Notes & documents
Simplifies your teamwork with a central place to take notes, organize and share files.
“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 – 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.
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.
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.
Explore more
Start your 14-day free trial or request a personalized demo today. No credit card required.
“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 – Agente Generale – Agenzia Generali Pavia Corso Cavour — Read the story (Italian) →
Keep exploring features
Integrated calendar
Keep track of all your events in one calendar shared with your sales team.
Start collaborating today
Start your 14-day free trial or request a personalized demo today. No credit card required.
