All Categories Getting Started How to get Started with your CRM

How to get Started with your CRM

My name is Rodrigo, and I am the VP of Product and Osmos founder. I have created this "Getting Started" guide to give you a path on how to start with Osmos CRM.

Let me start by defining the difference between a lead or deal

Lead definition: A lead, also known as a potential customer or prospect, can have slightly different interpretations depending on the context. In simple terms for us, a "lead" refers to a person to whom we want to offer something, typically a product or service.

Deal definition: A deal refers to a specific sales opportunity or transaction between a business and a lead. A deal typically progresses through various stages in a sales pipeline, starting from the initial contact with a lead and concluding with the successful closure of the sale.

I am confident that if you follow these steps, you will understand how simple it is to use Osmos CRM for managing your leads. Grab a piece of paper and let's start.

1. Define your sales pipeline on paper

Do not skip this step. If you do not set up your sales pipeline and do not define your sales team's activities, how can they work with leads.

Sales pipeline definition: A sales pipeline is a step-by-step process that helps your business manage and track deals from start to finish. It allows you to visualize and organize your deals, helping you understand where each potential customer is in the sales process.

How do you define your sales pipeline?

Grab a piece of paper and define your sales pipeline if you haven't done it yet.

  • Identify stages: Define the different stages your customers go through, like "Prospect," "Qualified Lead," "Proposal Sent," "Negotiation," and "Closed-Won." To each stage assign a color.

  • Define criteria: Determine specific criteria for a customer to move from one stage to another. For example, a "Qualified Lead" may need to provide contact information and express interest.

2. Make a list of activities performed by your sales team

Activities refer to the various actions and tasks performed by sales representatives when working with leads and deals. These activities are tracked in CRMs to enhance customer satisfaction and improve sales opportunities.

Here is a list of the most common activities used by other businesses:

  • Appointment

  • Phone call

  • Demos

  • Email

  • Meeting

  • Trip

  • Quote

  • Follow-up

  • Notes

Take the same piece of paper and make a list of the activities that your team performs.

3. Setup your sales pipeline

This sets the stage for effective sales management.

In here you can find the guide on how to setup your sales pipeline


4. Create the list of activities

This helps your sales team make important annotations about the deal.

In here you can find the guide on how to create sales activities


5. Add Widgets from the Dashboard or Module

The widgets are designed to assist you in evaluating your sales and member's performance. They offer a diverse range of reports and graphs that provide practical insights into how your business is performing.

You have the flexibility to apply different filters within these widgets to present data that corresponds to various timeframes.

Some of the filters are:

  • Current month

  • Last month

  • Last 3 months

  • Last 12 months

  • Custom Range

You can set default filters for widgets, customizing timeframes, and saving them in the widget for quick access.


To add widgets to your dashboard, click the "+" sign


To add widgets from your Member Profile, click on "Add Widget" within the Appearance section

Here you can find the guide on how to add widgets to the lead module


6. Add your email to Osmos

Add your company email to the CRM, so you can automate follow-ups and keep tabs on all the important conversations.

In here you can find the guide on how to add your email to Osmos


7. Add your team to Osmos

Rally the troops by inviting your team to join your workspace and collaborate towards your sales goals.

In here you can find the guide on how to invite team members to Osmos


8. Add your first "Contact"

A "Contact" refers to the client or person who serves as your main point of contact for a sale. Contacts are essential for creating leads, deals, and quotes.

In here you can find the guide on how to create a contact in Osmos


9. Convert the contact into a "Lead"

In Osmos, a lead can be understood simply as a "Contact" that is marked as a lead to make it accessible within the lead module.

In here you can find the guide on how to create a lead in Osmos


10. Add a "Deal" to the "Lead"

A "Deal," also known as an "Opportunity," is a fundamental component of a CRM. It serves as the foundation for making a sale. When a lead is generated, it is assigned one or more deals, which are then pursued through various stages in the sales pipeline with the goal of closing the deal and achieving a successful sale.

In here you can find the guide on how to create a deal in Osmos


11. Record and "Activity"

In here you can find the guide on how to record an activity in Osmos


12. Update the "Deal Stage"

In here you can find the guide on how to update the deal stage in Osmos