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Description
Provide personalized sales experiences by utilizing comprehensive contact and account management tools. Focus your marketing efforts effectively by creating custom HTML emails aimed at distinct customer groups. Monitor your sales journey from initial lead generation to opportunity development, pricing, and finalizing deals through a structured sales pipeline. Streamline your workflow by automating routine tasks, such as setting reminders for calls and emails, distributing brochures, and managing lead entries. Generate reports on all data housed within your CRM, encompassing activities, leads, tasks, sales figures, and financial records. After each client meeting, quickly generate quotes using the integrated quoting system. Keep your product information and images organized to easily produce dynamic presentations for the products you wish to showcase. Additionally, enhance your customer engagement by utilizing analytics to refine your approach and track the success of your strategies.
Description
Osmos is an innovative sales quoting software designed to fully automate your quoting process. With this tool, you can effortlessly generate, dispatch, and track quotes and estimates throughout your workday! By streamlining the quote creation process, Osmos not only saves you valuable time but also minimizes your workload. It centralizes all sales quotes, ensuring easy access for both you and your sales team in just minutes. Whether you're at home, in a café, traveling, or at the office, Osmos guarantees that the flow of quotes remains uninterrupted. You can craft, send, and assess quotes from any device, regardless of your location. Additionally, Osmos provides real-time sales insights and forecasts through customizable dashboards. You can monitor quotes, track your sales team, manage leads, oversee sales activities, and produce reports to support informed decision-making for the future. Experience complete autonomy and adaptability in designing your own quotes, all accomplished in a few minutes with our intuitive drag-and-drop interface. This makes the quoting process not only efficient but also highly personalized to meet your specific business needs.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$15 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
BuddyCRM
Founded
2012
Country
United Kingdom
Website
buddycrm.com
Vendor Details
Company Name
Osmos Cloud
Founded
2014
Country
Canada
Website
osmoscloud.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management