. The customer's outstanding drops immediately and the credit limit is checked before the next order.

16:20

Expenses file themselves

Travel distance becomes the claim automatically. No end-of-day arithmetic, no shoebox of receipts to reconcile.

19:00

It's already reported

Attendance, visits, orders and collections have rolled into the DSR all day. No memory-based WhatsApp round-up at night.

What changes

Four things shift in the first month.

None of them are really about software. They are about what you can finally see, enforce, keep and trust.

Visibility
01
1screen — the whole field force, live

You stop asking what happened. You watch it.

Today the day is reported back to you at night, from memory, on WhatsApp, in a format nobody can add up. OZZO makes the day report itself as it goes.

  • See who punched in, from where, with a selfie — not a message that says “reached.”
  • Every visit is geo-stamped, so a covered outlet is one the phone was actually standing in.
  • Tracking Health flags a dead or drifting device before it costs you a whole day of data.
Discipline
02
0outlets quietly skipped off the beat

The right outlets get covered — in the right order.

A plan on paper is not coverage. OZZO turns the beat into something the rep works through, and something you can measure against what actually happened.

  • Plan each rep's beat once; the route runs itself, customer by customer.
  • A route starts with one tap and closes when the work is done — not when someone remembers to say so.
  • No silent skips — the outlet that keeps getting missed finally stops getting missed.
Money
03
₹0spent on a separate accounting integration

The quiet leaks close — with no accounting bolt-on.

A bill that crossed sixty days because chasing it is nobody's favourite job. Stock counted from memory. Individually harmless — together they decide how much of the month reaches your books.

  • Outstanding recalculates itself against every order and every collection.
  • Stock moves as orders and dispatch move — a closing balance without a stock-take from memory.
  • Credit limits sit on the counter, so an overdue shop can't quietly go deeper.
One source of truth
04
37modules that already talk to each other

One login for the office and the field.

Stop stitching a CRM, a GPS tracker, a messaging tool and a pile of spreadsheets that never agree. Customers, orders, visits and reports live in one place your whole team trusts.

  • Messages, leads, orders and visits share one customer record — office and field see the same thing.
  • WhatsApp lands in a shared inbox with an AI assistant that answers routine questions from your own knowledge base.
  • Eleven built-in reports and a per-rep Daily Sales Report — manage by facts, not the loudest update.

Everything it runs on

One connected system — web and pocket

Sales, field tracking, distribution and messaging in one place that works on the manager's screen and in the rep's hand.

WhatsApp CRM

A shared team inbox on your official WhatsApp number, message templates, and an AI assistant trained on your own knowledge base to answer routine questions.

Leads & deal pipelines

Capture leads, qualify them, and move deals across visual Kanban pipelines with products, stages, tags and custom fields.

GPS, attendance & visits

Live location for field reps, punch-in with selfie and GPS, geo-tagged customer visits, expenses and beat planning — all from the mobile app.

Orders & collections

Capture orders offline and sync them, run dispatch, collect payments in the field, and track outstanding and customer financials.

Quotations & documents

Generate branded PDF quotations, orders, dispatch notes and payment receipts using your own company letterhead and templates.

Reports & DSR

Eleven built-in reports across orders, sales, payments, leads, visits, expenses and more — plus a Daily Sales Report for every rep.

Everything under one login

Every module your field team needs — in one place

From attendance to distribution, OZZO ships the whole toolkit as one connected system. No add-on marketplace, no integrations to babysit — just the modules a field-sales business actually runs on, on web and the Android app.

Attendance & workforce

  • Selfie + GPS punch in / out
  • Auto-classified attendance (present / late)
  • Shifts, rosters & attendance muster
  • Odometer capture on punch

Location tracking

  • Live location of every punched-in rep
  • All-locations map & daily timeline
  • Historical track report
  • Tracking Health — flags a dead / drifting device

Visits, beats & territory

  • Geo-tagged customer & lead visits
  • Beat / route planning & calendar
  • Route compliance — skip needs a reason
  • Territory master (country → state → city → area)

Orders & distribution

  • Order capture — fully offline
  • Multi-unit order collection
  • Order guardrails (credit / overdue / stock)
  • Dispatch & delivery workflow

Payments & outstanding

  • Field payment collection with proof
  • Self-calculating outstanding per customer
  • Credit limits & overdue-days control
  • Customer financials & ledger view

Stock

  • Closing stock derived from movement
  • Stock ledger per product
  • Stock check inside order guardrails

Pricing, schemes & catalogue

  • Trade schemes (free goods, slabs, buy-X-get-Y)
  • Customer-specific price lists
  • Product-specific discount limits
  • Applied automatically on order, invoice & PDF

CRM & WhatsApp

  • Leads, deals & visual Kanban pipelines
  • Shared WhatsApp team inbox & templates
  • AI assistant on your own knowledge base
  • Branded PDF quotations

Documents

  • Order / dispatch / receipt PDFs
  • Quotation PDFs with version trail
  • Your company letterhead & templates

Reports, dashboards & DSR

  • Configurable report engine (save & export)
  • Lead, Deal & Quotation reports
  • Attendance, Visit & Expense reports
  • Order, Sales, Payment & Ageing reports

Expenses

  • Expense claims with proof capture
  • Auto travel-distance claim
  • Multi-level approval flow
  • Custom expense categories & limits

Platform, admin & security

  • Web dashboard + Android field app
  • Full offline capture & auto-sync
  • Custom fields across 12 record types
  • Roles, per-module rights & data-scoping

Not just field sales

A full CRM, on WhatsApp.

Before a rep ever hits the road, the enquiry has to be caught and worked. OZZO's CRM keeps every lead moving and every customer conversation in one place — so nothing goes cold between the first message and the close.

  • Every WhatsApp chat in one shared team inbox — attached to the right lead, not stuck on one phone
  • An AI assistant that answers routine questions from your own knowledge base
  • Leads and deals move across visual Kanban pipelines with stages, tags and custom fields
  • Branded PDF quotations built from the customer's own record
  • Calls, messages, visits, tasks and quotes on one customer timeline
Explore the CRM

Shared team inbox

Vertex Electricals · Nisha Rao

Lead #204
Hi, need pricing on the 3-phase panel range.
Sharing the catalogue and rate list now — quote to follow today.

AI assistant answered “What’s the lead time?” from your knowledge base.

Template sentQuotation · v2● Deal: Negotiation

Built for field-first businesses

Distribution & FMCG
Distribution & FMCGField-ready with OZZO
Manufacturing
ManufacturingField-ready with OZZO
Building materials
Building materialsField-ready with OZZO
Pharma & healthcare
Pharma & healthcareField-ready with OZZO
Real estate & agencies
Real estate & agenciesField-ready with OZZO
Retail & wholesale
Retail & wholesaleField-ready with OZZO
Agri-inputs
Agri-inputsField-ready with OZZO
Field services
Field servicesField-ready with OZZO

FAQ

Frequently asked questions

Everything a business owner asks before getting on a call.

What exactly is OZZO?

OZZO is one platform that combines a CRM, field-workforce tracking, and sales & distribution — with a web dashboard for managers and a mobile app for your reps. It replaces the separate CRM, GPS tracker and messaging tools most field teams juggle today.

What's the difference between CRM and SFA?

CRM is for winning and keeping customers — leads, deals, a shared WhatsApp inbox and quotations. SFA (Sales Force Automation) runs your field team end to end: attendance, GPS and visits on the Field line, then orders, payment collection, customer financials, stock and distributor/dealer management on the Sales line as you grow. Field-force tracking isn't a separate product — it's the entry line of SFA.

Do I have to buy the whole platform?

No. Pick CRM on its own, SFA on its own, or the full platform (CRM + SFA). Within SFA you choose the line that fits — Field for field visibility, Sales for the full sell-collect-distribute flow. Every plan includes the essentials — customers, products, tasks, attendance, leave, holiday and announcements.

How are plans structured?

By product line, not by feature drip: CRM for the front office, Field for workforce visibility, Sales for the full sell-collect-distribute flow, and Complete for CRM and Sales together. Every plan includes the essentials — customers, products, tasks, attendance, leave, holiday and announcements. Compare them module by module on the Plans page, then share your details and our team will recommend the right fit and put together a package for you.

Does it work without internet in the field?

Yes. The mobile app captures attendance, visits, orders, quotations, payments and expenses offline and syncs them automatically once the rep is back online.

Do you have an iOS app?

The field app is on Android today, and an iOS version is on the way. The web dashboard runs in any modern browser, on any device — so managers are covered regardless.

Do I need the WhatsApp Business API?

WhatsApp CRM — the shared inbox, templates and the AI assistant — is included in any plan with the CRM line. You connect your official WhatsApp Business number to use it.

Which industries is OZZO built for?

Any business whose people sell, service or deliver in the field — distribution & FMCG, manufacturing, building materials, pharma & healthcare, agri-inputs, real estate & agencies, retail & wholesale, and field-service teams. If your team works off a beat, a route or a set of customers on the ground, OZZO fits the way they already work.

Can OZZO replace my separate GPS tracker, CRM and spreadsheets?

Yes — that's the point. Instead of stitching a CRM, a GPS tracker, a bulk-messaging tool and a pile of spreadsheets that never agree, OZZO puts customers, messages, visits, orders, collections and reports on one record with one login. Outstanding and stock keep themselves, so there's no accounting tool to bolt on either.

Do managers and field reps use the same system?

Yes. Managers work a full web dashboard — pipelines, catalogue, reports, roles and settings — while reps use the Android app for check-ins, orders, collections and attendance. Both run on one database, so what a rep captures in the field is what the manager sees in the office, in real time.

Is my data secure, and do I own it?

Yes. Granular per-module roles and data-scoping decide exactly what each person can see and do, and the customer database belongs to your business — not to the rep who leaves. Everything is yours to export whenever you want.

Does OZZO handle distributors, dealers and secondary sales?

Yes. Classify customers into trade levels — distributor, dealer, retailer — and every order tags itself Primary or Secondary automatically, with outstanding tracked at each level of the chain. Trade schemes, price lists and multi-unit ordering are all built in.

How do we get started?

Just share your details on this site. Our team will call you, understand your workflow, and set up a guided demo so you can see OZZO working with your own team before you decide.

See it on your own workflow

Book a free, no-pressure demo

Share a few details and our team will call you, understand how your field team works, and show you exactly how OZZO fits — with guided onboarding to get you live.

  • A real walkthrough built around your workflow
  • Straight answers on plans and setup
  • Guided onboarding and data migration, with you

We'll only use your details to contact you about OZZO. No spam, ever.