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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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.

Description

Quote Manager CPQ for Microsoft Dynamics 365 is a robust add-on that seamlessly integrates with the Microsoft Dynamics 365 platform. This solution empowers your sales team to quickly generate and distribute professionally branded quotes within minutes. Unique to Dynamics 365, Quote Manager CPQ ensures that all setup, configuration, and data management occur within the same system, allowing for complete customization and the use of standard features like queries, charts, views, and workflows. The quoting system leverages Excel's export/import functionality for easy modifications to the Product Database, and it also utilizes PowerBI dashboards and PowerApps for enhanced analytics. Furthermore, the output of quotes can be tailored using standard Word Templates or through various additional tools. With Quote Manager CPQ, users can efficiently search through an extensive catalog of over 10,000 products, applying filters by category, make, supplier, and product description. Additionally, the platform allows for the easy addition of products to quotes, enabling customization of layouts that include comments and subtotals, along with the ability to edit descriptions as needed. This comprehensive solution not only streamlines the quoting process but also enhances overall sales productivity.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365 No 
Microsoft Excel No 
Microsoft Power Apps No 
Microsoft Power Automate No 
Microsoft Power BI No 

Integrations

Microsoft Dynamics 365 Yes 
Microsoft Excel Yes 
Microsoft Power Apps Yes 
Microsoft Power Automate Yes 
Microsoft Power BI Yes 

Pricing Details

$15 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

$17 per month per user
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Osmos Cloud

Founded

2014

Country

Canada

Website

osmoscloud.com

Vendor Details

Company Name

CRM Dynamics

Founded

2013

Country

United Kingdom

Website

www.crm-dynamics.co.uk

Product Features

Business Management

Billing & Invoicing Yes 
CRM Yes 
Employee Management Yes 
Financial Management Yes 
Inventory Management Yes 
Marketing Management Yes 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing Yes 
Scheduling No 
Time & Expense Tracking Yes 
Training Management No 
Vendor Management Yes 

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management No 
Self Service Portal No 
eCommerce No 

Product Configurator

2D Drawing No 
3D Modeling Yes 
Analysis & Constraints No 
Custom Pricing Options Yes 
Inventory Management No 
Recommendation Engine No 
eCommerce No 

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration Yes 
Contact Management Yes 
Content Repository No 
Document Management Yes 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management Yes 
Requirements Management No 
Revision Management No 
Task Management No 
Templates Yes 
Version Control No 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal No 
Contact Management Yes 
Customer Accounts No 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation No 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management No 

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