What users are saying about
Top Rated
62 Ratings
6 Ratings
Top Rated
62 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 7.3 out of 101
6 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8 out of 101

Add comparison

Likelihood to Recommend

Agile CRM

Agile seems suitable if you set up correctly from the get go. Once you have over 10000 contacts it's hard to clean up the list e.g tags. If you want to edit or delete them how can you?
Victoria Hoete-Dodd profile photo

Sellsy

We like sellsy. Its not perfect and as other users have pointed out, there is and always will be, room for improvement.

If you require deep integration with Google apps and Microsoft Office 365, then Sellsy may not be for you. Sellsy just about manages to work with google in so far that it can sync contacts, calendar, sales docs and incoming email with google. There is currently no way to make sent email appear in the sent items section of sellsy unless you compose the email within the sellsy app. The O365 integration is not nearly as powerful as sellsy does not sync sellsy contacts or calendar with microsoft (in its current form).

I believe that one of the primary functions of any business management app should be the capability to centrally manage all of a company's business clients, contacts etc. and sync this data to all employee accounts with the 2 biggest players for business email (Microsoft and Google) as a minimum. This data should never be an island stored only on 1 application. The Discovery that sellsy does not currently sync contacts and calendars with O365 was a disappointment. If Sellsy started supporting exchange sync for Microsoft Office 365 we would immediately dump google and switch over. In fact Sellsy is the only reason we continue to use Gapps as we need our contacts and calendars synced to our mobile devices.

We have built up a list of small little things that do not work as expected since we started using sellsy and continually pass them on to the development team. Many are small trivial things from an engineering perspective but are still annoying nonetheless, especially to users who wish to get the job done. Employees are easily frustrated if they have to fight with software to do certain tasks. Annoyances in the user experience (no matter how small) can lead to lost productivity which in turn costs money in the business world. However based on our experience with Sellsy support we believe that they do listen carefully to their customers concerns and are on the path to deliver a quality experience to their customers through the process of frequent updates to the software. You can easily establish how good a SAAS provider is by measuring their ability to fix problems soon after they are initially reported.

In simple terms Sellsy is an incredibly feature rich application and is way ahead of the competition. It represents good value for money and is backed up by free support.
David Hogan profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.9
Sellsy
Customer data management / contact management
Agile CRM
8.7
Sellsy
Workflow management
Agile CRM
7.4
Sellsy
Territory management
Agile CRM
6.8
Sellsy
Opportunity management
Agile CRM
8.0
Sellsy
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
Sellsy
Contract management
Agile CRM
7.6
Sellsy
Quote & order management
Agile CRM
6.6
Sellsy
Interaction tracking
Agile CRM
8.4
Sellsy
Channel / partner relationship management
Agile CRM
8.6
Sellsy

Customer Service & Support

Agile CRM
6.8
Sellsy
Case management
Agile CRM
7.0
Sellsy
Call center management
Agile CRM
6.4
Sellsy
Help desk management
Agile CRM
7.0
Sellsy

Marketing Automation

Agile CRM
8.5
Sellsy
Lead management
Agile CRM
8.6
Sellsy
Email marketing
Agile CRM
8.5
Sellsy

CRM Project Management

Agile CRM
6.7
Sellsy
Task management
Agile CRM
7.3
Sellsy
Billing and invoicing management
Agile CRM
5.7
Sellsy
Reporting
Agile CRM
7.0
Sellsy

CRM Reporting & Analytics

Agile CRM
6.8
Sellsy
Forecasting
Agile CRM
6.0
Sellsy
Pipeline visualization
Agile CRM
8.4
Sellsy
Customizable reports
Agile CRM
6.1
Sellsy

Customization

Agile CRM
7.9
Sellsy
Custom fields
Agile CRM
8.7
Sellsy
Custom objects
Agile CRM
7.8
Sellsy
Scripting environment
Agile CRM
6.6
Sellsy
API for custom integration
Agile CRM
8.6
Sellsy

Security

Agile CRM
8.0
Sellsy
Single sign-on capability
Agile CRM
8.3
Sellsy
Role-based user permissions
Agile CRM
7.6
Sellsy

Social CRM

Agile CRM
5.9
Sellsy
Social data
Agile CRM
5.8
Sellsy
Social engagement
Agile CRM
5.9
Sellsy

Integrations with 3rd-party Software

Agile CRM
7.9
Sellsy
Marketing automation
Agile CRM
7.8
Sellsy
Compensation management
Agile CRM
7.9
Sellsy

Platform

Agile CRM
8.0
Sellsy
Mobile access
Agile CRM
8.0
Sellsy

Pros

  • easy to set up
  • somehow affordable
  • team loves working with it
Deborah Felicio profile photo
  • CRM
  • Estimates
  • Invoicing
  • Time tracking
  • Accounting
  • Purchase Orders
  • Margin tracking and job costing
  • Inventory Management
  • Recurring Invoices
  • Online payments
  • Project Management
  • Expense Tracking
  • Support
  • Custom Fields
David Hogan profile photo

Cons

  • A little bit expensive for smaller companies
  • Still not very intuitive and some features that you would think are just common sense, sometimes they are not available
Deborah Felicio profile photo
  • Email: Cannot reply to all. A very basic email feature which in most cases forces the user to reply to email in their main email client. This of course means that sellsy is unable to track the email which in turn renders the entire email facility as flawed.
  • Delivery tracking of emails received and opened does not report the correct time. It is reporting wildly inaccurate times at the time of writing. (We reported this months ago and nothing has been fixed)
  • Calendar Sync: In Sellsy you cannot create a meeting event and invite people from your contacts as is normal in Office 365 and Google Apps. Events created in your Google or Office 365 calendar cannot be edited or linked to time tracking or any module within Sellsy.
  • Gmail Widget: Is still mostly in French language. But it also has some issues. We cannot get it to show our suppliers when we want to add a new contact. It has been like this for months.
  • Sellsy started out as a purely French language product and unfortunately there are still many sections of the app that appear in French. This is of course is very confusing for non French speaking users. Update (July 2015) We have submitted many instances of incorrect english or French words appearing in sellsy. Sellsy has very poor Quality control in this area and it makes the product look unfinished to native english speakers. Sellsy should not rely on its customers to highlight translation errors.
  • Some business owners / managers might take exception with the way that Sellsy markets itself within the paid version of the app. On the main menu in each user account Sellsy has a big share the love button that when pressed asks your staff members to enter their contacts to promote Sellsy. Currently this cannot be removed but they have promised to put it as a removal option in the near future. To be fair Sellsy has an excellent referral program and for some companies they can actually recoup the cost over even turn a profit by having your staff market Sellsy through their contacts. (update: July 2015) Sellsy also puts itself right on the homepage of your customer portal. We pay sellsy to offer our customers a portal so that customers can do business with us without being subjected to 3rd party advertising. I believe it makes us look cheap to our clients that we need 3rd party advertising to support our billing system and as such refuse to use the portal with our clients.
  • Google Drive: Integration here is weak as it only makes a copy of your sales docs (invoices etc) in Gdrive for only 1 user. All other docs stored on sellsy do not sync in anyway. We created a work around where we added a custom field to input the link for a client related folder stored on google drive.
  • Google Single Sign on doesn't work for us and still months later does not work.
  • Multi-currency needs be improved but to take it beyond its current level will be a big project for them to implement. I imagine this will become a priority for them after they launch their e-commerce module.
David Hogan profile photo

Likelihood to Renew

Agile CRM10.0
Based on 2 answers
There was a little bit of a learning curve and some bumps along the way to managing this platform, but AgileCRM appears to be responsive to any challenges that arise, which I consider to be of vital importance.
Steven Davis profile photo
Sellsy9.0
Based on 1 answer
Sellsy ticks the most boxes for us. While it could still do a lot of things better there is no other single app that offers the same spectrum of features at a comparable price for SMEs.
David Hogan profile photo

Usability

Agile CRM10.0
Based on 1 answer
This is a feature rich, well organized and easy to use platform.
Steven Davis profile photo
Sellsy7.2
Based on 3 answers
Having spent five years looking for the right platform to manage our business, we have tried many apps. I personally have gone through most of the systems that can integrate with Google Apps. Sellsy is one of the easiest to use even if its integration with google is pretty awful. The interface could offer some better customisation and that may happen in future but as it stands today is good enough.
David Hogan profile photo

Reliability and Availability

Agile CRM10.0
Based on 1 answer
The training sessions are very helpful, because you have specialist that is available to answer any questions, guide you and coach you on how to dominate a certain feature of the platform. That being said,Whenever I have an issue that needs to be resolved, I can send email or call a support line. I usually use the support line.
Steven Davis profile photo
Sellsy9.0
Based on 1 answer
We have not yet experienced any down time with sellsy.
David Hogan profile photo

Performance

Agile CRM10.0
Based on 1 answer
The performance of AgileCRM has been acceptable to date. I'm pleased with the ability to modify leads in the system and search for them and add groups to campaigns.
Steven Davis profile photo
Sellsy6.0
Based on 1 answer
Sellsy is slow to load pages for us. Sometimes waiting a few seconds. This could be due to our geographical location.
David Hogan profile photo

Support

Agile CRM5.7
Based on 2 answers
The online help isn't very helpful and the contact I've had with the support team left a lot to be desired.
Victoria Hoete-Dodd profile photo
Sellsy6.0
Based on 1 answer
Based on our experience. We have submitted a large amount of tickets and they have proven the Sellsy development team have the ability to respond fast and implement changes reasonably quickly. (Updated July 2015)
It took sellsy a number of weeks to solve an issue with the billable hours section of their application. This delayed us from being able to invoice our client for completed works. Lots of small things like email tracking timestamps have never been fixed even though we highlighted this issue months ago. Though small it is growing more and more frustrating to be reminded every time we try to see what time a client read or opened an email from us.
David Hogan profile photo

Online Training

Agile CRM10.0
Based on 1 answer
Each section of the AgileCRM platform has an instructional video that describes in detail all of the features of that section. I found this to be very instructional way to learn about each section. Whenever I had more questions, I could always schedule a conference call with a tutor..
Steven Davis profile photo
No score
No answers yet
No answers on this topic

Implementation

Agile CRM10.0
Based on 1 answer
Once I get everything set up, everything started to flow and I can see the major benefit of this platform to my business
Steven Davis profile photo
Sellsy7.0
Based on 1 answer
If you are importing data from a CSV, Sellsy recommends you use OpenOffice. OpenOffice is an absolute disaster on Windows 8 and crashes every few mins. While no fault of Sellsy they should not recommend software which makes an already challenging task even more difficult. A small gripe in hindsight but during the process was deeply frustrating. For any users looking to format your CSV Google, try importing CSV data into Excel and your life will be much more easy.
David Hogan profile photo

Alternatives Considered

Much easier to set up against Zoho.User-friendly against Zoho.Team acceptance against Zoho.
Deborah Felicio profile photo
Sellsy is the most complete offering on the market today. It has its strengths and weaknesses but I believe it is on track to cover all of our needs with updates and fixes that are coming soon. Some of the products we tried before have superior integration with Google apps and Office 365 but do not offer the overall spectrum of features that Sellsy provides to us in a modular pay only for what you use model license model.
David Hogan profile photo

Scalability

Agile CRM10.0
Based on 1 answer
This products Starts with a free Limited version. You can upgradeTo an affordable paid version with minimal features. There's also an enterprise version which is what I have. It's much more expensive, however it allows me to access the full range of features available.
Steven Davis profile photo
Sellsy10.0
Based on 1 answer
The license model once you understand it is very flexible allowing you to select from the modules within sellsy. This gives small companies control of the cost facilitating them with the option to only pay for the features they use.
David Hogan profile photo

Return on Investment

  • no difference as yet as we only started using for sales
Deborah Felicio profile photo
  • Provides visibility on the cost and time effort of winning new business.
  • Financial dashboards give a clear view of the business financials.
  • CRM platform provides a clear picture of how our company interacts with the outside world.
  • Basic Accounting makes life easier for our accountant.
  • It is relatively easy to configure and implement provided your admin has previous experience with similar apps..
David Hogan profile photo

Screenshots

Pricing Details

Agile CRM

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Agile CRM Editions & Modules
Agile CRM
Additional Pricing Details

Sellsy

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Sellsy Editions & Modules
Sellsy
Edition
Sellsy
$44.901
Staff member access
$10.002
CRM pipelines license
$10.002
Purchases and margins; Expenses; Subscriptions management; Helpdesk management
$15.003
Project management; Marketing; Inventory management
$20.003
1. Administrator access
2. Per User per Month
3. Per Month [Unlimited Users]
Additional Pricing Details
Sellsy subscription: prices that fit your needs - Choose the features you need. Pay only for what you need.