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Keep Track of your Prospects

 Effectively keep up with your opportunities

 Save time by quickly identifying hot leads

 Automate and personalize your communication

Keep track of your prospects

  Contact your prospects at the best moment

MOBILE, AGILE CRM

So, your lead has entered your CRM and pipeline: it's a business opportunity to follow very closely!

 

Discover the power of the pipeline view to follow-up with your prospects. Visual and interactive, this approach allows you to constantly stay on top of your opportunities.

 

 

  • Set up steps in your pipeline according to your business structure

  • Easily move your opportunities from one step to another

  • Quickly identify which should be recontacted

 

And of course, your sales team can access the CRM from their mobile device..

Pipeline view
360 customer view

360 CUSTOMER VIEW: A SIMPLE SOLUTION TO HELP YOUR DEPARTMENTS WORK TOGETHER

For a salesperson, it's important to know everything about the customer before making contact with them.

 

With Sellsy, you have a full 360° view of the customer and avoid tradition errors, such as calling a customer for sales purposes when they have a withstanding payment or they have requested support.

 

The principle of Sellsy is to offer you all the information about your customer in the same place, in real-time. Each unit saves its data on the customer record. You have access to all information, according to your use of Sellsy: opportunities, sales documents, support tickets, location, receipts... All are found on the customer record.


In the same way, all events, reminders, comments ,and emails from your entire team are centralized in the same place.

LEAD TRACKING & SCORING

Tracking Tools allow you to precisely analyze the behavior of your website visitors. Coupled with Lead Scoring, this data becomes a very powerful advantage in the transformation process and allows you to save precious time.

 

 

LEAD TRACKING

Not all visitors on your website are of equal importance to you. With Sellsy Tracking, you know your lead's entire browsing history, even when it's anonymous.

 

 

LEAD SCORING

Lead Scoring measures the maturity of your prospects by assigning a rating to them. According to the score, you can choose to trigger the sales tactic of your choice to be more sure to hit the bullseye.

 

Depending on your strategy, you can give more value to one page than to another. The score will then be used to rank your leads according to their progress in the Pipeline as you convert them to customers.

 

The hottest prospects (those that accumulate the greatest score) will be the ones the most likely to respond favorably to your offers. This saves valuable time (and energy) for your team!

Lead tracking & scoring
Sales Automation

SALES AUTOMATION

To effectively nurture leads, put marketing automation into place!

You can easily create automated scenarios directly into the steps of your pipeline.

 

Have a prospect that is no longer answering? Simply slide them into a step with a sequence of automated emails. Personalized emails will be sent to them until they awaken.

When they open your email, their score will increase.


Have a list of cold leads, from a show for example? Slide them into a automated step in your pipeline and watch their score rise like magic.

KEEP UP WITH BUSINESS
AS A TEAM WITH
COLLABORATIVE TOOLS

With Sellsy, you have strong collaborative tools so you won't forget a thing! With real-time notifications, email tracking and document openings, shared agendas... You will no longer risk missing a sale!

 

Features to better communicate as a team:

  • Live Chat

  • Shared Calendars

  • Task Management
  • Project Management
Collaborative tools

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TRY THE MOST COMPLETE SOLUTION
TO MANAGE YOUR SALES AS A TEAM

Sellsy replaces all your software for a unified experience

with collaborative tools that put the customer at the center.