All-in-one Quoting and CRM software

Your one-stop-shop for quote creation and lead management.

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Quoting Software and Lead Management Solution to Scale Your Sales

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!

quoting reports, quoting reports
Ditch the overloaded spreadsheets

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.

communication with clients, communication with clients
Send quotes on the go

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.

sales quoting templates, sales quoting templates
Make data-driven decisions

Real-time sales data and forecasts with customizable dashboards. Monitor proposals, leads, and sales. Automated reports to make data-driven decisions for the future.

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

Design your own proposal 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 proposal templates
or design your own with the help of our editor.

Reduce your workload by automating the quoting process with the eQuote.

Send professional estimates and proposals in PDF format or as an electronic version. You can:

Track activity such as open and views
You can keep tabs on when a client goes from viewing the proposal to converting, so you can follow up with them.
automated quoting solution, automated quoting solution
The dashboard gives an overview of your sales pipeline to remove bottlenecks and forecast sales.

Manage products and sales quotes in one place

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.

Add items, images, description, prices, 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

Other Osmos sales quoting features include:

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

How it works?

Osmos increase sales by automating the sales prcoess. You can create, send and follow up on quotes and proposals all day long!

Manage Leads
create quotes
produce invoices
Manage Leads

Connect Osmos to your other sales and productivity tools

  • CRM
  • Accounting
  • erps
  • productivity

What do our customers say about us?


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.


Trusted by medium and small companies all over the world!