AI CRM That Helps Your Business
Close More Deals Faster.
Manage Leads, Customers, Sales, Teams, Automation, Tasks, Analytics and AI in one beautiful platform.
Trusted by 1,000+ Fast-Growing Businesses Across Industries
All Your Business Operations in One Unified CRM
From lead acquisition to contract closing and HRM payroll — governed by granular page access rules.
AI Lead Management
Auto-scoring, qualification and real-time lead routing.
Sales Pipeline
Drag-and-drop Kanban deal board with revenue forecasting.
WhatsApp Integration
Stage-wise automated WhatsApp message templates & 1-click chat.
Email Automation
Drip campaigns, email tracking, and AI email generation.
Task Management
Automated reminders, task assignment, and priority filters.
Projects & Milestones
Gantt timeline, team deliverables, and asset tracking.
Invoices & Billing
Generate instant PDF estimates, invoices, and payment links.
Workflow Automation
Visual step-by-step trigger-action rules for all lead events.
Role Permissions
28-module access limit matrix (Full, Read, None) & Data Scope.
HRM & Payroll Engine
Employee directory, shift attendance punch logs, and CTC slips.
Analytics & Reports
Win-rate dashboards, ROI attribution, and P&L financial reports.
Meta & IG Ads Webhooks
Instant real-time lead sync from Facebook Forms & Instagram DMs.
Interactive Dashboard & Lead Board Showcase
Explore actual live screenshots of OZO CRM modules framed inside a laptop display.
Sales Pipeline & Lead Board (Real-Time Stage Cards)
View leads grouped by stage (New Lead, Contacted, Follow Up, Qualified) with custom tag filters, revenue totals, and lead scoring.
Why High-Growth Companies Choose OZO CRM
Built to replace 5+ fragmented tools with one unified OS.
Auto-fill lead details, WhatsApp messaging, and task generation.
Instant AI lead scoring prioritizes hot leads for immediate contact.
Real-time activity feeds, task mentions, and shared deal notes.
AI assistant generates proposal PDFs, email replies, and meeting notes.
Clean Apple & Linear style interface with zero setup friction.
No per-seat tax or hidden fees. Transparent, scalable billing.
Encrypted data storage, 2FA security, and complete audit logs.
Role permissions matrix, sub-admin control, and SLA uptime.
Automated Lead-to-Deal Conversion Journey
How OZO CRM automatically qualifies, routes, and closes incoming leads.
An AI Copilot That Works Beside Your Sales Team
Ask your AI assistant to generate proposals, write personalized WhatsApp replies, summarize long meeting notes, and forecast revenue.
Seamless 1-Click Integrations
Connect your existing marketing channels, payment gateways, and productivity tools in seconds.
Loved by Founders, VP of Sales & Operations Leaders
See how companies use OZO CRM to scale revenue predictably.
“OZO CRM replaced 4 separate tools for us. The automated WhatsApp templates and 28-module role matrix transformed our sales team productivity overnight.”
“The Meta Ads lead webhook integration has 0ms latency. Hot leads from Facebook forms are assigned to sales reps and messaged on WhatsApp automatically.”
“Having complete HRM, payroll slips, shift attendance, and CRM under one unified login saves us hours of administrative work every week.”
Transparent, Scalable Enterprise Pricing
No hidden setup fees or mandatory annual contracts.
Starter Growth
- Up to 5 Sales Reps
- Kanban Deal Pipeline
- Meta Lead Ads Integration
- WhatsApp Template Messages
Pro Growth OS
- Up to 25 Team Members
- Full 28-Module Governance
- Data Scope (Own / Team / All)
- Complete HRM & Payroll Engine
- AI Copilot Assistant Included
Enterprise Unlimited
- Unlimited Users & Sub-Admins
- Dedicated Account Manager
- Custom Webhook & API Keys
- 99.9% Uptime SLA Agreement
Frequently Asked Questions
Everything you need to know about OZO STACK & OZO CRM.
Ready to Transform Your Sales & Business Operations?
Join 1,000+ businesses using OZO STACK CRM to scale faster today.