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Quoting/Estimating software that empowers salespeople by helping them send quote sales 10X faster and close more deals effortlessly
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Q: when do us early adopters get upgraded to V2?
rod_desa
May 15, 2024A: Hello Paul,
V2 is a different offering. We will be launching a deal soon.
Regards
Share Osmos
Q: Hi, How do the leads and clients end up in Osmos CRM?
Is it done manually, via email, via a link, via QR Code?
And does this deal come with a Osmos ChatBot as you have on your site?
rod_desa
May 15, 2024A: Hello,
The leads are added by you manually to the CRM. You have to create the records.
We do not offer ChatBots.
Regards
Share Osmos
Also, in regards to 100 quotes per month, and in any month assuming that I receive 150 enquiries, I would only be able to quote on 100 and would have to wait until next month to quote the other 50 is this correct?
And do you plan to incorporate QR Code SMS Lead acquisition and messaging?
Verified purchaser
Hello,
Yes, that is correct. If you want to send 150 quotes, but your plan only includes 100, then you will have to wait until the counter resets.
We do not have plans to add QR or SMS lead acquisition.
Regards
Q: Is there an integration with Zapier or other similar tool?
rod_desa
May 15, 2024A: Sorry, we do not have integrations as for now.
Share Osmos
Verified purchaser
Not for now, but we will be having one later.
Q: hi unable to use app sumo code for activation i send a request for an account activation
rod_desa
May 15, 2024A: Hello,
What do you mean you are unable to use the code? Can you please elaborate or reach our support team so we are able to help you.
Thank you
Share Osmos
hi
unable to create a new account at your website, https://www.osmoscloud.com/
hence i can't login and apply code
Verified purchaser
You need to use the link provided when you click on redeem directly from Appsumo.
Q: Hi, looks like a great program.
My use case is for a contractor. I have the following questions:
1) I understand that V2 is on its way. I need to know, very clearly, if the upgrades in V2 will be included. I'd like to get the software but am unsure if I should wait ir buy it, now. I'd get it now if I'll be grandfathered into the new system. I'll wait if not.
2) Your website has changed and you no longer offer a business plan. With what current plan is this offer most closely associated?
3. Is there an ability to save notes in a customer file with this software?
4. Is there a way to get or send customer emails with this software? If not, is there an integration that allows it to happen?
5. If the customer pays through the app, will they be automatically given a receipt? If they made a partial payment, will they be given a re empty that reflects a balance after the payment was made?
6. Does the client have a file, such that pictures, invoices, documents, quotes, etc are kept in one place?
7. Does this software support form automation? It would be nice for dealing with insurance companies, large contractors, or repeat customers!
8. Does this software support online booking? If not, is there an integration for that?
9. We plan to use an answering service, and wondered if the seats could be increased to accommodate a few more people?
10. Are there any white label options available or coming with this deal?
Thx.
rod_desa
May 15, 2024A: Hello,
I appreciate your many questions; it makes it clear that you are looking for something really specific for your industry. I will try to be concise:
1) I understand that V2 is on its way. I need to know, very clearly, if the upgrades in V2 will be included. I'd like to get the software but am unsure if I should wait ir buy it, now. I'd get it now if I'll be grandfathered into the new...
Share Osmos