OZZO SALES - Field Sales CRM

OZZO Technologies

About this app

OZZO SALES is a complete Sales Force Automation (SFA) app for field sales teams, distributors and FMCG companies. Give every sales rep one app to mark attendance, plan routes, visit customers, book orders and collect payments — and give managers real-time visibility of the field, all in one place.

Built for the way field sales actually works: fast order entry, GPS-verified visits, and full offline support so your reps keep selling even without a signal.

WHY TEAMS CHOOSE OZZO SALES

• Field Force Management, end to end — attendance, live location, visits, orders and collections in a single app.
• Works offline — capture visits, orders and expenses without internet; everything syncs automatically when you reconnect.
• Fast order booking — product catalogue, price lists, discounts, schemes and GST-ready totals in seconds.
• Real accountability — selfie + GPS attendance and geo-tagged visits so you know work is happening on the ground.

ATTENDANCE & LOCATION
• Selfie + GPS punch-in and punch-out
• Live location and route tracking during the shift
• Geo-fenced visits (check in only at the customer's location)
• Automatic attendance classification

ROUTE & BEAT PLANNING
• Plan daily beats and assign routes to reps
• Territory and area management
• Calendar and planner view of every visit

CUSTOMER & VISIT MANAGEMENT
• Add and manage customers, contacts and leads
• Geo-tagged customer visits with notes and photos
• Customer outstanding and credit visibility in the field

ORDER BOOKING
• Quick order entry with product catalogue and units
• Customer-specific price lists, discounts and schemes
• Inclusive / exclusive tax modes and GST-ready calculations
• Branded order and quotation PDFs
• Dispatch tracking

PAYMENTS & COLLECTIONS
• Record field collections with proof
• Auto-calculating customer outstanding
• Approval workflow for payments and expenses

EXPENSES & LEAVE
• Submit expense claims with photo proof and odometer readings
• Apply for leave and view holidays and announcements

REPORTS & INSIGHTS
• Daily Sales Report per rep
• Visit, sales, collection, expense and ageing reports
• Dashboards scoped to each user's role and reporting hierarchy

DISTRIBUTOR & FMCG READY
• Distributor, dealer and retailer trade levels
• Multi-unit products and stock movement
• Schemes and promotional pricing

SECURE & ROLE-BASED
• Role-based permissions and data scoping
• Reporting hierarchy (rep → manager → admin)
• Data encrypted in transit; each user sees only what they're allowed to

OZZO SALES pairs with the OZZO web dashboard so managers plan, monitor and report from the office while reps work in the field.

Note: OZZO SALES is a tool provided to you by your company. You will need an account from your organisation to sign in. Continued use of GPS/location running in the background (only while you are punched in to a shift) can decrease battery life.

Privacy Policy: https://ozzo.co.in/privacy
Website: https://ozzo.co.in
Support: [e-mail]

What’s new

First release of OZZO SALES for field sales teams.

- Selfie and GPS attendance - punch in and punch out
- Route and beat planning for field reps
- Customer visits with geo-tagging, notes and photos
- Order booking with price lists, schemes and GST-ready totals
- Field payment collections and outstanding tracking
- Expense claims and leave requests
- Works offline and syncs automatically when back online