Setting up a CRM doesn't have to be an endless process. This guide is designed to transform the way you sell in just 5 days. The goal of Osmos is simple: to help you quote faster, organize your team, and, above all, close more deals through automation.

Follow this...

Arrange your Reports dashboard (drag, drop, reorder)

Use the global date range and compare periods

Export data and visuals from any report

Apply report filters, change chart types, and save report views.

Let me start by defining the difference between a lead and a deal:

Lead definition:

Can I automate follow-ups, reminders, and quote expirations?
Yes. Osmos allows you to set automatic reminders for quotes that haven’t been accepted and for overdue payments. You can also define expiration dates for your quotes so clients receive a notification before the quote expires. Reminder intervals and messages can be customized per workspace.

Does...

Can Osmos be customized for my industry or workflow?
Yes. Osmos is highly flexible and can be customized for different industries and workflows. You can add custom fields across modules, create specific templates, and organize data using tags or filters that match your business structure.

Will Osmos scale as my company grows and adds more...

How secure is my data in Osmos?
All information in Osmos is protected using industry-standard encryption. Data is encrypted in transit (via HTTPS/TLS) and at rest on Amazon Web Services (AWS) servers in the United States. Access to customer workspaces is role-based, and regular backups ensure your information can be restored if needed.

Does...

Does Osmos integrate with QuickBooks or Xero?
Not yet. Osmos is planning direct integrations with major accounting tools like QuickBooks and Xero in the near future (expected around 2026–2027). For now, you can export your data manually or connect through automation tools like n8n or Zapier once those connectors are released.

Can I connect Osmos...

Can I quote in different currencies?
Yes. Osmos allows you to create quotes in multiple currencies. You can set your default currency and then choose a different one when creating a quote. Exchange rates can be entered manually based on your preferred conversion rate or company policy.

Does Osmos support automatic exchange rates?
No. Exchange rates...

Can I use Osmos on my mobile device or tablet?
Yes. Osmos works on any modern smartphone or tablet through your web browser. The platform is fully responsive, meaning you can view, edit, and send quotes, check your pipeline, and manage contacts directly from your mobile device without installing anything.

Is there a mobile app...

How many people can access Osmos under one account?
Each workspace in Osmos can include as many users as you need. There’s no hard limit — you can add all your team members who need to manage leads, quotes, deals, or any other section. Every user is billed individually, and you can customize...

Pay-as-you-Go

This plan includes the same features as the Essential plan.

Essential includes:

Registering contacts, creating leads and deals.

Creating and sending quotes by email or WhatsApp.

Designing your own quote templates.

Uploading your product catalog with prices, descriptions, and images.

Creating tasks, reminders, and goals for your team.

Managing users and defining access permissions.

Adding quote...

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 USD for each new contact added (each contact is billed only once, regardless of how many quotes you send).

Essential plan costs $33 USD per month, or $24.90 USD per month if you choose the...

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...

Payments must always be initially recorded in the Quotes Module in order to appear in the Payment Module. This process allows you to enter a payment directly linked to a...

In this guide, you’ll learn how to adjust and manage your inventory so you can create sales orders.

NOTE: You can create multiple eQuotes, assign them to different team members, and display different products and designs.

In this guide, you’ll learn how to quickly and easily clone a quote.

For example, if you’re asked for the same quote with the same items,...

In this guide, you’ll learn how to convert a quote into a sales order, what’s required, and how to void a...