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Ozbee

by Ozbee · Since 2021
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ActiveAvailable globallyCloud
Quick facts
VendorOzbee
Year launched2021
StatusActive
Location5039 West Ave, San Antonio, TX 78213-2711, United States, San Antonio, TX, United States, Texas
Countries servedGlobal
Languages15
Integrations4+
Free tier
Free trial
Contact sales

About Ozbee

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Ozbee TEAM Software emerges as a specialized CRM solution, meticulously crafted for the unique demands of the contracting industry. It's a product born from firsthand experience, developed by BELDON Roofing Company, a fourth-generation business intimately familiar with the operational complexities that plague contractors. This software aims to consolidate disparate systems into a unified platform, addressing the fragmentation that often hinders efficiency and data visibility. By leveraging the robust framework of Salesforce, Ozbee offers a comprehensive suite of tools designed to streamline workflows from initial sales engagements to final service delivery. The core objective is to empower contractors with a centralized hub for managing projects, finances, and customer relationships, ultimately driving productivity and profitability. The user interface, while grounded in the familiar Salesforce environment, is designed to be functional and intuitive. For users already acquainted with Salesforce, the transition to Ozbee will likely be seamless. However, for those new to the platform, a learning curve is to be expected, given the breadth of features and the inherent complexity of a comprehensive CRM.

Pros & Cons

What users like
  • +All-in-One Solution: Integrates sales, operations, and performance.
  • +Industry-Specific: Designed for specialty contractors.
  • +Cloud-Based: Accessible from any device.
  • +Feature-Rich: Covers job costing, scheduling, and reporting.
  • +Salesforce-Powered: Secure and scalable.
What users flag
  • Learning Curve: Takes time to master.
  • Restricted Support: U.S. business hours only.
  • Reliance on the Salesforce platform means any Salesforce outages or changes will effect Ozbee.
  • Cons:
  • No Free Trial: Lacks a trial version for testing before purchase.
  • Limited Customization: May not be flexible enough for highly unique workflows.

Features

Key features

1. OzbeeCam™ – Smart photo management for Salesforce users with real-time uploads, annotations, and organized visual documentation.
2. Buildings – Centralized job site hub linking warranty details, work orders, and inspections for better decision-making.
3. Inspections – Customizable templates for various inspection types, ensuring efficient and accurate data collection.
4. Event Scheduler – Tracks key project milestones while managing time zones and travel logistics.
5. Scope of Work (SOW) – Enables quick and detailed project descriptions with customizable templates.
6. Custom Notifications – Enhances team communication with instant alerts and real-time updates.
7. Observation Reports – Transforms site walk-throughs into structured, actionable insights.
8. File Uploads – Virtual filing system for document organization with folder creation and cloud storage integration.

Additional features

1. OzbeeCam™ – Upload and manage photos within Salesforce for documentation and reporting.
2. Buildings – Centralized job site data for improved workflow and client support.
3. Inspections – Create, customize, and streamline inspection templates for various industries.
4. Event Scheduler – Schedule events with automatic calendar syncing and milestone tracking.
5. Scope of Work (SOW) – Generate and customize detailed project outlines for efficiency.
6. Custom Notifications – Notify relevant team members instantly with automated emails.
7. Observation Reports – Organize walk-through findings into structured, insightful reports.
8. File Uploads – Upload, organize, and access files securely across multiple devices.
9. Compensation – Manage commissions and bonuses with custom calculations and structured payouts.
10. Production Jobs – Plan and execute project tasks while maintaining team collaboration.
11. Production Schedule – Develop schedules with automatic revenue and cost calculations.
12. Daily Reports – Log work hours, materials, weather conditions, and site progress in real time.
13. Subcontractor Purchase Orders – Manage subcontractor assignments, tracking, and compliance digitally.
14. Warranty Terms – Link warranty records to projects and analyze return visits for insights.
15. Work Performed – Streamline service crew documentation and deficiency tracking.
16. Employee Certifications – Track employee certifications with QR codes and real-time updates.
17. Accident Reporting – Log and manage workplace incidents efficiently with automation.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Professional

USD 35

Countries & Languages

Global
Countries served
15
Interface languages
21
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseDutchSwedishDanishNorwegianFinnishRussianChineseJapaneseKorean

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇳CNY🇳🇿NZD🇨🇭CHF🇷🇺RUB🇮🇳INR🇧🇷BRL🇲🇽MXN🇭🇰HKD🇸🇬SGD🇸🇪SEK🇩🇰DKK🇳🇴NOK🇰🇷KRW🇿🇦ZAR🇦🇪AED

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