Sellsy vs. Shift

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.

For me, Shift works best as a dedicated app switcher, not a browser replacement. I keep it open on my second screen as a quick-reference hub for my most-used tools and email accounts. One glance shows me unread counts across every inbox, and I can jump straight into whatever I need without digging through browser tabs.
The separation is a big part of why it works well for me. My browser stays my browser, and Shift stays my app space. Both feel cleaner and faster to navigate that way. Everything is right there, clear and icon-based, and being able to turn badges on or off per app means I only see what actually needs my attention.
I tried the newer Shift browser and it felt too busy, and it lost the separation I liked in the first place.

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• Appealing Design
• Easy to prepare invoices and send them
• Good tracking system
• Friendly support staff

• Consolidation of accounts. Keeps everything tidy without having to search for browser tabs.
• Ability to add an array of apps outside of email. You can build out workspaces to keep work further organised into logical units.
• Being able to import accounts and passwords from Google Chrome makes for an easy setup/adoption.

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• 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.

• The browser doesn't always work. Some websites refuse to load, and others time out too quickly. It is not as strong or robust a web browser as Chrome.
• Unread counts are not always accurate.
• I wish I could set up Google Suite products as separate workspaces.

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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.

Shift has significantly streamlined your daily operations by bringing together all your tools, accounts, and workflows into one platform. This has reduced context-switching and improved overall productivity across Bamboo Orchard’s Innovation Studio and Venture Studio operations.The ability to create custom workspaces tailored to different projects, clients, and teams ensures that each aspect of your business is optimized for performance. This flexibility supports the unique, bespoke solutions Bamboo Orchard is known for delivering. Shift has enhanced collaboration by integrating communication tools like Slack, Zoom, and email with task management platforms. This has allowed teams to work together seamlessly, even in remote or hybrid environments. By eliminating the need for constant tab-switching and manual management of accounts, Shift has saved considerable time and effort for the team, allowing you to focus more on strategic innovation and client support. Shift’s functionality aligns perfectly with Bamboo Orchard’s mission to deliver bold, transformative innovation and tailored solutions. It supports your ability to execute efficiently and maintain focus on reshaping industries for your clients.

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There is room for improvement.

Setting up Shift is very simple and highly intuitive, making it easy to use. Once you set up the accounts and program integrations, you can easily click on precisely what you need, requiring barely any thought or effort. It feels truly seamless and straightforward to use. I have no issues with use, and I use it every day.

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We have not yet experienced any down time with sellsy.

Its basically been great. In 3 years I had one issue of repeated crashes which was fixed with a version change and an issue where slack wouldn't load after a slack update but that fixed within a few weeks

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Sellsy is slow to load pages for us. Sometimes waiting a few seconds. This could be due to our geographical location.

Its pretty performant on my GPU based laptop as it can use the hardware to accelerate processing. However it is memory hungry. If I had a normal amount of RAM on my laptop I wouldn't imagine it would be a little slower

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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.

I have only had to use their support a couple of times, but was able to get an answer and things resolved within a couple of hours. There was no issue with contacting them, received responses and updates in a timely manner and they were able to resolve the small issues we had. It was a pleasure to work with them

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.

I was completely satisfied with the implementation of Shift, rating it a 10. The process was straightforward and required minimal effort to get started. Key insights include the importance of pre-configuring the app with essential tools and accounts for the team to ensure a smooth transition. Shift’s intuitive setup and integration process allowed us to onboard quickly without disrupting workflows. Additionally, its user-friendly design made it easy for team members to adapt without extensive training.

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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.

I came from using a similar app called MailPlane, some of you older users might remember this app. It had a similar function to connect Gmail accounts so that I could use Gmail like a regular app. This app reached end of life and the developers no longer decided to keep the app active. I was then back into the market in search of a comparable app and my searched led me to fine Shift. I'm absolutely glad I did! 4 years later and I'm still using Shift. It was 2021 when MailPlane stopped selling licenses. If I remember correctly I switched to Shift around this time or possible before. All I know is I switched and never looked back and was extremely happy to find Shift.

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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.

All our departments use this product and its very effective at keeping us organised on a client by client basis

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• It helped us look and operate professionally even though we had started out of our homes. That's huge.

• Keeping all my inboxes in one place so I can easily shift between them 1000% increases my productivity
• reducing the number of browser and application tabs helps keep my computer running quicker.
• I can easily see the number of emails in each inbox and prioritize accordingly throughout the day.

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