--- title: ozma.io Reviews meta_title: 'ozma.io Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how ozma.io works for a business like yours. aggregate_rating: rating_value: 5.0 review_count: 2 scale: '5' date_modified: '2026-06-04' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # ozma.io Reviews **Vendor:** ozma **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 5.0/5.0 **Total Reviews:** 2 ## About ozma.io ozma.io — AI CRM & ERP Builder. Boost your workflow with AI: CRM and ERP systems built and customized for all your needs in minutes. Packed with features at affordable prices — upgrade your business today! ## ozma.io Reviews ### 1. Practical and Efficient School Management with ozma.io **Rating:** 5.0/5.0 stars **Reviewed by:** Bella F. | Chief Operating Officer, Arts and Crafts, Small-Business (50 or fewer emp.) **Reviewed Date:** December 08, 2023 **What do you like best about ozma.io?** Switching to ozma.io has made handling our school schedules and student data so much easier. We've said goodbye to the mess of Google spreadsheets, and our workflow is better for it. The ozma.io team was awesome during the switch — really supportive. The platform brings all our tasks into one place, from tracking attendance of our students and teachers to managing finances, which is a huge relief. The feature that automatically calculates teacher salaries based on their attendance is a major time-saver. It's one of those things you don't realize how much you need until you have it. It's saved us from a lot of manual work and potential errors. We've also been impressed with the regular updates and the customer support from ozma.io. Whenever we've had a question or a small issue, they've been quick to respond and very helpful. Another important thing is the ability to customize the system to our needs. It means we can make sure it works just right for our school, which has made a lot of our processes more efficient. Overall, our experience with ozma.io has been highly positive. It's brought organization and simplicity to our school management, proving to be a reliable and adaptable solution. **What do you dislike about ozma.io?** One thing we're hoping to see improve in the future is the ease of integrating ozma.io with other platforms. Right now, to set up integrations, we work with developers from ozma.io or an external integrator. It's a customizable process, but it can be a bit complex. We'd love to see more straightforward, automatic integration options in the future. This would make it easier to connect different systems and manage tasks more efficiently, adding even more value to ozma.io's already great set of features. Also the interface isn’t perfect and could be a bit more intuitive, but it’s not a big deal and ozma's team keeps improving it. **What problems is ozma.io solving and how is that benefiting you?** It helps us to track the student's and teacher's attendance, automatically calculates salaries, organises data about all our activities, provides a chronological view of interactions with customers, aiding in targeted marketing and customer relationship management. Integrations with banking systems enable real-time tracking of payments and event registrations. Ozma.io also allows differentiation of access levels to sensitive data, ensuring security and privacy. ### 2. Integrating Stripe with our ozma.io database **Rating:** 5.0/5.0 stars **Reviewed by:** Andrey M. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 29, 2024 **What do you like best about ozma.io?** Once our data got too complex for Airtable, with over 50,000 records to manage, we had to look elsewhere. That's where ozma came in – it's handling our data needs. I did the data integration on Node.js. Also liked their Discord bot for setting up databases, especially when it comes to creating SQL schemas with ease. **What do you dislike about ozma.io?** Setting up the right access for everyone has been a bit of a project. Role and permission configurations could definitely be simpler. **What problems is ozma.io solving and how is that benefiting you?** Donations/payment and customers data management and alaysis. - [View ozma.io pricing details and edition comparison](https://www.g2.com/products/ozma-io/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-09+05%3A17%3A15+-0500&secure%5Bsession_id%5D=cecd22ff-8eab-4e52-b271-3a0d6362962f&secure%5Btoken%5D=6e329ad5536d0734406387799f5d76e959161d89a4733f2d83d352470ea5c088&format=llm_user) ## ozma.io Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Calculating** - Functions - Auto Recalculation **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Insights** - Charts and Graphs - Tables **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Editing** - Templates - Collaborative Editing - Filtering - Customizable Templates **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Functionality** - Addons - Multi Device Functionality - Importing and Exporting - Autosave **Additional Functionality** - Generative AI - Customizable Reports - File Transfer - Offline Access - AI Copilot - Activity Tracking - Formula Management - Communication Management - @mentions - Workflow Management - Real-Time Updates - Data Tabulation - Multiple Projects - Document Management - Version Control - API - Multi-Language - Project Management - Collaboration Tools - Full Text Search - Data Visualization - Drag & Drop - Real-Time Data - Commenting/Notes - Single Sign On - Activity Dashboard - Reporting/Analytics - Data Import/Export - User Management - Multiple Format Support - Charting - Access Controls/Permissions - Data Synchronization - Search/Filter - Third-Party Integrations - Functions/Calculations - What-if Analysis - Data Extraction **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top ozma.io Alternatives - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,840 reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - 4.6/5.0 (45,656 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,686 reviews)