Everything You Need

Enterprise-Grade CRM,
Simple Enough for Anyone

From contact management to AI-powered insights — Ozontrix CRM replaces 5 different tools with one seamless platform.

Core CRM

Contact Management

Store unlimited contacts with name, phone, email, source tracking, and WhatsApp opt-in status. Search and filter instantly.

Deal Pipeline

Drag-and-drop Kanban board. Track deals through custom stages. See pipeline value at a glance.

Activity Logging

Log calls, WhatsApp messages, notes, and tasks against any contact or deal. Complete audit trail.

Task Management

Create tasks with due dates, assign to team members, track overdue items, and mark complete.

Sales & Revenue

Invoicing

Generate professional invoices from won deals. Track Draft → Sent → Paid status. Sequential invoice numbers.

Reports & Analytics

Revenue charts, stage distribution, win rate tracking, activity breakdown. Make data-driven decisions.

CSV Export

Export contacts and deals to CSV with one click. Import contacts from CSV with smart column detection.

Lead Scoring

AI-powered lead scoring ranks your deals by likelihood to close. Focus on what matters.

Team & Collaboration

Team Management

Add team members with Owner, Admin, or Member roles. Delegate tasks and track activities per user.

Notifications

Real-time notifications for deal moves, team invitations, and AI insights. Never miss an update.

Role-Based Access

Granular permissions: Owners manage billing, Admins manage team, Members access data.

Pipeline Customization

Drag-and-drop stage reordering. Add or delete stages. Pre-built industry templates available.

Platform & AI

AI Assistant

Powered by OzonX-1 AI. Ask questions about your pipeline, score leads, draft follow-ups, get next-step suggestions.

Works on Any Device

PWA installable on Android & iOS. Works offline. No app store needed — share your CRM link via WhatsApp.

WhatsApp Integration

Log WhatsApp calls and messages. Manage opt-in status. Track customer conversations seamlessly.

CSV Import

Bulk import contacts from CSV. Smart column detection for name, phone, email, and source. Error reporting per row.

Ready to See It in Action?

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