Do I have to use all automations from day one?

No. Start with the essentials (quote creation and follow-ups) and expand as needed. You control which automations are active.

Can I disable or adjust automations later?

Yes. Every automation can be paused, edited, or customized at any time without affecting your data.

Can automations be customized per team member?

Yes. You choose which team members are included, and you can create automations tailored to roles, workflows, or personal styles.

Sales Automation: Close 20% More Deals

10X

Faster Quotes

From 30 minutes to 3 minutes

20%

More Sales

With automated follow-ups

100%

Follow-Up Rate

Never miss an opportunity

0

Manual Work

Focus on selling, not admin

Why it matters: Osmos turns a slow, manual sales process into a fast, predictable system that helps you close more deals without adding more people.

Transform Your Sales Process

Automate everything from quote creation to deal closing. Respond faster, stay organized, and close more deals.

⚡

Lightning Fast Quotes

Create professional quotes in 20 seconds using templates, product catalog, and automatic calculations.

🔄

Smart Follow-Ups

Automatic reminders and sequences ensure no client goes cold. Know exactly when to follow up.

📊

Clear Pipeline View

See every deal, quote, and opportunity at a glance. Automatic alerts keep deals moving forward.

🎯

Real-Time Tracking

Get instant notifications when clients open quotes. Know their interest level immediately.

✅

Task Automation

Tasks and reminders appear automatically. Your team always knows what to do next.

📱

Multi-Channel

Send quotes via WhatsApp, email, or PDF. Track everything in one place.

Ready to Close 20% More Deals?

Join 200+ companies using Osmos to automate their sales process.

Start Your Free Trial

✓ 30 days free ✓ No credit card ✓ Cancel anytime

Powerful Automations Built In

Everything you need to automate your sales process from lead to close.

📝

Quote Automation

The heart of Osmos. Create quotes in seconds with automatic calculations, product catalog, and templates. Osmos' strongest feature and the main reason many clients switch from spreadsheets or generic CRMs.

✓ High-Value Alerts: Automatically flag and notify managers about quotes above a certain amount

✓ Quote Not Opened: Create follow-up tasks if client hasn't viewed the quote after N days

✓ Item-Based Actions: Trigger special workflows based on products in the quote

✓ Deadline Tracking: Automatic reminders based on event dates and deadlines

🔔

Follow-Up Automation

Never lose a deal because you forgot to follow up. Automatic reminders and sequences.

✓ Smart Sequences: Automatic follow-ups based on client behavior and timing

✓ Real-Time Alerts: Get notified the moment a client opens your quote

✓ Engagement Tracking: See which quotes are getting attention and which need a push

✓ Custom Timing: Set your own follow-up intervals and triggers

📈

Deal & Pipeline Management

Keep every deal moving forward with intelligent automation and alerts.

✓ Stage Progression: Deals move forward automatically based on actions

✓ Stalled Deal Alerts: Get notified when deals sit too long in one stage

✓ Priority Tagging: High-value deals get flagged and routed automatically

✓ Pipeline Cleanup: Automatically manage inactive or abandoned deals

🎯

Lead & Task Automation

Capture every lead and ensure your team knows exactly what to do next.

✓ Instant Lead Routing: New leads assigned and notified immediately

✓ Auto-Task Creation: Tasks appear when needed based on events

✓ Smart Tagging: Leads tagged automatically by source, region, or product

✓ Due Date Reminders: Never miss a deadline with automatic alerts

How Sales Automation Works

Simple, powerful, and built for how you actually sell.

01

Quote in Seconds

Load products from your catalog, apply customer-specific pricing, calculate taxes automatically, and send via WhatsApp, email, or PDF. What used to take 30 minutes now takes 30 seconds.

⚡

30 min → 30 sec

02

Track & Follow Up

Get instant alerts when clients open your quote. Automatic follow-up sequences trigger based on their behavior. Know exactly when they're ready to buy without guessing.

👀

Real-Time Tracking

03

Close More Deals

With perfect timing, consistent follow-ups, and zero manual work, you close 20% more deals. Your team focuses on selling while Osmos handles the rest.

🎯

+20% Sales

Stop Losing Deals to Slow Processes

See exactly how Osmos will transform your sales process in a personalized demo.

Schedule Your Demo

✓ See your data live ✓ 15-minute demo ✓ No pressure

Built for Your Entire Team

Everyone benefits from sales automation, from owners to reps.

👔

Owners & Executives

✓ Full visibility into sales pipeline
✓ Less dependency on memory
✓ Accurate sales forecasting
✓ Data-driven decisions
✓ Scalable growth without hiring

📊

Sales Managers

✓ Standardized sales process
✓ Real-time team performance
✓ Alerts for stuck deals
✓ Better coaching opportunities
✓ Control without micromanaging

💼

Sales Reps

✓ Less manual work
✓ Clear next actions
✓ Faster quote creation
✓ Perfect timing on follow-ups
✓ Higher commission checks

Common Questions

No. Automations use simple conditions like amount, stage, days, and tags. The interface is intuitive and requires no coding. If you can use Gmail, you can set up automations in Osmos.

No. Start with quote creation and basic follow-ups. Add more automations as you get comfortable. Most teams start with 2-3 automations and gradually expand.

Yes. Every automation can be paused, edited, or customized at any time. You have complete control and can adjust based on what works best for your team.

Yes. You can create different automation rules for different team members, roles, or territories. This lets you match your real sales process.

Most teams see immediate time savings on quote creation (within the first day). Increased sales from better follow-up typically shows within 2-4 weeks as the automation handles your pipeline consistently.

Yes. You can send quotes via WhatsApp, email, or PDF. The system tracks all interactions regardless of channel, so you have complete visibility.

Start Automating Your Sales Today

Join 200+ companies closing 20% more deals with Osmos.

Start Free Trial Book a Demo

✓ 30-day free trial
✓ No credit card required
✓ 5-minute setup
✓ Full support included