cover image CRM Intuitive to use for your BUSINESS

CRM and Quoting Software
The most convenient
CRM-for-QUOTING



SALES AUTOMATION CRM


We have created the best CRM quoting software to boost the revenue of a business by increasing sales. Osmos CRM has the same functionalities that you may expect from a CRM like entering lead’s information, assigning opportunity types, mentioning lead’s stages, forecasting dates, log information, etc. BUT we are the best CRM for quoting.

CRM and Quoting Software

CRM & Quoting


With Osmos, you can manage your prospects as you normally do on a CRM, but you can also create and send quotes 10X faster with our popular CRM quoting software.

CRM and invoicing software

CRM & Invoicing


Osmos is a one-stop solution for managing leads, closing deals, and sending invoices. Osmos’ sales automation CRM helps in assuring the accuracy of the invoicing process.

Much more than a CRM

More than a CRM


In addition to the usual CRM functions, you can add reminders, create to-do lists, send quotes, apply assessments, integrate your email and social media, and much more.

All-in-one – CRM and Quoting Software

  1. Manage the prospect

    Manage prospects

    Create a lead with proper contact information.

  2. Identify potential deal

    Quote & Identify deal

    Send quotes, set forecast date, opportunity, and current stage.

  3. Cultivate relationship

    Cultivate relationship

    Keep track of quotes sent, take notes, assign a percentage of success, build-up and close deals.

  4. Manage leads and clients

    Separate clients from your potential leads and keep track of the purchases in one place.

CRM QUOTING SOFTWARE FEATURES


HYBRID CRM



Send proposals and quotes efficiently from your Osmos CRM and quoting software. Osmos is the best CRM for quoting; drafting, creating, and sending quotes because it allows you to follow-up on leads and quotes independently. You can create multiple quotes or estimates for a lead and measure the approval rate effortlessly. Learn more about the quoting functionalities.

LEAD PURCHASING PATTERNS



With Osmos, you can keep track of the purchasing patterns and get an insight into past deals. You can deftly determine the services or items sold along with lumpsum and accurate value. Besides this, you can even include an assessment form where the client can rate your services.

5+ CRM REPORTS



Osmos’ sales automation CRM provides you with 5 CRM reports where you can view, in real-time, the lead stages filtered by the opportunity type, the time spent per lead stage, leads winning rate, and a comparison of the forecasted amount of sale vs. the real sale. In addition to these reports, Osmos offers 25 business reports, all related to your sales, financial processes, and efficiency.

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