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Sales automation
Create quotes 10X faster, automate follow-ups, and close 20% more deals without adding staff.
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At a glance
Full sales cycle
Automate everything from quote creation to deal closing. Respond faster, stay organized, and close more deals. See the full Quote-to-Cash process and how to automate it.
Create professional quotes in 20 seconds using templates, product catalog, and automatic calculations. Automate quote creation as part of your sales automation workflow.
Automatic reminders and sequences ensure no client goes cold. Know exactly when to follow up.
See every deal, quote, and opportunity at a glance. Automatic alerts keep deals moving forward.
Get instant notifications when clients open quotes. Know their interest level immediately.
Tasks and reminders appear automatically. Your team always knows what to do next.
Send quotes via WhatsApp, email, or PDF. Track everything in one place.
The basics
Sales quote automation is software that handles the repetitive parts of quoting — building the document, sending it, tracking whether it was opened, and following up — so a rep only steps in where judgment is needed. Osmos automates that cycle end to end.
A spreadsheet can hold prices, but it can't send the quote, tell you when the client opened it, or remind anyone to follow up. An automated quoting system does all three and keeps every version in one place instead of scattered files. See the full comparison in Excel templates vs. quoting software.
Start with a product catalog and templates so quotes assemble themselves, then turn on open-tracking and follow-up rules. Most teams automate quote creation first and add follow-up automation in the second week. The step-by-step is in how to automate quote creation.
A generic CRM tracks contacts and deals, but the quote itself usually lives in an attachment it can't read. Quote automation software makes the quote the working object — priced from the catalog, tracked after sending, and tied to the deal automatically. Osmos combines both in one hybrid tool.
Automations
Everything you need to automate your sales process from lead to close.
The heart of Osmos. Create quotes in seconds with automatic calculations, product catalog, and templates. Osmos' strongest feature and the main reason many clients switch from spreadsheets or generic CRMs.
Never lose a deal because you forgot to follow up. Automatic reminders and sequences.
Keep every deal moving forward with intelligent automation and alerts.
Capture every lead and ensure your team knows exactly what to do next.
Your team
Everyone benefits from sales automation, from owners to reps.
The full cycle
Simple, powerful, and built for how you actually sell.
Load products from your catalog, apply customer-specific pricing, calculate taxes automatically, and send via WhatsApp, email, or PDF. What used to take 30 minutes now takes 30 seconds.
Get instant alerts when clients open your quote. Automatic follow-up sequences trigger based on their behavior. Know exactly when they're ready to buy without guessing.
With perfect timing, consistent follow-ups, and zero manual work, you close 20% more deals. Your team focuses on selling while Osmos handles the rest.
Customer stories
I really like the way Osmos creates quotes for me. It helps me keep a standard and neat presentation toward my clients.
What I like about Osmos is that it combines the CRM with the quotes in a seamless manner.
Questions
It is software that builds, sends, and tracks sales quotes with minimal manual work. Pricing comes from a product catalog, follow-ups fire on a schedule or when the client opens the quote, and the deal record updates itself. For a deeper explainer, see what is quote automation.
A CRM manages contacts and deal stages. Quote automation software manages the quote itself — creating it, sending it, and tracking the response. Osmos is a hybrid: the quote and the deal live in the same system.
No. Automations use simple conditions like amount, stage, days, and tags. The interface is intuitive and requires no coding. If you can use Gmail, you can set up automations in Osmos.
No. Start with quote creation and basic follow-ups. Add more automations as you get comfortable. Most teams start with 2-3 automations and gradually expand.
Yes. Every automation can be paused, edited, or customized at any time. You have complete control and can adjust based on what works best for your team.
Yes. You can create different automation rules for different team members, roles, or territories. This lets you match your real sales process.
Most teams see immediate time savings on quote creation (within the first day). Increased sales from better follow-up typically shows within 2-4 weeks as the automation handles your pipeline consistently.
Yes. You can send quotes via WhatsApp, email, or PDF. The system tracks all interactions regardless of channel, so you have complete visibility.
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