When your startup goes from a couple of beta testers (read: your mom and your college buddies) to hundreds or even thousands of customers, keeping track of everything suddenly becomes a whole lot harder. If you try to go super cheap and rely on just spreadsheets and your memory, you’re going to lose a lot of deals.
That’s where sites like Sellsy come in.
Created by entrepreneurs, for entrepreneurs, Sellsy is an online CRM and invoicing tool that takes care of all your customer management in one spot. They’ve got you covered from sealing a new deal to making it happen to invoicing and inventory.
Sales pipeline keeps everything in one spot.
The first step, of course, is getting the customer in the door in the first place. While it’d be great if every sale was completed in just a phone call or two, the reality is that it usually takes a few calls and some emails as well to close a deal. Keeping track of all that information (time of call, what you talked about, when the next call is, etc.) can be a serious hassle.
That’s why Sellsy offers a customer pipeline that lets you see all of your deals in one place, so you can figure out exactly where you’re at and where you need to be headed.
The real work starts, of course, once you’ve completed the deal. Sellsy lets your whole team work together online, from their mobile phones or computers. It also lets you keep track of the amount of time everyone spends on the job, as well as any and all expenses.
For the customer side of things, Sellsy has a built-in helpdesk that keeps track of all of your support requests, whether they come in on email, phone, or through an internal system. This is especially important for startups, as customer satisfaction needs to be super high in the first couple of year of your company if you’re going to survive.
And you can totally afford it.
If you’re at the level where you need a CRM tool, you’re probably already pulling in revenue or, at the very least, have some seed funding. Take some of that cash and put it toward something that will make you more money in the long run. Sellsy has a 15-day free trial, followed by a subscription service that can be as low as $30.90 per month.
And if that sounds like too much to you, it might be time to reconsider that office ping pong table…