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 Chrome 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.

What are you waiting for to amaze your team and your customers?

Free 15 day trial - no obligation