---
title: "Osmos Cloud Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Osmos Cloud Software - reviews, pricing plans, popular comparisons to other CPQ products and more."
source_url: "https://www.capterra.com/p/147620/Osmos-Cloud/"
page_type: "product"
language: "en"
---

# 

 Osmos Cloud Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on September 16, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Osmos Cloud

## What is Osmos Cloud?

Osmos is the most convenient CRM-for-Quoting. You can manage prospects like you would in any CRM, but you can also create and send estimates/quotes 10X faster than any of your current methods. A sales automation solution for businesses. - A single source of truth for all your quotes, proposals, and client communication - Cloud quoting that lets you send quotes on the go, from anywhere - Proposal follow-up automation that saves time and helps close more deals - Integration with business operations like inventory, accounting, and leads

## What is Osmos Cloud used for?

[CPQ](https://www.capterra.com/cpq-software/)[Business Management](https://www.capterra.com/business-management-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/)

Top alternative

Featured

Overall rating

Based on 2 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$5

Per User, Per Month

Free trial  
available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Osmos Cloud?[Manage this product listing](https://www.g2.com/products/osmos-cloud-crm/claim_requests/new?auto=true)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Osmos Cloud

5.0 (2)

VS.

[4.6 (1,486)](https://www.capterra.com/p/127994/Jobber/reviews/)

Starting Price

$5

Per User, Per Month

Starting Price

$39

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (2)

Ease Of Use

4.6 (1,446)

Value For Money

0.0 (0)

Value For Money

4.4 (1,249)

Customer Service

4.5 (2)

Customer Service

4.6 (1,399)

## Osmos Cloud alternatives

[4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

Highest Rated

[4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting price

$9.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[4.2 (1,331)](https://www.capterra.com/p/135618/Odoo/reviews/)

Starting price

$31.10

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

83%

of reviewers

rated it above 4 stars

[4.4 (3,329)](https://www.capterra.com/p/120109/Xero/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

## FAQs about Osmos Cloud

Overview

### What company size and specific industries is Osmos Cloud built for?

Osmos Cloud is designed for businesses that send 80 to 250 or more quotes per month, especially in technology distribution, industrial and parts distribution, solar, HVAC, equipment rental, and B2B services. It fits organizations with active quoting needs across these operational sectors.

Features and Usability

### What are the key features of Osmos Cloud?

Osmos Cloud offers client management, contact management, and lead management for organizing customer records and sales activity. It also includes task management, reminders, interaction tracking, reporting & statistics, and performance metrics, plus customizable fields and templates, data import/export, electronic payments, and third-party integrations.

Integrations

### Which third-party tools and platforms does Osmos Cloud integrate with?

Osmos Cloud integrates with 5 third-party tools and platforms, including IMAP, SMTP, QuickBooks Bi-Directional Synchronizer, Stripe, and WhatsApp. These integrations cover email, accounting, payments, and messaging connections for connecting Osmos Cloud with common business systems.

Getting Started and Support

### What training and onboarding options does Osmos Cloud offer?

Osmos Cloud provides webinars and documentation to help teams get started. Webinars offer live or recorded guided sessions for learning core features, while documentation gives written reference material for setup steps, feature details, and ongoing support as users work through the product.

Getting Started and Support

### What customer support options does Osmos Cloud offer?

Osmos Cloud provides Email/Help Desk, FAQ/Forum, Knowledge Base, and Chat support. These channels give users several ways to get help, find answers, and resolve issues. No reviewer feedback about support quality, response times, or helpfulness is available for this product.

## Features

AI summary

Based on 6,813 CPQ reviews

Capterra data shows that buyers of business management software rank the following features as their top priorities:

-   **Workflow Management** (**57%** of reviewers rated this feature as critical)
-   **Client Management** (**57%**)
-   **Task Management** (**55%**)

Osmos Cloud includes **Client Management** and **Task Management**, giving teams a way to organize customer relationships and keep day-to-day work on track. However, it does not offer **Workflow Management**. Instead, it provides other highly rated features, including **Mobile Access** (**57%**) and **Billing & Invoicing** (**55%**), helping businesses stay connected while away from the office and manage payments more efficiently, allowing teams to maintain visibility across client work and core operations.

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Client Management

Manage contact details and communication with clients

Contact Management

Manage, organize, and store contact information

CRM

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Customizable Fields

Customize data fields to support various needs and use cases

Customizable Templates

Pre-designed layouts that can be customized to match preferences and requirements

Osmos Cloud 23 features

### All Features
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Client Management: Manage contact details and communication with clients
- Contact Management: Manage, organize, and store contact information
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Data Import/Export: Import and export data to and from software applications
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Electronic Payments: Electronically collect payments for goods or services
- Financial Management: Plan, manage, and track the financial activities of an individual or organization
- Interaction Tracking: Track interaction history by documenting conversations for contacts
- Inventory Management: Track and manage inventory levels to maintain proper supply
- Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process
- Mobile Access: Access software remotely via mobile devices
- Order Management: Manage and track customer orders for goods, investments, or any other purchases
- Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Sales Automation: Automate processes to manage leads, contacts, opportunities and sales activities
- Task Management: Create, manage and track all task activities and progression
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing
- Vendor Management: Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

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## Pricing

Free Trial

Pay-as-you-go

$5.00

Per User,Per Month

Essential

$33.00

Per User,Per Month

Professional

$59.00

Per User,Per Month

## Integrations

[

WhatsApp](https://www.capterra.com/p/180345/WhatsApp/)[

Stripe](https://www.capterra.com/p/123889/Stripe/)[

SMTP](https://www.capterra.com/p/180513/SMTP/)[

QuickBooks Bi-Directional Synchronizer](https://www.capterra.com/p/10004120/QuickBooks-Bi-Directional-Synchronizer/)[

IMAP](https://www.capterra.com/p/10027940/IMAP/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.5 (2)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.5 (2)

4.5

Based on 2 reviews

## User reviews

Overall rating

5.0

Based on 2 reviews

Filter by rating

5(2)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

GA

Gabriel A.

### "Great help to manage my business operations"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

0.0

0.0

Customer Service

4.0

4.0

Likelihood to Recommend

0/10

January 11, 2016

I think there is not software like this one anywhere. I previously used accounting software to manage my business, but they are not made for managements, just accounting. Osmos has the right balance between business management and accounting. It surely saved me a lot of time :)

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

January 11, 2016

Thank you, I am glad it is useful for your business!

RD

Rodrigo D.

Owner

### "Easy to use a lot of features "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

0.0

0.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

December 4, 2015

The software is simple to use with lot's of features. Good for businesses. Pros: I like the structure and design. Cons: There are more features than the ones I require

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

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