TrustRadius: an HG Insights company

What is Sellf CRM?

Sellf CRM is a mobile CRM solution designed to assist sales teams in managing prospects, customers, and deals, organizing their time, and facilitating collaboration. According to the vendor, Sellf CRM is suitable for businesses of various sizes, from small startups to large enterprises. It is utilized by sales professionals, sales managers, business development professionals, account managers, insurance agents, financial advisors, and business owners.

Key Features

Lead & Customer management: According to the vendor, users can easily manage prospects and customers from a central hub, gain a comprehensive view of customers, stay in touch with customers through smart reminders, and capture leads from their website.

Deal management: The vendor claims that Sellf CRM enables users to close deals more efficiently, visualize and track deal progress through sales pipelines, create custom products or services linked to deals, track deal sources, and analyze loss reasons.

Gamify your sales: The vendor states that this feature promotes collaboration and motivation within the sales team by rewarding sales reps for their achievements, creating custom leaderboards, and launching sales campaigns and contests.

Sales team management: According to the vendor, Sellf CRM helps improve the performance of the sales network by mirroring the organizational structure with multi-level teams, assigning roles and permissions, and setting custom sales goals for individuals and teams.

Team collaboration: The vendor claims that this feature allows users to centralize and share information on deals with the team, receive real-time updates and notifications, access daily and weekly reports, communicate effectively within the team, and launch sales campaigns.

Visual sales reports: According to the vendor, Sellf CRM provides insights into past performance and predicts future outcomes by visualizing sales pipelines and deal conversion, analyzing revenue distribution, tracking sales sources, and monitoring team activities and performance.

Integrated calendar: The vendor states that Sellf CRM offers a shared calendar to keep track of all events, plan and schedule meetings, calls, and other events, sync with external calendars, and view schedules in different time frames.

Todos: According to the vendor, users can manage and assign tasks to collaborators, increase team productivity with reminders and notifications, and track task completion and progress.

Notes & documents: Sellf CRM allows users to take and share notes on customers and deals, organize and share files with the team, and attach files to deals for easy access and collaboration, according to the vendor.

24/7 DATA SYNC: The vendor claims that Sellf CRM ensures seamless sync across all devices, even if a user loses their phone, by storing events and schedules online.

Media

How far are you from your monthly goal? Take a complete overview of your business thanks to easy and playful graphs!
Everything about your customers in one place: contact data, sales opportunities and all the activities you did with them: calls, emails, notes and much more!
Never arrive late to a customer meeting thanks to the integrated maps.
Track all the stages of each sales opportunities: from the first lead/prospect phase, to the glorious moment when you can tag it as "WON"!
And here is the iPad version, our last release! Isn't it beautiful?
Who's the best this month? Take a eye-bird view of your teams situation, and sync all your customers data to share email content and meeting notes.
The smartphone is wonderful on the go, but coming back home you'd love our web interface! Look at the calendar, it's shining! :)
Overwhelmend by post-its and paper notes? Lost in your laptop folders? Relax and discover our Evernote and Dropbox integration.
Never forget to follow up or to call a customer: set reminders and Sellf will remind you at the right moment!

1 / 9