Notes & Documents

Note e DocumentiNotes & documents

Simplifies your teamwork with a central place to take notes, organize and share files.

Unicar Yale

“Thanks to Sellf, I can access all my documents in a few taps and my agents save a lot of precious time by logging phone calls and events notes directly in the mobile app.”

Gianpaolo Meloni

Gianpaolo Meloni – Sales manager for Unicar-Yale — Read the story (Italian)

Customer Data Always At Your Fingertips

Get to your documents anywhere, anytime

Write down any information about your customer using Sellf’s notes. Access, create, and edit your documents wherever you go — from your phone, tablet, or computer — even when there’s no connection.

Customer Data Always At Your Fingertips

Integrations

Integrations

The power of Evernote, Dropbox and Google Drive work with you

To improve your self-organization you can leverage the integration with Evernote, Dropbox and Google Drive.

You can attach notes already created in Evernote or automatically save in Evernote each note created with Sellf.
You can also associate all kind of file types (PDFs, images, slides presentations) to a record through our integration with Google Drive and Dropbox.

File Storage

Upload your documents in Sellf and backup all your team’s files

Get the storage and backup your growing organization needs, with easy collaboration for the entire company.
Files in your Sellf folders stay updated and safe on every device linked to your account.
You can take photos and upload them to Sellf directly from your smartphone. Photos can be linked to deals, people or companies. For example you could take photos of your customer’s identity cards and upload them to Sellf, in order to have data at hand, without having to scroll the long list of your smartphone gallery.

File Storage

Sharing permissions

Share your documents and manage file permissions

Share and collaborate seamlessly: sync and organize files in folders in few clicks. When you upload a new file in Sellf, you can keep it private or share it with your team.
Obviously, documents attached from your Google Drive, Evernote and Dropbox accounts will be only visible only to you.

Sharing permissions

Explore more

Let us walk you through our web and mobile apps and show you how easily you can manage and increase your sales.

Generali Brand

“It’s not easy to convince sales agents to abandon the old methods, spreadsheets and paper planners, but Sellf proved to be a valuable ally, thanks to its engaging and compelling experience.”

Sergio Balordi

Sergio Balordi – Agente Generale – Agenzia Generali Pavia Corso Cavour — Read the story (Italian)

Keep exploring features

 

Lead & Customer anagement

Easily manage your prospects and customers from a central hub.

learn more

Integrated calendar

Keep track of all your events in one calendar shared with your sales team.

learn more

Todos

Manage and assigns tasks to your collaborators. Increase your team productivity.

learn more

Start collaborating today

Let us walk you through our web and mobile apps and show you how easily you can manage and increase your sales.