For creating estimates and quotes
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If you're like most service providers, you're always looking for ways to make your sales process faster. With the Osmos CRM, you can create quotes in seconds and close deals effortlessly.
Spruce up your sales process with a CRM. You'll get an instant quote overview and can easily manage your sales pipeline to identify quotes pending to be sent, quotes sent, follow up and closed deals.
Create and customize your quote templates. Add your logo, choose your colors and the information that you want to present to your client. Easily switch between templates when sending estimates.
Customize each estimate to match your customer's unique needs. You can add your services, change prices, set discounts, add comments, request deposits, and more!
Service name, descriptions, images, units, profit margin, attributes, and more.
Quickly identify what services are available when creating quotes and avoid offering services on dates that have been already booked.
Clients can now request estimates from your website by selecting the services they need, the dates they need them, and even answering a questionnaire!
With Osmos, you'll never have to worry about forgetting to quote a request again. The app will help you manage your quotes more efficiently and effectively.
Osmos is an easy-to-use, all-inclusive CRM for service providers that helps them create and send estimates to clients with ease. It also helps businesses be more efficient when following up on quotes to close deals.