--- title: Osmos Cloud CRM Reviews meta_title: 'Osmos Cloud CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Osmos Cloud CRM works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 2 scale: '5' date_modified: '2026-05-10' parent_category: name: Quote Management url: https://www.g2.com/categories/quote-management --- # Osmos Cloud CRM Reviews **Vendor:** Osmos Cloud **Category:** [CPQ Software](https://www.g2.com/categories/cpq) **Average Rating:** 4.3/5.0 **Total Reviews:** 2 ## About Osmos Cloud CRM Osmos Cloud is a cloud business management software (ERP) that is integraded with a customer relationship management (CRM) and reporting section that included accounting (BI) for micro and small business owners. ## Osmos Cloud CRM Reviews ### 1. Excellent app for making budgets. **Rating:** 5.0/5.0 stars **Reviewed by:** Erick Serna M. | Digital Marketing Strategist, Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2022 **What do you like best about Osmos Cloud CRM?** It is designed for the Latin, Mexican market, integrates invoicing, SAT, and excellent support in Spanish. **What do you dislike about Osmos Cloud CRM?** Everything is fine, just improve the graphical interface a little. **What problems is Osmos Cloud CRM solving and how is that benefiting you?** Make budgets easily and professionally, keep a collection calendar, reminders, and send invoices. ### 2. Decent program for CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Halil Olsoy K. | co founder, Small-Business (50 or fewer emp.) **Reviewed Date:** March 17, 2022 **What do you like best about Osmos Cloud CRM?** Good application if you need to generate leads, follow up your pipeline, organization management, etc. Task reminder, email solutions and calendar management is also a plus **What do you dislike about Osmos Cloud CRM?** the pricing of the application could be less, monthly fees seem a bit expensive **What problems is Osmos Cloud CRM solving and how is that benefiting you?** following up clients and portfolios, organizing calender ## Osmos Cloud CRM Discussions - [What is Osmos Cloud CRM used for?](https://www.g2.com/discussions/what-is-osmos-cloud-crm-used-for) - [View Osmos Cloud CRM pricing details and edition comparison](https://www.g2.com/products/osmos-cloud-crm/reviews?open_modal_url=%2Fproducts%2Fosmos-cloud-crm%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fosmos-cloud-crm%252Freviews%26source%3Dsticky_header_pin§ion=pricing&secure%5Bexpires_at%5D=2026-08-10+22%3A45%3A16+-0500&secure%5Bsession_id%5D=1ed89e9a-9ab3-4708-acd7-d7b3108e1171&secure%5Btoken%5D=1afa96d1a35d94ebaeda3e3e1c0676f00114657860eefc4a79df52e299670e96&format=llm_user) ## Osmos Cloud CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Additional Functionality** - AI Copilot - Electronic Signature - Approval Process Control - Customer History - Workflow Management - Reminders - Automated Quoting - Price/Margin Management - Contact Management - Drag & Drop - Pricing and Cost Calculations - Calendar Management - Catalog Management - Client Portal - Discount Management - Real-Time Data - Proposal Generation - Billing & Invoicing - Generative AI - Customizable Branding - Template Management - Document Management - Estimating - Email Management - Third-Party Integrations - Reporting & Statistics - Access Controls/Permissions - Customizable Fields - CRM - Pricing Management - API - Accounting Integration - Activity Dashboard - Contract/License Management - Electronic Payments - Audit Trail - Quotes/Estimates **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Configuration - cpq** - Product Catalog - Guided Selling - Configuration Rules - Price Configuration - Visual Configuration **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Pricing** - Pricing Flexibility - Discounting - Commerical Rules - Terms and Conditions - Approval Workflow - Renewals **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Quoting** - Grouping - Version Control - Quote Document Generation - Ordering - Contracts - Approval Process Control **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Admin** - Configuration Ease of Admin - Pricing Administration - Workflow Management - Document Management - Contact Management - Discount Management - Catalog Management - Contract/License Management - Renewal Management - Price/Margin Management - Order Management **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Channels** - Mobile User Support - Channel Partner Support - eCommerce **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Platform** - CRM Integration - Integration API - Internationalization - Scalability - Reporting and Dashboards - ERP Integration - Activity Dashboard - Third-Party Integrations **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Generative AI - cpq** - Dynamic Quoting - Dynamic Pricing - Personalized Sale Recommendations **Additional Functionality** - Price and Cost Calculations - Data Visualization - Rules Engine - Real-Time Data - Quotes/Estimates - Audit Trail - Drag & Drop - Access Controls/Permissions - Sales Automation - Document Storage - AI Copilot - CRM - Customizable Templates - Product Configurator - Self Service Portal - Forecasting - Bills of Material - Multi-Currency - Generative AI - Customizable Branding - Electronic Signature - Document Templates - Reporting & Statistics **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top Osmos Cloud CRM Alternatives - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,841 reviews) - [Accelo](https://www.g2.com/products/accelo/reviews) - 4.3/5.0 (661 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,687 reviews)