Sellsy

What is Sellsy?

Sellsy is a comprehensive cloud‑based suite that unifies customer relationship management, invoicing and cash management in a single platform. Designed for small and medium‑sized enterprises, it offers collaborative tools that allow sales, marketing, finance and support teams to work together seamlessly. Sellsy’s Prospecting & Sales module provides a powerful and agile CRM that helps you identify prospects, automate actions and work as a team so you never miss a sale. Its Invoicing & Management component turns quotes into invoices with one click, speeds up and secures payments and automates accounting entries for an intelligent and agile invoicing tool. The Cash Management by RocketChart module gives you simple, visual and automated cash management; it lets you track cash flow in real time, automate reporting, generate reliable forecasts and simulate scenarios to make informed decisions.

Benefits

Sellsy centralizes prospecting, billing and cash flow functions in a single system, reducing the need for multiple software solutions. Teams can collaborate more efficiently because all interactions, tasks and documents are accessible in one place. Marketing campaigns, proposals, contract creation and communications are managed inside the CRM, helping you sign deals faster. The invoicing module accelerates quote‑to‑cash processes and improves cash flow, while automatic dunning, SEPA exports and credit note management minimize admin work. Cash management tools consolidate bank accounts, automate categorization and provide accurate forecasts so you can anticipate future financial needs.

Highlights

• Collaborative CRM: Identify prospects, automate follow‑ups and manage opportunities with a pipeline view; collaborate via shared calendars, tasks and activity tracking.
• Marketing and proposal tools: Send targeted email and SMS campaigns, enrich contacts with data from the SIRENE directory, and use the Redactor to create professional proposals and contracts.
• Comprehensive invoicing: Convert quotes into invoices, manage subscriptions, price variations, promotions, multi‑currency and multi‑language documents; set payment deadlines and automate reminders.
• Cash flow forecasting: Consolidate bank accounts, categorize transactions automatically, simulate scenarios and generate estimated budgets to monitor your cash position.
• Flexible integrations: Take advantage of a powerful API, Zapier integration, WordPress plugin and telephony connector to link Sellsy to your favorite tools.
• Mobile and web access: Access Sellsy on the web or via mobile apps for iOS and Android to manage your business on the go.

Key Features

• Marketing automation with dynamic segments and campaign performance tracking.
• Proposal editor and document management with custom fields, SmartTags and file storage.
• Email synchronization, shared calendars and appointment booking to streamline communication.
• Task management and activity tracking to coordinate teams and ensure follow‑through.
• Advanced privilege management and user access controls.
• Reporting and dashboarding for sales performance, invoicing, purchases and margins.
• Product catalog with price categories, variations and promotions.
• Subscription billing, payment deadlines, credit notes and SEPA export for flexible invoicing.
• Customer portal and support ticket management to enhance service.
• Bank synchronization, automatic categorization and multi‑scenario cash forecasting.