A complete CRM, from funnel to enterprise
Pipeline, no-code, artificial intelligence, marketing, customer success and enterprise-grade governance, all in one place and free for what serves everyone. Click any feature for the details.
Sales pipeline
Visual drag-and-drop funnel, with stages, probability and forecast.
See details →No-code platform
Build objects, fields, screens, funnels and rules, no coding required.
See details →Auto-NumberingNEW
Every record is born with the right code, with no one typing.
See details →Stage ColorsNEW
Paint the pipeline and read the board at a glance.
See details →Contacts and companies
Your relationship database, with hierarchy, dedup and a timeline.
See details →Activities and productivity
Tasks, calendar, reminders and favorites: the rep’s day, organized.
See details →Reports and dashboards
Charts, aggregations and export, including currency consolidation.
See details →Import and export
Bring your data, take it whenever, no strings attached.
See details →Public formsNEW
Build shareable forms for any object, with your own branding and no code.
See details →Omnichannel InboxNEW
Every customer conversation, from any channel, in one shared inbox with an owner, a deadline and context.
See details →iOS and Android AppNEW
The whole CRM in your pocket, native, in 10 languages, with the inbox, calendar, team chat and GPS check-ins.
See details →Native TelephonyNEW
Call with one click or talk from the browser, receive calls through IVR and queues, and keep recording and transcript on the customer record.
See details →Assignment RulesNEW
Every conversation and every task gets an owner, distributed by rules you write.
See details →Call ScriptsNEW
The right way to open a call, written once and within reach of the whole team the moment they dial.
See details →Pivot table reportsNEW
Drag fields into Rows, Columns and Values, and the report builds itself.
See details →Dictate with your voiceNEW
One microphone, on the field you are in. Speak, and the text lands at the cursor.
See details →Predictive AINEW
Win probability, churn risk, anomalies and routing, all trained on YOUR history.
See details →Sellio AI AssistantNEW
Ask in plain language and the Assistant runs the action in your CRM.
See details →Conversation IntelligenceNEW
AI captures your conversations and updates the CRM for you.
See details →AI That AnticipatesNEW
The right move shows up before you go looking.
See details →No-code AI agents
Build your own AI agents in plain language: you set the goal, pick which actions it can use, and the AI runs inside the permissions of whoever created it.
See details →Generative AI
Describe it in plain language and the AI builds the chart, report, or project board. And ask your data: the answer comes with numbers, validated against your own data.
See details →AI meeting notes
The AI transcribes the meeting or call, summarizes it, extracts the next steps, and suggests filling the record fields with one click.
See details →AI document extraction
Read images, notes, and receipts with AI and extract what matters, vendor, total, line items, straight into the record fields.
See details →ABM and Target AccountsNEW
The CRM learns your ideal customer, ranks accounts by potential and maps who decides inside each one.
See details →Account EngagementNEW
Every account in your book classified as Active, At risk or Inactive, with a score you can explain.
See details →Targets and performance
Manager cockpit: forecast, gap, coverage and ranking.
See details →Quotes and CPQ
Tiered pricing, variants, discounts, quotes and approval.
See details →Product configuration and BOMNEW
Multi-level product structure, a configurator with rules and pricing in one flow.
See details →Multi-level approvals
Approver chains by rule and value, with a decision trail.
See details →Territories, channels and commissions
Territory planning, ABM, commission split and channel sales.
See details →Public scheduling and meetings
Your own booking link + AI meeting prep.
See details →Commissions
Commission plans, automatic calculation from won deals, and clear statements per rep, with no side spreadsheet.
See details →Customer invoices
From quote to payment without leaving the CRM: issue the invoice from a quote or order, send it in the customer’s language with your branded PDF, and get paid through a payment link with automatic reconciliation.
See details →Inventory and stock
Control product balances, record movements, and get a low-stock alert before you run out on a sale.
See details →Marketing PipelineNEW
Qualify every lead with a score you actually understand, know where it truly came from, and follow the funnel and journeys in depth.
See details →Campaign hub and ad ROINEW
One campaign that unifies every asset, with budget pacing and per-ad ROI.
See details →Email and nurturing
Visual block editor, sequences, journeys and A/B.
See details →Capture and web tracking
Landing pages, embeddable forms, pop-ups and visitors.
See details →Multichannel cadences and prospecting
Sequences that reach the lead by email, WhatsApp, SMS, task and webhook, on a channel-agnostic base.
See details →Lead ScoringNEW
A score you write yourself, that promotes the lead on its own and hands it to the right person.
See details →A/B ExperimentsNEW
Test messages, cadences and pitches with numbers, and only declare a winner when the sample supports it.
See details →Conversational FormsNEW
A form that talks: one question at a time, and a finished record in your CRM at the end.
See details →Installed baseNEW
Know what each customer has installed: assets, serial number, warranty and service history.
See details →Customer successNEW
Health score, churn alerts, contracts and onboarding.
See details →Help desk and ticketsNEW
Real support, with SLA and an agent console, built into the CRM.
See details →Service catalogNEW
A storefront of what can be asked for, and every request opens a complete case.
See details →Customer portal and public KB
Self-service via signed link, no per-user cost.
See details →Loyalty program
Reward the ones who come back: points, tiers, and rewards to turn satisfied customers into loyal ones.
See details →Configurable customer portal
Personalize the brand, modules, and pages of the customer portal to deliver an exclusive area with your own look.
See details →Recurring RevenueNEW
MRR, ARR, churn and net retention computed from your subscriptions, with every movement explained.
See details →Handoffs and Internal SLAsNEW
Pass the baton with context, acceptance and a deadline, and never let a customer fall between two teams again.
See details →Delivery PipelineNEW
Won the deal? Delivery starts right away, with stages, deliverables, customer acceptance and an invoice at the right time.
See details →Work management and projectsNEW
Visual Monday-style boards for the whole team, in the same place as the CRM.
See details →Time tracking and timesheetsNEW
From logged hours to invoice, with real margin on every project.
See details →OKRs and goals
Company, team and person objectives with key results that update on their own.
See details →Collaboration and projects
Collaborative board, timeline/Gantt, templates and handoff.
See details →Comments, mentions and alerts
Discuss right on the record and get notified about what matters.
See details →Gamification
Leaderboards, trophies and points that turn goals into a game and keep the team engaged every day.
See details →Resource and capacity planning
A people directory with skills, allocation to projects, and a capacity view that shows who is overloaded.
See details →Field service
Schedule and dispatch technicians to work orders with a dispatch board that shows who goes where and when.
See details →Collaborative documents
Documents with rich editing, versions, and history, linked to records so knowledge lives alongside the business.
See details →Team ChatNEW
Talk to your colleagues inside the CRM, without opening another tool.
See details →Company WallNEW
Updates, announcements and polls on a board the whole team sees.
See details →Security and governance
2FA, masked fields, audit, retention and IP restrictions.
See details →Multi-currency and multi-unit
Exchange rates, consolidation and unit hierarchy.
See details →PRM and partner portal
Partner registry, deal registration and channel commission.
See details →Roles, teams and white-label
Granular RBAC, teams/territories and your own visual identity.
See details →Tax engine
Configure tax rates by product or service category and region, then let the calculation happen on its own in every quote.
See details →Change governance
Every configuration change goes through approval before it takes effect, with a full trail of who requested, who approved and when.
See details →Privacy & Compliance
One center to support GDPR, LGPD and CCPA: data-subject rights, retention, consent and an audit trail.
See details →Sandbox
An isolated test environment, a clone of your configuration and data, to try changes with no risk to production. And it isn’t billed.
See details →AI governance
See AI usage per person and set credit limits per user and per profile, so you innovate with AI without a surprise at month’s end.
See details →Advanced security
AI detection of sensitive data and monitoring of security events, to protect what matters before it becomes a problem.
See details →Passwordless login
Sign in through a magic link sent to your email, with no password to remember. And the password stays available for whoever prefers it.
See details →Suppliers and SRMNEW
A 360º record, approval-based qualification, compared quotes, third-party risk and a portal where the supplier reports delivery.
See details →AI & Access ControlNEW
AI that follows your rules, spends what you authorized and never sees what it shouldn't. And support that only comes in when you open the door.
See details →Migrate from any CRMNEW
Bring 100% of your data from virtually any CRM into SellioCRM with zero effort, and keep everything in sync until the day you switch.
See details →Email Integration
Every conversation in the right place, next to the contact and the deal.
See details →Payments Integration
Attach a payment link to a proposal and see in real time who has paid.
See details →E-Signature Integration
Send the document for signing and get the status back, without leaving the deal.
See details →Calendar Integration
Your CRM meetings and activities inside the calendar you already use.
See details →BI Integration
Connect Power BI, Tableau or Looker to your data and build any dashboard you want.
See details →External Automation Integration
Wire Sellio to Zapier, Make or n8n and connect the CRM to thousands of apps.
See details →SMS, WhatsApp & Telegram
Reach every customer where messages get read in minutes, straight from the CRM.
See details →Data Enrichment
Fill in the missing fields automatically and turn blank records into qualified opportunities.
See details →E-commerce (Shopify, BigCommerce)
Join your store to the CRM and turn every order into a relationship, not just a transaction.
See details →Live Chat
Turn every website visit into a conversation, and every conversation into a lead in the CRM.
See details →Lead Ads (Meta & LinkedIn)
From ad click to rep in seconds, with no spreadsheet to export.
See details →Corporate SSO + SCIM
Single sign-on with your identity provider and automatic provisioning, without a sky-high enterprise plan.
See details →Gmail and Outlook (2-way email)
Connect the team inbox via OAuth and every email becomes an activity on the contact, both ways.
See details →2-way calendar (Google and Outlook)
CRM meetings become events on your calendar, and calendar events become activities in the CRM.
See details →Contact sync (Google and Outlook)
Import your contacts and keep everything aligned with email upsert, without duplicating anyone.
See details →Slack and Microsoft Teams
Ping the right channel when something matters, and turn a notification into an automation action.
See details →Zoom, Google Meet and Webex
Every CRM meeting is born with the video link, no copy-paste.
See details →Telephony and VoIP (click-to-call)
Call with one click from inside the CRM, record the call and log everything on the contact.
See details →WooCommerce and Magento
Orders and customers from your store become deals and contacts in the CRM, automatically.
See details →Unleashed (inventory management)
Your Unleashed products and stock levels always up to date inside the CRM, with no manual typing.
See details →Clicksign (e-signature)
Send the proposal for e-signature and watch the deal advance when the customer signs.
See details →ERP and invoicing (QuickBooks, Xero, Odoo)
Send orders and payments straight to the customer’s ERP, with no re-typing invoices.
See details →Bank reconciliation
Bank transactions match payments and settle automatically, with no spreadsheet.
See details →AI chatbot
The website chat answers on its own with AI and hands off to a human at the right moment.
See details →Ads: Google, Meta, LinkedIn, TikTok and Microsoft Ads
Campaigns, spend and ROI per campaign in the CRM, with lead-to-sale attribution.
See details →Social media and webinars
Post to LinkedIn, Facebook, X, TikTok and YouTube, capture social leads and turn webinar registrants into contacts.
See details →Data warehouse (BigQuery, Snowflake, Redshift, Databricks, Azure Synapse)
Export CRM data to your data warehouse and join it with the rest of the business.
See details →Website forms and WordPress + SDK
Capture leads from any form or site with a snippet or the JavaScript SDK.
See details →Integrations marketplace
A browsable hub with search and filters to find and connect every integration in one place.
See details →Help desk and support (Zendesk, Freshdesk, Intercom, ServiceNow, Jira Service Management)
Tickets synced with the CRM and tied to the contact, so sales and support share one page.
See details →Marketing automation (Mailchimp, HubSpot, ActiveCampaign, Brevo, Klaviyo, RD Station)
Sync contacts, lists and campaigns between the CRM and your automation tool, in real time.
See details →Product analytics (Mixpanel, Amplitude, Segment, Google Analytics 4, PostHog)
Send and receive product events to unite real usage and pipeline on the same contact.
See details →Enterprise ERP/billing (SAP, NetSuite, Microsoft Dynamics 365)
Deep two-way sync with the corporate ERP, from order to billing.
See details →TerminalNEW
An agent that builds inside your CRM, with your hands and under your rules.
See details →Advanced automation
A visual automation builder that does the repetitive work for you, without writing a single line of code.
See details →Public API and developers
An open REST API v1, a native MCP server and a developer portal with OpenAPI and Postman.
See details →Automations and rules
Triggers, scheduled actions, cross-object rules and validations.
See details →Community and help
Built-in help center + open community of users.
See details →Guided processes
A process engine that defines stage transitions with conditions, required fields and automatic actions, for any object.
See details →Journeys
Orchestrate actions across the whole customer lifecycle, triggering from any module, not just campaigns.
See details →Screen designer
Build each record’s screen by dragging blocks, fields, related lists, comments, attachments and widgets, without writing code.
See details →Action assistant
Build guided multi-screen assistants that read and write a record’s fields, so anyone can run complex operations.
See details →Record QR code
A QR code to open any record on the phone, linking the physical world to your CRM in a single scan.
See details →Kiosk StudioNEW
A button on the record that walks people through the right process, screen by screen, with no code.
See details →