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What is Osmos Cloud CRM?

Osmos is a cutting-edge sales quoting software that automates your entire quoting process. This tool allows you to create, send, and track quotes and estimates effortlessly throughout your day! By simplifying the quote generation process, Osmos saves you significant time while also reducing your workload. It consolidates all sales quotes in one place, making it easy for you and your sales team to access them within minutes. Whether you are working from home, enjoying a coffee in a café, on the go, or at your desk, Osmos ensures a seamless flow of quotes. You can generate, dispatch, and evaluate quotes from any device, no matter where you are located. Furthermore, Osmos delivers real-time sales insights and forecasts via customizable dashboards. You can oversee quotes, monitor your sales team, manage leads, track sales activities, and create reports that facilitate strategic decision-making for the future. Enjoy complete freedom and flexibility in designing your quotes, all achieved quickly through our user-friendly drag-and-drop interface, making the quoting process not only effective but also tailored to your unique business requirements. This innovative approach empowers users to take full control of their quoting tasks, enhancing productivity and ensuring that every quote meets their specific criteria.

What is Kaseya Quote Manager?

Kaseya's Quote Manager is set to transform your sales process into a more efficient and effective operation. By simplifying quoting and procurement, it aims to significantly enhance revenue generation. This innovative tool provides you with a strategic edge in the competitive sales landscape. With our user-friendly cloud platform, every team member can effortlessly create quotes and close sales, leading to greater success for Managed Service Providers (MSPs). The drag-and-drop editor allows for quick and easy quote creation, resulting in well-designed and branded documents. MSPs can save valuable time, bypassing the lengthy 20-minute process typically involved. Transitioning to modern electronic quotes will not only improve efficiency but also minimize the need for revisions and expedite the sales cycle. Say goodbye to the cumbersome and slow process of hardware acquisition; our automation streamlines the workflow, reducing rework and enhancing overall productivity. By adopting this forward-thinking solution, businesses can eliminate tedious manual tasks and significantly boost their operational efficiency. Embrace the future of quoting with Kaseya and watch your sales soar.

Media

Media

Integrations Supported

Autotask PSA
ConnectWise PSA
Datto RMM
QuickBooks Online
Xero

Integrations Supported

Autotask PSA
ConnectWise PSA
Datto RMM
QuickBooks Online
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$15 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Osmos Cloud

Date Founded

2014

Company Location

Canada

Company Website

osmoscloud.com

Company Facts

Organization Name

Kaseya

Date Founded

2000

Company Location

United States

Company Website

www.kaseya.com/products/msp-quoting-software/

Categories and 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

Categories and Features

MSP

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

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