Osmos is a CRM with quoting functionalities for businesses that want to scale sales, save time, and want to automate their current quoting and sales process end-to-end.
Osmos is lightning faster and more effective for quoting and creating estimates than Excel or accounting software’s. Send quotes from any device anywhere.
Osmos streamlines sales by offering a built-in CRM with quoting functionalities. You can as well connect your current CRM to Osmos.
Osmos sales omnichannel handles and centralizes quote inquiries from channels like Facebook, WhatsApp, and your website.
lead profile, contact and billing information.
Design, create, and send quotes from anywhere.
Convert quotes into invoices, or connect Osmos to your accounting software.
Track payments and accept credit cards without any hitch.
Design, customize, and create your quote templates with Osmos’ sales automation tools. You don’t need to be a designer or programmer. Select the sections to be displayed, add your logo and business information, customize the colors, add images as if it was a PowerPoint presentation, and that is it. Everything is pre-built for you to design quote templates effortlessly.
Your business receives quote requests from different channels - Facebook, Twitter, WhatsApp, SMS, Email, and your website. Osmos quote omnichannel manages all quote request in one place and automatically assign them to your sales force.
Osmos configure price quote offers automation and flexibility when quoting—adding images, item names, descriptions, manage price lists, inventory, item variants, and more.
With Osmos, you can create quotes, invoices, collect payments, and manage leads. All-in-one tool for sales automation.
The dashboard can be personalized by adding widgets and snippets of reports that are important for you—information about your leads, opportunities, sales, quotes, team, and more.
We provide a convenient way to integrate Osmos with tools you already use like your Email, Stripe, PayPal, Xero, QuickBooks, Slack, Twillio, Gmaps, and others.
Opening an account is as simple as creating your Gmail account.
As it is a web-based software, you are not bound to work from your laptop. Work from anywhere at any time with any device with an Internet connection.
All your information encrypted with a 2048+ Bit SHA2 SSL certificate, and your data is being backed-up every day on state-of-the-art AWS servers. .
Simple to learn, easy to operate, and ready to use from day one.
Define your user’s roles and customize the credentials based on designated responsibilities.
Try it for free and cancel anytime without any hassle.
30-days’ free trial - No credit card required - No setup fees, No contracts – change your plan or cancel anytime according to your ease. Supported languages: English, Spanish, and French
We can connect through a web-conference to show you around, or we can share one of our demo videos or create one for you. Just let us know what you prefer.
No, simply sign up here for your 30-days free trial
There is no contract, with Osmos you pay-as-you-go (monthly or yearly). You can change your plan anytime, add or remove additional users and cancel with no questions asked.
You pay via credit card; we accept Visa, MasterCard and American Express. We accept payments via bank transfer, check or PayPal transfer ONLY for yearly subscriptions.
All your information is secured and encrypted with the latest SSL certificates. The data is stored in highly secure AWS data centers with redundancy. Your information and data is backed-up automatically daily.
After 30 days, your free trial will expire, and you will be switch automatically to the free plan. You can upgrade and select a different plan by entering your credit card information.
After you close your account all accesses to Osmos will be blocked and a 90 days countdown will be activated to wipe all the data and information from our servers automatically. This means you have 90 days to change your mind and re-activate by contacting us. Make sure to backup all your information before you decide to close the account.
Yes, you can download and export all tables that are available on the customer, lead, product catalog and reports section. You can as well download any PDF quotes.
We are happy to support the non-profit and startup community by giving free accounts or plans none disclosed on the website. Get in touch with us to learn more about your needs
We work hard to answer all your questions better. We created a FAQ section that you can browse for answers and a YouTube channel with tutorial videos. You can contact us by phone or by email
"Osmos has been a great tool for my bouncy castles rentals. As a one man show business owner it keeps me and my business organized. I have reduced my errors to almost none and I can keep track of my events anywhere I go."
Rodrigo De Saro
"As a small marketing company we used to send estimates on pdf and keep track of payments and expenses by using accounting software. We didn't put much effort and interest on the business process of the company. Now with Osmos we have achieved great success on managing the company. Today we simply use 2 tools, one for project management and another for business management."
Ariana Kings
"I am a professional photographer and I don't find the time to manage my business. I just do the sale, take pictures and collect payments. After using Osmos I notice the importance of having a better control and understanding of my business and clients. It surely takes me a couple of minutes per day but it is worthy."
Carlos Rivera
