Lead & customer management
Easily manage your prospects and customers from a central hub.
360° CUSTOMER VIEW
Everything you need about your customer in one place
From one screen, get the whole picture about your customers: characteristics, deals (open, won or lost), touchpoints and the todos and events scheduled with them. Learn how they’ve interacted with your company and your product, and engage in personalized conversations.
Keep track of every interaction between you and your customer: history is actually logged in a tidy timeline, including calls, emails, meetings and notes. You can know exactly what was said to and shared with each customer and it’s easy to move into action to meet their needs in a timely manner.
STAY IN TOUCH
Customer service at the right time
Stay on top of the things that matter with our smart reminders. Sellf will notify you on important events and milestones, from customer anniversaries to important emails to send. You no longer risk forgetting a client or lead. The “Stay in touch” feature frees up your mind, leaving Sellf to alert you when the time is right.
More sales on the go
In a mobile-first world, why sell only from your desk? Get all the benefits of a Sellf CRM on your mobile device: Sellf is perfectly integrated with Google Maps and shows your customers on a beautiful map.
Are you traveling to visit prospects? Spend your time wisely: Sellf shows you pin drop icons for any nearby people and open deals, so you can plan the most efficient routes.
In just one tap get directions to your customer’s location.
Segment your customers any way you want
Enrich your customer profiles using tags or create all the custom fields you want to fit your company’s needs. Use filters to organize your customers, target the right segment and improve your leads conversion.
Try it for free
Start your 14-day free trial today. No credit card required.
Most loved features by teams and managers
See all the ways we can help your sales team be more effective
24/7 data sync
Enjoy seamless sync across all your devices, work offline from our mobile apps.
Define custom fields to capture and manage any additional information for your customers and deals that are more specific to your company’s needs.
Add keywords to your customers and deals, making them easier to find and browse when you’ve got a lot of them. You can use tags to associate data to categories, events or places and create custom filters that fit your workflow.
File storage and backup
Link files from Dropbox, Google Drive, Evernote or upload documents into our cloud storage, with easy collaboration for the entire company.
Easily import data from other tools with spreadsheets file, export data the way you want: create your own file by selecting only the Sellf fields that you’d like to export and sorting them as you wish.
Automatically log calls
Automatically log all outgoing calls. When a prospect calls you, manually log the call in Sellf and add notes.
Sellf from your inbox, track and see your emails automatically linked to the appropriate lead or deals’s record in Sellf.
Sync with your address book
Keep your contacts in sync between Sellf and your address book (available on iOS devices).
Define roles and permissions
Easily structure your business’ hierarchy and choose who views which customers, deals and records.
Keep exploring features
Close more deals with less effort, help your team achieving business goals.
Keep track of all your events in one calendar shared with your sales team.
Start collaborating in seconds
Start your 14-day free trial or request a personalized demo today. No credit card required.