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Pricing
Send quotes 10X faster, automate follow-ups, and stay organized
Not sure which plan? → Find your perfect fit in 2 minutes
All plans include 30-day free trial • No credit card required
For Occasional Use. For occasional quoting. No monthly commitment.
$5
per active user/month
✗ No automations
✗ No orders or invoicing modules
✗ No advanced reporting
Best for: Freelancers, micro-businesses, seasonal teams, or anyone who needs flexibility
💡 Note: Great for testing, sending quotes faster, and closing deals.
Fast Quoting. Fast, simple, organized quoting workflow
$33
per user/month billed monthly
Best for: sales teams who want faster quotes and responses, better organization, and consistent professional quotes — without needing automations
Fast, simple quoting with automated follow-ups
$59
per user/month billed monthly
Best for: sales teams who want faster quoting, automated follow-ups, deeper reporting, and sales forecasting
Enterprise. For larger teams or custom needs
Custom
pricing
Best for: 20+ users with custom workflows
Compare plans
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.
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Choosing a plan
Here's a quick guide to help you choose
Choose this plan if:
Great for testing, sending quotes faster, and closing deals.
Choose this plan if:
Choose this plan if:
Heavy quoters looking for time savings and automations choose Professional.
ROI
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.
Calculate savings
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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.
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Send quotes 10X faster, automate follow-ups, and stay organized
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