Features of the Sellsy
CRM Suite
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60faaf186f066b7b5ce25778_feature-icon-marketing.avif)
Marketing
Send highly targeted email and SMS campaigns with dynamic segments.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60faaf18f078eee6c085baa0_feature-icon-redactor.webp)
Redactor
Create sales proposals in your own image. You can also create contracts or any type of dynamic document.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60faaf187bedd698427daa4c_feature-icon-sync-email.webp)
Email synchronization
Connect your mailbox and find your exchanges (and those of your team) for each contact.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60fac82394fc9f3aa57d42ce_feature-icon-agenda-partage.webp)
Shared calendar
Connect your calendars and work more efficiently as a team.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60fac8236e7df6ba15f7a66b_feature-icon-rdv.webp)
Make an appointment
Simply send an appointment link to your calendar.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60fac8237bedd683c37e3a2d_feature-icon-gestion-taches.webp)
Task management
Create and share tasks within your team so you never forget anything.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60fac945f5a36b8b6f8c7837_feature-icon-sirene.webp)
SIRENE directory
Enrich your customer files with legal and financial information directly from the SIRENE database.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60fac9451b0508478ebff295_feature-icon-enrichissement-contacts.webp)
Contact enrichment
Enhance your customer knowledge with enriched data (email, phone, photo, LinkedIn link...)
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60fac94654977d3cc3131f0a_feature-icon-suivi-activite.webp)
Activity tracking
Manage the activities of your sales team: appointments, calls, tasks...
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60faca3d615ddf23c62b9162_feature-icon-catalogue-produit.webp)
Product catalog
Easily create your products and services catalog, as well as your sales prices.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60faca3d21b2204f2d47bddb_feature-icon-gestion-avance-privileges.webp)
Advanced privilege management
Precisely control access rights for your employees or groups of employees.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60faca3dad7cbff36ae3314b_feature-icon-reporting.webp)
Reporting
A consistent set of reports to analyze your business performance.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60facb6bcef6e140ea9dec93_feature-icon-vue-map.webp)
Map view
View your clients on a map to facilitate the organization of your appointments.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60facb6b4a59b310c121a096_feature-icon-smart-tags.webp)
Custom fields / SmartTags
Create your own criteria to better qualify and segment your customer file.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60facb6bde4719b40585d805_feature-icon-integration-telephonie.webp)
Telephony integration
Connect Ringover to Sellsy to access a full web service natively connected to your CRM.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60facc4ab3bbc0016582b484_feature-icon-puissante-api.webp)
Powerful API
Easily access your data and connect Sellsy to your favorite tools.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60facc4a615ddfdf722b978b_feature-icon-integration-zapier.webp)
Zapier Integration
Easily retrieve your leads from most lead generation applications on the market.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60facc4a94fc9f80ff7d5b77_feature-icon-plugin-wordpress.webp)
Wordpress plugin
Easily integrate a Sellsy contact form on your Wordpress site.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60facdba76319428ae4043d4_feature-icon-app-mobile.webp)
Mobile application
Take your CRM with you everywhere thanks to our app available for iOS and Android.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60facdb957d0453bca7deec3_feature-icon-support.webp)
Support
Support your customers by email with collaborative ticket management.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60facdba419159476d907801_feature-icon-extension-chrome-gmail.webp)
Gmail extension
Harness the power of Sellsy directly in your Gmail account.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60facf621b050862e5c00383_feature-icon-gestion-sources-marketing.webp)
Marketing source management
Track the performance of your different marketing channels.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60facf62615ddf2a542ba6c4_feature-icon-espace-client.webp)
Customer area
Give your customers access to an interface to view their documents and support tickets.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60facf629b7d98ce621c43cc_feature-icon-segments-avance%CC%81s.webp)
Advanced Segments
Create dynamic multi-criteria segments to fine-tune your prospecting campaigns.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60fad018421466bd095d26f9_feature-icon-import-export-donnees.webp)
Import / export data
Import and export your data easily from an Excel or csv file.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60fad01819e3165dd1767123_feature-icon-gestion-fichiers.webp)
File management
Benefit from a dedicated storage space for each of your customers.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60faaf187bedd698427daa4c_feature-icon-sync-email.webp)
Email synchronization
Connect your mailbox and find your exchanges (and those of your team) for each contact.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60fac945f5a36b8b6f8c7837_feature-icon-sirene.webp)
SIRENE directory
Enrich your customer files with legal and financial information directly from the SIRENE database.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60faca3d615ddf23c62b9162_feature-icon-catalogue-produit.webp)
Product catalog
Easily create your products and services catalog, as well as your sales prices.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60faca3d21b2204f2d47bddb_feature-icon-gestion-avance-privileges.webp)
Advanced privilege management
Precisely control access rights for your employees or groups of employees.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60faca3dad7cbff36ae3314b_feature-icon-reporting.webp)
Reporting
A consistent set of reports to analyze your business performance.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60facb6b4a59b310c121a096_feature-icon-smart-tags.webp)
Custom fields / SmartTags
Create your own criteria to better qualify and segment your customer file.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60facc4ab3bbc0016582b484_feature-icon-puissante-api.webp)
Powerful API
Easily access your data and connect Sellsy to your favorite tools.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60facf62615ddf2a542ba6c4_feature-icon-espace-client.webp)
Customer area
Give your customers access to an interface to view their documents and support tickets.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60facf629b7d98ce621c43cc_feature-icon-segments-avance%CC%81s.webp)
Advanced Segments
Create dynamic multi-criteria segments to fine-tune your prospecting campaigns.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60fad018421466bd095d26f9_feature-icon-import-export-donnees.webp)
Import / export data
Import and export your data easily from an Excel or csv file.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60fad4ec21b220ba3347f542_feature-icon-tous-types-documents.webp)
All types of documents
Manage your invoicing with purchase orders, delivery notes and proforma invoices.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60fad4ec94fc9f42877d74de_feature-icon-categorie-tarifaire.webp)
Price category
Define several sales prices, VAT or accounting codes for your products.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60fad65b10b1cf7651df02eb_feature-icon-exception-tarifaire.webp)
Price exception
Use specific rates for targeted customers.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60fad65cd3d38e1943176a06_feature-icon-gestion-promotions.webp)
Promotions management
Apply your promotional operations on your products and services
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60fad65d19e316a30b769027_feature-icon-gestion-declinaisons.webp)
Variation management
Easily create variations for your products (colors, sizes, etc.).
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60fad749cef6e1a5339e29f7_feature-icon-echeances-paiement.webp)
Payment deadlines
Help your customers pay their bills with payment deadlines.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60fad74957d0453fe17e3256_feature-icon-abonnement.webp)
Subscription
Create recurring invoices quickly and easily.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60fad7494214667d955d6890_feature-icon-ecotax-remises-ttc.webp)
EcoTax and VAT rebates
Set up the eco-tax on your products and manage the VAT rebates (e.g. CEE eco-energy bonus).
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60fad9fdef194f560e4fffbe_feature-icon-page-publique-paiement.webp)
Public payment page
Give your customers the possibility to view and pay their invoices online.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60fad9fd1564c091ce519547_feature-icon-personnalisation-plan-comptable.webp)
Customize the chart of accounts
Adapt the chart of accounts to your company (or leave it to your accountant).
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60fad9fe3d01d47d286424f4_feature-icon-relance-automatique.webp)
Automatic dunning
Set up email reminder plans for your invoices and quotes.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60fadbc5ef194f8f9c500610_feature-icon-relance-courrier.webp)
Reminder by mail
Send your reminders by mail directly from Sellsy.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60fadb8c0d2d7d7e58d99645_feature-icon-export-sepa.webp)
SEPA Export
Download your SEPA files for your customer and supplier invoices.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60fadb8c0d2d7d2fbbd99646_feature-icon-balance-agee.webp)
Aging Balance
Facilitate your collection and improve your cash flow vision with the aging balance.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60fadd2acec05d26ec6a5c7a_feature-icon-gestion-acomptes.webp)
Down payments management
Create down payments and set their amount on your customers' records.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60fadd2a712cff7a1586917b_feature-icon-gestion-avoirs.webp)
Credit note management
For a simple and clean invoicing, create credit notes in one click.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60fadd2a6f86641efbcd16bb_feature-icon-multi-devises.webp)
Multi-currency
Issue your sales and purchase documents in any currency.
.
.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60fadec16f066b2e10e3767f_feature-icon-multi-langues.webp)
Multilanguage
Draw up your sales and purchase documents in any language.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60fadec142146626b25d9478_feature-icon-gestion-frais-port-emballage.webp)
Shipping and packaging cost management
Manage your carriers and their prices, as well as your packaging costs.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60fadec1763194559140a23c_feature-icon-connexion-ecommerce.webp)
E-commerce connection
Connect your e-commerce site to Sellsy to automate the creation of your documents.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60fae009161b985242b31508_feature-icon-acces-expert-comptable.webp)
Accountant access
Give your accountant free access to Sellsy to manage and verify your invoices.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60fae009f82373fc8d9ff208_feature-icon-comptabilite-auxiliaire.webp)
Subledger accounting
Automate the creation of sub-accounts for your customers and suppliers according to your requirements.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/60fae0096bfbf32bae5ef792_feature-icon-tracabilite-actions.webp)
Action traceability
Visualize all the actions made by your collaborators on the sales and purchase documents.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/6234aa7b30052f1a7d04fd6c_icon-sync-bank.webp)
Real-time bank synchronization
Consolidate all your bank accounts into one clear interface.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/6234aa7b9b279ee3dbec72c0_icon-reporting.webp)
Custom reporting
Define your own categories and subcategories to classify your operations.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/62388b66ccc0723561d4cb62_Frame%20908.webp)
Automatic categorization
Automatically classify your feeds with our algorithm to save time.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/62388fb8230e0c071f6b34d9_Frame%20909.webp)
Deferred debit card management
Connect your corporate cards to retrieve details of your projected expenses.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/6234aa7cddf52aaf2671efec_Frame%20906.webp)
Upload of transaction receipts
Facilitate exchanges with your accountant by adding a receipt to each transaction.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/6238a69c2a97780c7faec77f_icon-costs.webp)
Analytical follow-up of the cash flow
View your cash flow graphically or in your summary table by category.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/6234aa7cddf52af01571efed_icon-budget%201.webp)
Estimated budget
Easily establish your 3, 6, or 12 month budget forecast.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/6234ab304f0885ab2d73ec77_icon%20integration.webp)
Sellsy invoicing integration
Enrich your cash flow forecasts with your outstanding invoices.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/6234aa7abac3439a98827adf_Frame%20907.webp)
Integration of your Sellsy purchases
Complete your cash flow projections by synchronizing your purchases from Sellsy.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/6234aa7b1912ce3c8144f518_icon-done-upcoming.webp)
Actual vs. Forecast
Monitor the difference between actual and budget to adjust your forecasts and follow your objectives.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/62388fb8230e0c071f6b34d9_Frame%20909.webp)
Simulation of settlement dates
Project your supplier and customer payments into your cash flow.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/6234aa7b36df5062e01227e1_icon-scenarios.webp)
Multi-scenario
Simulate your business assumptions, evaluate their impact and choose the best strategy
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/6234aa7ac4b5b513b8e5ca02_Frame.webp)
Data export
Export in 1 click your cash flow data to complete your tracking files.
![](https://cdn.prod.website-files.com/6058a411307dccf59c654f37/610279a5f9c62500e5e12de5_shape-trio.webp)
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