Leads & contacts
Every enquiry in one searchable list — by name, company, phone or city. Add manually, import from CSV, or push from Google Sheets.
- Search
- Filters
- CSV import
- Google Sheets
Built for the way Indian small businesses sellStop losing leads.
Stop losing leads.
Start closing deals.
Every enquiry that lands on your phone — from WhatsApp, Instagram, a walk-in, or a Google Sheet — becomes a lead you can see, follow up on time, quote in one tap, and turn into a paying customer. No spreadsheets. No missed follow-ups.
Already set up? Your team signs in with their email & password.
- Plans from ₹3,999 / month
- Live in ~15 minutes
- Works on phone & desktop
- No lock-in · cancel anytime
crm.ozontrix.com/app/pipeline
Add leadPipeline — Sharma Wellness
May 2026 · 38 new leads · 6 reps active
Search leads…
Open pipeline
₹4.8L
Quotes pending
6
Won this month
₹1.2L
Fresh · 2
Sharma Boutique
NewWhatsApp · 12 min ago
Joshi Dental
NewGoogle Sheet · today
Quotation · 2
Mehta Interiors
Sent ✓₹48,000quote sent · Priya
Anand Fitness
Pending₹9,500quote viewed
Converted · 1
Desai Studio
Won 🎉₹1,24,500paid · won today
Who it’s built for
If customers reach you on WhatsApp,
this CRM is for you
Salons, studios, clinics, showrooms, manufacturers — Indian small businesses sell through messages, calls, and walk-ins. CRM.Ozontrix turns that chaos into a pipeline you can actually see.
Salons & Spas
rebookings & packages
Restaurants & Cafés
catering & events
Clinics & Dentists
appointments & follow-ups
Real Estate
site visits & brokerage
Gyms & Wellness
memberships & PT deals
Manufacturers
B2B enquiries & bulk orders
Coaching & Tuitions
admissions & batches
Studios & Creatives
shoots & retainers
Travel & Tours
itineraries & bookings
Jewellers & Boutiques
custom orders & follows
Every business sells differently — so your pipeline stages are yours to shape. Rename them, add your own, colour-code them. Start from an industry template or build from a blank board.
How it works
From first message to money in the bank —
with nothing missed in between
CRM.Ozontrix mirrors how you already sell — it just makes sure nothing falls between the messages. Here’s what a working day looks like inside your workspace.
Step 1
A lead lands
Someone messages, calls, fills a Google form, or walks in. Add them in 20 seconds — or import from CSV / Google Sheets in bulk after a campaign.
Add · import · bulkStep 2
You qualify & assign
Tag the source, note what they want, and assign the lead to the right person. Unassigned leads get lost — so assign in one click, even 50 at a time.
Search · filter · assignStep 3
Quote & follow up
Upload your quotation and send it on WhatsApp with one tap — link and message included. Set a follow-up task so nobody slips through the cracks.
Quote on WhatsApp · remindersStep 4
Close & measure
Drag the deal to Converted. The stage logs itself, your dashboard updates, and reports show what you’re winning — and what’s stuck.
Reports · win rate · leaderboard
Live activity
A quiet Tuesday at Sharma Wellness
Every tap is logged automatically
- 10:42WhatsApp enquiry logged under Sharma BoutiqueFresh
- 11:15Priya called Mehta Interiors — 4 min, notes savedCall
- 12:03Quotation ₹48,000 sent on WhatsAppQuote
- 13:20Mehta Interiors moved to Quotation DoneStage
- 16:00Desai Studio Converted — ₹1,24,500Won
End of day summary12 leads · 4 quotes · 2 won · ₹1.6L pipeline
Features
Everything you need to sell. Nothing you don’t.
No modules you’ll never open. No enterprise menus to learn. Just the six things every small business needs to stop leaking revenue.
Pipeline board
Drag deals through stages that match exactly how you sell — rename, add and colour-code stages. Every move is logged automatically.
- Drag & drop
- Custom stages
- Auto logs
WhatsApp quotations
Send quotations on WhatsApp with one tap — link and message ready to go. History stays attached to the lead forever.
- One-tap share
- Full history
Follow-ups & tasks
Turn every “call back next week” into a task with a due date. Overdue tasks turn red, so nothing quietly dies.
- Reminders
- Due dates
- Call-backs
Reports & leaderboard
See win rate, revenue, pipeline funnel and where deals get stuck — plus a team leaderboard built from real logged activity.
- Win rate
- Funnel
- Leaderboard
Team & permissions
Admins run the show; sales reps see the leads assigned to them. Add members with simple email & password logins.
- Admin & member
- Role-based
- Secure
Quotations
Quote the way your customer actually talks — on WhatsApp
Your customer isn’t checking email. They’re checking WhatsApp. So your quotation should arrive there — ready to open, with the price clear and your brand on it.
- Upload the quotation file from your phone — PDF, image, anything.
- Share on WhatsApp in one tap with a ready-made message.
- Every quotation stays attached to the lead — no more digging through chats.
- Moving to “Quotation Done”? Do it right there, and the pipeline updates itself.
S
Sharma Wellness
online
Today, 12:03 pm
Hi Mehta Interiors! Your quotation from Sharma Wellness is ready 🙂
📄 Quotation Q-2026-0141 · ₹48,000
Tap to view full quotation
12:04 pm
Quote sentStage → Quotation Done
GST-ready invoices too. Generate a clean tax invoice with HSN & GST — download as PDF and share it straight from the lead.
Why us
You’re not too small for a CRM. Your old way is too small for your business.
Big CRM suites were built for enterprise sales teams, priced per seat, and shipped with a consultant. CRM.Ozontrix was built around one question: how does a salon, studio, or manufacturer actually win customers in India today?
The old way
WhatsApp + Excel + memory
- A 9 pm enquiry sits unanswered — by 10 am the customer bought elsewhere.
- Your best prices live in six WhatsApp screenshots and a half-forgotten notebook.
- Follow-ups depend on the owner remembering. On busy days, they don’t.
- Month-end numbers are a guess. What did we win this month — and why?
- One person knows everything. The day they’re on leave, sales stall.
It feels free. It costs you the deals you never even saw coming.
With CRM.Ozontrix
One pipeline, every customer, no leaks
- Every enquiry is logged in seconds — night or day, from any phone.
- Quotations go out in one tap from the lead. Price, message, done.
- Tasks and reminders make follow-ups automatic — not optional.
- Reports show real leads, quotes, win rate and revenue. No guesswork.
- Your whole team works the same pipeline. Handover is instant.
Setup ~15 minFrom ₹3,999/moCancel anytime
See the difference on your own leads
No downloads — just sign in and take a look.
What owners say
Small businesses don’t have time for software that fights them
CRM.Ozontrix is built to feel like a good assistant — quiet, dependable, and always on time for the follow-up.
“Earlier, half my enquiries were lost inside chats. Now every WhatsApp message becomes a lead with the customer’s name, city and budget attached. Last week we followed up on 40 leads we would have simply forgotten.”
Kavita R.
Owner · beauty & wellness brand, Pune
“We send quotations on WhatsApp now, so customers actually open them — it arrives like a normal message, not a suspicious attachment. You can see the quote-to-deal time drop within a month.”
Imran S.
Sales head · modular kitchen manufacturer, Ahmedabad
“I run the whole thing from my phone between site visits. My team sees the same pipeline I do, quotations are sent the minute we finish the estimate, and for the first time I know our real win rate.”
Ananya M.
Director · interior design studio, Bengaluru
Pricing
Straightforward pricing. Scale when you’re ready.
Simple, transparent pricing in ₹ — built for small businesses that hate surprise invoices. Start at ₹3,999 per month with 5,000 leads and 1 user seat, then go custom as your team grows.
Most popular
Starter
Everything one business needs to stop losing leads
₹3,999/ month
- Up to 5,000 leads
- 5,000 lead storage
- 1 team member (1 user seat)
- Your full pipeline — leads, stages, deals, all of it
- Quotations sent on WhatsApp in one tap
- Calls, WhatsApp & notes logged with a timeline
- Follow-up tasks with due dates & reminders
- Reports, win rate & team leaderboard
- Your logo, your pipeline stages, your rules
5,000 leads · 1 user seat · Cancel anytime
Custom plan
Growing team
Add your reps as the business grows — keep control in your hands
Custompricing · tailored to your team
- Custom lead volume & storage — sized to your business
- Extra team members — admins & sales reps, custom seats
- Role-based access — reps see their own leads
- Bulk-assign new leads after ad campaigns
- Keep every rep accountable on the leaderboard
- Faster onboarding & hand-holding for your team
Contact us for a custom plan
Email hello@ozontrix.com and we’ll size a plan around your team
Every plan includes secure cloud storage and free updates. Need a custom setup, integrations, or help importing your old data? We help every customer get going — just write to hello@ozontrix.com.
FAQ
Questions owners ask before switching
Everything you’re wondering — answered straight, no fine print.
No. Setup takes about 15 minutes and is guided step by step. You add your business name, choose a pipeline that fits how you sell, and start adding leads. There’s also a built-in help button on every page of the app.
However you like. Add a lead manually in under 20 seconds, import a CSV of your existing customers, or connect a Google Sheet so new rows become leads automatically. Your pipeline, contact details, source and notes all come along.
Yes — that’s one of our most-loved features. Upload the quotation file, and with one tap the app shares it on WhatsApp with a ready-made message and link. Every quotation stays saved against the lead so you always know what was sent, when, and to whom.
Absolutely. Add team members with email & password logins. Admins see and manage everything; sales reps see the leads assigned to them. Everyone works from the same live pipeline, so nothing depends on one person’s memory.
Yes. Import your existing customers from CSV in a couple of clicks, keeping names, phone numbers, cities and notes. And when you need your data back, one-click CSV export works too — your data is always yours.
Your data lives on encrypted, access-controlled servers, and only members of your own workspace can see it. Leads can be locked down so reps only see what’s assigned to them. We never sell or share your data.
That’s exactly who it’s for. The app works beautifully on a phone — add leads, move the pipeline, send quotations on WhatsApp and tick off tasks between appointments. It works just as well on a laptop for your end-of-day reports.
The Starter plan is ₹3,999 per month and includes up to 5,000 leads, 5,000 lead storage and 1 user seat. Growing teams move to a custom plan priced around your lead volume and number of seats — email hello@ozontrix.com and we’ll put it together. Simple, transparent Indian pricing: cancel anytime, no lock-in, no cancellation fee.
Every page has a built-in help guide, and there’s a step-by-step onboarding tutorial for your whole team. Need a hand importing data or setting up your stages? Just ask once you’re signed in — we help every customer get going.
Ready when you are
Your next customer messaged you 20 minutes ago.
If they’re sitting unanswered in your WhatsApp, you’re losing money by the minute. Sign in, log the lead, and start the follow-up — before your competitor does.
Plans from ₹3,999 / monthSet up in ~15 minutesWorks on phone & desktopCancel anytime