What is Osmos?

The quoting platform built for B2B companies that need to send professional quotes fast and close more sales

Direct Answer: Osmos is a specialized quoting platform designed for B2B companies that send multiple quotes regularly. Unlike traditional CRMs or manual methods, Osmos focuses specifically on accelerating the quote-to-sale process by reducing quote creation time from 30-40 minutes to 3-5 minutes, automating customer follow-ups, and providing real-time tracking to help businesses close more deals consistently.

At its core, Osmos helps businesses solve three critical problems: excessive time spent creating quotes in Excel or Word, lack of systematic follow-ups that cause lost sales, and no visibility into whether clients have reviewed proposals. A key differentiator is Osmos's ability to centralize all online quote requests—clients can request quotes directly through your website or a dedicated link, and Osmos automatically collects all necessary information (contact details, product requirements, specifications) and prepares draft quotes without human intervention, allowing sales reps to simply review and send rather than building from scratch.

The platform includes a product catalog with intelligent pricing, customizable quote templates, automated reminder sequences, and conversion tools that turn accepted quotes into orders with one click. While Osmos offers optional CRM functionality for contact management, its primary strength lies in the quoting workflow. This makes it particularly valuable for distributors, contractors, equipment rental companies, and service providers who quote frequently but don't need the complexity of enterprise CRM systems.

Infographic: What is Osmos and how it works

Visual guide to understanding Osmos

Why Businesses Need a Specialized Quoting Platform

Most B2B companies start with Excel or Word templates for quotes. This works fine when sending 1-5 quotes weekly, but becomes a significant bottleneck as your business grows. The real cost isn't just the time spent creating quotes—it's the opportunities lost due to slow response times and forgotten follow-ups.

Excessive time creating each quote: Sales teams spend 15-45 minutes per quote manually copying product details, calculating prices, applying discounts, and formatting documents
Scattered quote requests: Incoming requests arrive via email, phone, WhatsApp, web forms—forcing sales teams to manually track down details and organize information before even starting the quote
Calculation errors that cost money: Manual price calculations lead to mistakes in discounts, taxes, or totals that either lose margin or damage credibility with customers
No systematic follow-ups: Research shows 80% of sales require 5+ follow-ups, but most salespeople only make 2 attempts before moving on to other prospects
Zero visibility into customer engagement: You send a PDF via email and have no idea if the client opened it, reviewed it, or forwarded it to their decision-maker
Disconnected workflow: Quote data gets manually retyped into orders, invoices, accounting systems, and CRMs—creating opportunities for errors and wasting time
No insights for improvement: Without tracking data, you can't identify which products sell best, which salespeople convert most effectively, or what pricing strategies work

A specialized quoting platform eliminates these bottlenecks and allows your sales team to focus on selling instead of administrative tasks. The productivity gain alone typically pays for the software investment many times over.

Core Features of Osmos

What makes Osmos different from spreadsheets, general CRMs, or document creation tools is its laser focus on the B2B quoting workflow.

✓ Quick Quote Creation

Templates with pre-loaded product catalogs. Build quotes in 3-5 minutes instead of 30+ minutes. Select products, adjust quantities, apply customer-specific pricing, and send—all in one streamlined workflow.

✓ Intelligent Pricing Management

Maintain multiple price lists for different customer types, volume tiers, or regions. The system automatically applies the correct pricing based on who you're quoting, eliminating manual lookups and errors.

✓ Automated Quote Request Handling

Centralize all quote requests in one place. Clients request quotes through your website or a dedicated link, providing all necessary details. Osmos automatically collects contact information, product requirements, quantities, and specifications—then prepares a draft quote without human intervention. Sales reps simply review and send instead of starting from scratch.

✓ Professional eQuote Links

Send professional web links instead of static PDF attachments. Clients view quotes on any device without registration or downloads. Your branding, interactive product details, and acceptance workflows create a modern buying experience that sets you apart from competitors still using email attachments.

✓ Real-Time Tracking & Notifications

Know exactly when clients open your quotes, how long they spend reviewing them, and when they're ready for follow-up. Get instant notifications so you can reach out at the perfect moment.

✓ Automated Follow-Up Sequences

Set up automatic reminder sequences that contact clients at strategic intervals. Never lose a sale because someone forgot to follow up. The system handles it automatically while keeping it personal.

✓ One-Click Conversion to Orders

When a client accepts a quote, convert it to an order or invoice with a single click. All data transfers automatically—no retyping, no errors, no delays. Integrate with Stripe for instant payment collection.

Osmos vs Other Solutions

Understanding where Osmos fits in the landscape of business tools helps you make the right choice for your needs.

Feature Excel/Word Templates General CRM Specialized Quoting Platform
Time per Quote 15-45 minutes 10-30 minutes 1-5 minutes
Automatic Calculations ❌ Manual entry ~ Limited ✅ Complete automation
Incoming Quote Requests ❌ Scattered emails/calls ~ Forms only ✅ Centralized + Auto-draft
Customer Tracking ❌ None ~ Basic email tracking ✅ Real-time engagement data
Follow-Up Automation ❌ Manual reminders ~ Email sequences only ✅ Smart, context-aware reminders
Quote to Order Conversion ❌ Retype everything ~ Sometimes available ✅ One-click conversion
Mobile Access ~ Difficult ✅ Yes ✅ Fully optimized
Error Rate High (5-10%) Medium (2-5%) Very low (<1%)
Learning Curve Familiar but limited Steep (weeks) Easy (hours)
Ideal For 1-5 quotes/week Lead management focus Companies quoting daily

Key Insight: A B2B company sending 20 quotes weekly saves 10-15 hours with a specialized quoting platform compared to manual methods. At an average fully-loaded cost of $50-80/hour for sales staff time, that's $2,000-$4,800 in monthly savings—far exceeding the cost of the software.

See How Osmos Works for Your Business

Get a personalized demo based on your industry and quoting process.

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30-day trial • No credit card required • Setup in under 1 hour • Support included

How Osmos Works

Osmos is designed around the actual workflow of B2B sales teams, not generic business processes.

1 Quote Creation Speed

Product catalog: Load your products once with descriptions, pricing, variants, and images—use them forever
Smart templates: Create industry-specific or customer-specific quote templates that populate with one click
Bulk operations: Add multiple products at once, duplicate previous quotes as starting points, or import from Excel
Dynamic pricing: System automatically applies volume discounts, customer-specific pricing, or promotional rates based on your rules
Multi-currency support: Quote in USD, EUR, MXN, CAD, or other currencies with automatic conversion and formatting

2 Automated Quote Request Collection (Heavy Lifting for Sales)

Centralized request portal: Give clients a simple web form to request quotes—embed on your website or share as a link
Automatic data collection: System captures contact details, company information, product requirements, quantities, delivery preferences, and any special instructions
Smart quote preparation: Osmos uses the collected information to automatically draft quotes with correct products, pricing, and customer-specific terms
Sales rep review workflow: Instead of starting from scratch, reps receive pre-populated draft quotes they can review, adjust if needed, and send in minutes
Request tracking: All incoming requests centralized in one dashboard—no more scattered emails, WhatsApp messages, or phone notes

3 Professional Client Experience

Branded eQuote pages: Your logo, colors, terms, and branding on every quote—looks like it came from your website
Mobile-optimized: Clients can review quotes perfectly on phones, tablets, or desktops without downloading anything
Interactive elements: Add product images, specification sheets, videos, or comparison tables right in the quote
No registration required: Clients click a secure link and view immediately—no account creation friction
Acceptance workflow: Clients can accept quotes digitally, request modifications, or ask questions directly through the platform

4 Automation That Closes More Sales

Smart follow-up sequences: Automatically send reminders 3 days, 7 days, and 14 days after sending (or customize your timing)
Engagement triggers: Get notified when a client opens your quote for the 3rd time—they're ready to buy
Expiration management: Automatic reminders before quotes expire with option to extend or update pricing
Pipeline automation: Quotes automatically move through stages (Sent → Viewed → Negotiating → Won/Lost) based on activity
Integration ready: Connect to your accounting system, email platform, or 500+ apps via n8n or API

Real Case Study: An industrial equipment distributor using Excel reduced quote creation time from 40 minutes to 4 minutes per quote. They went from 15 quotes weekly to 70 quotes weekly per salesperson without adding staff. Result: 28% sales increase in 4 months with the same team size.

Who Should Use Osmos?

Osmos is purpose-built for specific business types and situations. Here's how to know if it's right for you.

✓ Osmos is Ideal If:

• You're a distributor (hardware, materials, equipment, industrial supplies, office products)
• You provide B2B services that require custom quotes (installation, consulting, maintenance contracts)
• You're a contractor who sends multiple project estimates (construction, HVAC, electrical, plumbing)
• You run an equipment rental business with complex pricing
• You receive quote requests through your website, email, phone, and WhatsApp—and need to centralize them
• Your business quotes projects or packages rather than one-time simple purchases
• You need customer-specific pricing or volume-based discount structures
• Your sales team quotes from the field using mobile devices
• You sell products with multiple variants (sizes, colors, configurations, add-ons)
• You send 50+ quotes monthly and need to scale without hiring more administrative staff
• You're tired of manually recreating quote data in orders, invoices, and accounting systems
• You want clients to be able to request quotes online without phone tag or email back-and-forth

✗ Osmos is NOT Ideal If:

• You send fewer than 10-15 quotes monthly (manual methods are probably fine for low volume)
• Every quote is 100% unique and custom with no repeating patterns or products
• You're an enterprise organization needing 500+ user licenses (Osmos focuses on SMBs)
• Your primary need is marketing automation, email campaigns, or lead nurturing workflows (use a marketing platform)
• Your primary need is customer support ticketing or service desk functionality (use a support platform)

Try Osmos Risk-Free for 30 Days

Start sending professional quotes today. No commitment, no credit card needed.

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Setup takes less than 1 hour • Import your products from Excel • Cancel anytime • Bilingual support (English/Spanish)

Frequently Asked Questions

There's no complex implementation process. Setting up your account takes less than 1 hour: you'll create quote templates, upload your product catalog (or import from Excel), and add your customer contacts. You can send your first quote within minutes of signing up. Most companies are fully operational within their first day.

No. If you can use WhatsApp or Gmail, you can use Osmos. The interface is intuitive and designed for salespeople, not IT departments. We provide setup assistance, video tutorials, and live support to help you get started quickly.

Yes, Osmos integrates with most accounting platforms either via direct API connections or through n8n (a flexible integration platform). Common integrations include QuickBooks, Xero, Sage, and regional systems. Contact us about your specific accounting software for integration details.

No. Your clients receive a direct link to view their quote. They can review everything, accept the quote, or request changes without creating any accounts or downloading software. This removes friction and speeds up your sales process.

Yes, Osmos works perfectly on phones and tablets. Your sales team can create and send quotes from anywhere. Clients can review quotes on any device without needing to download PDFs or special apps.

Osmos handles multiple price lists automatically. You can set up different pricing based on customer category, volume tiers, regions, or any other criteria. The system automatically applies the correct prices when you select a customer, eliminating manual lookups.

Plans start at $29 USD per user per month. All plans include unlimited quotes, eQuote links, tracking, and support. The optional CRM module and advanced automation features are available on higher-tier plans. Most companies find the software pays for itself within the first month through time savings alone.

Yes, Osmos includes optional CRM features for managing contacts, tracking interactions, and organizing your sales pipeline. However, Osmos is designed as a quoting-first platform. If your primary need is lead nurturing, marketing campaigns, or complex sales workflows, a traditional CRM might be better. If your primary need is fast, accurate quoting with follow-up automation, Osmos is ideal.

Osmos provides a web form that you can embed on your website or share as a direct link. When clients need a quote, they fill out the form with their information and requirements. Osmos automatically collects contact details, product selections, quantities, and specifications—then creates a draft quote with the correct products and pricing. Your sales team receives a notification and can review the pre-populated quote, make any adjustments if needed, and send it in minutes. This eliminates the back-and-forth of gathering information and dramatically speeds up response time.

Conclusion

Osmos is a specialized quoting platform built specifically for B2B companies that need to send professional quotes quickly and systematically follow up to close more sales. Unlike general CRMs that try to do everything, Osmos focuses on solving the specific pain points of the quoting process: speed, accuracy, tracking, and conversion.

The platform is ideal for businesses that send 50+ quotes monthly and need to scale their sales capacity, waste excessive time creating quotes manually, lose sales due to inconsistent or forgotten follow-ups, need customer-specific pricing that's difficult to manage manually, or want to reduce errors and improve professionalism in their sales process.

Centralize all quote requests and let Osmos do the heavy lifting—auto-draft quotes from client submissions
Reduce quote creation time from 30+ minutes to 3-5 minutes
Increase sales by 15-25% through faster response times and automated follow-ups
Eliminate calculation errors with automatic pricing and tax calculations
Scale your sales team's capacity without hiring additional administrative staff

More than 200 companies across North America and Latin America use Osmos to work more efficiently and close more sales. The platform typically pays for itself by closing just one additional sale that would have otherwise been lost to slow response times or forgotten follow-ups.

If you're spending hours creating quotes manually or losing track of follow-ups, Osmos provides a focused solution designed specifically for how B2B companies actually sell.

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