Quoting & Sales Automation Solution

Speed Up Your Quoting Process and Automate Follow-Ups

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Built for Small and Large Sales Teams, Who Need to Send Quotes Fast

If creating quotes and estimates is the core of your business, you’ll love how Osmos. Send quotes quickly and stay on top of follow-ups with automation.

quoting reports, quoting reports
Send Quotes in a Flash

Osmos speeds up your quoting process by A LOT; no need for over-the-top promises, just a simple fact: we make it faster, and we do it well.

communication with clients, communication with clients
Increase Sales and Close Deals Quicker

Track how clients engage with your quotes and get the tools you need to close deals faster, with less back-and-forth.

sales quoting templates, sales quoting templates
Your Sales Assistant, on Autopilot

Osmos’ virtual assistant handles follow-ups and sales tasks automatically, giving your team more time to focus on what really matters: closing sales.

Create and customize sales quote templates with our drag-and-drop functionality.

Design your own quote templates within minutes

Add your logo
Choose your colors
Display client and business information
Add images and text
Customize the product table

Choose from a wide selection of templates
or design your own with the help of our editor.

Speed up your quoting process and provide an easy way for clients to request quotes so you can close deals faster with Osmos eQuote.

Send professional quotes and estimates by email in PDF format or as an electronic version.

Track activity such as open and views
Keep tabs when a client goes from viewing the proposal to converting, and automate follow-up
automated quoting solution, automated quoting solution
Review your sales pipeline and remove bottlenecks

Manage products and create sales quotes in one place

Get started by setting up your product catalog. Add single products and services or upload your full catalogo via spreadsheet. Keep track of your items, taxes, inventory, and send professional quotes in seconds.

Add items, images, description, prices, taxes, units, currency, and more
Turn inventory (multi-warehouse) tracking on or off
Manage multiple prices, discounts, and taxes
Add sub-items, create bundles, and variants
Measure profit margin
Show prices in different currencies
Create sales orders
Create invoices or connect Osmos to your accounting software

Elevate Quotes to Sales Hub

Make Osmos the central element of your sales cycle by handling leads, quotes, tasks, and other sales activities.

Lead creation and management

Automate quote inquiries with Osmos eQuote

Create tasks, to-dos, goals, and reminders

Generate invoices and receive payments

Create user, assign roles, and add them to teams

Build dashboards and reports

With over 20 app integrations

How it works?

Osmos harmonizes your sales efforts. Manage leads and craft quotes, all with a single interface. From lead generation to deal closure.

Manage Leads
create quotes
produce invoices
Manage Leads

Connect Osmos to your other sales and productivity tools

  • CRM
  • Accounting
  • erps
  • productivity
CRM
Accounting
erps
productivity

What do our customers say about us?

FAQ

1. This type of software can help you save time by automating the quoting process. It is similar to a proposal software.

2. It can help you create more accurate quotes and proposals, by providing access to up-to-date pricing information and product data.

3. It can help you win more business, by making it easier to create professional looking proposals.

1. Upload the catalog of products and services into Osmos.

2. Create a contact or lead profile in the CRM.

3. Assign a quote or proposal to your contact or lead. Add and select the items, clauses and any other information to the quote.

4. Select your preferred quote template and click send. The proposal is automatically generated and sent to the contact.

5. Automated follow-up emails and reminders are scheduled.

Osmos CRM is a cloud-based customer relationship management (CRM) software that helps teams track and manage their customer relationships and quotes online.

Osmos provides teams with a central database to store all their proposals and customer information. The software includes tools to help teams track their interactions with customers, manage their pipeline of deals, and close more sales.

Contact management: Osmos provides users with a central place to store and manage all their customer and prospect contact information.

Opportunity management: Osmos helps users track and manage their sales opportunities, from initial contact to closed deal.

Pipeline management: Osmos CRM provides users with a visual representation of their sales pipeline, so they can see where each opportunity is at in the sales process.

Osmos CRM is a cloud-based customer relationship management (CRM) solution that helps teams manage their pipeline. The software includes features for contact management, deal tracking, and opportunity management. Osmos CRM also offers a mobile app* for iOS and Android devices.

Osmos offers a number of integrations that can be extremely beneficial for businesses. These integrations include:

Salesforce: This integration allows businesses to sync their Osmos CRM account with their Salesforce account. This can be extremely beneficial as it allows businesses to manage their customer relationships and quotes (CPQ) in one place.

QuickBooks: The QuickBooks integration allows businesses to sync their financial data with their Osmos CRM account, specifically their quotes and proposals. This can be extremely helpful in keeping track of income.

Google Calendar: The Google Calendar integration allows businesses to sync their calendar with their Osmos. This can be extremely helpful in keeping track of appointments and meetings.

faq

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