Osmosis
VerifiedOsmosis reimagines CRM as a shared conversational space for team learning and deal management.
What is Osmosis?
Osmosis creates an open environment where all team members can follow account activity in real time. A single message from a representative can advance a deal stage, trigger reminders, or notify colleagues, with the system maintaining a complete history accessible to everyone. Specialized AI agents handle tasks such as stage updates, case creation, offer drafting, and forecast narration. These tools operate in the background so that structured information emerges directly from ongoing discussions without extra manual entry. The platform offers tailored interfaces for sales representatives, customer success staff, managers, and finance teams. Each view highlights relevant details like stalled deals or time-phased forecasts, reducing the need for separate training or repeated status requests.
Key features
What you can use Osmosis for
Natural Conversation-Based Deal Updates
Reps post messages in shared channels and AI agents like Deal Updater automatically update pipeline stages, set reminders, and save history without forms.
Role-Based Dashboard Views
Sales reps access open deals and next-best-action suggestions, managers see stalled deals highlighted, and finance views weighted quarterly forecasts with AI narratives.
Automated Pipeline and Case Management
Case Manager creates cases with SLA timers from chat, Forecast Narrator explains pipeline health, and Offer Drafter builds offers directly from conversation.
How to use Osmosis
- 1Request a demo at app.osmosis.io
- 2Join shared team channels on the open floor
- 3Post a natural message about a deal or case
- 4Review automatic updates from AI agents
- 5Check role-based dashboard for insights and suggestions
Osmosis pricing
Pricing model: Paid. Plan details are indicative — check the site for current prices.
Enterprise
- Request a demo
Editor's verdict
Pros
- +Updates from messages eliminate manual form filling
- +Whole team visibility and learning from real deal history
- +Dashboards auto-populate without extra work
Cons
- –No pricing information available
- –Built as hackathon project, production status unclear
- –No mobile or desktop apps mentioned
Our take: Osmosis is a solid productivity choice. It's valued for updates from messages eliminate manual form filling and whole team visibility and learning from real deal history. The main trade-off is no pricing information available. Best when you need reliable, professional output.
Frequently asked questions
Osmosis is a CRM where teams collaborate on an open floor of shared channels so deals, cases, and forecasts update automatically from natural conversation.
Summary
Osmosis is a solid productivity choice. It's valued for updates from messages eliminate manual form filling and whole team visibility and learning from real deal history. The main trade-off is no pricing information available. Best when you need reliable, professional output.
User reviews
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