TrustRadius
Sellsy is one integrated suite for sales management. Some key features include: CRM Pipelines, Invoicing, Time Tracking, HelpDesk, ERP, and POS.https://dudodiprj2sv7.cloudfront.net/product-logos/SW/rm/3OV1SEKJ03PT.pngSellsyFinally a feature rich value for money business platform that is actually built to help run a wide variety of business categories.2015-03-16T16:00:39.199ZWe 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.,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.,7,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..,Apptivo,WORKetc CRM,Norada Solve360,AffinityLive,Insightly,2,1,Invoice, estimates and purchase order management
CRM
Time and Expense tracking
Recurring Invoicing
Billable Hours,We use custom fields to link folders in Google Drive. This helps link important documentation the correct company, contact, opportunity or supplier within Sellsy.,Project Management
Helpdesk,9,Yes,Price
Product Features
Product Usability
Product Reputation,The evaluation and selection process of these types of apps is a continually evolving process. You simply cannot apply conditions today and expect them to match the changes in technology that will be available in the coming six months. Anyone considering these types of applications needs to invest time every month to see what is new in the market. This information allows your business to be on the cutting edge and to stay ahead of the competition.,Implemented in-house,No,Change management was minimal,Configuration of staff accounts cannot be performed by admin user after the account is assigned to the user. This configuration can be done prior to applying the account to a staff member but there is no documentation describing the process.
Admin cannot manually set a password to access a staff member account once it has been allocated to a user email. Admin cannot assume the identity of a staff memeber to adjust their configuration such as signature on email etc.
There is no documentation explaining how Google Sync and Google Drive integration works. We had to reach out to support to understand the feature set of the integration.
Cannot view the client portal as the client which makes it super difficult to manage.,7,Self-taught,Sellsy is relatively easy to learn provided you have previous experience of similar applications. However there is a huge amount to learn for users interacting with it for the first time and training is highly recommended in this situation.,6,Yes,To date I don't have any instances of where we have received what we would consider exceptional support. It should also be noted we have not been in the position where we have required it also.,Adding new data into the crm
Creating estimates and invoices
Configuring data for export
Creating opportunities
Tracking time,Importing data via CSV
Sending simple emails with attachments from your computer
Calendar event management
Document management (non sales related docs as these are managed really well)
Gmail widget
Tracking emails sent to clients / customers
Dealing with multi-currency,Yes,8,10,9,6David HoganIn line with our expectations2015-02-01T01:01:22.885ZWe 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,8,Efficient tool to manage my contacts and stages.,Salesforce.com,5,6Laurence VaurieGood software but room for improvement2015-02-02T16:42:39.401ZSellsy 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.,6,It has eased my invoicing process
24 hours access
Cashfow monitoring,,Creating an invoice
Amending details
Sending an invoice,Creating a template for an invoice
Creating a second legal entity
Travel and entertainment expenses refund
Entering suppliers,Yes,5Pascal GuignardI recommend it highly2015-02-02T00:55:21.262ZSellsy 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.,9,It helped us look and operate professionally even though we had started out of our homes. That's huge.,Salesforce.com,Adobe Analytics,Adobe PhotoshopJames DeRosa
Unspecified
Sellsy
6 Ratings
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