All-in-one Quoting and CRM software
Your one-stop-shop for quote creation and lead management.
Your one-stop-shop for quote creation and lead management.
Osmos is a CRM and quoting software that automates the sales process. With Osmos, you can create, send and follow up on quotes and leads!
Save time and effort by automating the sales quote creation process. It organizes all of your proposals in one place so that you and your team can find them quickly.
Whether you are working from home, a coffee shop, on the road, or the office; your sales quote inflow will never stop. Create, send, and review estimates from any device, no matter where you are.
Real-time sales data and forecasts with customizable dashboards. Monitor proposals, leads, and sales. Automated reports to make data-driven decisions for the future.
Design your own proposal templates within minutes
Send professional estimates and proposals in PDF format or as an electronic version. You can:
You can get started by setting up your product catalog quickly. Our quote software gives you the ability to add products and services one by one or simply upload everything altogether via spreadsheet. Ideal for businesses that want to keep track of order fulfillment, items, inventory, and send professional quotes.
We offer a personalized service for your business needs.
Lead creation, management and follow-up with Osmos CRM
eQuote is an omnichannel online quote inquiry solution
Create tasks, activities, 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
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.