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Struggling with disjointed business processes? Sellsy software offers a streamlined solution. This robust platform integrates customer relationships, sales, invoicing, and cash flow management. Explore Sellsy’s innovative features and discover a more efficient way to run your business.

Sellsy Specifications

Time Tracking

Task Management

Reporting

Budget Management

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What Is Sellsy Software?

Overview

Sellsy is a comprehensive, cloud-based Customer Relationship Management (CRM) suite. It’s designed to cater to the needs of businesses across various industries, providing them with a robust platform to manage their customer relationships, sales, invoicing, and cash flow. It streamlines processes, enhances efficiency, and ultimately drives growth.

What Is Sellsy Software Best For?

The software is known for its comprehensive, all-in-one business management solution. It stands out from its unique Cash Management by RocketChart feature. This tool synchronizes your bank transactions for up-to-date records and allows you to generate customized reports, automatically categorize transactions, forecast your cash flow, and create multiple scenarios for better financial planning.

Sellsy Software Pricing

The following are the pricing plans:

Prospecting & Sales

  • Essentials - €35/HT /user /month
  • Advanced - €54/HT /user /month
  • Enterprise - €83/HT /user /month

Invoicing & Management

  • Standard - €39/user /month
  • Elite - €59/user /month
  • Evolution - €79/user /month

Suite CRM

  • Standard - €59/user /month
  • Elite - €95/user /month
  • Evolution - €119/user/month

Cash Management

  • Standard - €79/month
  • Elite - €119/month
  • Evolution - €189/month
The software offers various pricing plans that cater to the evolving needs of many organizations. Request for a custom Sellsy cost.

Disclaimer: The pricing is subject to change.

Sellsy Software Integrations

The software integrates with third-party applications, including:

How Does Sellsy Software Work?

Here is how you can start with the software:

  • Log in using your credentials
  • Access all features, tools, and modules from the dashboard
  • Choose your preferred language (English or French) and adjust other settings as needed
  • Easily create, update, and share work requirements with your team using the “Task Management” feature
  • Stay updated on projects and track activities with the robust “Reporting” tool
  • Oversee all team activities using the “Activity Tracking” module
  • Provide comprehensive customer support using the “Customer Support” feature
Schedule a free Sellsy demo and learn about its functionalities.

Who Is Sellsy Software For?

Sellsy software is designed for businesses of all sizes, from small startups to large-scale organizations. It’s particularly beneficial for companies, such as:

  • Sales
  • Marketing
  • Administrative
  • Financial sectors

Is Sellsy Software Right For You?

Are you seeking a comprehensive, all-in-one business management solution that streamlines your processes and drives growth? If so, Sellsy Software might be the perfect fit for you.

Sellsy software is built with security and scalability in mind. It uses advanced security measures to protect your data and can easily scale as your business grows. This ensures that Sellsy can meet your needs now and in the future.

One of the key challenges that Sellsy software addresses is the fragmentation of business processes. Its comprehensive feature set combines customer relationship management, sales, invoicing, and cash flow management into one platform. Using this feature saves you from having to use several different tools and streamlines your workflow.

Still not sure if Sellsy software is right for you? Contact our customer support team at 661-384-7070, who will help you make the best decision.

Sellsy Features

This feature allows you to manage your contacts effectively. It provides a centralized location for all your customer data, ensuring that you have quick and easy access to critical information. With this feature, you can track all customer interactions, from emails and calls to meetings and sales transactions. This comprehensive view of your customer interactions helps improve communication and fosters stronger relationships.

how it worksSee How It Works

Sellsy’s Invoicing feature allows you to create and manage invoices efficiently. It automates the invoicing process, ensuring timely billing and improving cash flow. You can customize your invoices with your branding, set up recurring invoices for ongoing services, and even send automated reminders for overdue payments. This feature saves time and helps maintain a professional image with your customers.

how it worksSee How It Works

With just a few clicks, you can effortlessly create and share tasks with your team, making collaboration seamless. Its efficient tracking mechanism ensures that no task is overlooked or forgotten. Experience easy and efficient project management tailored to your business needs with Sellsy.

how it worksSee How It Works

Staying informed about the status and performance of various aspects of a business is essential for making informed decisions and taking appropriate action. Real-time reports can provide a wealth of information on projects, sales, marketing, and other key metrics.

how it worksSee How It Works

Sellsy’s Automation feature saves time by automating repetitive tasks. Whether sending follow-up emails, updating contact records, or scheduling meetings, automation can handle it. This increases productivity by freeing your team’s time to focus on more strategic tasks. Plus, with automation, you can ensure consistency in your processes, leading to improved customer experiences.

how it worksSee How It Works

Pros and Cons of Sellsy

Pros

  • Simplifies invoicing process
  • User-friendly interface
  • Streamlines various business processes
  • Cloud-based accessibility

Cons

  • Might be overwhelming for beginners
  • Requires time to fully explore
  • Customer service can be improved, according to some Sellsy reviews

Sellsy Pricing

Prospecting & Sales (Standard)

The simplest offer for VSEs

eyeeye

View Price

What's Included

  • Create customizable quotes

  • Manage your contacts (prospects, customers, suppliers)

  • Manage your contacts (prospects, customers, suppliers)

  • Enrich your contact data with the SIRENE database

  • Dynamically manage your business (up to 2 commercial pipelines)

  • Synchronize your emails & calendars

  • Follow the activities of your sales team (appointments, tasks, calls...)

  • Manage your product catalog

  • 10 custom fields to segment your database

  • Key reports and statistics for making strategic decisions

Prospecting & Sales (Advanced)

To optimize the management of your SME.

eyeeye

View Price

What's Included

  • All the features of Standard, and:

  • Customer support by phone

  • Performance indicator monitoring dashboard

  • Exclusive and per-collaborator reports to customize your sales strategy

  • Customizable reports (on quotation)

  • Dynamically manage your business (up to 20 commercial pipelines)

  • 50 custom fields to refine your database segmentation

  • 200 electronic quote signatures offered/year

Prospecting & Sales (Evolution)

For hyper-growth SMEs. From 10 users

eyeeye

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What's Included

  • All the features of Elite, and:

  • A dedicated account manager

  • Advanced Onboarding

  • Personalized follow-up with periodic points

  • Unlimited pipelines

  • Unlimited custom fields

  • 500 electronic quote signatures offered/year

  • Free company import (5000 lines max.)

  • 20% discount on accompanying hours packs

Invoicing & Management (Standard)

The simplest offer for VSEs.

eyeeye

View Price

What's Included

  • Create quotes, invoices, purchase orders & deliveries, proforma invoices

  • Manage your contacts (prospects, customers, suppliers)

  • Manage your product catalog

  • 10 custom fields to segment your database

  • 50 electronic signatures of documents offered/year

  • Secure online payment

  • Automate the follow-up of unpaid invoices

  • Manage your recurring billing (subscriptions)

  • Plans, journals & bank reconciliation

  • Free access for your accountant

Invoicing & Management (Elite)

To optimize the management of your SME.

eyeeye

View Price

What's Included

  • All the features of Standard, and:

  • Customer support by phone

  • 50 custom fields to fine-tune your database management

  • 200 electronic signatures of documents offered/year

  • Customize your unpaid invoice reminder scenarios

  • Performance indicator monitoring dashboard

  • Exclusive and per-collaborator reports to customize your sales strategy

  • Customizable reports (on quotation)

Invoicing & Management (Evolution)

For hyper-growth SMEs. From 10 users.

eyeeye

View Price

What's Included

  • All the features of Elite, and:

  • A dedicated account manager

  • Advanced Onboarding

  • Personalized follow-up with periodic points

  • Unlimited custom fields

  • 500 electronic signatures of documents offered/year

  • Unlimited automatic dunning scenarios

  • Free company import (5000 lines max.)

  • 20% discount on accompanying hours packs

Suite CRM ( Prospecting & Sales + Invoicing & Management ) (Standard)

The simplest offer for VSEs.

eyeeye

View Price

What's Included

  • Create customizable quotes

  • Manage your contacts (prospects, customers, suppliers)

  • Enrich your contact data with the SIRENE database

  • Dynamically manage your business (up to 2 commercial pipelines)

  • 10 custom fields to segment your database

  • Key reports and statistics for making strategic decisions

  • Create invoices, purchase orders & delivery, proforma invoices

  • 50 electronic signatures of documents offered/year

  • Secure online payment

  • Automate the follow-up of unpaid invoices

Suite CRM ( Prospecting & Sales + Invoicing & Management ) (Elite)

To optimize the management of your SME.

eyeeye

View Price

What's Included

  • All the features of Standard, and:

  • Customer support by phone

  • Dynamically manage your business (up to 20 commercial pipelines)

  • 50 custom fields to refine the segmentation of your database

  • Performance indicator monitoring dashboard

  • Exclusive and per-collaborator reports to customize your sales strategy

  • Customizable reports (on quotation)

  • 200 electronic signatures of documents offered/year

  • Customize your unpaid invoice reminder scenarios

Suite CRM ( Prospecting & Sales + Invoicing & Management ) (Evolution)

For hyper-growth SMEs. From 10 users.

eyeeye

View Price

What's Included

  • All the features of Elite, and:

  • A dedicated account manager

  • Advanced Onboarding

  • Personalized follow-up with periodic points

  • Unlimited pipelines

  • Unlimited pipelines

  • Unlimited custom fields

  • 500 electronic signatures of documents offered/year

  • Unlimited automatic dunning scenarios

  • Free company import (5000 lines max.)

Cash Management ( Complementary tool ) (Essential)

The simplest offer for VSEs.

eyeeye

View Price

What's Included

  • Banks included: 1

  • Users included: 1

  • Scenarios included: 1

  • Create your custom categories

  • Automatically categorize your feeds

  • Visualize your cash flow graphically

  • Develop your Provisional Budget

  • Analyze the Achieved / Budget variance

  • Manage your main forecast

  • Synchronize your invoices and purchases

Sellsy Reviews

Overall Rating

4.3

4 Review(s)

Rating Distribution

5

star

(1)

4

star

(3)

3

star

2

star

1

star

March 2023

Good choice if operating within the French market.

Shelby

Advertising

Ease of use

7

Value for money

7

Customer Support

7

Functionality

9

Pros

We were in the market looking for an affordable software solution (due to financial limitations) for our company and came across Sellsy. It has been great for our company and has served as a central repository for storing and managing all incoming and outgoing emails from clients and prospects. We also use it to handle our inventory and any ongoing projects. We mainly do our advertisement in France for which Sellsy is the most perfect solution since it is aimed towards the French market and has all the relevant data preloaded.

Cons

Calendar tracking is just plain bad with Sellsy. We have all but abandoned trying to use it to track our appointments and events that we have on Google Calendar. It just allows us to view them but we cannot interact with them in any way, forcing us to load up Googles Calendar app on the side. There is no auto-refresh feature to check for new messages.. A lot needs to be done here in order to make it truly reliable in the long run.

February 2023

Supports multiple currencies.

Terry C.

Education

Ease of use

9

Value for money

10

Customer Support

9

Functionality

10

Pros

Sellsy is an excellent addition to our institute and helps us manage all sorts of communications. There are basically no bugs and the software itself is very stable. Since we provide online courses to people in different countries, it helps that Sellsy can handle numerous currencies with ease. We use it for financial management as well as to generate invoices. It has made our jobs so much easier.

Cons

Integrations with Google can be tricky, especially with contacts sync, duplicated entries on occasion, and the inability to organize meetings using Google Calendar effortlessly. Many minor items can still be found in French even though we have opted for English since the very beginning. I hope these issues will be taken notice of and resolved.

February 2023

Very useful for sales automation.

Olsen H.

Retail

Ease of use

8

Value for money

7

Customer Support

9

Functionality

8

Pros

Sellsy has been great for our small business since it has proven to be the most affordable and useful software solution for us. The interface is quick and easy to use. We use Sellsy for billing and invoicing. Also, our communications have been more natural and productive since using this software.

Cons

The only issue with Sellsy is that there is a free trial period but no free version available. The trial period does not provide enough time to test out the important features comprehensively. It would have been much easier to convince the management or colleagues to actually invest in this software once they knew how good it is. However, it has proven to be cost-effective as we have benefited a lot from the platform.

View All 4 Reviews

Frequently Asked Questions

Yes, the software has an API available for use.