Likelihood to Recommend I think that for a sales team that already has a digital driven culture its a great tool, and even for people that want to manage projects after the sales. But for teams that are new to digital sales tools, it may cause some deals to fall behind in the beggining, just because the usual way people work is to register what has been done and not to schedule what to do next, and there's other CRM tools that help this to be a automated requirement in the usage os the system.
Read full review 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.
Read full review Pros It is very easy to use and logical. Teams and departments can collaborate together to work as one team. It is very useful in automating the processes of relevant departments. The field names, types, and data you enter can be customized as per your organization's requirements. Read full review Appealing Design Easy to prepare invoices and send them Good tracking system Friendly support staff Read full review Cons Perhaps individual archive boards for individual boards - sometime's it's difficult to locate an archived item to account when something is done so until projects are finished, I often leave items on the board when it could be 'cleaner' More color shades for groups and labels Keep adding new widgets for dashboards to provide an even greater overview Read full review Training. The only real issue I have with Sellsy is that its got so many features its hard to understand them all. I looked for training videos and they are all in French. Thats a big problem for a guy who grew up in NJ. I would embed training videos directly into the software. This way as you add services, you get a full tutorial immediately. Read full review Likelihood to Renew It is the best tool we have found as a small business to be able to track our bookings, tasks and income.
Read full review 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.
Read full review Usability It is very simple and does not take very much or very long to understand how the entire software works. I think it took less than a week for me to be very confident in using and even teaching other people how to use the site. Moreover, the ability to be able to color coordinate every file makes it very easy to see and use.
Read full review There is room for improvement.
Read full review Reliability and Availability We have not yet experienced any down time with sellsy.
Read full review Performance Sellsy is slow to load pages for us. Sometimes waiting a few seconds. This could be due to our geographical location.
Read full review Support Rating When I have requested customer service from monday.com account the person who I spoke with was really helpful but the set up to get a hold of someone in customer service was a little complicated and time-consuming. I had to get a ticket in an email and then wait for a specific person to call me back at a certain time, that's why I gave a six.
Read full review 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.
Read full review Implementation Rating It was very easy to start using. It is also safe to use lots of trial and error whilst setting up.
Read full review 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.
Read full review Alternatives Considered monday sales CRM was much more customisable and flexible for our needs. We could use monday sales CRM to enhance what we do but Zendesk basically wanted us to change how we work to their style which is not what we wanted. I also found zendesk to be extremely expensive for what you were getting.
Read full review For me it is close to what
Salesforce did. I do not use all the options they both offer so I mostly judge on the customer / contact tool.
Read full review Scalability 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.
Read full review Return on Investment Specifically for equipment tracking, we have been able to build an interactive and extensive database tracking all devices owned by the company in a predominantly remote workforce and decreased loss in that area The onboarding process has been simplified and automated to communicate to all parties involved with minimal interaction. Building out an API would be next! Saves a ton of time in this process and minimizes mistakes. In a start-up environment with shifting priorities, task management in monday.com makes sure things don't disappear entirely as the landscape changes. Read full review It helped us look and operate professionally even though we had started out of our homes. That's huge. Read full review ScreenShots monday sales CRM Screenshots