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
$0

per month

Get Started
Try for Free without any constraints!
Startup
$35USD

per month

Get Started
Ideal for startups and SMEs that send less than 50 quotes per month
Enterprise
$150USD

per month

Get Started
Ideal for businesses that want unlimited quotes and full access to all features of Osmos ecosystem.
Features
Included Users
Number of users
3
1
3
5
Additional Users
You can add and remove users any time. Will be billed separately
$20 USD
$20 USD
$20 USD
$20 USD
Items
Number of items or services that can be added on your account.
100
100
Unlimited
Unlimited
Quotes per month
Number of quotes that can be sent each month.
NA
50
150
Unlimited
Clients
Number of client records that can be created.
100
Unlimited
Unlimited
Unlimited
Leads
Number of lead records that can be created.
100
Unlimited
Unlimited
Unlimited
Quote Template Style
The level of customization in the quote's template.
Basic
Basic
Pro
Pro
eQuote Page
The level of customization of the equote.
Basic
Basic
Pro
Pro
Custom user roles
The user role and credentials customization.
Reports and Business Intelligence
More than 30 real-time reports available.
Integrations
Email
Adding email using IMAP and SMTP for domain names.
Stripe
Stripe integration to receive payments with credit cards.
Quickbooks
Integrate with quickbooks to send invoice information and keep record.
Slack
Collaborate and communicate with your team using Slack within Osmos.
Gmail
Gmail integration.
SAT
Electonic invoicing integration for Mexico.
CRM Key Features
Lead Web form*
Create a lead form to capture information.
Multiple Opportunities
Create multipe opportunities during different lead stages.
Automated Lead Stages
Lead stages with automated disqualification and done deals.
Logs and to-do list
Log interactions with leads and create to-do's.
Reminders
Create and send reminders to leads, clients and team members that can be addedd to your favorite calendar.
Email templates
Create email templates to be used on the CRM and quote module.
Client Rating
Rate clients and apply assessments.
Quote Key Features
Web quote*
Provide electronic quotes viewable on a web browser where clients can modify and adjust the quote themselves.
Quote Versions
Create different versions for same quote.
Item bundles
Group items together to create bundles when sending a quote.
Sub items
Create sub-items by adding the different versions of an item available.
Interactive buttons
Buttons located on the quotes where clients can click and interact with them to notify you about their purchase decision.
Quote notifications and audit trail
Notification about client interactions with quotes, payments and a log of quote activity.
Quote stages
Create quote stages to follow-up.
Automated availability
Get a notification if a service being quoted is not available for selected dates and times.
Invoicing
Create invoices from quotes with a click of a button.
ePayments
Collect payment via credit card whens ending invoices.
Payment agreements
Register payment installments.
A. Receivales Key Features
Past-due payments follow-up
Get visually notified when a payment is past-due.
Payment installments
Create payment installments and keep track of all payments.
Payment Receipts
Create payment receipts and send them by email.
Phone payments
Collect payment over the phone.
Internal Orders Key Features
Order follow-up
Follow-up on order status.
Purchase order requests
Request PO based on inevntory.
Fulfill orders
Mark orders as fulfilled and delivered.
Requisitions Key Features
Expense control
Register expenses and convert them to PO.
PO requests
Create and send PO to suppliers.
Purchase Orders Key Features
Assign suppliers
Choose and assign a supplier from the list to fullfil PO.
PO document creation
Automated PO document creation with payment terms.
Assign payment terms
Assign and register payment terms to suppliers.
Flexible cost modification
Modify and adjust PO cost per item.
A. Payables Key Features
Payment notifications
Send payment notifications to suppliers.
Payment control to suppliers
Manage payments per supplier, record invoices received and review status.
Payment installments
Record payment installments for suppliers.
Inventory Management Key Features
Reception of goods
Record reception status of goods.
Re-order smart notification
Notify the team about reception of good automatically.
Support
Chat support
A global support team available to help with any question.
Dedicated Business Coach
An assigned business coach will help you and your team get the most of Osmos.
Template conversion
Our internal designers will convert an existing template into a Osmos template.

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