Sellsy is one integrated suite for sales management. Some key features include: CRM Pipelines, Invoicing, Time Tracking, HelpDesk, ERP, and POS.
$30.90
per month
Zoho Books
Score8.8 out of 10
N/A
Zoho Books is an accounting solution that is designed to help small businesses manage their finances. This solution includes dashboards and a wide variety of reports. Business users can automate tasks and set up custom workflows.
Zoho offers a 14 day free trial.
$20
per month
Pricing
Sellsy
Zoho Books
Editions & Modules
Staff member access
$10.00
Per User per Month
CRM pipelines license
$10.00
Per User per Month
Purchases and margins; Expenses; Subscriptions management; Helpdesk management
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.
If using other cloud applications and you wish to create Zoho Books transactions via APIs, Zoho Books is great. The overall UI and flow of the application are great. If you need a detailed job cost accounting solution and robust reporting there is some room for improvement here.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Zoho Books invoicing and receipting features are second to none. We find it easy to quickly invoice clients and add items to their bills and also for our own receipting internally.
The accounting features are great for our accounting team to be able to see where we are financially and how the business is doing.
The ability to add contacts and run a mini CRM channel with clients within Zoho is invaluable. Since we use this in conjunction with our other CRM channels, it helps to have a centralized place to follow up and see through a sales funnel.
Zoho Books allows us to take payments from clients around the globe a feature we didn't have when we used another accounting system.
The pricing for Zoho Books is fairly reasonable for an SME organization which is a great for us as it pays itself back many times over every month.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
Zoho Books is only available in Texas and California. There is no integration allowed for paying employee expenses. The absolute worst aspect is the fact that if you make even the slightest error in data input there is no backing up. You cannot undo an error.
The system does not allow change once implemented, so you must get every one of your beginning balances perfect. The practice of Journal Entries is cumbersome. When reconciling, Zoho Books has adopted a number of required steps that significantly overcomplicate reconciliation using practices that are not consistent with general accounting principles in the US.
On the customer side, you must look in two places to see the beginning balance and the current receivables that might exist for current invoicing.
The way the system works, you must avoid having much trust with the balances depicted. So far, it appears that Zoho Books uses what we called in school "that new math."
It would be terrifying to rely on this bookkeeping system to support an IRS Audit. The system violates too many fundamental accounting principles.
The software is used by so few people that there is concern that we might never find a skilled bookkeeper.
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.
Customization is the biggest struggle for us and most of the time we need to involve a tech person. The chat support is a great feature and very helpful. It would be great to be able to customize and create invoices and correspondence (templates) such are reminders in multiple languages within one organization. The currency (USD) would be the same. We have clients in different countries that don't speak English but pay in USD.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
The support team feels very disjointed. We have filtered through a number of "lead" contacts and are frequently spammed by other Zoho members. Once getting an appropriate support contact on the phone - the team is very helpful, it just takes a lot of hoop jumping to get there. We actually unsubscribed from their support package as we were not getting the value we were looking for.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
We had a lot of problems with Exact Online, support-wise and price-wise. So Zoho Books wins on every point there. While Exact offers way more options, it tends to be really slow... and complex. Again Zoho Books wins. If you want an easy-to-use tool and not pay a lot of money, or if you are a small administration office with a few clients, this tool will be perfect for you.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
Integration: Zoho Books offers out of the box integrations to extend the functionality and connect with the applications you love like MailChimp, Microsoft Outlook, PandaDoc, and Quickbooks, etc.
Flexibility makes Zoho Books great!
Since I can use forecast reports, I can create customizable sales forecast data from the dashboard to accurately measure revenue forecasts and establish sales quotas.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
