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Sellsy

Sellsy

Overview

What is Sellsy?

Sellsy is one integrated suite for sales management. Some key features include: CRM Pipelines, Invoicing, Time Tracking, HelpDesk, ERP, and POS.

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Pricing

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Staff member access

$10.00

Cloud
Per User per Month

CRM pipelines license

$10.00

Cloud
Per User per Month

Purchases and margins; Expenses; Subscriptions management; Helpdesk management

$15.00

Cloud
Per Month [Unlimited Users]

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.sellsy.com/#pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $30.90 per month
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Product Details

What is Sellsy?

Sellsy Features

  • Supported: CRM - Sellsy helps you get more clients
  • Supported: Purchases & Margins - Manage your expenses and calculate your margins in real time
  • Supported: Marketing - Easily manage your marketing campaigns and monitor their effectiveness
  • Supported: Project - An agile and fast project management tool, fully integrated in Sellsy
  • Supported: Inventory - Link your sales to your warehouse.
  • Supported: Helpdesk - Manage customers with the best support
  • Supported: Connected POS - Touch-enabled till system for your points of sale

Sellsy Screenshots

Screenshot of DashboardScreenshot of CRM PipelineScreenshot of Project ManagementScreenshot of InvoiceScreenshot of Connected POS

Sellsy Integrations

Sellsy Competitors

Sellsy Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported LanguagesEN - FR

Frequently Asked Questions

Sellsy is one integrated suite for sales management. Some key features include: CRM Pipelines, Invoicing, Time Tracking, HelpDesk, ERP, and POS.

Sellsy starts at $30.9.

Pipedrive, FreshBooks, and Zoho CRM are common alternatives for Sellsy.

Reviewers rate Usability highest, with a score of 7.2.

The most common users of Sellsy are from Small Businesses (1-50 employees).

Sellsy Customer Size Distribution

Consumers15%
Small Businesses (1-50 employees)80%
Mid-Size Companies (51-500 employees)5%
Enterprises (more than 500 employees)0%
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Comparisons

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Reviews From Top Reviewers

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Users have found Sellsy to be a user-friendly software solution for managing invoicing and payment processes. They appreciate the seamless experience of sending invoices and registering payments, which streamlines their financial operations. Additionally, the software allows for easy file downloading for reporting purposes.

Sellsy stands out for its excellent performance, offering lower memory computation, higher network bandwidth, and lower CPU usage. Users appreciate the software's ability to handle large volumes of data without sacrificing speed or productivity, resulting in more efficient workflows.

One highly valued feature of Sellsy is its real-time customer issue resolution capability. This functionality allows businesses, especially online ones, to promptly address customer needs, leading to improved customer satisfaction and streamlined growth.

Sellsy serves as a comprehensive solution for various business needs, including customer management, sales automation, tracking, and reporting. Users can operate professionally and efficiently while seamlessly communicating information and responses without duplicates.

Maintaining customer relationships, generating leads, and positively impacting businesses are key benefits that users have experienced with Sellsy. They also appreciate its value in managing CRM within teams, integrating email accounts for easier communication management, and utilizing certified electronic signatures for added convenience.

While some users have noted changes in pricing and target market focus for Sellsy, they still consider it a reliable integrated system for finance and accounting tasks. The software's ability to centralize various aspects of business operations has proven advantageous across different industries.

It is worth mentioning that Sellsy may not fully support multi-currency operations, which can be a drawback for international businesses. Nevertheless, Sellsy continues to be widely used for sales activity tracking, CRM management, quoting and invoicing in the cloud, contract management, delivery tracking, billing, and collection within organizations.

Easy to Use Interface: Several users have found Sellsy to be very user-friendly and easy to navigate. The intuitive interface makes it simple for users to perform tasks such as creating invoices, registering payments, and signing contracts.

Efficient Performance: Many reviewers have praised Sellsy for its high-performance computation capabilities. Users have appreciated the software's lower memory and CPU usage, as well as its ability to work smoothly even in lower network bandwidth.

Comprehensive Features: Sellsy offers a wide range of tools and features that cater to the needs of small businesses. From billing and CRM to invoicing and financial tracking, users have expressed satisfaction with the depth and ease of use of these features. Additionally, the software provides support for multiple currencies, making it suitable for businesses operating globally.

Quality Control Issues: Users have found quality control issues with the product, stating that items that needed fixing were left for customers to highlight. This lack of attention to detail has led to frustration and dissatisfaction among some users.

Gmail Widget Limitations: The GMAIL WIDGET was seen as problematic by multiple reviewers, as it allows users to create contacts or prospects with an email inside Gmail but does not allow for linking the email to the contact created. This limitation creates confusion and difficulties in tracking emails and attaching files, making email management less efficient.

Language Barriers: Some users have expressed frustration with the language barrier in Sellsy. The Gmail Widget is mostly in French language and has issues in showing suppliers when adding a new contact. This language barrier is confusing for non-French speaking users, hindering their ability to fully utilize the software.

Users often recommend Sellsy as a suitable choice for smaller businesses looking to grow. They believe that this software can support their business growth and help them achieve their goals. It is seen as a helpful tool for managing various aspects of the business.

Many users highly recommend using Sellsy and assure that you won't regret it. They speak highly of its features and functionalities, considering it one of the best options available in the market. Users appreciate the value they receive from Sellsy in terms of its effectiveness and usefulness for their business needs.

Some users suggest considering Zoho invoice as an alternative to Sellsy. They mention that Zoho invoice provides a more cost-effective solution while still offering better overall performance. This recommendation suggests exploring different options before making a final decision, considering the cost and functionality aspect.

(1-4 of 4)

Finally a feature rich value for money business platform that is actually built to help run a wide variety of business categories.

Rating: 7 out of 10
July 28, 2015
DH
Vetted Review
Verified User
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.
  • 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
Cons
  • 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.
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.
  • 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
Sellsy is the most complete offering on the market today. It has its strengths and weaknesses but I believe it is on track to cover all of our needs with updates and fixes that are coming soon. Some of the products we tried before have superior integration with Google apps and Office 365 but do not offer the overall spectrum of features that Sellsy provides to us in a modular pay only for what you use model license model.
2
Management and Sales
1
General all round understanding of business software and how to apply it to the specific needs of the business.
  • 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
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.
Yes
We previously used AffinityLive but it only partially covered our needs. AffinityLive markets itself as a PSA app and as such is not comparable to wide variety of features available within Sellsy.
  • Price
  • Product Features
  • Product Usability
  • Product Reputation
The over feature set was the most important factor for us.
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
We have experience using many different CRM and business management apps. So moving to Sellsy was not a big issue for us.
  • 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.
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.
  • 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.
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.
Yes
We have submitted a number of bugs and while some are still outstanding at the time of writing the ones that could be fixed quickly did get fixed in a timely manner by the Sellsy development team. We are satisfied with sellsy when it comes to squashing big items but are disappointed that they fail to fix small items months after we submitted. (updated july 2015)
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
Overall it functions reasonably well but looks dated and really requires a facelift. Also it does not integrate with phone features in any way! You cannot log a call into the crm by calling a number from within the app. There is no contact sync or any type of sync with the phone. Competitors offer these types of functions.
Having spent five years looking for the right platform to manage our business, we have tried many apps. I personally have gone through most of the systems that can integrate with Google Apps. Sellsy is one of the easiest to use even if its integration with google is pretty awful. The interface could offer some better customisation and that may happen in future but as it stands today is good enough.
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.
We have not yet experienced any down time with sellsy.
Sellsy is slow to load pages for us. Sometimes waiting a few seconds. This could be due to our geographical location.

In line with our expectations

Rating: 8 out of 10
April 29, 2015
LV
Vetted Review
Verified User
Sellsy
1 year of experience
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.
Cons
  • List of tasks could be improved
  • Layout
As with any tool you want to select for your company and your team, you should be clear on what you expect from it. As for now, Sellsy does what we expected most. Pretty sure there are plenty of options not explored yet and may be in the future when the need arises.
  • Efficient tool to manage my contacts and stages.
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.
5
sales persons

Good software but room for improvement

Rating: 6 out of 10
February 02, 2015
PG
Vetted Review
Verified User
Sellsy
1 year of experience
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
Cons
  • 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.
How useful will it be? Do you really need it? Is the running cost worth it?
  • It has eased my invoicing process
  • 24 hours access
  • Cashfow monitoring
Did not benchmark against others
  • 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
have not used it yet
There is room for improvement.

I recommend it highly

Rating: 9 out of 10
February 02, 2015
JD
Vetted Review
Verified User
Sellsy
6 years of experience
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.
Cons
  • 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.
I'm not sure here. I own an equipment rental business and it fits perfectly. I would say any business where inventory is a concern this would be a perfect operational platform.
  • It helped us look and operate professionally even though we had started out of our homes. That's huge.
  • Salesforce.com,Adobe Analytics,Adobe Photoshop
I had already signed up for Salesforce when I came across Sellsy. As soon as I started using it, I canceled Salesforce (no small feat!!!) and ordered Sellsy!
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