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features
design
support

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Description

Oversee your entire sales process seamlessly with Sellsy, an all-in-one online customer relationship management (CRM) and sales management platform. Sellsy empowers sales teams of any size and sector to efficiently handle and monitor leads, generate quotes and invoices, and connect with customers effortlessly. Its modular design caters to the unique requirements of each team, offering a range of tools including business management, CRM/opportunity management, subscription management, point of sale, website blogging and e-commerce features, as well as tools for managing purchases, margins, and expenses. With its comprehensive functionality, Sellsy ensures that teams can streamline their operations and enhance customer engagement effectively.

Description

Enterprise Resource Planning (ERP) is a methodology employed by organizations to oversee and unify critical aspects of their operations. On the other hand, Customer Relationship Management (CRM) is a technology designed to facilitate the management of a company's interactions with both current and prospective customers. An integrated ERP/CRM platform equips employees across various departments, such as sales, customer support, business development, and marketing, with improved tools to handle external communications and foster relationships. According to forecasts by Gartner, CRM is poised to become the largest segment of enterprise software expenditure by 2021. For a business aiming for longevity, it is essential to have a forward-thinking strategy. Implementing a cloud-based, open-source ERP/CRM solution can provide access to over 30 foundational modules tailored to your business needs, in addition to more than 500 add-ons that support expansion. This system accommodates all industry sectors and features flexible integration options, as well as support for multiple languages and currencies, ensuring that your business can adapt to a diverse market landscape. Ultimately, such a comprehensive toolset empowers companies to navigate growth and maintain competitive advantages effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Chift
ClicData
Defacto
Desktop.com
GetQuanty
Gmail
Google Drive
Google Workspace
Inventoro
Kixie PowerCall & SMS
Leexi
Mailchimp
Mailjet
Motileo
OrderScan
Palette
SalesDeck
Skalin
Well
Zapier

Integrations

Chift
ClicData
Defacto
Desktop.com
GetQuanty
Gmail
Google Drive
Google Workspace
Inventoro
Kixie PowerCall & SMS
Leexi
Mailchimp
Mailjet
Motileo
OrderScan
Palette
SalesDeck
Skalin
Well
Zapier

Pricing Details

$50.00/month
Free Trial
Free Version

Pricing Details

$60 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Sellsy

Founded

2010

Country

France

Website

sellsy.com

Vendor Details

Company Name

Unbox ERP

Country

United States

Website

unboxerp.com

Product Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Alternatives

Alternatives

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EVA ERP/CRM

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