Manage leads, deals, opportunities, and craft proposals with a single interface.

Hands-free approach that manages follow-ups and sales tasks to increase sales opportunities. Designed for sales teams in need of a CRM with quoting functionality.

From lead generation to deal closure.

Interconnected CRM with Quoting (CPQ) functionality

Manage prospects, create opportunities, sales funnels, and follow up on quotes.

  • Organization and contact management
  • Lead, opportunity, and deal type management
  • Sales forecasting and goals
  • Sales and follow-up automation
  • Quote template creation
  • Quote management
  • Item and pricing catalogs

Sales hub that manages leads and quotes

Save time and reduce errors by elevating your leads and quotes to a sales hub. Manage your entire sales cycle with a single solution. Migrate your leads from these CRMs:

  • Hubspot CRM
  • Insightly CRM
  • Pipedrive CRM
  • Microsoft Dynamics
  • Salesforce CRM

A CRM with unique features to automate and streamline sales

  • Create, manage, and follow-up on leads
  • Create and manage quotes
  • Speed up your quoting process with Osmos eQuote
  • Create tasks, to-dos, goals, and reminders
  • Generate invoices and receive payments
  • Create teams, add users, and customize roles
  • Customize dashboards and reports
  • Integrate Osmos with your favorite sales and productivity tools

How it works?

Osmos harmonizes your sales efforts. Manage leads and craft quotes, all with a single interface. From lead generation to deal closure.

  • Manage Leads
  • Create Quotes
  • Produce Invoices
  • Collect Payments

Connect Osmos to your other sales and productivity tools.

Connect your current CRM, accounting software, ERP, and sales tools. We provide a convenient way to integrate Osmos with tools you already use like your Email, Stripe, PayPal, Xero, QuickBooks, Slack, Twilio, Gmaps, and others.

What do our customers say about us?

I really like the way Osmos creates quotes for me. It helps me keep a standard and neat presentation toward my clients.

Jose Masri
CFO
www.pizarro.com.mx

Osmos has helped me with the quoting process. Long gone are the times of creating quotes using Excel.

Gabriel Alcantara
Sales Manager
partygames.com.mx

What I like about Osmos is that it combines the CRM with the quotes in a seamless manner.

Rodrigo Conde
CEO
https://dimotic.com.mx

With Osmos, I could solve what no other CRM could, create quotes as fast as clients request them.

Lina
Sales Manager
bioservicios.co

FAQ

What benefits can the use of a CRM provide?

  1. Improved customer insights: CRM systems can help businesses to better understand their customers by storing and analyzing data about their interactions and behavior.
  2. Increased sales and revenue: By tracking customer interactions, businesses can identify sales opportunities and improve their marketing and sales efforts.
  3. Increased customer satisfaction: By providing better and more personalized service, businesses can improve customer satisfaction and retention.
  4. Improved efficiency: By automating repetitive tasks and streamlining processes, CRM systems can help businesses to save time and increase efficiency.

How should a CRM be used by a company?

  1. Centralize customer data: A CRM system should be used to store and organize customer data in a central location, so that it can be easily accessed and shared by different teams and departments.
  2. Automate sales and marketing processes: A CRM system can be used to automate repetitive tasks such as lead management, email campaigns, and customer segmentation.
  3. Analyze customer data: A CRM system should be used to analyze customer data and identify trends and patterns that can be used to improve sales and marketing efforts.
  4. Integrate with other systems: Integrate CRM with other systems, such as accounting or inventory management, to ensure a smooth flow of information between departments and to improve data accuracy.
  5. Monitor performance: Use the CRM system to monitor sales, customer service, and marketing performance. This will allow the company to improve their strategy and measure success.

What are the benefits of using Osmos CRM?

Using a CPQ (configure, price, quote) system in conjunction with a CRM (customer relationship management) system can provide a number of benefits for businesses.

One of the main benefits is improved efficiency as the integration of CPQ and CRM systems allows businesses to automate the process of creating and sending quotes, which can save time and increase efficiency.

CPQ systems can ensure that quotes are accurate and consistent by automatically calculating prices and discounts based on predefined rules, which can improve the sales performance. This integration also enhances the customer experience by providing accurate and personalized quotes and streamlining the sales process, businesses can increase revenue and close deals faster.

How does Osmos CRM help me manage leads and deals?

Osmos CRM can be used to capture leads from various sources, such as web forms, email, or social media. It can also be used to organize and prioritize leads based on different criteria, such as lead score or lead source.

It also tracks deals through the sales pipeline, from initial contact to close. It can be used to set up and manage sales stages, such as qualification, proposal, and closing.

When should I use a CRM with a CPQ integration?

You should use a CRM (customer relationship management) system integrated with a CPQ (configure, price, quote) system when you need to streamline and automate the sales process, and improve the accuracy of the quotes and pricing. Additionally, a CRM with CPQ integration can be useful in the following scenarios:

  • High Volume of Quotations: When your company has a high volume of quotations, the automation provided by the integration of CRM and CPQ systems can save time and improve efficiency.
  • Customizable pricing: When your company has different pricing structures for different customer segments, the integration of CRM and CPQ systems can be used to create quotes that reflect these different pricing structures.
  • Integrating Sales and Marketing: When your company wants to integrate sales and marketing efforts, the integration of CRM and CPQ can be used to track leads and deals and create targeted marketing campaigns.