ALL PLANS INCLUDE 30-DAY FREE TRIAL

Pay as you go

Simple sales solution- pay as you go

$
4.99
USD

per user/month billed monthly

$1 USD per new quote
$1 USD per new contact

Essential

Track and automate your quotes and leads in less time.

$
33.00
USD

per user/month billed monthly or $24.90 per user if billed annually

Recommended

Professional

Everything you need to collaborate, communicate, and grow revenue.

$
59.00
USD

per user/month billed monthly or $49.90 per user if billed annually

Company

Custom plan
White label
Onboarding
Support Contact us

All plans

Chat & email support
Quoting
Integration with Pipedrive, Insightly, Salesforce
CRM
Integration with QuickBooks and Xero
Included
Not Included
Pay as you go
Essential
Pro

Lead management

Kanaban and Pipelines

Lead form

Contact management

Organization management

Import and export

Email templates

Social connections

Task, to-do's, and Reminders

Calendar management

Connect Osmos to your CRM

Email linked to contacts

Custom fields

Quote management

Sales Quote templates

Ready-to-use
Ready-to-use
Ready-to-use

Item catalog

Enhanced item customizations

Quote tracking

Manage inventory and availability

Quote versioning

Create sales orders

Electronic interactive quote

Cost and Profit management

Print and save quote on PDF

Attach documents

Sales quotes analytics

eSignature

Sales commision tracking

Multi-currency

Invoice management

Payments

Create CFDI 3.3 invoices

Payment management

Workflow automations

eQuote inquiry form

basic
basic
basic

Interactive buttons

Schedule oubound emails

Team management

User Roles and permissions

Goals

Internal chat

Calls

Contact map

Customize dashboards

Sales quotes analytics

Reports

API access

Webhooks

Zappier

Xero

QuickBooks

Twillio

Dropbox

Mailchimp

Stripe

Google Drive

Pipedrive

Insightly

Hubspot

Salesforce

Two-factor authentication

AES-256 encryption

Wold-class data storage

Web based access

Multi-lingual

Support

Chat/Email
Chat/Email
Chat/Email

Add-on

Increase the limit of the quotes and estimates that your company can create per month. You can increase from 50 to 100, 150, or unlimited quotes per month.

$20 USD Increase to 100 quotes per month per company

$30 USD Increase to 150 quotes per month per company

$50 USD Increase to unlimited quotes per company

Frequently asked questions

Osmos has a CRM, but it is more than just a CRM. It is a CRM with quoting functionality for companies that require to send estimates and proposals to clients and at the same time want to track leads and opportunities.

The Essential and Pro plan are fixed-price monthly plans. The Pay as You Go plan is usage-based. You only pay for the new quotes and contacts created, and in case you want to add extra user, you pay a very low per user monthly fee.

On your free trial, all accounts are created using the pro plan so you can test all functionalities. After the free trial is over, you can decide to switch to a different plan or stay with the pro plan.

After your free trial is over, you will need to enter your billing information and decide what plan best suits your company's needs.

Yes, you can connect your current CRM to Osmos. If you do not want to migrate to a new CRM, but you are looking for software that can help you automate and manage your quotes and estimates, then we can handle that for you. Keep your leads on your CRM, and we take care of the proposals and estimates.

The difference is how often you pay your subscription fee. For annual billing, you are charged once upfront for the whole year, and for monthly billing, you are charged the same day each month.

You can cancel your monthly billing account at any time. Once done, all accesses to the account will be blocked, billing charges will be stopped, and your data will be deleted in the following 90 days after closing your account. For annual billing, there are no refunds.

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