cover More Sales 10X FASTER Quotes and Deals

Quoting
Software
 
   That Increase
    Sales





Send more quotes in 30 days

QUOTING SOFTWARE THAT INCREASE SALES


Osmos quoting software increases revenue by helping businesses send 50% more quotes, 10X faster than any of your current methods (spreadsheets, accounting software, and even quoting software). Our web-based quotation software automates the follow-up, making it easier for sales reps to close more deals.

Increase revenue

Increase of revenue


With Osmos, you can be sure that your business’ revenue will increase in a matter of weeks.

Send 50% more quotes

50% more quotes


By using Osmos quoting software, your business will be able to send many more sales quotes than before.

Send quotes 10X times faster

10X faster


With Osmos, you can create and send quotes in seconds with our unique sales automation functionality; the eQuote.

SALES AUTOMATION TOOL

  1. Manage clients

    Manage clients

    Client profile, contact and billing information.

  2. Automate quotes

    Create quotes

    Design, create, and send quotes from anywhere.

  3. Produce invoices

    Produce invoices

    Convert quotes into invoices, or connect Osmos to your accounting software.

  4. Collect payments

    Collect payments

    Track payments and accept credit cards without any hitch.

QUOTING SOFTWARE FEATURES


DESIGN YOUR QUOTE TEMPLATES



Design, customize, and create your quote templates with Osmos’ sales automation tools. You don’t need to be a designer or programmer. Select the sections to be displayed, add your logo and business information, customize the colors, add images as if it was a PowerPoint presentation, and that is it. Everything is pre-built for you to design quote templates effortlessly.

A NEW WAY OF REQUESTING QUOTES



Your business receives quote requests from different channels like Facebook, Twitter, WhatsApp, SMS, email, contact form, etc. Osmos eQuote form, is the new way to receive and manage all quote requests in one place. By using the eQuote sales automation tool, you will be able to send quotes in a matter of a few seconds, and without transcribing any information.

ITEM FUNCTIONALITIES THAT MAKE QUOTING EASIER



Osmos offer multiple item functionalities that make the quoting process easier. You can insert image, item name, price, description, discount, cost, and inventory. In addition to this, you can manage 4 different prices- you can bundle items, and group items together.

SALES’ AUTOMATION SOFTWARE



You can use Osmos ONLY for creating and sending quotes, or you can also use other sales functions that come with it. Osmos includes a CRM, where you can manage your leads. You can confirm purchases, create invoices, track payments, manage inventory, and much more.

30+ REAL-TIME SALES REPORTS



More than 30 real-time reports are provided to you that measure different aspects of your business divided by category. These include Sales, financial, efficiency, accounting, and CRM reports. Discover what are your most sold items or services, learn the geography of your clients, what channels bring you more clients, and many more relevant reports.

INTEGRATIONS WITH OSMOS QUOTING SOFTWARE


We provide a convenient way to integrate your Email, Gmail, Stripe, Xero, QuickBooks, Slack, and Gmaps to the Osmos’ CRM and quoting software.

Gmail Integration
Stripe integration
Mailchimp integration
QuickBooks integration
Xero integration
Slack integration

CRM AND QUOTING SOFTWARE




PLANS


30-days’ free trial - No credit card required - No setup fees, No contracts – change your plan or cancel anytime according to your ease. Supported languages: English, Spanish, and French

Osmos Free


FREE

Plan Features

  • 3 users
  • Additional user $20 USD monthly
  • Unlimited Storage
  • 100 leads
  • Roles and credentials
  • Free updates
  • 3rd Part Integrations
  • Free technical support (Chat, email and tickets)

CRM

  • Sales forecasting
  • Email integration
  • To-do list
  • Multiple opportunity type funnels and lead stages
  • +5 lead reports
  • Reminders
  • Client Rating
  • Email templates
  • Social Media Integration
  • Lead web form*
  • Phone Integration
  • CRM mobile App
  • Client Satisfaction Surveys

Quotes

  • eQuote
  • Quote one-click Interaction (Accept, Reject and Comments)
  • E-sign quotes
  • One click Quote to Invoice
  • E-payments with Stripe Integration
  • CFDI Integration for Mexico
  • Visual process bar
  • +15 Sales, performance And accounting reports
  • Product images on quotes
  • Internal notifications (Quote accepted, rejected, comment, feedback, web form, contract created
  • Automated delivery calculator
  • Advance Commission calculation
  • Product or service agnostic
  • Quote, Contract, Product, Account Receivables Calendar
  • Email integration
  • Product and service enhanced catalog (Picture, inventory, cost, commission, discount, supplier, flexible pricing, description, and more)
  • Payment agreement
  • Ready-to-use Attachments
  • Customizable Quote stages And filters
  • Quote editable templates
  • Audit trail
  • Service availability automated notification
  • High demand service notification
  • General discount and discount per item
  • Custom 2 sales tax fields
  • Add quote reminders to calendar

Account Receivables

  • Easy Due paments follow up
  • Zero error methodology And log on payment collection
  • Past due Payments
  • Automated email Reminders
  • Payments Installments
  • Account Selector
  • Produce Credit notes
  • Click to email Payment receipts
  • Stripe Integration for phone payments

Osmos CRM

$30 USD /MONTHLY

Plan Features

  • 3 users
  • Additional user $20 USD monthly
  • Unlimited Storage
  • Unlimited leads
  • Roles and credentials
  • Free updates
  • 3rd Part Integrations
  • Free technical support (Chat, email and tickets)

CRM

  • Sales forecasting
  • Email integration
  • To-do list
  • Multiple opportunity type funnels and lead stages
  • +5 lead reports
  • Reminders
  • Client Rating
  • Email templates
  • Social Media Integration
  • Lead web form*
  • Phone Integration
  • CRM mobile App
  • Client Satisfaction Surveys

Osmos Quotes Lite

$35 USD /MONTHLY

Plan Features

  • 1 user
  • Additional user $20 USD monthly
  • Unlimited Storage
  • Unlimited leads and Quotes
  • Roles and credentials
  • Free updates
  • 3rd Part Integrations
  • Free technical support (Chat, email and tickets)

CRM

  • Sales forecasting
  • Email integration
  • To-do list
  • Multiple opportunity type funnels and lead stages
  • +5 lead reports
  • Reminders
  • Client Rating
  • Email templates
  • Social Media Integration
  • Lead web form*
  • Phone Integration
  • CRM mobile App
  • Client Satisfaction Surveys

Quotes

  • eQuote Web Form
  • Quote one-click Interaction (Accept, Reject and Comments)
  • E-sign quotes
  • One click Quote to Invoice
  • E-payments with Stripe Integration
  • CFDI Integration for Mexico
  • Visual process bar
  • +15 Sales, performance And accounting reports
  • Product images on quotes
  • Internal notifications (Quote accepted, rejected, comment, feedback, web form, contract created
  • Automated delivery calculator
  • Advance Commission calculation
  • Product or service agnostic
  • Quote, Contract, Product, Account Receivables Calendar
  • Email integration
  • Product and service enhanced catalog (Picture, inventory, cost, commission, discount, supplier, flexible pricing, description, and more)
  • Payment agreement
  • Ready-to-use Attachments
  • Customizable Quote stages And filters
  • Quote editable templates
  • Audit trail
  • Service availability automated notification
  • High demand service notification
  • General discount and discount per item
  • Custom 2 sales tax fields
  • Add quote reminders to calendar

Account Receivables

  • Easy Due paments follow up
  • Zero error methodology And log on payment collection
  • Past due Payments
  • Automated email Reminders
  • Payments Installments
  • Account Selector
  • Produce Credit notes
  • Click to email Payment receipts
  • Stripe Integration for phone payments

Osmos Business Management

$150 USD /MONTHLY

Plan Features

  • 5 users
  • Additional user $20 USD monthly
  • Unlimited Storage
  • Unlimited leads and Quotes
  • Roles and credentials
  • Free updates
  • 3rd Part Integrations
  • Free technical support (Chat, email and tickets)

CRM

  • Sales forecasting
  • Email integration
  • To-do list
  • Multiple opportunity type funnels and lead stages
  • +5 lead reports
  • Reminders
  • Client Rating
  • Email templates
  • Social Media Integration
  • Lead web form*
  • Phone Integration
  • CRM mobile App
  • Client Satisfaction Surveys

Quotes

  • eQuote
  • Quote one-click Interaction (Accept, Reject and Comments)
  • E-sign quotes
  • One click Quote to Invoice
  • E-payments with Stripe Integration
  • CFDI Integration for Mexico
  • Visual process bar
  • +15 Sales, performance And accounting reports
  • Product images on quotes
  • Internal notifications (Quote accepted, rejected, comment, feedback, web form, contract created
  • Automated delivery calculator
  • Advance Commission calculation
  • Product or service agnostic
  • Quote, Contract, Product, Account Receivables Calendar
  • Email integration
  • Product and service enhanced catalog (Picture, inventory, cost, commission, discount, supplier, flexible pricing, description, and more)
  • Payment agreement
  • Ready-to-use Attachments
  • Customizable Quote stages And filters
  • Quote editable templates
  • Audit trail
  • Service availability automated notification
  • High demand service notification
  • General discount and discount per item
  • Custom 2 sales tax fields
  • Add quote reminders to calendar

Account Receivables

  • Easy Due paments follow up
  • Zero error methodology And log on payment collection
  • Past due Payments
  • Automated email Reminders
  • Payments Installments
  • Account Selector
  • Produce Credit notes
  • Click to email Payment receipts
  • Stripe Integration for phone payments

Internal Orders

  • Order follow up
  • Purchase order requests
  • Assign resources to services
  • Capture of inventory
  • Mark product delivery or ervice provided

Requisitions

  • Expenses control
  • Catalog of recurring expenses and associated costs
  • Automated requests to PO department
  • Assign titles and descriptions on requisitions

Purchase Orders

  • Assign suppliers
  • PO document creation and automated email delivery
  • Assign payment terms
  • PO grouped by supplier
  • Assign delivery location
  • Flexible cost modification
  • Supplier invoice control

Inventory Main

  • Reception of goods and quantity control
  • Re-order notification

Account Payables Main Features

  • Payment notification to supplier
  • Goods reception notification
  • Programmed payment notifications to suppliers
  • Control and tracking over payments

Frequently asked questions


Can I get a demo?

We can connect through a web-conference to show you around, or we can share one of our demo videos or create one for you. Just let us know what you prefer.

Do I need a credit card for my free trial?

No, simply sign up here for your 30-days free trial

Is there a contract?

There is no contract, with Osmos you pay-as-you-go (monthly or yearly). You can change your plan anytime, add or remove additional users and cancel with no questions asked.

How do I pay Osmos?

You pay via credit card; we accept Visa, MasterCard and American Express. We accept payments via bank transfer, check or PayPal transfer ONLY for yearly subscriptions.

Is my data safe?

All your information is secured and encrypted with the latest SSL certificates. The data is stored in highly secure AWS data centers with redundancy. Your information and data is backed-up automatically daily.

What happens after my 30-days free trial?

After 30 days, your free trial will expire, and you will be switch automatically to the free plan. You can upgrade and select a different plan by entering your credit card information.

What happens after I close my account?

After you close your account all accesses to Osmos will be blocked and a 90 days countdown will be activated to wipe all the data and information from our servers automatically. This means you have 90 days to change your mind and re-activate by contacting us. Make sure to backup all your information before you decide to close the account.

Can I take my data with me?

Yes, you can download and export all tables that are available on the customer, lead, product catalog and reports section. You can as well download any PDF quotes.

Are you a Non-profit or early stage startup?

We are happy to support the non-profit and startup community by giving free accounts or plans none disclosed on the website. Get in touch with us to learn more about your needs

Do you have more questions?

We work hard to answer all your questions better. We created a FAQ section that you can browse for answers and a YouTube channel with tutorial videos. You can contact us by phone or by email

TESTIMONIALS