The OZZO platform
One platform for your whole revenue engine
Two products you can buy on their own or combine — CRM to win and keep customers, and Sales Force Automation to run your field team end to end. Both share one customer record, one login and one source of truth across the web dashboard and the Android field app.
CRM
Customer Relationship Management
Catch every enquiry and reply on WhatsApp — before it goes cold.
Capture every enquiry, work your pipeline, and reply to customers on WhatsApp from one shared inbox — with an AI assistant that answers routine questions from your own knowledge base.
What's inside
- Leads, Deals & visual Kanban pipelines
- WhatsApp CRM — shared team inbox & templates
- AI knowledge-base assistant for FAQs
- Quotations with branded PDF output
- Customers, Products, Tasks & Activities
- Custom fields on every record
SFA
Sales Force Automation
See what the field team did, take the order, and collect the cash — one flow.
Know exactly what your field team is doing — attendance, GPS and visits — then take the order, collect the cash and watch outstanding and stock keep themselves. One field product, from starter tracking to full sales & distribution.
What's inside
- Selfie + GPS attendance & live location
- Geo-tagged visits, beat routes & territory
- Offline order capture, dispatch & branded PDF
- Field payment collection & self-calculating outstanding
- Distributor / dealer / retailer trade levels
- Sales analytics, Ageing & a per-rep Daily Sales Report
The essentials, in every plan
No matter which line you buy, your team gets the core modules that keep day-to-day work moving.
Built into the platform
Enterprise-grade foundations, out of the box
The capabilities that make OZZO safe to run your whole business on.
Web dashboard
A full admin console for managers — pipelines, catalogue, reports, roles and settings.
Android field app
Everything a rep needs on the ground: check-ins, orders, collections, attendance and more.
Works offline
Attendance, visits, orders, quotations, payments and expenses queue offline and sync automatically.
Branded documents
PDF quotations, orders, dispatch notes and receipts on your own company letterhead.
Custom fields
Add your own fields to 12 record types and group them into sections that match your process.
Roles & permissions
Granular per-module rights with data-scoping — own, team, department, company or all.
Simple, transparent pricing
Two products. Pay only for what you need.
Priced per user, per month, minimum 3 users. CRM stands alone; Sales Force Automation comes in three tiers — field tracking (WFA Starter) up to the full sell-collect-distribute flow. Combine both for the complete platform.
CRM
Win & keep customers
- Leads, Deals & visual Kanban pipelines
- WhatsApp CRM — shared team inbox & templates
- AI knowledge-base assistant for FAQs
- Quotations with branded PDF output
- Customers, Products, Tasks & Activities
WFA Starter
Field visibility & attendance
- Selfie + GPS attendance, auto-classified
- Live location, All-Locations map & Track Report
- Geo-tagged customer & lead visits
- Beat / route planning & territory management
- Expense claims with approval
SFA Professional
Sell, collect & distribute
- Everything in WFA Starter
- Offline order capture, dispatch & order PDF
- Field payment collection with proof & approval
- Customer financials, credit limits & auto outstanding
- Closing stock derived from movement — no inventory tool
Enterprise
The complete platform + CRM
- Everything in SFA Professional
- Add the CRM line — shared WhatsApp inbox & pipelines
- AI knowledge-base assistant & branded quotations
- Custom fields across 12 record types
- Roles & permissions with data-scoping
Included in every plan
The essentials, whichever you choose
The full platform — CRM + SFA together — is ₹450/user/mo. Annual billing is the base rate · half-yearly +20% · quarterly +30% · 10-day & 30-day trials available. Book a demo for the right plan →
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 at the entry tier (WFA Starter), then orders, payment collection, customer financials, stock and distributor/dealer management as you grow. Field-force tracking isn't a separate product — it's the first tier 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 tier that fits — WFA Starter for field visibility, SFA Professional for the full sell-collect-distribute flow. Every plan includes the essentials — customers, products, tasks, attendance, leave, holiday and announcements.
How is it priced?
Per user, per month, with a minimum of 3 users: CRM ₹100; SFA from ₹150 (WFA Starter) to ₹350 (SFA Professional); the full CRM + SFA platform ₹450. Annual is the base rate; half-yearly adds 20% and quarterly adds 30%. Share your details and our team will help you pick the right fit.
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.
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 and trial so you can see OZZO working with your own team before you commit.
Not sure which line fits your team?
Tell us how your field team works and we'll recommend the right setup — then show you exactly how it runs.