From contact management to AI-powered insights — Ozontrix CRM replaces 5 different tools with one seamless platform.
Store unlimited contacts with name, phone, email, source tracking, and WhatsApp opt-in status. Search and filter instantly.
Drag-and-drop Kanban board. Track deals through custom stages. See pipeline value at a glance.
Log calls, WhatsApp messages, notes, and tasks against any contact or deal. Complete audit trail.
Create tasks with due dates, assign to team members, track overdue items, and mark complete.
Generate professional invoices from won deals. Track Draft → Sent → Paid status. Sequential invoice numbers.
Revenue charts, stage distribution, win rate tracking, activity breakdown. Make data-driven decisions.
Export contacts and deals to CSV with one click. Import contacts from CSV with smart column detection.
AI-powered lead scoring ranks your deals by likelihood to close. Focus on what matters.
Add team members with Owner, Admin, or Member roles. Delegate tasks and track activities per user.
Real-time notifications for deal moves, team invitations, and AI insights. Never miss an update.
Granular permissions: Owners manage billing, Admins manage team, Members access data.
Drag-and-drop stage reordering. Add or delete stages. Pre-built industry templates available.
Powered by OzonX-1 AI. Ask questions about your pipeline, score leads, draft follow-ups, get next-step suggestions.
PWA installable on Android & iOS. Works offline. No app store needed — share your CRM link via WhatsApp.
Log WhatsApp calls and messages. Manage opt-in status. Track customer conversations seamlessly.
Bulk import contacts from CSV. Smart column detection for name, phone, email, and source. Error reporting per row.
Start your free CRM today. No credit card needed. Set up in 2 minutes.
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