Product Overview
What problems does Osmos solve?
Osmos automates the sales process for B2B companies by centralizing everything in one place — from leads and quotes to deals and optional payments. You can create leads, send quotes in minutes, and track every step without using Excel or email chains. It helps teams sell remotely, stay organized, and maintain a consistent, faster quoting workflow wherever they are.
What type of businesses is Osmos designed for?
Osmos is built for small and mid-sized service and distribution businesses that send many quotes every month — typically more than 50. It works best for industries such as event planning, cleaning services, camera and security installers, consultants, travel agencies, and other service-oriented companies that regularly prepare quotes or proposals.
What makes Osmos different from other CRM tools?
Osmos includes everything a CRM does — you can manage leads, clients, and deals — but it also allows you to send and track quotes directly inside the same system. You don’t need two separate tools for sales and quoting, which avoids duplication and keeps all your client and quote information perfectly aligned.
What makes Osmos different from other quoting tools?
Unlike most quoting tools that only focus on document generation, Osmos connects quotes to your entire sales pipeline. You can create and send a quote in less than a minute, track every opportunity, assign tasks, and automate follow-ups. The goal is not just to send quotes — it’s to automate your whole sales process from request to payment.
What is the main purpose of Osmos?
The main purpose of Osmos is to help you sell more efficiently by automating your quoting and sales workflows. It provides one unified place to manage contacts, quotes, deals, and reports, helping your team stay consistent and organized. With Osmos, you spend less time managing files and more time closing sales.
How can I know if Osmos is right for my business?
If your business sends quotes, estimates, or proposals — especially more than 50 per month — Osmos will likely make a noticeable difference. It’s ideal if you manage deals, work with repeat clients, or want to automate follow-ups and get visibility on your sales performance. If you want to know exactly how your business is doing in real time, Osmos is a good fit.
Where is Osmos located?
Osmos is legally based in Montreal, Canada, where its product development and operations are managed.
In which countries is Osmos offered or supported?
Osmos is available and supported across North America, Latin America, Europe, and Oceania. Its interface supports multiple languages and currencies, making it suitable for businesses that operate internationally.
How long does it take to start using Osmos?
Most companies can start using Osmos within a few hours. Setting up your account, branding, and templates usually takes about 30 minutes. The most time-consuming part is uploading your item catalog, since that depends on whether you already have product names, descriptions, and prices ready. In total, setup takes around three hours, excluding catalog preparation.
How difficult is it to learn Osmos for a new team?
Osmos is straightforward to learn, even if your team has been using Excel or email for quotes. The workflow is logical — leads → quotes → deals — and most sales reps adapt within their first week. Once they see how much faster they can send quotes and track clients, the transition becomes smooth and well-accepted.
