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Zugee Omni · Business Platform

ERP and CRM software for small business owners in India

Zugee Omni brings your leads, customers, products, sales bills, payments and stock into one system, so the business stops living across Excel sheets, WhatsApp chats and a Tally computer only one person can use. Our team sets it up for you in 14 days, moves your customer and item lists across and trains your staff.

Book a free Zugee Omni demoSee features
  • Set up for you in 14 days
  • Your data moved from Excel or Tally
  • Staff trained before go-live

Zugee Omni is separate software with its own login and its own data.

Sample view — illustrative data only

Zugee Omni

  • Lead · Sample TradersFollow-up today₹65,00010:30
  • Invoice #SAMPLE-2201Part paid₹1,18,000Due in 15 days
  • Sample item · 20 mm PVC pipeIn stock480 pcsGodown 1
  • Payment #SAMPLE-778Received by UPI₹42,500Yesterday

Sample data. Your own records go in during setup.

Why businesses switch

Customers in WhatsApp, stock in Excel, bills in Tally?

Zugee Omni replaces excel + WhatsApp + standalone Tally.

Without Zugee Omni

  • A lead that called on Monday is forgotten by Friday, because the follow-up lived only in someone's head.

  • Stock is counted in an Excel sheet updated once a week, so the counter promises items the godown does not have.

  • Bills are made on one Tally computer, so nobody else can check what a customer bought or owes without walking over.

  • Collections are chased from memory, and the list of who owes how much is correct only on the day it is made.

With Zugee Omni

  • Every lead is saved with its next follow-up, so the day's calls are a list instead of a guess.

  • Each sale reduces stock as it is billed, so the counter and the godown see the same quantity.

  • Bills, customers and payments live in one place that your authorised staff can open from any desk.

  • Each payment is set against its bill, so outstanding by customer is always up to date.

Zugee Omni features

One system for selling, billing and stock

CRM for small business, without the complexity

Record every enquiry from a walk-in, a phone call or a reference as a lead. Note what they asked for, set the next follow-up, and turn the lead into a customer when they buy. A distributor with three salespeople sees every open enquiry in one list instead of three phones.

Customer records that stay with the company

Each customer has one record with their contact details, past bills and payments. When a salesperson leaves, the customer history stays in Zugee Omni instead of walking out in their phone.

GST billing software for daily sales

Make sales bills from your product list with the right price and tax on each line. The bill goes into the customer's account at once, so nobody types it again in another register.

Billing and inventory software in one place

Keep your products with their units and prices, and see the stock on hand. Because billing and stock are the same system, a sale and its stock movement never drift apart. Opening stock goes in during setup, so you start with real numbers on the first day.

Payments and outstanding by customer

Record cash, UPI, cheque or bank transfer against the bills they settle. Check who owes what before you give more credit to a regular customer. Part payments are normal in Indian trade, so one bill can be settled over several payments.

A Tally alternative for daily operations

Run day-to-day selling, billing and collections in Zugee Omni, and let your accountant keep Tally for returns and audits. We export the data they need, so the two never fight each other. Daily work stays in one place your team can use, while statutory work stays where it already is.

Modules included

  • Customers
  • Leads
  • Products
  • Sales & billing
  • Payments
  • Inventory

See Zugee Omni live in a 1-on-1 demo

We show the product working with your own business setup on a short call.

Book a free Zugee Omni demo

How it works

How a sale moves through Zugee Omni

  1. 1

    Capture the enquiry

    A contractor phones for a rate on 200 bags of cement. The enquiry goes in as a lead with the quantity, the rate you quoted and a follow-up for Thursday, so the next call is not left to memory.

  2. 2

    Bill the order

    When the contractor confirms, the lead becomes a customer and the order becomes a sales bill. Stock for those items comes down the moment the bill is saved, and the counter sees the new quantity.

  3. 3

    Collect the payment

    The contractor pays half by NEFT now and half in 30 days. Both payments are recorded against the bill, and the balance shows in their account until it is cleared.

Who it's for

Who Zugee Omni is for

Zugee Omni is for businesses that buy, sell and chase payments every day but do not need software made for one narrow trade. A hardware distributor in Madurai, a stationery wholesaler in Chennai, an electrical shop in Coimbatore, a service company billing monthly contracts, or a manufacturer that also trades in finished goods can all run their leads, bills, stock and collections from the same screens.

  • Traders
  • Distributors
  • Wholesalers
  • Retailers
  • Service businesses
  • Small manufacturers

14-day setup

Live on Zugee Omni in 14 days

Our team does the setup work, so your business keeps running while you switch.

  1. 01Discovery

    We understand what you sell, how you price it, how many branches and counters you run, and how you bill today.

  2. 02Live demo

    We show Zugee Omni with your own products, customers and a few real bills, so your staff judge it on their own work.

  3. 03Data migration from Excel / Tally

    We bring your customer list, item list with prices and opening balances across from Excel or your Tally exports.

  4. 04Training & go-live

    Counter, sales and accounts staff are trained on the screens they use, and you start billing in Zugee Omni.

Zugee Omni questions, answered

What traders, distributors and small business owners ask us before they switch

What is ERP and CRM software?

ERP software runs the operational side of a business, such as billing, stock and payments. CRM software looks after the selling side: leads, follow-ups and customer history. Zugee Omni puts both in one system built for small businesses in India, so a sale is tracked from the first enquiry to the last payment.

Is Zugee Omni too big for a small business with two or three staff?

No. Zugee Omni is set up around the way you already work, and we switch on only what you use. A shop with one counter and a distributor with a sales team use the same product, sized to their business.

Can I use Zugee Omni on my mobile phone?

Yes. Zugee Omni runs in a web browser, so you can check a customer's balance or the day's sales on an Android phone as well as on the office computer. Each staff member signs in with their own login.

Does Zugee Omni make GST bills, and do I still need Tally?

Zugee Omni makes sales bills with GST for your daily trade. Many businesses keep Tally with their chartered accountant for returns and audits; we export the billing data the accountant needs, so nobody types the same bills twice.

Can I move my existing customers and items from Excel or Tally?

Yes. During the 14-day setup our team brings your customer list, item list with prices and opening balances across from Excel or your Tally exports, and goes through them with you before you go live.

How much does Zugee Omni cost?

The price depends on how many users and branches you have, plus a one-time setup fee for configuration, data migration and training. We give you a clear quote on a short call once we understand your business.

Still have questions?

Get in touch with us

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