Rating
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Pricing
Paid
From $35 per user per month
Listed since
2024

About Ozbee TEAM Software

Sell Work. Produce Work. Keep Score.™

Introducing Ozbee Team Software, the revolutionary CRM platform designed to transform the specialty contractor industry. Developed by a fourth-generation roofing company, who struggled with multiple CRM systems that didn't meet their specific needs. Ozbee Team Software offers a unified and comprehensive solution to streamline operations and drive success.

💰Sell Work: Easily create and manage sales opportunities, quotes, and contracts within the software. 🛠️ Produce Work: Efficiently track project progress, manage resources, and ensure timely delivery of projects. 📈 Keep Score: Monitor key performance indicators, track project profitability, and analyze project data to make informed business decisions.

With Ozbee Team Software, you can ensure that your business operates at its highest level of efficiency and effectiveness, leading to greater success and customer satisfaction.

Highlights

  • JOB SITE ADRESS TRACKING The Building feature is a centralized repository of essential information related to job site addresses, linking operational facets to improve customer communication and data-driven decision-making.
  • DETAILED PROJECT OUTLINES The Scope of Work feature is a valuable tool for organizations to create detailed project descriptions with ease. With customizable templates and editing flexibility, users can quickly generate comprehensive project outlines.
  • STREAMLINE PROJECT MANAGEMENT The production job feature streamlines project management by defining stages and fields, allowing for easier transition between departments. Create project schedules based on scope to calculate estimated earned revenue.
  • REAL TIME PROJECT REPORTING The Daily Report is a powerful tool for teams to track and communicate project events in real-time. It allows for customizable templates to address different aspects of the project, improving quality control processes.
  • TRACK REPAIR COSTS EFFICIENTLY Track costs associated with repair and maintenance work orders by recording products consumed, labor, and other resources in real-time. Automatically calculate overall costs and billings once work orders are completed.
  • CERTIFICATION TRACKING Prioritize safety and streamline the management of employee certifications and Tool Box Talks attendance. This features enables users to effectively monitor and track the certification status of all employees via QR codes.

Screenshots

Ozbee TEAM Software

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Ozbee TEAM Software

Pricing

Paid, from $35 per user per month.

Ozbee TEAM Software plans
PlanPriceBilled
Default Plan$35 per userMonthly

The pricing is based on a per-user, per-month rate, billed annually, with a minimum of 20 users required. For further details, please contact us at info@ozbee.com or visit ozbee.com/pricing.

Compatibility

Works with
  • Pardot
  • Datorama
  • Quip
Requires
  • Sales Cloud
  • Service Cloud
  • Experience Cloud
Salesforce editions
  • Enterprise
  • Unlimited
  • Developer
  • Salesforce Platform
Lightning Experience
Supported
Salesforce mobile app
Supported
Salesforce security review
Passed on August 14, 2023
Industries
  • Engineering, Construction, & Real Estate
Languages
  • English