10X Faster Quoting
and 30% + sales opportunities with the power of sales automation
Uncover hidden sales opportunities through the magic of automation. At its core, Osmos CRM simplifies lead targeting, streamlines quote creation, and ensures those all-important follow-ups!
Use Quotes as Sales Tools - Make your quotes persuasive and informative, turning them into effective sales tools.
Whether you are working from home, a coffee shop, on the road, or the office; your sales quote inflow will never stop. Create, send, and review estimates from any device, no matter where you are.
Gain your clients' trust by sending them professional quotes within minutes of their request.
Design your own quote templates within minutes
Send professional quotes and estimates by email in PDF format or as an electronic version.
Get started by setting up your product catalog. Add single products and services or upload your full catalogo via spreadsheet. Keep track of your items, taxes, inventory, and send professional quotes in seconds.
Make Osmos the central element of your sales cycle by handling leads, quotes, tasks, and other sales activities.
Lead creation and management
Automate quote inquiries with Osmos eQuote
Create tasks, to-dos, goals, and reminders
Generate invoices and receive payments
Create user, assign roles, and add them to teams
Build dashboards and reports
With over 20 app integrations
Osmos harmonizes your sales efforts. Manage leads and craft quotes, all with a single interface. From lead generation to deal closure.
I really like the way Osmos creates quotes for me. It helps me keep a standard and neat presentation toward my clients.
1. This type of software can help you save time by automating the quoting process. It is similar to a proposal software.
2. It can help you create more accurate quotes and proposals, by providing access to up-to-date pricing information and product data.
3. It can help you win more business, by making it easier to create professional looking proposals.
1. Upload the catalog of products and services into Osmos.
2. Create a contact or lead profile in the CRM.
3. Assign a quote or proposal to your contact or lead. Add and select the items, clauses and any other information to the quote.
4. Select your preferred quote template and click send. The proposal is automatically generated and sent to the contact.
5. Automated follow-up emails and reminders are scheduled.
Osmos CRM is a cloud-based customer relationship management (CRM) software that helps teams track and manage their customer relationships and quotes online.
Osmos provides teams with a central database to store all their proposals and customer information. The software includes tools to help teams track their interactions with customers, manage their pipeline of deals, and close more sales.
Contact management: Osmos provides users with a central place to store and manage all their customer and prospect contact information.
Opportunity management: Osmos helps users track and manage their sales opportunities, from initial contact to closed deal.
Pipeline management: Osmos CRM provides users with a visual representation of their sales pipeline, so they can see where each opportunity is at in the sales process.
Osmos CRM is a cloud-based customer relationship management (CRM) solution that helps teams manage their pipeline. The software includes features for contact management, deal tracking, and opportunity management. Osmos CRM also offers a mobile app* for iOS and Android devices.
Osmos offers a number of integrations that can be extremely beneficial for businesses. These integrations include:
Salesforce: This integration allows businesses to sync their Osmos CRM account with their Salesforce account. This can be extremely beneficial as it allows businesses to manage their customer relationships and quotes (CPQ) in one place.
QuickBooks: The QuickBooks integration allows businesses to sync their financial data with their Osmos CRM account, specifically their quotes and proposals. This can be extremely helpful in keeping track of income.
Google Calendar: The Google Calendar integration allows businesses to sync their calendar with their Osmos. This can be extremely helpful in keeping track of appointments and meetings.