5 Days Success Track
🚀 Welcome to your new era with Osmos! Setting up a CRM doesn't have to be an endless process. This guide is designed to transform......
Questions about Customization (FAQ)
Customization & Scalability Can Osmos be customized for my industry or workflow? Yes. Osmos is highly flexible and can be customized for different industries and......
Questions about Security, Language and Support (FAQ)
Security, Language & Support How secure is my data in Osmos? All information in Osmos is protected using industry-standard encryption. Data is encrypted in transit......
Questions about Automations and AI (FAQ)
Automation, AI & Reports Can I automate follow-ups, reminders, and quote expirations? Yes. Osmos allows you to set automatic reminders for quotes that haven’t been......
Questions about Integrations (FAQ)
Integrations & Data Does Osmos integrate with QuickBooks or Xero? Not yet. Osmos is planning direct integrations with major accounting tools like QuickBooks and Xero......
Questions about Quoting (FAQ)
Quoting and Invoicing Can I quote in different currencies? Yes. Osmos allows you to create quotes in multiple currencies. You can set your default currency......
Accessing Osmos and Mobility (FAQ)
Access & Mobility Can I use Osmos on my mobile device or tablet? Yes. Osmos works on any modern smartphone or tablet through your web......
Users, Access and Permissions (FAQ)
Users, Access & Permissions How many people can access Osmos under one account? Each workspace in Osmos can include as many users as you need.......
Osmos Plans
Osmos Plans Osmos offers three main plans. - Pay-as-you-Go This plan includes the same features as the Essential plan. - Essential includes: - Registering contacts,......
Pricing & Billing (FAQ)
Pricing & Billing How much does Osmos cost? Osmos offers three main plans. - Pay-as-you-Go plan costs $4.99 USD per user per month, plus $1......
Osmos Overview
Product Overview What problems does Osmos solve? Osmos automates the sales process for B2B companies by centralizing everything in one place — from leads and......
Member Profile
In the "Member Profile" section, you can update your profile picture, change your password, earn money/credit using your referral link, and allow the Osmos support......
