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July 28, 2015
We have been searching for a true business platform to run our small B2B company on for years. Our requirements are typical of any small B2B. Many SaaS companies tout themselves as being a business platform to run your business on but never actually say in their marketing which types of business they are actually referring to.
Estimates, Invoices, Expenses, Accounting, Purchases and Margins, Time Tracking, Help Desk, Marketing, Recurring invoices, Multi currency and Stock Control are all essentials for businesses like ours. Sellsy performs well in these tasks overall.
Estimates, Invoices, Expenses, Accounting, Purchases and Margins, Time Tracking, Help Desk, Marketing, Recurring invoices, Multi currency and Stock Control are all essentials for businesses like ours. Sellsy performs well in these tasks overall.
- 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
- 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.
- Self-taught
We use Sellsy to follow our sales activity and keep track of the steps with each client or prospect. It answers our needs. Have not yet explored all the options. We needed such a tool because we have lots of contacts and the team is in different locations so a CRM tool was a must.
- Keep track of clients and prospects.
- Flexible tool to create own fields.
- Easy to use.
- List of tasks could be improved
- Layout
February 02, 2015
Sellsy is being used across my company and it is the only invoicing system in use.
- Appealing Design
- Easy to prepare invoices and send them
- Good tracking system
- Friendly support staff
- This is NOT user friendly. It requires a lot of time to understand how it works.
- The software was designed by someone who never ran a business before.
- It is complex, with so many features that it is difficult to make a full use of all the options and services.
Sellsy is the backbone of our organization. We use it for a CRM, to write quotes and convert to contracts. We use it for delivery, follow up, billing and collection.
- It offers us everything we need to operate at a great price. If you were to purchase software this comprehensive, it would cost 10s of thousands of dollars, probably more. We were a start up when we began using it and it helped us look more professional right from the start.
- Our regional rep in Nick. He is one of the best customer focused people I've ever worked with. I call him with a question and he ALWAYS calls back within the hour if he doesn't pick up right away.
- We do a lot of quotes here. The estimates system they have allows us to turn around quotes in minutes. I know for a fact I have gotten several contracts simply because we were so responsive.
- 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.
Sellsy Scorecard Summary
What is Sellsy?
Sellsy is one integrated suite for sales management. Some key features include: CRM Pipelines, Invoicing, Time Tracking, HelpDesk, ERP, and POS.
Sellsy Screenshots
Sellsy Integrations
Sellsy Competitors
Sellsy Pricing
Starting Price: $30.9
- Has featureFree Trial Available?Yes
- Does not have featureFree or Freemium Version Available?No
- Does not have featurePremium Consulting/Integration Services Available?No
- Entry-level set up fee?No
Edition | Pricing Details | Terms |
---|---|---|
Sellsy | $44.90 | Administrator access |
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 | $15.00 | Per Month [Unlimited Users] |
Project management; Marketing; Inventory management | $20.00 | Per Month [Unlimited Users] |
Sellsy subscription: prices that fit your needs - Choose the features you need. Pay only for what you need.
Sellsy Customer Size Distribution
Consumers | 15% | |
Small Businesses (1-50 employees) | 80% | |
Mid-Size Companies (51-500 employees) | 5% | |
Enterprises (> 500 employees) | 0% |
Sellsy Support Options
Free Version | Paid Version | |
---|---|---|
Phone | ||
FAQ/Knowledgebase |
Sellsy Technical Details
Deployment Types: | SaaS |
---|---|
Operating Systems: | Unspecified |
Mobile Application: | Apple iOS, Android |
Supported Languages: | EN - FR |