Osmos helps service providers create quotes faster, standardize pricing and service packages, capture service requests online, and automate follow-ups—so you close more jobs without extra admin work.
📝
Custom Quote Templates Build multiple templates inside Osmos
📦
Service Catalog Rates, packages, and add-ons in one place
🌐
Online Requests (eQuote) Capture complete information upfront
💬
Send Anywhere WhatsApp, email, or PDF
🔔
Auto Follow-Ups Never miss an opportunity
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Visual Pipeline Track every opportunity at a glance
10X
Faster Quoting
3 min
Average Quote Time
+28%
Sales Increase
200+
Companies Trust Osmos
If This Sounds Familiar, Osmos Fixes It
Service providers lose deals for predictable reasons. Osmos turns quoting into a simple, repeatable process.
⏱️
Quoting Takes Too Long
You're copying data manually into PDFs and emails, wasting 30-45 minutes per quote.
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Inconsistent Follow-Ups
You rely on memory or sticky notes instead of automated reminders. Deals slip through the cracks.
💰
Pricing Varies by Person
Different team members quote different rates for the same service. No consistency.
❓
Incomplete Requests
Reps waste hours chasing basic information from prospects before they can even quote.
🔍
No Clear View
You don't know what's pending, won, or lost without digging through endless emails.
How Service Providers Win More Deals with Osmos
From request to closed deal: The complete Osmos workflow for service businesses
Who Osmos Is For
Osmos works well for service providers across industries who send quotes regularly and need faster response times.
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Marketing & Creative
Agencies, paid media, web design, SEO, video production
💻
IT & Technical
IT consultants, MSPs, integrators, automation services
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Professional Services
Accountants, bookkeepers, consultants, training providers
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Field Services
HVAC, electrical, plumbing, maintenance, installations
🏢
Commercial Services
Cleaning, security, facilities services
🎉
Events & Rentals
Equipment rentals, event services, setup/tear-down teams
✓ If your business sends quotes weekly (or daily), Osmos is a strong fit.
What You Can Do in Osmos
1 Build Your Quote Templates Inside Osmos (Use One or Many)
Design your quote template to match what you already use—or create something new.
📄
Multiple Templates
Create templates inside Osmos (no "one-template-only" limitation)
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Flexible by Need
Use different templates by service type, business unit, language, or region
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Stay Consistent
Standardize terms, scope notes, and deliverables so the team stays consistent
2 Quote Faster Using a Service Catalog
Build your service catalog once, then quote faster every time.
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Service Items
Hourly, fixed, packages
➕
Add-Ons
Rush fee, travel fee, extra visit, warranty, support plan
♻️
Reusable Content
Descriptions and notes (less typing, fewer mistakes)
3 Capture Requests Online with Osmos eQuote
Save your reps hours every week. Osmos eQuote is a client-facing request experience that feels like a mix between a contact form and an ecommerce flow.
It helps clients submit the details you need upfront, so your sales reps don't waste time chasing basic info.
What eQuote Helps You Do:
✓ Collect structured info (scope, dates, location, preferences, attachments)
✓ Reduce incomplete requests and back-and-forth
✓ Respond faster with cleaner, more accurate quotes
✓ Route requests to the right person or pipeline stage
eQuote captures client requests with structured information
📋 Example flows:
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Maintenance Plan
Client selects package + add-ons → submits request
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IT Setup
Client picks service type + timeline + site details → submits
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Installation
Client uploads photos/specs → selects options → submits
4 Send Quotes Where Clients Actually Reply
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WhatsApp Direct messaging
Send quotes directly through WhatsApp for instant delivery and quick responses
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Email & PDF Professional delivery
Traditional email or PDF download - whatever your clients prefer
Speed up approvals with fewer steps between request → quote → "approved"
5 Follow Up Automatically (Without Being Annoying)
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Smart Reminders
Create reminders and tasks tied to quote activity
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Keep Moving
Keep quotes moving without relying on memory
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Team Consistency
Improve consistency across reps and across days
6 Track Everything in a Clear Pipeline
See all opportunities in one organized pipeline
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Clear Visibility
See what's new, sent, negotiating, won, or lost
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Prioritize Work
Know what needs attention today
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Team Alignment
Keep your team aligned on one process
Excel vs Generic CRM vs Osmos for Service Providers
See how different solutions compare for service businesses that send quotes regularly.
| Feature | 📊 Excel / Sheets |
💼 Generic CRM |
🚀 Osmos |
|---|---|---|---|
| Fast quote creation using a catalog | ❌ | ⚠️ | ✅ |
| Quote templates for consistent layout | ⚠️ | ⚠️ | ✅ |
| Send by WhatsApp / email / PDF | ⚠️ | ⚠️ | ✅ |
| Follow-up automation for quotes | ❌ | ⚠️ | ✅ |
| Clear pipeline for opportunities | ❌ | ✅ | ✅ |
| Online request capture (eQuote) | ❌ | ❌ | ✅ |
| Optional invoices / sales orders | ❌ | ✅ | ✅ |
Ready to Quote Faster and Follow Up Automatically?
Build your templates, set up your catalog, and start sending quotes in seconds.
30-day trial • No credit card • Support included
How It Works
Get started with Osmos in 5 simple steps
1
Add Your Services & Packages
Build your service catalog with rates, packages, and add-ons (or import a starter list)
2
Build Your Quote Templates
Create one or more templates inside Osmos - match your current format or design new ones
3
Set Up eQuote (Optional)
Let clients request services online with all the details you need
4
Create & Send Quotes
Generate quotes in seconds and send by WhatsApp, email, or PDF
5
Follow-Ups & Pipeline Tracking Do the Rest
Automated follow-ups keep deals moving, and your pipeline shows what needs attention today
Frequently Asked Questions
Can I build my own quote templates inside Osmos?
Yes. You can design templates inside Osmos based on what you use today or create new ones, and you can have more than one template.
What is Osmos eQuote?
It's an online request experience that combines the simplicity of a contact form with the structure of an ecommerce-style request—so clients submit the right details upfront.
Can I send quotes by WhatsApp?
Yes. You can send quotes through WhatsApp as part of your workflow.
Do I need to use CRM features to start?
No. You can start with quoting + follow-ups and expand later if needed.
Are invoices and sales orders required?
No. Invoices and sales orders are optional.
Can I standardize pricing for my team?
Yes. Your service catalog helps keep pricing and descriptions consistent across your team.