Features of the Sellsy
CRM Suite
Marketing
Send highly targeted email and SMS campaigns with dynamic segments.
Redactor
Create sales proposals in your own image. You can also create contracts or any type of dynamic document.
Email synchronization
Connect your mailbox and find your exchanges (and those of your team) for each contact.
Shared calendar
Connect your calendars and work more efficiently as a team.
Make an appointment
Simply send an appointment link to your calendar.
Task management
Create and share tasks within your team so you never forget anything.
SIRENE directory
Enrich your customer files with legal and financial information directly from the SIRENE database.
Contact enrichment
Enhance your customer knowledge with enriched data (email, phone, photo, LinkedIn link...)
Activity tracking
Manage the activities of your sales team: appointments, calls, tasks...
Product catalog
Easily create your products and services catalog, as well as your sales prices.
Advanced privilege management
Precisely control access rights for your employees or groups of employees.
Reporting
A consistent set of reports to analyze your business performance.
Map view
View your clients on a map to facilitate the organization of your appointments.
Custom fields / SmartTags
Create your own criteria to better qualify and segment your customer file.
Telephony integration
Connect Ringover to Sellsy to access a full web service natively connected to your CRM.
Powerful API
Easily access your data and connect Sellsy to your favorite tools.
Zapier Integration
Easily retrieve your leads from most lead generation applications on the market.
Wordpress plugin
Easily integrate a Sellsy contact form on your Wordpress site.
Mobile application
Take your CRM with you everywhere thanks to our app available for iOS and Android.
Support
Support your customers by email with collaborative ticket management.
Gmail extension
Harness the power of Sellsy directly in your Gmail account.
Marketing source management
Track the performance of your different marketing channels.
Customer area
Give your customers access to an interface to view their documents and support tickets.
Advanced Segments
Create dynamic multi-criteria segments to fine-tune your prospecting campaigns.
Import / export data
Import and export your data easily from an Excel or csv file.
File management
Benefit from a dedicated storage space for each of your customers.
Email synchronization
Connect your mailbox and find your exchanges (and those of your team) for each contact.
SIRENE directory
Enrich your customer files with legal and financial information directly from the SIRENE database.
Product catalog
Easily create your products and services catalog, as well as your sales prices.
Advanced privilege management
Precisely control access rights for your employees or groups of employees.
Reporting
A consistent set of reports to analyze your business performance.
Custom fields / SmartTags
Create your own criteria to better qualify and segment your customer file.
Powerful API
Easily access your data and connect Sellsy to your favorite tools.
Customer area
Give your customers access to an interface to view their documents and support tickets.
Advanced Segments
Create dynamic multi-criteria segments to fine-tune your prospecting campaigns.
Import / export data
Import and export your data easily from an Excel or csv file.
All types of documents
Manage your invoicing with purchase orders, delivery notes and proforma invoices.
Price category
Define several sales prices, VAT or accounting codes for your products.
Price exception
Use specific rates for targeted customers.
Promotions management
Apply your promotional operations on your products and services
Variation management
Easily create variations for your products (colors, sizes, etc.).
Payment deadlines
Help your customers pay their bills with payment deadlines.
Subscription
Create recurring invoices quickly and easily.
EcoTax and VAT rebates
Set up the eco-tax on your products and manage the VAT rebates (e.g. CEE eco-energy bonus).
Public payment page
Give your customers the possibility to view and pay their invoices online.
Customize the chart of accounts
Adapt the chart of accounts to your company (or leave it to your accountant).
Automatic dunning
Set up email reminder plans for your invoices and quotes.
Reminder by mail
Send your reminders by mail directly from Sellsy.
SEPA Export
Download your SEPA files for your customer and supplier invoices.
Aging Balance
Facilitate your collection and improve your cash flow vision with the aging balance.
Down payments management
Create down payments and set their amount on your customers' records.
Credit note management
For a simple and clean invoicing, create credit notes in one click.
Multi-currency
Issue your sales and purchase documents in any currency.
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Multilanguage
Draw up your sales and purchase documents in any language.
Shipping and packaging cost management
Manage your carriers and their prices, as well as your packaging costs.
E-commerce connection
Connect your e-commerce site to Sellsy to automate the creation of your documents.
Accountant access
Give your accountant free access to Sellsy to manage and verify your invoices.
Subledger accounting
Automate the creation of sub-accounts for your customers and suppliers according to your requirements.
Action traceability
Visualize all the actions made by your collaborators on the sales and purchase documents.
Real-time bank synchronization
Consolidate all your bank accounts into one clear interface.
Custom reporting
Define your own categories and subcategories to classify your operations.
Automatic categorization
Automatically classify your feeds with our algorithm to save time.
Deferred debit card management
Connect your corporate cards to retrieve details of your projected expenses.
Upload of transaction receipts
Facilitate exchanges with your accountant by adding a receipt to each transaction.
Analytical follow-up of the cash flow
View your cash flow graphically or in your summary table by category.
Estimated budget
Easily establish your 3, 6, or 12 month budget forecast.
Sellsy invoicing integration
Enrich your cash flow forecasts with your outstanding invoices.
Integration of your Sellsy purchases
Complete your cash flow projections by synchronizing your purchases from Sellsy.
Actual vs. Forecast
Monitor the difference between actual and budget to adjust your forecasts and follow your objectives.
Simulation of settlement dates
Project your supplier and customer payments into your cash flow.
Multi-scenario
Simulate your business assumptions, evaluate their impact and choose the best strategy
Data export
Export in 1 click your cash flow data to complete your tracking files.
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