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