For Occasional Use

Pay-as-you-go

For occasional quoting. No monthly commitment.

per active user/month

💵 $1 per new contact added

✓ Returning clients always free

✓ All quoting features included

✓ Create & send quotes by email/WhatsApp

✓ Item catalog & templates

✓ Basic CRM (contacts & leads)

✗ No automations

✗ No orders or invoicing modules

✗ No advanced reporting

Try it Free

Best for: Freelancers, micro-businesses, seasonal teams, or anyone who needs flexibility

💡 Note: Great for testing, sending quotes faster, and closing deals.

Fast Quoting

Essential

Fast, simple, organized quoting workflow

$33

per user/month billed monthly

⚡ Send quotes 10X faster by email or WhatsApp

🌐 Centralize quote requests from all channels (WhatsApp, email, website)

📦 Item catalog with rich details: descriptions, images, multiple prices, discounts, categories

🧾 Fully customizable quote templates with your branding

📇 CRM included: Contacts, Leads, Deals, Opportunities, Activity history

✉️ Integrated email inbox - send & receive inside Osmos

🖊️ Online quotes with e-signatures on any device

📄 PDF quote downloads for sharing & archiving

💱 Multi-currency support (USD, MXN, EUR, and more)

📊 Dashboards & reporting on quotes sent, pending, accepted

📱 Mobile-friendly - review & send from anywhere

Start with Essential

Best for: sales teams who want faster quotes and responses, better organization, and consistent professional quotes — without needing automations

Fast Quoting & Automations

Professional

Fast, simple quoting with automated follow-ups

$59

per user/month billed monthly

✓ Everything in Essential, plus:

🔄 Sales Automations:

• Automatic follow-up reminders on quotes

• Automatic task creation

• Auto lead/deal stage updates

• Workflow triggers & internal alerts

📊 Advanced Dashboards & Forecasting:

• Conversion tracking (quote → won)

• Sales forecasting

• Rep performance & pipeline visibility

• Bottleneck identification

🧾 Optional Sales Order Module (enable only if needed)

💳 Optional Invoicing + Payments Module (Stripe integration)

👥 Multi-user collaboration & permissions

🎨 Custom branding for all documents

Start with Pro

Best for: sales teams who want faster quoting, automated follow-ups, deeper reporting, and sales forecasting

Enterprise

Company

For larger teams or custom needs

Custom

pricing

✓ Dedicated onboarding

✓ Advanced permissions

✓ SLA + priority support

✓ Custom integrations (API access)

Contact Sales

Best for: 20+ users with custom workflows

Compare Plans & Features

See exactly what's included in each plan. All plans include core quoting features and CRM.

FEATURE	PAY-AS-YOU-GO	ESSENTIAL	PROFESSIONAL ⭐	COMPANY
📋 Quoting & Forms
Create & send quotes	✔	✔	✔	✔
Send quotes by email	✔	✔	✔	✔
Send quotes by WhatsApp (send only)	✔	✔	✔	✔
Web quote with e-signature (online approval)	✔	✔	✔	✔
PDF quote download	✔	✔	✔	✔
eQuote (online quote request form)	✔	✔	✔	✔
Lead form for websites	✔	✔	✔	✔
Fully customizable quote templates	✔	✔	✔	✔
Multi-currency quoting	✔	✔	✔	✔
Send quotes from anywhere (mobile-friendly)	✔	✔	✔	✔
Item Catalog
Product & service catalog	✔	✔	✔	✔
Description, categories, subcategories	✔	✔	✔	✔
Links, multi-price, cost, profit margin	✔	✔	✔	✔
SKU / code, tax, discount, quantity	✔	✔	✔	✔
Multi-image support	✔	✔	✔	✔
👥 CRM Features
Contacts, leads, deals, opportunities	✔	✔	✔	✔
Pipeline views & sales stages	✔	✔	✔	✔
Notes & interaction history	✔	✔	✔	✔
Tasks & reminders	✔	✔	✔	✔
Attachments	✔	✔	✔	✔
Tags	✔	✔	✔	✔
Goals	✔	✔	✔	✔
🔌 Communication & Integrations
Integrated email inbox	✔	✔	✔	✔
WhatsApp sending	✔	✔	✔	✔
Stripe integration	✔	✔	✔	✔
QuickBooks integration	✔	✔	✔	✔
Integrations with major CRMs & more	✔	✔	✔	✔
⚡ Automations
Automation module (30+ triggers & actions)	✗	✗	✔	✔
Automations for leads, contacts, quotes, deals	✗	✗	✔	✔
Automated email follow-ups	✗	✗	✔	✔
Automated task & reminder creation	✗	✗	✔	✔
Automatic stage updates & pipeline cleanup	✗	✗	✔	✔
📦 Modules
Sales Orders module	✗	✗	✔	✔
Invoicing module	✗	✗	✔	✔
Accept credit card payments (Stripe)	✔	✔	✔	✔
📊 Reporting & Dashboards
Dashboards & basic reporting	✔	✔	✔	✔
Sales forecasting	✗	✗	✔	✔
Quote → Won conversion reporting	✗	✗	✔	✔
Bottleneck insights	✗	✗	✔	✔
Rep performance	✗	✗	✔	✔
🔐 User Management & Admin
User management	✔	✔	✔	✔
Roles & permissions	✔	✔	✔	✔
Multiple workspaces	✔	✔	✔	✔
💳 Account Limits & Pricing
New contacts per month	$1 each	100 included	200 included	Custom
Contact add-ons
+50 contacts	✗	$20	$20	Custom
Unlimited contacts	✗	$50	$50	Custom
User pricing (monthly, paid annually)	$5/active user	$29/user	$49/user	Custom

💡 Note: All plans include 30-day free trial. Company plan pricing is custom based on your needs. Contact us for volume pricing and custom solutions.

Which Plan is Right for Me?

Here's a quick guide to help you choose

Pay-as-you-go

Choose this plan if:

You're testing Osmos
You send fewer than 30 quotes per month
Your volume is seasonal
You want minimal commitment

Great for testing, sending quotes faster, and closing deals.

Essential

Choose this plan if:

You want to increase your opportunities
You send more than 50 quotes per month
You want to organize your process
You need faster quoting without complexity
You don't need automations and forecasting yet

Professional

Choose this plan if:

You want to increase sales opportunities
You send 50 quotes per month
You want follow-up automation for the entire team
You want manager visibility and reporting
You need consistency across all sales reps

Heavy quoters looking for time savings and automations choose Professional.

💡 One extra deal per month usually pays for Osmos

Teams using Osmos close up to 20% more deals simply by responding faster and automating follow-ups. Automation reduces response time, errors, and lost opportunities — helping teams close more deals without increasing staff.

Frequently Asked Questions

No. You only pay for users who create or send quotes. Team members who only view quotes or reports don't need paid licenses.

Yes — upgrading takes less than 1 minute. You can upgrade or downgrade your plan at any time from your account settings.

Yes, in all paid plans. Professional includes advanced automation sequences and team-wide automation workflows.

Yes, we help you import your product catalog and historical quotes during onboarding. Our team will guide you through the process.

All free trials start with the Professional plan so you can test all functionalities. After the trial, you can choose the plan that best fits your needs.

Yes, we integrate with QuickBooks for invoicing and syncing client data. We also integrate with other accounting systems via API.

After your free trial is over, you'll need to enter your billing information and select the plan that best suits your company's needs. Your data and settings are preserved.

With annual billing, you pay upfront for the whole year at a discounted rate. Monthly billing charges you each month. You can save up to 25% with annual billing.

You can cancel your monthly billing account at any time. Once canceled, access will be blocked, billing will stop, and your data will be deleted after 90 days. Annual billing has no refunds.

Choose the Plan That Matches Your Sales Volume

Pay-as-you-go

Essential

Professional

Company

Compare Plans & Features

Still not sure which plan is right for you?

Which Plan is Right for Me?

Pay-as-you-go

Essential

Professional

💡 One extra deal per month usually pays for Osmos

See How Much You Can Save with Osmos

Frequently Asked Questions

Trusted by REAL businesses like yours!

Choose the Plan That Matches Your Sales Volume

Pay-as-you-go

Essential

Professional

Company

Compare Plans & Features

Still not sure which plan is right for you?

Which Plan is Right for Me?

Pay-as-you-go

Essential

Professional

💡 One extra deal per month usually pays for Osmos

See How Much You Can Save with Osmos

Frequently Asked Questions

Do I have to pay for my whole team?

Can I upgrade from Essential to Professional later?

Is follow-up automation included?

Can I import my catalog and past quotes?

Can I try different plans during my trial?

Do you integrate with QuickBooks?

What happens after my trial is over?

What is the difference between annual and monthly billing?

Can I cancel my account?

Trusted by REAL businesses like yours!