Sellsy FAQ

Starting with Sellsy - Read this First

Dashboard

Use and customisation of the dashboard

CRM (Sales Opportunities) unit

Estimates, invoices, and business documents

Managing your business contacts

Managing your products catalog

Managing suppliers and client payments

Email/Messaging Marketing add-on

Accounting exports add-on

Purchases and margins management add-on

Module Rapprochement bancaire

Subscriptions management add-on

Sellsy Redactor add-on

Time tracking and timesheets

Module Suivi des appels

Managing your team

Gestion de vos tâches

Gestion de votre agenda

Document layout and design

Manage custom fields

File management

Receiving and sending emails with Sellsy

Language management (products, documents...)

Electronic signature add-on

Export data

Export data from Sellsy

Gestion des synchronisations

Gestion et organisation de vos données

Sellsy Mobile Apps

Extension et connecteur externe

Sellsy widget for your website

Client portal : send logins to your client

Module Financement

Your data security

Inventory management add-on

Helpdesk add-on