Clients profile, contact and billing information.
Send quotes instantly by email.
Convert quotes into invoices with a click.
Easy to track due and past due payments
The Osmos eQuote self-service solution is made for businesses that constantly send quotes. It works as a sales Omnichannel that handles customer quote requests from Facebook, Whatsapp, websites, blogs, phone and email. It works and looks like an eCommerce, but made for quotes. In the backend businesses have access to all quote requests. They can review, edit and send quotes in matter of seconds. And there is more, you can create invoices in a single click, track payments and follow on quotes easily. Best of all, all on the Cloud.
Clients can e-sign quotes, and also interact with them by accepting, rejecting or requesting changes with a click. After any interaction, your team gets notified instantly. MORE: No more calling, downloading, printing, signing and scanning documents; everything is taken care with the use of our quote interaction and team notifications.
When creating a quote or proposal you are automatically notified of product and service availability for selected dates and times. MORE: You can discover as well what services have a high demand for selected dates and times or consult the product and service calendar.
Send electronic invoices when needed, and have clients pay with credit card or charge cards over the phone with our Stripe integration. Safe, reliable and secured.
At a glance discover the client status on the different activities of your sales processes and how important is the customer for your business. Easily tell the current quote situation, if there's a contract assigned or if a payment is past due. MORE: You can as well discover who is the sales rep, since when is the customer being your client, how many past purchases he has made and the score assigned to him and reviews about your business.
Send automated quotes and additionally receive, send or reply emails from Osmos. Keep a log of all emails and communication and learn when your emails are read. MORE: You can integrate any Gmail, Yahoo, Bing, Outlook or Webmail account using SMTP.
Never miss a payment or overbill a client. Easy follow up on paid, due and past due payments. Send automated electronic receipts and past due payment reminders by email.
Analyze and assess your business performance with ready-to-use graphic reports and tables. MORE: Discover your conversion rates, sales by item, by category, by region, method of contact, profits, financials, accounting and many other reports.
Convert quotes to invoices with a single click.
Easy to calculate and to pay sales rep commissions. With the automated calculation of commissions assign a percentage per sales rep and decide when these commissions are paid. MORE: You can filter and pay commissions when the sale is made or when the full payment has been received.
Opening an account is as simple as creating a Gmail account
Freedom to 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 backup every on state of the art AWS servers.
Simple to learn and ready to use from day one
Define your user's roles and assign credentials based on responsibilities.
Try it for 30 Days for free and cancel anytime.
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
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Account Payables Main Features
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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
