Sellsy

go.sellsy.com ↗

Customer history and sales opportunities connected with quotes and commercial documents

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75/100
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Ask SI about Sellsy

Answers use saved listing facts and recorded sources.
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What it does

Sellsy connects customer records, sales follow-up, quotes and commercial administration. Emails, calls, tasks and appointments stay with opportunity history, and documents can be signed digitally. Subscriptions require at least two users and a twelve-month commitment; the 15-day trial needs no card.

A quote should carry the context of the conversation that produced it. Sellsy's customer record holds earlier exchanges while the pipeline shows the opportunity's progress. Review that history, record the next follow-up and prepare the commercial document within the same sales process.

Licences and evaluation

Choose a Sales, Invoicing or combined licence for each colleague. Treasury and Marketing are additional modules. Published user licences start at two people and carry a twelve-month commitment, including when payments are monthly.

Essayer gratuitement opens a fifteen-day trial without a card. After that period, the first payment is required to access the account. To add colleagues during a subscription, create their access in settings with their email addresses; Sellsy sends an invitation.

For French companies, SIRENE enrichment adds legal and financial company details. This sits alongside the customer's own emails, calls and sales history, giving the team both company information and the context of its conversations.

Strengths

  • Customer exchanges and opportunity stages are kept in the same sales workspace
  • Quotes and digital signatures connect with the commercial process

Watch out for

  • Published user licences require at least two people and a twelve-month commitment

Best for

  • French small and midsize businesses connecting customer follow-up with quotations and commercial administration

Sources