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
Clients can request quotes and proposals from your website. You just need to embed our ready-to-use form. Customize and choose what information is required to be registered by your customer. MORE: Display products or services images as an e-commerce cart or use a drop-down list, show or hide prices, automatically calculate the delivery cost by region, decide if the quote is sent automatically after submission or if approval is required before being sent.
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 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.
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
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.
We recommend this "Partnership" program for IT and non-IT business consultants
that specialize in providing services for startups and SMEs.
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.
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
Premium dedicated support and training for customers (billed from partner to customers)
Special rates and custom made plans
Recurring commissions paid annually
API and add-ons for partners upon request
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
"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
