Quotes in
SECONDS
 
   and ZERO
   Typing



START NOW - ITS FREE

Osmos automates your quoting process

BENEFITS FOR YOUR BUSINESS


How does it work?

  1. Manage clients

    Clients profile, contact and billing information.

  2. Create quotes

    Send quotes instantly by email.

  3. Produce invoices

    Convert quotes into invoices with a click.

  4. Collect payments

    Easy to track due and past due payments

QUOTING SOFTWARE - FEATURES


CHARACTERISTICS


PLANS


30-days free trial - No credit card required - No setup fees; No contracts – change your plan or cancel anytime. Supported languages: English, Spanish and French

Osmos Free


FREE

Plan Features

  • 5 users
  • Additional user $20 USD monthly
  • Unlimited Storage
  • 100 leads
  • Roles and credentials
  • Free updates
  • 3rd Part Integrations
  • Free technical support (Phone, email and tickets)

CRM

  • Sales forecasting
  • Email integration
  • To-do list
  • Multiple opportunity type funnels and lead stages
  • +5 lead reports
  • Reminders
  • Client Rating
  • Email templates
  • Social Media Integration
  • Lead web form*
  • Phone Integration
  • CRM mobile App
  • Client Satisfaction Surveys

Quotes

  • Quote Web Form
  • Quote one-click Interaction (Accept, Reject and Comments)
  • E-sign quotes
  • One click Quote to Invoice
  • E-payments with Stripe Integration
  • CFDI Integration for Mexico
  • Visual process bar
  • +15 Sales, performance And accounting reports
  • Product images on quotes
  • Internal notifications (Quote accepted, rejected, comment, feedback, web form, contract created
  • Automated delivery calculator
  • Advance Commission calculation
  • Product or service agnostic
  • Quote, Contract, Product, Account Receivables Calendar
  • Email integration
  • Product and service enhanced catalog (Picture, inventory, cost, commission, discount, supplier, flexible pricing, description, and more)
  • Payment agreement
  • Ready-to-use Attachments
  • Customizable Quote stages And filters
  • Quote editable templates
  • Audit trail
  • Service availability automated notification
  • High demand service notification
  • General discount and discount per item
  • Custom 2 sales tax fields
  • Add quote reminders to calendar

Account Receivables

  • Easy Due paments follow up
  • Zero error methodology And log on payment collection
  • Past due Payments
  • Automated email Reminders
  • Payments Installments
  • Account Selector
  • Produce Credit notes
  • Click to email Payment receipts
  • Stripe Integration for phone payments

Osmos CRM

$30 USD /MONTHLY

Plan Features

  • 5 users
  • Additional user $20 USD monthly
  • Unlimited Storage
  • Unlimited leads
  • Roles and credentials
  • Free updates
  • 3rd Part Integrations
  • Free technical support (Phone, email and tickets)

CRM

  • Sales forecasting
  • Email integration
  • To-do list
  • Multiple opportunity type funnels and lead stages
  • +5 lead reports
  • Reminders
  • Client Rating
  • Email templates
  • Social Media Integration
  • Lead web form*
  • Phone Integration
  • CRM mobile App
  • Client Satisfaction Surveys

Osmos Quotes

$70 USD /MONTHLY

Plan Features

  • 3 users
  • Additional user $20 USD monthly
  • Unlimited Storage
  • Unlimited leads and Quotes
  • Roles and credentials
  • Free updates
  • 3rd Part Integrations
  • Free technical support (Phone, email and tickets)

CRM

  • Sales forecasting
  • Email integration
  • To-do list
  • Multiple opportunity type funnels and lead stages
  • +5 lead reports
  • Reminders
  • Client Rating
  • Email templates
  • Social Media Integration
  • Lead web form*
  • Phone Integration
  • CRM mobile App
  • Client Satisfaction Surveys

Quotes

  • Quote Web Form
  • Quote one-click Interaction (Accept, Reject and Comments)
  • E-sign quotes
  • One click Quote to Invoice
  • E-payments with Stripe Integration
  • CFDI Integration for Mexico
  • Visual process bar
  • +15 Sales, performance And accounting reports
  • Product images on quotes
  • Internal notifications (Quote accepted, rejected, comment, feedback, web form, contract created
  • Automated delivery calculator
  • Advance Commission calculation
  • Product or service agnostic
  • Quote, Contract, Product, Account Receivables Calendar
  • Email integration
  • Product and service enhanced catalog (Picture, inventory, cost, commission, discount, supplier, flexible pricing, description, and more)
  • Payment agreement
  • Ready-to-use Attachments
  • Customizable Quote stages And filters
  • Quote editable templates
  • Audit trail
  • Service availability automated notification
  • High demand service notification
  • General discount and discount per item
  • Custom 2 sales tax fields
  • Add quote reminders to calendar

Account Receivables

  • Easy Due paments follow up
  • Zero error methodology And log on payment collection
  • Past due Payments
  • Automated email Reminders
  • Payments Installments
  • Account Selector
  • Produce Credit notes
  • Click to email Payment receipts
  • Stripe Integration for phone payments

Osmos Business Management

$150 USD /MONTHLY

Plan Features

  • 5 users
  • Additional user $20 USD monthly
  • Unlimited Storage
  • Unlimited leads and Quotes
  • Roles and credentials
  • Free updates
  • 3rd Part Integrations
  • Free technical support (Phone, email and tickets)

CRM

  • Sales forecasting
  • Email integration
  • To-do list
  • Multiple opportunity type funnels and lead stages
  • +5 lead reports
  • Reminders
  • Client Rating
  • Email templates
  • Social Media Integration
  • Lead web form*
  • Phone Integration
  • CRM mobile App
  • Client Satisfaction Surveys

Quotes

  • Quote Web Form
  • Quote one-click Interaction (Accept, Reject and Comments)
  • E-sign quotes
  • One click Quote to Invoice
  • E-payments with Stripe Integration
  • CFDI Integration for Mexico
  • Visual process bar
  • +15 Sales, performance And accounting reports
  • Product images on quotes
  • Internal notifications (Quote accepted, rejected, comment, feedback, web form, contract created
  • Automated delivery calculator
  • Advance Commission calculation
  • Product or service agnostic
  • Quote, Contract, Product, Account Receivables Calendar
  • Email integration
  • Product and service enhanced catalog (Picture, inventory, cost, commission, discount, supplier, flexible pricing, description, and more)
  • Payment agreement
  • Ready-to-use Attachments
  • Customizable Quote stages And filters
  • Quote editable templates
  • Audit trail
  • Service availability automated notification
  • High demand service notification
  • General discount and discount per item
  • Custom 2 sales tax fields
  • Add quote reminders to calendar

Account Receivables

  • Easy Due paments follow up
  • Zero error methodology And log on payment collection
  • Past due Payments
  • Automated email Reminders
  • Payments Installments
  • Account Selector
  • Produce Credit notes
  • Click to email Payment receipts
  • Stripe Integration for phone payments

Internal Orders

  • Order follow up
  • Purchase order requests
  • Assign resources to services
  • Capture of inventory
  • Mark product delivery or ervice provided

Requisitions

  • Expenses control
  • Catalog of recurring expenses and associated costs
  • Automated requests to PO department
  • Assign titles and descriptions on requisitions

Purchase Orders

  • Assign suppliers
  • PO document creation and automated email delivery
  • Assign payment terms
  • PO grouped by supplier
  • Assign delivery location
  • Flexible cost modification
  • Supplier invoice control

Inventory Main

  • Reception of goods and quantity control
  • Re-order notification

Account Payables Main Features

  • Payment notification to supplier
  • Goods reception notification
  • Programmed payment notifications to suppliers
  • Control and tracking over payments

Frequently asked questions


Can I get a demo?

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.

Do I need a credit card for my free trial?

No, simply sign up here for your 30-days free trial

Is there a contract?

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.

How do I pay Osmos?

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.

Is my data safe?

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.

What happens after my 30-days free trial?

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.

What happens after I close my account?

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.

Can I take my data with me?

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.

Are you a Non-profit or early stage startup?

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

Do you have more questions?

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

BECOME AN OSMOS CLOUD PARTNER

Osmos Cloud is a unique, one-stop business management solution specifically designed for startups and SMEs. It integrates the best of CRM, accounting, and ERP processes, in a user friendly and cost effective solution.

You could be an Osmos Cloud Partner.

Our Different Partnerships programs are:

  • a. Referral Partner
  • b. Certified Partner
  • c. Strategic Partner

Referral Partner

Referral partners receive 20% of every sale they make.

Who can apply?

This program is perfect for those with an audience that would benefit from

Osmos Cloud business management solutions. You may own a high traffic

website or perhaps have a high following on social media, for example.

How does it work?

This is the simplest of the partnership programs:

I. Apply by completing this form

II. Once your application is approved you will receive an email with your user name and

password to access Osmos Cpanel; or you can add a widget to your website to automate

the process so your clients can register themselves.


Providing the referral has selected a paid plan within a 3-month period from the time of subscription, the commission is paid as a lump sum after the second billing cycle (e.g. after the client has paid two months subscriptions). Remember that there's a 30-day free trial before the 1st billing cycle. For more information, see the terms and conditions of our "Referral Partner Program"

Referral Partnership benefits

Osmos Certified Partner

Our next step partnership, certified partners receive 20% recurring revenues (based on 3 partner levels). per client bonuses upon successful onboarding special rates and other add-ons.

Who can apply?

We recommend this "Partnership" program for IT and non-IT business consultants

that specialize in providing services for startups and SMEs.

How does it work?

Apply by completing this form*

If you have been pre-selected by Osmos to become a Certified Partner you are not required to apply and wait assessment.

Your application is assessed. This takes around 10 business days. If we believe you are good fit for the program you will be contacted by email to schedule an interview/demo.

After the interview/demo we will communicate our decision and, if accepted, send the partnership contract and the schedule of commission.

As part of the Certified Partner Program we provide

On-demand training to fit in with your busy schedule

A free Osmos account for your business to use and DEMO account for your potential clients

A website badge certifying you as an official Osmos Partner*

A one-time bonus per client after successful onboarding (paid after the 1st year subscription)

Free leads from Osmos Cloud

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Premium dedicated support and training for customers (billed from partner to customers)

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Special rates and custom made plans

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Recurring commissions paid annually

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API and add-ons for partners upon request

Osmos Strategic Partners

Our partnership program designed specifically for joint ventures

business associations, and other strategic partnerships.

Who can apply?

If you believe your business model, business solution, APP, software, etc.

Can work along Osmos Cloud and

add value to clients we welcome your application.

How does it work?

I. Apply completing this form

II. Your application is assessed. If we believe a strategic partnership will add value we will contact you by email to schedule an appointment to discuss further Key points examined when we assess your application. We'll be looking to see that there are advantages to both businesses. We want such partnerships to add real value to customers and markets in which both businesses operate. The strategic partnership should be considered to be a natural, logical association

Strategic Partnership Benefits



TESTIMONIALS