Frequently asked questions

It's a visual kanban funnel: you drag deals between stages and track total and probability-weighted value in real time.

Yes, you can have several funnels by deal type, such as new business, expansion and renewal, each with its own stages and probabilities.

Each stage's value is weighted by its close probability, and Sellio automatically computes the Commit and Best case forecast for the period.

They are exit conditions that prevent a deal from advancing without meeting requirements, such as required activities or discount approval.

Yes, you can edit values inline and drag cards between stages with the mouse.

When you mark a deal won or lost, you enter a reason that feeds the win/loss analysis.

Yes. It's free, and you only pay for infrastructure usage above US$20 a month.

Just create a funnel, add the stages of your sales process, and start dragging deals between them.

Yes, the funnel shows the forecast, the gap to target and pipeline coverage in real time.

It's the interface layer that lets you create objects, fields and business rules by dragging and clicking, with no coding required.

There are 18 field types, enough to model almost any object your business needs.

No. Anyone on the team creates custom objects and fields right in the interface, with no IT and no developer to hire.

They're pre-built field groups, like Address, Social, Financial and UTM, that you add to any object with one click.

Yes. Formulas, rollups and computed fields are built visually, with no developer needed.

No. Logic lives in versioned data, so changes ship with no deploy and no waiting on a development cycle.

You export the configuration from one environment and import it into another, additively and idempotently, with no rework.

Yes. It's free, and you only pay infrastructure usage above US$20 per month.

Yes. You reorder, hide and organize fields in detail layouts however fits your process.

Contacts, companies, leads and corporate groups in a single base, with full history per record.

The system detects duplicate records automatically and lets you merge them, preserving everyone's history.

Merging unites the duplicates into a single record without losing any activities, emails or deals from either one.

Yes. Account hierarchy connects headquarters, branches and subsidiaries so you see the whole relationship.

It reveals influencers, sponsors and blockers on each contact, helping you understand who actually decides.

Yes. Data quality rules flag missing or inconsistent fields as soon as data enters, not months later.

Yes. Each contact and company has a unified timeline with activities, emails, attachments, deals and tickets.

Yes. It is free to use, and you only pay for infrastructure usage above US$20 per month.

No. Contacts, companies and leads are ready to use out of the box; deduplication and hierarchy work on the data you enter.

Calls, emails, meetings and tasks logged on each deal or contact, always in the right context.

A daily sweep alerts the owner about tasks coming due and scheduled follow-ups.

Yes. Each activity is attached to the contact or deal, nothing loose.

No. The daily sweep runs on its own and gathers what's due today into a ready list.

It finds any contact, company or deal in seconds, without digging through menus.

No, they come built into the CRM so you can move around faster.

You mark the most important records and return to them with one click, no searching again.

Yes. Sellio is free; you only pay for infrastructure usage above US$20 per month.

Yes. Each task with a date and reminder makes sure no customer goes without a reply.

You pick the object, grouping, metric (count, sum or average) and filters, and the result shows as bar, pie or table.

Yes. Reports work on any CRM object, including the custom ones you built.

Bar, pie and table, plus CSV export any time.

Yes, CSV export is available any time, your numbers are yours.

Deals in several currencies are converted to your base currency using the rates you set, so the total never mixes currencies.

Yes, you can schedule a periodic email summary.

Yes, saved reports can be shared with the team.

Count, sum and average on any field of the chosen object.

Yes. It's free and you only pay infrastructure usage above US$20 per month.

You upload a spreadsheet for the object you choose and the records are created automatically, no manual retyping.

Any object works, contacts, deals, or custom objects all use the same import flow.

Yes, deduplication runs right at import time, blocking repeats before they reach your database.

No, an ordinary spreadsheet with no proprietary format is enough to populate the system.

Yes, you can export lists and reports to CSV any time, with zero lock-in.

CSV, a format any other system can open.

No, exporting your data freely is a core principle here, you are never held hostage.

Yes, the product is free to use, you only pay for infrastructure usage above US$20 a month.

Most teams upload their spreadsheet and start working the same day, since dedup runs automatically on entry.

It learns from your own CRM history of won and lost deals and points to the factors that weigh most for and against each open opportunity.

No. Predictive AI runs locally and no information is sent to third parties.

No, it does not use an LLM, so there is no such cost. The platform is free to use and you only pay for infrastructure usage above US$20 per month.

The model estimates each active account's chance of canceling, using signals like account health and renewal status.

It flags out-of-pattern deviations in your metrics, such as a lead drop or a wins spike, so you can investigate early.

A rep ranking points to whoever is most likely to convert each lead, helping distribute leads automatically.

Yes, the forecast is weighted by the real predicted probability of each opportunity, not a generic estimate.

It is trained on your own history of won and lost deals, not a generic market model.

Yes. The platform is free to use; you only pay for infrastructure usage above US$20 per month.

You describe what you want in plain English and it performs the action inside the CRM, like creating records, building campaigns or updating deals in bulk.

No. Just ask in natural language, the way you would ask a person, and the Assistant understands and executes.

The CRM stays free, but the AI Assistant is a premium feature billed by usage, turned on separately.

You pay only for what you consume, on demand, with no fixed subscription for this feature.

It creates records, builds email campaigns, sets up automations, updates many deals at once and answers questions about your book of business.

Yes, the Assistant understands the objects, fields and business rules configured in your CRM.

Yes, it drafts emails, sequences and replies ready to review and send, in each contact's language.

Yes, just ask for a summary and the Assistant delivers the essentials by querying your own data.

You turn it on whenever you like since it's a premium pay-as-you-go feature, then start asking for actions in natural language inside the CRM.

No. Each agent inherits the permissions of whoever created it, so it never sees or changes anything beyond what that person already could.

Yes. You require human approval before any sensitive action, so the agent only acts on its own on what's safe.

No. You describe the agent's goal in plain language, and anyone on the team can build one.

You pick exactly which actions the agent can use, like creating records, updating fields, sending email or moving stages, and nothing else.

Yes. An agent can read each new lead, fill in missing fields, sort by profile, and route it to the right rep.

Yes. The agent watches stalled deals, drafts the next touch, and, if you require it, waits for your approval before sending.

No. Anyone on the team creates an agent, not just the people who understand technology.

Yes, the lead triage example shows the agent working while the team sleeps.

Yes. You decide which actions need human approval and which the agent runs on its own because they're safe.

No. Every answer is validated against your own data base, reflecting real reality, not a generic guess.

No. Just describe what you want to see in one sentence and the AI builds the chart, report or board ready to use.

Yes. Describe the launch and the AI builds the board with phases, tasks and owners.

You ask in plain language, like how much we sold or which region grew, and the AI answers with numbers pulled from your real base.

Yes. The same AI creates images from a prompt, without leaving the CRM.

It delivers the finished artifact, like the chart or board already built, not just a suggestion for you to execute.

Yes. You start from the finished result and tweak whatever you want from there.

Yes. It is free to use, and you only pay for infrastructure usage above US$20 per month.

Yes. You ask for the chart or report you need and the AI delivers it ready, with the right numbers, minutes before the meeting.

No, the AI transcribes, summarizes and organizes everything while you talk.

Yes, every agreement becomes a trackable next step, with nobody having to write the minutes.

The AI listens to the call or meeting and transcribes the conversation automatically.

Yes, it spots what changed, like a new value or next stage, and suggests updating the fields.

Yes, you review and confirm with one click; nothing changes without that confirmation.

Inside the record, in the deal's context, alongside the next steps.

Deal value, next stage and follow-up date, among other things agreed in the conversation.

Yes, for both a discovery call with the customer and an internal status meeting.

Yes. Sellio is free; you only pay for infrastructure usage above US$20 per month.

Images, invoices and receipts.

No, the AI presents what it read for you to review, confirm or adjust before saving to the record.

Vendor, total, date and line items, in structured fields.

Yes, after your review, the data goes straight into the record fields.

It replaces most of it: transcription becomes a review step instead of typing from scratch.

Optical recognition (OCR) doing the document reading.

Yes, the team photographs the receipt and the AI extracts vendor, total and date ready to log.

Yes, the invoice becomes structured vendor, items and values on the record.

Yes, since the AI reads and structures the data, fewer typos enter your CRM.

You set a target per person and per period, and the cockpit tracks how much has been sold against that target.

Commit is the committed forecast (what should close) and Best case is the best-case scenario; together they show the floor and the ceiling to plan with realism.

The cockpit shows the gap to target and pipeline coverage, revealing whether the current pipeline supports the close.

It's the relationship between the open value in the funnel and what's left to reach the target, along with per-deal risk.

Yes, the side-by-side comparison lets you track the team's progress period over period.

It compares every rep's performance and creates healthy visibility that pulls results upward.

Yes, the target, gap and forecast numbers become the concrete basis for the coaching conversation and action plan.

Just set the targets per person and per period; the cockpit calculates the rest from the deals already in the CRM.

Yes. It is free and you only pay for infrastructure usage above US$20 per month.

It's configuring, pricing and quoting products with tiered pricing rules, variants and discount approval built into the sales process.

Tiered pricing rules build the price automatically based on quantity, with no manual calculation.

Yes, the estimated margin is computed on the opportunity item and appears as you build the quote.

Discounts above the set limit trigger a required approval before the stage can advance.

Yes, you build the quote from templates, with send and accept by the customer.

Yes, they enter as fields and make up the final total the customer sees.

Yes, product variants assemble the right combination with no risk of mispricing.

Yes. It's free, and you only pay for infrastructure usage above US$20 a month.

Approval is triggered by rule and value, routing the request to whoever has the authority to decide.

You define approvers by rule and value band, and the request escalates automatically level by level until it reaches whoever has authority.

Yes. Each step automatically notifies the right approver, with no need to forward it manually.

Yes. Approvers can be defined by user or by role, and the chain stays valid even as the team changes.

With approvers defined by role, the request goes to whoever holds that role at the time, without stalling.

No. The decision log is append-only and immutable, keeping who approved, when and at what level.

Yes. The immutable trail shows every decision with author, date and level, ready for whenever an audit asks for the history.

Yes. Approval chains trigger by value or by rule, so each request automatically takes the right route.

No. Policies are versioned by effective date, so each approval uses the rule that was in force at that time.

Yes. Automatic per-level notifications cut the bottleneck of requests forgotten in an inbox.

You define territories with quota and coverage, distributing accounts among reps with no overlap.

They are moves aimed at specific target accounts, with a planned approach instead of generic effort.

Commission split sums to exactly 100% to the cent, with no cent lost and no dispute across the team.

Yes. You can assign the opportunity to a partner and calculate channel commission automatically.

Quotas are set based on each territory's real potential, not one flat number for everyone.

Yes. Playbooks are versionable and can be defined per rep.

Yes. Territory planning redistributes accounts and quotas with balance, avoiding two reps at the same door.

Yes. It is free to use, and you only pay for infrastructure usage above US$20 per month.

Commission split shares the credit between both in exact sums, with no argument afterward.

A signed link you share so the customer can pick a time themselves, with no email back-and-forth.

No. Scheduling happens directly through the Sellio link, without a paid external tool.

Yes. Each booking creates an activity on the right record, with no double entry.

Yes. It's signed, which ensures only legitimate bookings land on your calendar.

Before the meeting, the AI summarizes the history and suggests goal, context and discovery questions.

No. The AI summary delivers history and agenda ready before the meeting starts.

Yes. Removing scheduling friction raises the rate of meetings that actually get booked.

Yes. Sellio is free; you only pay for infrastructure usage above US$20 per month.

Yes, each booking becomes a logged activity, with no reliance on anyone's memory.

Yes, it comes automatically from won deals, with no spreadsheet typing.

Yes, the statement shows which deals came in, which rule applied and how much it earned.

Yes, higher-margin products can pay a higher percentage, applied automatically in the calculation.

The plan defines percentages that rise as quota is hit, and the system applies the right tier to each sale.

No, the rules are versioned, so plans change without affecting what was already calculated before.

No, the whole point is to end the side spreadsheet and the closing rework.

Yes, since the system applies the rules, calculation mismatches and the month-end fight go away.

Each rep sees only their own statement, with transparency about the logic applied to them.

You define the commission plans (percentages, tiers, rules) once, and the system calculates on its own from the won deals.

No, the invoice is born straight from an approved quote, with no retyping items and values.

Yes, overdue invoices show up highlighted so you collect at the right time.

You record the payment right on the invoice and the open balance updates automatically.

Yes, invoice, payment and deal live in the same place, tied to the customer.

Yes, collection stops living in a separate spreadsheet, you know who paid and who's missing right in the CRM.

Yes, recording payments and balances shows what already came in and what is still to come.

Overdue invoices show up highlighted and you fire the right reminder to each late customer.

It's free. You only pay for infrastructure usage above US$20 a month.

Just a few clicks, as soon as the quote is approved you can issue the invoice right away.

Yes. The stock balance lives alongside the products and quotes that already exist in your CRM.

Yes. A low-stock alert warns when a product nears its limit, before it runs out.

Every in and out movement is recorded, and the balance rises and falls automatically as they happen.

Yes. Each product's balance is visible to whoever sells, so nobody promises what already ran out.

Yes. In and out movements are recorded and show the full history.

Yes. Before closing the quote, the rep checks the balance and avoids promising an item that already ran out.

Yes. The low-stock alert fires and operations restock before the product hits zero.

No. It's tied to the products that already live in the CRM, alongside sales and quotes.

Yes. With the balance in sight, the rep only offers what operations can actually deliver.

It's a visual block editor: you build the email by dragging ready-made blocks and it generates responsive HTML, no code needed.

Cadences that advance on their own as the contact opens, clicks or stays quiet, nurturing the lead with no manual work.

Within the same send, different blocks show for each segment, so every lead gets the message that fits their moment.

Yes, you can compare subject lines and content versions and the platform promotes the winner.

Every click is logged through your own redirect, showing who opened and what they clicked, which helps score and prioritize leads.

Yes, preferences are granular, so each contact controls what they receive.

Yes, marketing and sales live on the same base, no separate integration needed.

No. The editor is visual, block-based, and generates the HTML on its own.

Yes. It's free and you only pay infrastructure usage above US$20 per month.

Internal landing pages plus embeddable forms and pop-ups that all create leads automatically.

Yes, every landing page, form or pop-up submission becomes a lead in the CRM with no manual entry.

No, landing pages and forms are built and published right inside the platform.

Through round-robin, so new leads are split fairly across the team and nobody gets overloaded.

Yes, every lead arrives tagged with UTM, campaign and source so you can measure real ROI.

Yes, web tracking shows the pages visited before conversion, giving context on their real interest.

No, landing pages and forms are published directly from the platform, no code required.

Yes, the product is free to use, you only pay for infrastructure usage above US$20 a month.

Yes, a landing page with UTM capture records exactly which ad brought the lead, so you can measure return by campaign.

No. The CRM is already the destination: the reply, the task and the history land on the record with no sync to another tool.

The cadence automatically pauses that contact, so you never keep chasing someone who already answered.

Importing by list, segment or filter from the CRM comes with built-in deduplication.

Email, WhatsApp, SMS, a task for the rep and a webhook, all in the same flow.

No. The base is channel-agnostic, so adding WhatsApp, SMS or a webhook is just picking a step.

Straight from the CRM itself, by list, segment or filter, with no spreadsheet in between.

Yes, every lead shows up in the cadence with a visible status and stage.

Yes, pulling out whoever already replied avoids repeated messages and protects the relationship and your reputation.

Yes, a filter brings back stalled leads and the cadence can reopen the conversation through another channel, like SMS.

It's a score combining activity, NPS and renewal for each account, showing in seconds who is doing well and who needs attention.

The platform warns when an account's usage drops or it cools off, before it cancels, so the team can act while there is still time.

Recurring contracts with a term warn the owner and renew automatically in the next period, with no manual reminder needed.

Yes, reusable checklists guide the activation of every new customer through the first weeks.

Yes, account plans pull together goals, usage and next steps for quarterly reviews right inside the account.

Yes, it's part of the CRM, which is free; you only pay for infrastructure usage above US$20 per month.

They check each account's score to prioritize whoever needs attention before it turns into a cancellation.

It helps prevent them: the low-adoption alert fires in time for the team to reverse the risk before renewal.

Yes, contracts, onboarding, QBRs and account plans stay organized right inside the customer's account.

No. Support runs in the same system as the CRM, with the agent seeing deals, contracts and customer history without switching tabs.

No, the SLA clock only runs during work hours and warns before it breaches.

It doesn't replace the agent; the AI panel classifies the topic, reads sentiment, shows similar tickets and suggests articles to speed up the reply.

On the left are saved views with a counter, in the center the queue with search and bulk actions, and on the right the customer context with SLA and AI.

Yes, related tickets group into an incident with a public status page, and you export reports to PDF and XLSX.

The incoming message becomes a ticket on its own and routing sends the topic to the right team, with no manual work.

They reassign, prioritize and escalate tickets on their own, keeping the queue moving without the agent having to organize it.

Yes, CSAT measures how the service went as soon as the ticket is closed.

Yes, the public help center answers common questions before they even become tickets, lightening the queue.

It's a self-service portal accessed via a secure link, where the customer tracks their tickets with no login required.

No, the portal and knowledge base have no per-external-user cost, you only pay for infrastructure.

It's a secure HMAC link that grants portal access without requiring the customer to sign up or use a password.

It's published articles that answer common questions, so customers can help themselves any time of day.

Tickets have category, priority and a response deadline, ensuring critical cases are handled within the agreed time.

Yes, the portal and knowledge base stay available around the clock, no matter your team's hours.

Yes, every interaction is tied to the account, giving support full context.

Yes. They're free, and you only pay for infrastructure usage above US$20 a month.

Yes, articles in the public base answer repeat questions and cut part of the tickets before they even arrive.

Yes. Points and tiers live alongside the customer history, inside the CRM itself.

Yes, the program applies to both B2B and B2C relationships.

Per purchase or per customer action, according to the rules you set.

Tiers progress based on the customer's engagement with the brand.

They redeem points for rewards, which encourages the return and the next purchase.

Yes. You see who accumulates points and who redeems, steering effort toward the closest customers.

Yes. Customers who move up tiers gain exclusive perks, reinforcing the reason to keep buying.

Yes. It is free to use, and you only pay for infrastructure usage above US$20 per month.

Yes. Points and rewards give the customer a concrete reason to return, which tends to raise repeat purchases.

Yes, colors, logo and identity follow your brand, from login to the last page.

Yes, you choose which modules appear for the customer and hide the rest.

Yes, brand personalization covers colors and logo with your identity.

Yes, you build the portal pages the way that makes sense for your operation.

No, the experience stays consistent with your brand, without looking like a generic system stuck on top.

No coding needed; you choose modules, pages and brand directly in the configuration.

Yes, a consistent, well-built portal conveys the image of a careful, mature company.

Yes, for a specific audience you show only the relevant modules and keep navigation simple.

Yes. Sellio is free; you only pay for infrastructure usage above US$20 per month.

Not necessarily, but since Sellio already brings boards, kanban, Gantt, calendar, workload and per-board permissions, many teams stop needing a separate project app.

Yes. Saved filters and the "My work" view gather everything that's yours, from every board, into one list.

Yes. Per-board permissions let each team see and edit only what's theirs, even on the same base.

It generates a plan that becomes a ready-made board, predicts delay risk and priority, writes the executive summary, and acts as an agent with human approval before touching real work.

Table, kanban, timeline (Gantt), calendar, team workload and dashboard, all looking at the same underlying data.

Yes. When the deal is won, the rollout project opens in the same system, already linked to the customer, contract and conversations.

Yes. The timeline shows dependencies and the critical path, revealing what slips if one step slides.

The workload view shows who has too many tasks and who has room, so you can redistribute before the bottleneck.

No. Project AI proposes and executes steps as an agent, but always with human approval before touching real work.

Yes. You can start the timer when you begin the task or enter the hours manually later, whichever you prefer.

Just mark the hours as billable; the rest stays visible but out of the bill.

Yes. The contributor submits the period and the lead reviews and approves it before the hours enter the invoice.

Yes. The timesheet lives inside your projects, so each hour is born linked to the task, the customer and the project.

Yes. Budget against actuals shows in real time when hours pass what was agreed.

Reports show hours by person, customer and project, ready for CSV export.

Yes. CSV export takes the hours data wherever you need it.

Yes. It is free to use, and you only pay for infrastructure usage above US$20 per month.

Hours marked billable and already approved become directly the basis for the period's charge.

OKRs cover company, team and person objectives with numeric key results, going beyond a single sales target, and live in the same system as the CRM and projects.

Yes, when the key result is linked to a work board, progress advances as tasks are completed.

Yes, key results accept targets to grow or to reduce, like cutting churn.

Company, team and person objectives, organized in a hierarchy within a period.

Number, percentage, currency or a completed milestone (boolean), each with a target to grow or to reduce.

The owner logs the current number and the confidence level, so the data comes with context, not just a percentage.

From progress against the pace expected in the period, becoming on-track, at-risk or off-track.

Yes, every company, team or person objective lives within a defined period.

Yes. Sellio is free; you only pay for infrastructure usage above US$20 per month.

You visualize work on boards and move cards across stages with the whole team, and everyone sees the status in real time.

It's a visual plan that links tasks depending on each other, helping you spot bottlenecks early.

Yes, you save model projects and recreate entire processes in one click.

The handover from sales to post-sale follows a structured flow, with no context lost in the transfer.

Yes, execution and relationship live in the same place.

Yes, process documentation is versionable and sits alongside comments and mentions on the record.

No, projects and CRM live on the same base, no other tool needed.

Yes, report sharing with the team is included.

Yes. It's free and you only pay infrastructure usage above US$20 per month.

Right inside the record itself, so the conversation stays with the deal, account or task and keeps full context.

Mention them with @ and they get notified instantly, joining without leaving the platform.

Yes, everything that needs your attention shows up in the bell, with no email required.

Mentions and relevant updates on records you follow, so you never miss what changed.

Yes, favorite the records that matter most and return to them in one click.

Through internal broadcasts sent right in the platform, reaching everyone with no side channel.

It keeps discussion in the context of the record instead of a separate chat, cutting tool-switching and keeping focus.

Yes, the product is free to use, you only pay for infrastructure usage above US$20 a month.

Yes, comments and @mentions work per record, whether it's a deal, account or task.

No, points come from the same goals you already track, not a made-up parallel scoreboard.

No, the scheduler tallies everything automatically and updates the board on its own.

They're handed out for every achievement, with a notification the instant the user earns one.

The moment the trophy is unlocked, not at the end of the month.

In a per-user scoreboard showing who's ahead by points, achievements and goals hit.

No, gamification is usually a paid add-on in other CRMs; on Sellio it's already included.

Yes, points build up in an individual ledger per person.

Yes, badges for tickets resolved and satisfaction goals also apply to support.

The first trophies for ramp achievements give fast feedback, showing in practice what's valued.

Yes, the directory shows each one's skills and you allocate by combining profile and availability.

The capacity view highlights who's over-allocated before it turns into a delay.

It's a registry of each person's skills, used to decide who gets allocated to each project.

You allocate by combining skill profile and each person's available slack.

Yes, it shows who's free, who's at the limit and who's over-allocated.

Yes, capacity and work live in the same place, tied to projects.

You search the directory for who has the needed skill and slack on their schedule, and allocate the right person.

Yes, with over-allocation visible, you move tasks to whoever has room.

Yes, planning by real capacity reduces the surprise of a blown deadline.

Yes, the dispatch board shows the whole field operation in one place, who's assigned and what's still open.

Yes, each order stays in the served customer's history.

You set a date and an owner for the order, and it appears on the dispatch board.

You dispatch each order to the technician with the right availability, considering their schedule.

On the dispatch board, which shows who's on the way, who's in service, and what's still unassigned.

Yes, it replaces coordinating by message and spreadsheet with a single visible board.

Yes, the customer is notified when a technician is dispatched.

Yes, each order stays linked to the customer, so the next visit starts with all the context.

Yes, it's part of the product, which is free to use, you only pay infrastructure usage above US$20 a month.

Yes, the proposal stays tied to the deal, the plan stays tied to the project or account, and the content lives in the right context.

Yes, every document has a version history showing what changed.

Yes, the version history lets you roll back whenever you need to.

Yes, it's rich text editing straight in the platform, with no other editor needed.

Yes, versions and history replace the mess of duplicate files with confusing names.

Yes, collaborative editing lets the team work together without trading attachments by email.

Yes, you write the proposal inside the deal and it stays accessible to everyone following that sale.

Yes, the strategic plan lives linked to the account, with a history of every revision made over the relationship.

No, the right document is always where the deal is, linked to the record.

It's two-factor authentication via an authenticator app; a leaked password alone won't get anyone in.

Yes, you can set fields as hidden, read-only or masked depending on the access role.

Login, export and every CRUD action (create, edit, delete) are logged in a traceable way.

Yes, you can limit access to trusted IP ranges and get alerted when an attempt is blocked.

You configure per object how long data is kept, and the platform handles disposal, with no manual work.

Yes, automatic retention per object helps meet that kind of data policy.

Yes, attempts blocked by IP range trigger an alert for admins and stay in the trail.

Yes, besides 2FA, you can configure password policies and session expiration.

Yes, 2FA combined with IP restriction ensures only authorized people, from trusted locations, reach critical areas.

You set the rates per currency and each deal records the amount in the currency it closed in, converted later for reports.

Yes, results from every unit are summed and converted into a single base currency.

You model the hierarchy in a tree, such as holding, country and branch, with cycle protection.

Yes, each unit runs with its own default currency and language, without losing the consolidated view.

Yes, the unit tree separates each branch and consolidation sums it all in the base currency for the board.

The deal is recorded in the customer's currency and converted automatically for the group's reports.

Yes, consolidation into the base currency places units side by side with no exchange-rate distortion.

You set and keep the rates per currency up to date, which the system uses to convert deals.

Yes, it's part of the CRM, which is free; you only pay for infrastructure usage above US$20 per month.

Through a secure, signed link, with no need to access your CRM or see your internal data.

It's when the partner registers the opportunity they originated, marking who brought the lead first and avoiding commission conflicts.

Yes, it's computed on its own according to the partner's tier rules, with no spreadsheet to settle payouts.

You register each partner's type, tier and reputation, which helps prioritize who delivers the most.

No, access via the signed link has no per-external-user cost; you only pay the machine.

Deal registration marks who brought the opportunity first, which eliminates commission disputes between partners.

Yes, assigning opportunities to a partner shows the revenue won and the commission owed to each one.

Yes, the partner registers the referral in the portal and the commission is computed automatically when the deal closes.

Yes. It is free and you only pay for infrastructure usage above US$20 per month.

It controls access by object, field and action, defining exactly what each role can see and do.

Yes, control goes down to the field level within the same record.

They're visibility rules that define whether a user sees only their own data, their team's, or the whole company's.

In a hierarchical tree that mirrors the company's real structure, with users organized by level.

No, you create role templates and replicate them across new teams quickly.

Colors, logo and the product name, giving the CRM your company's identity.

The white-label theme is applied per organization (tenant).

Yes. They're free, and you only pay for infrastructure usage above US$20 a month.

Yes, granular RBAC ensures each area sees and edits only what it should, even within the same record.

Yes. It is fully global and neutral, with no country-specific tax hard-coded, so you model whatever tax structure you need.

They stay correct. Rules are versioned by effective date, so an old quote keeps the rate that applied on its date.

By product or service category and by region, forming a matrix that covers any tax structure.

No. Rates live in versioned data, so changing a rate means editing a record, with no deploy required.

Yes. The engine applies the correct rate automatically in quotes, CPQ and pricing, with no manual math.

Yes. The engine calculates line by line based on each item's category, delivering the right total without splitting documents.

You create a new version of the rule with its effective date; new quotes use the current rate and old ones stay correct with the previous one.

Yes. It is free to use, and you only pay for infrastructure usage above US$20 per month.

Usually yes, but here it comes included at no extra cost.

The system separates who proposes from who approves, so whoever requests doesn't have to be whoever authorizes.

Yes, the full trail records who requested, who approved, what changed and when.

Sensitive configuration changes: schema, rules, pricing and access roles.

You validate the configuration in a test environment and promote the approved package to production as a controlled, recorded operation.

The change doesn't take effect; only what's approved becomes active in production.

Usually yes in other systems, but on Sellio change governance already comes included.

It applies to configuration: schema, rules, pricing and access roles go through approval, not just data.

Yes. Sellio is free; you only pay for infrastructure usage above US$20 per month.

Yes, the immutable trail delivers ready-made history for compliance, with no manual reconstruction.

Yes, the three recognized frameworks are served by a single center, no separate tools.

No, retention is configurable per object, each data type has its own policy.

The center locates the records tied to the person and carries out the deletion in a structured way, recording the fulfillment.

Yes, access and portability requests are handled through the same structured flow.

It keeps a history of what was granted and revoked, ensuring communication respects each subject's current choice.

Yes, a full audit trail documents everything, ready to prove compliance to regulators and customers.

No, privacy tooling is usually a paid add-on elsewhere; on Sellio it's already included.

You define how long each data type lives and the center applies the policy, clearing what's expired automatically.

Yes, the audit trail of requests and consents delivers immediate evidence whenever you need to prove it.

No, the sandbox doesn't count toward your bill, testing doesn't increase what you pay.

No, you publish only the change-set you choose, selectively.

It clones your tenant's configuration, metadata and data into a fully isolated environment.

No, isolation is by design, nothing from the sandbox leaks into production.

You choose exactly which approved changes go up as a change-set, instead of pushing everything at once.

Yes, you validate the behavior in the isolated sandbox and only then carry the automation to production.

Yes, they practice with realistic cloned data with no risk of scrambling production records.

Yes, it's usually a costly enterprise-tier feature; on Sellio it's already included and free.

No, selective publishing carries the approved change-set straight to production, with no manual rebuild.

Yes, you can set credit limits per user.

Yes, a dashboard shows how much AI each person and profile consume.

Yes, limits can be set per profile as well as per user, not just a single cap for everyone.

Yes, it shows usage by person and by profile, so you see exactly where consumption concentrates.

Yes, you can give a larger credit to the pilot team and keep the rest on a conservative limit while you measure the return.

Yes, since usage stays within the limits you set, nobody is caught off guard.

No, the team can experiment with AI freely within the limits you define, so adoption and control go hand in hand.

Yes, seeing who uses how much helps direct training and understand where AI pays off most.

Yes, it's part of the product, which is free to use, you only pay infrastructure usage above US$20 a month.

Yes, the AI scans your records and flags personal or sensitive information out of place on its own.

No, it's an extra layer on top of the per-tenant isolation that already protects each customer.

Personal information, documents and contacts that landed in the wrong fields or places.

Logins, access and critical changes in the environment.

Yes, alerts warn you to act before a slip becomes an incident.

Yes, that's exactly the kind of case the AI flags for correction.

Yes, with security events monitored you act the minute of the problem, not weeks later.

Yes, the monitoring highlights unusual events for the team to investigate before they become incidents.

Yes, protecting sensitive data protects the trust of those who entrust you with their information.

No, the traditional password stays available for whoever prefers it; the magic link is just one more option.

Yes, both paths, magic link and password, coexist securely.

The person enters their email, gets the link and signs in with one click, with nothing to memorize or reset.

Yes, with no password reset flow, the volume of help requests over blocked access drops.

Yes, whoever likes the password keeps it, and whoever prefers convenience uses the magic link.

Yes, out in the field the person gets the link in their email and signs in without typing a password on the small screen.

Yes, the invited person signs in through the magic link without having to create and memorize a password right away.

Yes, the magic link removes the password that tends to be reused, reducing that risk.

Yes, it's part of the CRM, which is free; you only pay for infrastructure usage above US$20 per month.

No, you keep using your own mailbox, Sellio just connects to it and organizes messages around your contacts and deals.

No, they stay in an encrypted vault and are never shown on screen.

Each message is matched to existing contacts by email address and linked to that contact's active deal automatically.

You decide on the spot whether to create a new contact for that sender.

No, other CRMs charge an add-on for this, here it's included at no extra cost.

The sync is best-effort, so if the provider hiccups the rest of the CRM keeps working normally.

No, emails land on the contact and deal timeline by themselves, with zero manual typing.

Yes, the whole email history lives on the contact, so the next person has full context in hand.

Your credentials go into an encrypted vault, and Sellio doesn't read beyond what it needs to log the message.

No, the money lands directly in your Stripe account; Sellio only orchestrates the link and the settlement, with no reselling or commission.

Yes, you connect your own Stripe account once and start charging right from inside the CRM.

Just attach the link to any proposal or quote inside the deal.

Yes, as soon as Stripe confirms the payment, Sellio marks the deal as paid automatically.

No, the keys stay in an encrypted vault and are never shown on screen.

The integration is best-effort: the proposal stays in the CRM and the link is reissued later.

Yes, services that require a down payment can use the link to collect it before starting, with automatic logging on the deal.

Yes, at renewal time the link is resent and the confirmed payment updates the status with no manual work.

No, the paid or pending status shows right on the deal, visible to everyone.

It's your DocuSign account's; Sellio only sends the document and brings back the status, the signature itself runs on DocuSign's legal infrastructure.

No, you use your own DocuSign account with the credits and plan you already have there.

With the proposal ready, one click fires it off through your DocuSign and the customer signs from their phone or computer.

Yes, as soon as the document is viewed or signed, Sellio updates the state right on the deal card.

Yes, it's attached to the contact timeline, ready for future reference or audit.

Yes, you connect your own DocuSign account; credentials stay in an encrypted vault and never appear on screen.

The integration is best-effort: the deal stays normal in the CRM and the send resumes later.

Yes, follow-up documents go through the same flow, keeping the entire signature history on the same contact.

It works for proposals and contracts in general; once signed, they can automatically create the agreement record on the timeline.

No, the feed is read-only by design, so nothing you change in the external calendar alters the CRM data.

You can revoke the secret URL at any moment and cut off access.

Just subscribe to the iCal feed URL in Google Calendar, Apple Calendar or Outlook.

No, the feed is live: new meetings and activities appear on their own at the next sync.

It works with any app that accepts an iCal feed, without depending on a single vendor.

No, each person subscribes to their own private, personal feed.

Yes, in morning planning the rep already sees the day's meetings straight in Google Calendar, with no need to log in.

Yes, in the iPhone Calendar app the appointments show up with notifications, helping you never miss a follow-up.

Yes. It is free and you only pay for infrastructure usage above US$20 per month.

No, access is controlled and read-only, BI only consumes the data with no risk of altering the CRM.

No, data is read straight from the source, with no manual export or parallel copies.

Power BI, Tableau, Looker or any other compatible tool, without being locked into one.

You connect your own account, and the access credentials stay vaulted, never exposed on screen.

Yes, BI lets you combine CRM with other sources your team already uses on the same analysis canvas.

Sales, pipeline, conversion and revenue are available to model however leadership asks for.

The integration is free; you only pay for infrastructure usage above US$20 a month, on top of whatever you already pay for your own BI tool.

No, it complements them, giving you the advanced analytics power of Power BI, Tableau or Looker over the same data.

You connect BI and build the dashboard, for example tracking revenue, pipeline and targets fed directly from the CRM.

No. You build the automations by dragging blocks in Zapier, Make or n8n, without needing a developer.

The CRM keeps working normally and the automation resumes, since webhooks run best-effort with re-delivery.

Zapier, Make and n8n already have a ready-made connection with Sellio.

Webhooks fire when something happens in the CRM, like a new opportunity, contact or stage change.

Yes. The REST API lets external systems create and update records in the CRM, like website forms or e-commerce orders.

No. API keys and tokens stay in a vault and never appear in the interface.

No. Webhooks and the REST API follow market standards, so there's no lock-in to a single tool.

Yes. You connect the CRM to chat, email marketing, spreadsheets, ERPs and whatever else your operation uses, via Zapier, Make or n8n.

It's your own automation account; you bring your own keys and tokens, which stay in the vault.

Yes. You connect your own Twilio account; Sellio does not provide a ready-made account.

No. Credentials are kept in an encrypted vault and never shown on screen.

Yes. Sending happens straight from inside any contact, lead or deal, without leaving the CRM.

Yes. Every message and reply is attached to the right contact, with delivery status, building a history visible to the team.

Yes. Reusable templates pull CRM variables like name, company and deal value.

Sending is best-effort by design; if the provider hiccups, the rest of the CRM keeps working normally.

No. The connector is free; the only cost is your own Twilio account.

Yes. It is free to use, and you only pay for infrastructure usage above US$20 per month, plus whatever Twilio charges for sending.

Meeting reminders, reviving stalled deals and post-sale communication, among other time-sensitive uses.

Yes, the connector is generic; you use the data provider that already fits your business.

The focus is completing what's missing, like industry, size and job title, filling in blank fields on the record.

Industry, size, job title, website and location for companies and contacts.

Both: you can enrich one record on demand or entire batches at once.

Yes, you bring your own provider account; the key stays in an encrypted vault and never appears on screen.

Enrichment runs best-effort: if the provider fails, the record stays usable and nothing blocks.

Enrichment is part of Sellio, which is free (infrastructure usage above US$20 per month is paid); the chosen data provider's account is separate.

Yes, the connector is vendor-agnostic, so you switch without rebuilding processes or losing history.

Yes, it completes information for both companies and contacts.

No, the connector is free, you only pay your own Shopify subscription.

It's a best-effort sync: if the store is unavailable, the CRM keeps working and reconciles the data later.

Purchases, lifetime value and frequency appear on the record, giving a 360° view of the customer.

In an encrypted vault, never shown on screen.

Yes, a completed order can start thank-you flows, review requests or product recommendations.

Yes, those lists power more accurate re-engagement campaigns and loyalty programs.

Yes, you can list who hasn't bought in a while and fire a win-back campaign with a personalized incentive.

No, there's no fee per synced order.

Both: for B2B selling, the rep opens the record and sees the full order history before proposing the next purchase.

No, it's installed with a simple snippet of code on your website.

No, live chat is usually a paid add-on elsewhere, here it's free, you only pay the cost of the machine.

It automatically creates a lead in the CRM, with the full message history already attached.

Yes, they're kept in an encrypted vault and never shown on screen.

Yes, both see who's on the site and can respond on the spot.

They still create leads, so the team can handle them in the morning, with nobody needing to be online overnight.

Yes, the whole exchange is attached to the lead, so the next rep knows what was already asked and answered.

Yes, it's free, you only pay for the machine, with no per-agent add-on.

Yes, what started in chat continues in the CRM, the team can follow up by email, phone or WhatsApp with full context.

No, the connector is free; you only pay for media to the channels themselves (Meta and LinkedIn), with no per-lead fee.

Yes, every lead arrives tagged with the campaign and source channel.

Facebook and Instagram Lead Ads (Meta) and LinkedIn Lead Gen Forms.

No, the lead enters the CRM automatically the moment the form is filled out in the ad.

Yes, access tokens stay in an encrypted vault and never appear on screen.

Yes, you can assign and fire the first touch at the very moment of capture.

Yes, every lead arrives with the fields filled out in the form and the campaign source.

Yes, with the source preserved you can compare which ads actually generate closed business, not just clicks.

Yes, LinkedIn forms arrive with job title and company filled in, which helps route to the right rep for that segment.

No, SSO and SCIM are usually locked behind competitors' priciest enterprise tier; here they're already included, you only pay for the machine.

It works with Okta, Azure AD/Entra and Google Workspace through the open SAML and OIDC standards.

SCIM revokes CRM access instantly, closing the risk of active ex-employee accounts.

No, certificates and secrets are kept in an encrypted vault and never shown on screen.

It automatically provisions and deprovisions users based on your corporate directory.

No, the integration uses open standards, SAML, OIDC and SCIM, with no lock-in to a single vendor.

Yes, access inherits the MFA, password and session policies already configured in your identity provider.

Yes, with centralized identity the company easily proves who has access to what.

Yes, once they join the right directory group, SCIM already creates CRM access with the proper role.

No, the connection is via OAuth; Sellio only receives a limited-scope access token, kept in the vault.

Yes, it connects Gmail and Outlook accounts through the customer's own OAuth.

No, email sync that other CRMs charge extra for is already included here.

It's two-way: replying in the CRM sends through your mailbox, and what arrives by email shows up in the CRM.

Through address-based matching, which ties the message to the correct contact and deal.

Yes, each one connects their own, and the consolidated history lives on the contact, not trapped in individual mailboxes.

Yes, you authorize once and revoke whenever you want.

Yes, sent and received emails are automatically logged as activities on the contact's timeline.

The stand-in opens the contact and reads the whole prior conversation, with no email forwarding needed.

Yes, it connects with Google Calendar and Outlook via OAuth.

Yes, the sync is two-way: changes in Google or Outlook reflect on the CRM activity.

No, the integrated calendar is already included in the CRM, with no add-on cost.

Sellio automatically creates the event on your calendar, with guests and a link.

Yes, it becomes an activity tied to the matching contact.

No, the connection is via OAuth and the token stays in the vault, never exposed.

The activity stays logged on the contact, ready for the next follow-up action.

Yes, every synced event shows up tied to the contact and the deal.

Yes, since calendar and CRM are always identical, you never double-book the same slot.

No. Sellio upserts by email: if the contact already exists, it updates; if not, it creates it, avoiding duplicates.

You can re-run the sync whenever you like; periodic rounds keep contact data fresh with no manual cleanup project.

Yes. The connection uses OAuth with the token kept in a vault, never exposed.

Deduplication uses email as the key, so even with multiple sources the same contact appears just once.

No. Contact sync is already included in the CRM, no add-on needed.

Yes. Several reps can sync their address books and each person still appears just once in the database.

Yes. You export your Google or Outlook contacts and sync, and the database comes in organized, without repetition.

Since upsert updates by email, phones and titles stay current without anyone reviewing record by record.

Yes. You connect your Google or Outlook account and bring contacts straight into the CRM.

Yes. You can connect your Slack or Microsoft Teams workspace.

Yes. "Notify channel" is an automation action, so you combine whatever trigger and conditions you want.

No. Slack and Teams alerts are already included in the CRM, with no add-on.

You bring your own workspace, connected via webhook or OAuth, with the credential kept in a vault.

Yes. The message lands in the right channel in real time as soon as the event happens.

Yes. Since it's an automation action, you can combine conditions like a minimum value, a territory or a specific stage.

No. The notification is pushed automatically to the channel, without relying on anyone checking the CRM.

Yes. It is free to use, and you only pay for infrastructure usage above US$20 per month.

A won deal, a new lead or an overdue task are common examples, but any automation rule can trigger the alert.

Yes, the feature works with both platforms.

Yes, the link and the meeting stay logged on the contact or deal's timeline.

No, video link generation is already included in the CRM, no add-on.

Yes, the connection is made via OAuth with your account, and the token stays in the vault, never exposed.

Automatically, as soon as the meeting is scheduled in Sellio.

Yes, the room address travels with the invite.

Yes, each call stays logged on the contact, useful for follow-up and handoff.

No, the feature is already included in the CRM.

Product demos, closing meetings and customer reviews, among others.

You do, straight to your own voice account (Twilio); Sellio doesn't resell telephony or charge on top.

No, it's optional: when enabled, it attaches to the activity.

Yes, duration, time and outcome are logged automatically on the contact, with no manual entry.

A Twilio Voice account, which you connect with your own credentials.

In a vault, with minutes billed straight to your own account.

You click the contact from the deal card and the call starts, with no dialing a number.

Straight to the record's activity, along with the call's duration and time.

No, click-to-call and call logging are already included in the CRM.

Yes, leadership can review recordings to coach approach and standardize the pitch.

Yes, connect either store and orders and buyers sync automatically into the CRM.

No, buyers are matched by email, so a repeat customer appears only once, with the history of all their orders.

No, the e-commerce to CRM bridge is already included, no add-on charge.

It becomes a deal in the CRM automatically, with value and items attached.

No, orders come in by themselves as deals, with no manual re-entry.

Yes, they're kept in a vault and never shown on screen.

Yes, order value and items travel with the deal record.

Yes, stores selling to businesses tie the order to the right contact and continue the negotiation through the pipeline.

You can trigger campaigns and follow-ups for people who already bought and spot who has repeat-buy potential.

Yes, it's the native alternative for those who prefer Clicksign, with the same bring-your-own-account logic.

Yes, it stays attached to the deal's timeline, ready for review and audit.

No, the signature flow is already included in the CRM, with no add-on.

You connect your own account; the credentials stay in the vault and are never shown.

Yes, as soon as the signature completes, the status reflects on the deal and can trigger the next step by automation.

Yes, the document status shows in real time right on the deal.

Yes, CS can send the addendum via Clicksign and track the signature without leaving the CRM.

No, you generate, send and track everything inside the deal itself.

Yes, services requiring formal acceptance trigger the document and log the signature on the account.

Yes, the bridge is vendor-neutral and adapts to the ERP your company already uses, through the system's own endpoint.

No, Sellio sends the order data; your ERP is what generates the invoice and billing.

Sending to the ERP is already included in the CRM, with no separate add-on for this bridge.

At the moment of closing, Sellio sends the order data to the ERP to generate the invoice and billing.

Yes, with no order re-typing, the classic source of error between what was sold and what was billed disappears.

Yes, payments and amounts confirmed in the CRM are passed to invoicing for settlement and reconciliation in the ERP.

Yes, they stay in an encrypted vault, with the integration made through the customer's own endpoint.

Yes, teams closing many orders avoid a finance bottleneck by automating the send to the ERP.

Yes, since the order is born in the CRM and flows to the ERP, both teams see the same information, with no reconciliation spreadsheet.

No, reconciliation is idempotent and the same transaction never settles twice.

The discrepancy is flagged for review, with no manual scan of the whole statement.

No, reconciliation is already included in the CRM, with no add-on.

It compares each incoming transaction to expected payments by amount and reference.

Yes, you connect the source and the credentials are kept in the vault.

Yes, paid subscriptions land on the statement and settle automatically against the matching contract.

Yes, companies with many payments reconcile in bulk, with no finance bottleneck.

Yes, every match is auditable and traceable, easing the accounting close.

Yes, finance no longer waits for the manual cross-check marathon of the statement.

You do, with your own AI provider key; usage goes to your own account, with no fixed fee per conversation.

The AI answers based on your content, and when the topic needs a person, it hands off to a human.

Yes, the lead is captured and tied to the contact inside the CRM.

The AI passes the conversation along with the full history and the contact already linked in the CRM, with no asking the customer to repeat anything.

Yes, it answers the most common questions any time, even after hours.

No, the AI chat and the CRM are already the same system, with no platform add-on.

No, the credential stays in the vault, and usage goes straight to your own provider account.

Yes, the bot collects need and context, creates the contact, and passes a warm lead to the rep.

Yes, simple tickets are solved by the AI, and complex ones go to the human with history.

Yes. You connect your Google Ads, Meta Ads and LinkedIn Ads accounts and bring campaigns, spend and results into the CRM.

You do. The media spend is 100% yours; Sellio just reads and organizes that data inside the CRM.

No. Campaign readout and ROI are already included in the CRM, no add-on needed.

It joins the ad platforms' spend with the leads and sales those campaigns generated, showing the return with no manual spreadsheet cross-check.

Yes. The lead comes in tagged with its source campaign and that tag follows the deal to close.

No. Ad account credentials stay in a vault.

Yes. Seeing ROI per campaign lets you cut what underperforms and reinforce the ads that actually close deals.

Yes. Both teams look at the same attribution, from click to contract, with no argument over who brought what.

Yes. Marketing shows attributed revenue per campaign, not just clicks and impressions.

Yes. You post to LinkedIn and Facebook straight from inside the CRM.

Yes. Every person who registers for your webinar through Zoom becomes a contact automatically.

No. Social posting and webinar capture are already included in the CRM, with no add-on.

You bring your own accounts; credentials are kept in a vault, and posting happens from your own page.

Yes. Social lead capture is tied to the contact and tagged with the source, feeding attribution.

No. Registrants enter as leads automatically, with no exporting or manual importing.

Yes. The loop is closed from post to lead to deal, so you can track what each post generates.

Yes. It is free to use, and you only pay for infrastructure usage above US$20 per month.

Yes. Reps can capture contacts from social media and continue the conversation in the pipeline, with history linked.

Yes, it's compatible with BigQuery, Snowflake and Redshift.

No, the data goes to the warehouse you already pay for; Sellio just delivers it, governance follows your policies.

No, warehouse export is already included, no add-on.

BigQuery, Snowflake and Redshift, with the same mechanism serving all three.

Yes, the credentials stay in the vault and the data goes straight to your own infrastructure.

It's yours: access, modeling and governance follow your company's policies.

So the data team can cross pipeline with revenue, product usage and acquisition cost, building a 360 view.

No, export is already included in the CRM.

Yes, it becomes one more source in your warehouse, alongside finance, product and operations.

Yes, the snippet works on any stack: plain HTML, visual builder or WordPress.

Yes, there's a dedicated WordPress plugin to capture leads with no third-party plugin in between.

No, web capture is already included in the CRM.

It comes in instantly, becoming a contact automatically tied to the source.

No, just paste the code once and every form on the page starts feeding the CRM.

Custom flows, like validating before submit, capturing in multiple steps or firing events, with fine control for the technical team.

Yes, the same snippet works on landing pages from visual builders.

Yes, every lead lands in the CRM already tagged with its source.

Yes, one snippet pasted on the page covers every form on it.

Yes, since it's bring-your-own-account, you connect using credentials from your own provider account.

No, browsing and activating integrations from the marketplace is already included.

Yes, they go into an encrypted vault and are never shown on screen.

Use the search and category filters to find integrations for email, payments, data, ads and more, all in one hub.

The integration stays available in the marketplace for whenever you get that account.

In the marketplace hub, a common step during onboarding.

Yes, browsing the marketplace surfaces useful connections you may not have known about.

Each integration explains what it does first, then you bring your credentials to connect your account.

Yes, every connection follows the same bring-your-own-account, credential-in-vault model, with no exceptions.

Yes, it's vendor-neutral: all three go through the same integration bridge.

It's in development right now, in the bring-your-own-account model.

No, ticket sync is already included in the CRM, with no add-on.

Each ticket stays tied to the matching contact, alongside deals and conversations.

You use your own Zendesk, Freshdesk or Intercom account; the credentials stay in the vault.

Yes, the rep sees open tickets before proposing the next step, avoiding offers to someone with an open issue.

Yes, support sees the size of the account it serves and prioritizes those with the most at stake.

Yes, a severe ticket on a key customer becomes an alert for the sales team to act before losing the account.

Yes, CS can see recent tickets before renewing and adjust the approach to real satisfaction.

Yes, the same vendor-neutral bridge connects Mailchimp, HubSpot and ActiveCampaign.

It's currently in development, in the bring-your-own-account model.

No, the sync is already included in the CRM, with no separate add-on.

Yes, you bring your own account; credentials stay in the vault and the platform subscription stays yours.

Yes, opening an email, clicking a link or entering a sequence flows back as a signal to the contact in the CRM.

Yes, when the stage changes in the CRM, the automation list adjusts, keeping segmentation current.

No, contacts and lists stay aligned on their own, with no CSV export or import.

Yes, the lead nurtured by automation, once warm, becomes a task for the rep in the CRM.

Yes, both teams start trusting the same truth about each person, with no parallel list.

Yes, the same bridge is vendor-neutral and covers all three.

Both: it receives product events on the contact and sends CRM data to enrich the events.

No, the event exchange is already included, with no CRM add-on.

Yes, it's a bring-your-own-account model, with credentials kept in the vault.

Usage events like a feature activation, hitting a limit or going inactive, becoming a signal for sales and customer success.

Yes, a usage drop lights an alert in the CRM before the customer decides to cancel.

Yes, heavy feature usage becomes an upsell trigger at the right moment.

Yes, commercial data like plan and stage make usage analysis richer, segmented by customer type and revenue.

It's in development now, in the bring-your-own-account model.

Yes, the integration connects with SAP or NetSuite.

No, it goes beyond that: customers, products, prices, orders and billing stay aligned across both systems.

It's in development now, in the bring-your-own-account model.

They stay in the vault, and the connection happens through your SAP or NetSuite corporate endpoint.

No, the CRM stays on the commercial front and the ERP remains the financial system of record.

No, the enterprise bridge is already included, with no CRM add-on.

For large operations that can't afford a gap between selling and invoicing.

Yes, ERP products and prices feed the quotes, always with the current value.

Yes, it respects ERP governance and every exchange is traceable.

No. The builder is a visual canvas: you drag triggers, conditions, waits and actions, with no code to write.

No. Every scheduled step carries a deterministic (idempotent) key, so even if something reprocesses, the action happens exactly once.

It's a clock that runs on every new lead and automatically escalates to the manager if nobody responds in time.

Yes. The "Fill field with AI" action completes information using the record's own context.

The instant the contact replies or moves stages, the exit condition removes them from the cadence automatically.

Yes. The flow detects the stall and kicks off a re-engagement sequence, shifting the message tone.

No. This level of automation is usually locked behind a pricier tier elsewhere; on Sellio it's part of the free plan.

Yes. The canvas shows the full flow map on one screen, so reviewing or explaining it to the team takes minutes.

Yes. Triggers fire at any time, for example creating the first-touch task and escalating the SLA even at 2 a.m.

It's a server that connects your AI agent straight to the CRM, letting it discover objects and fields, read and write records, and push leads and contacts.

Yes. REST API v1 is authenticated by key, protecting access for any system you connect.

Yes. There's a per-minute rate limit with its own headers, to protect the platform and guide your retries.

Yes. Usage metrics per key show consumption, helping you govern SLA and spot abuse.

Webhooks fire events in near real time, so your systems react without constantly polling the API.

No. Webhooks run best-effort and never disrupt saving in the CRM.

Yes. MCP uses the same key, rate limit and permissions (RBAC) as the REST API.

Yes. Through the MCP server, the agent discovers objects and pushes leads and contacts with no integration code needed.

Yes. REST API v1 exchanges accounts and orders with the ERP using a dedicated, monitored key.

You define conditions and actions without code: on stage change, create a task; on reaching a value, require approval.

Yes. You can schedule actions for N days out, such as follow-up, renewal or nurturing.

No. Execution is idempotent, so scheduled steps are reliable and don't duplicate by accident.

Rules that cross different objects to block or act based on context, applying across the whole CRM.

Yes. A cross-object rule can prevent closing a deal without a valid contact linked to the account.

Versioned scoring rules rank records by potential, and rule changes don't break old reports.

Yes. Actions can fire on both the creation and the update of a record.

Yes. It is free to use, and you only pay for infrastructure usage above US$20 per month.

Yes. You can chain steps, such as assigning the lead, creating the follow-up task and scheduling a reminder, all at once.

A space inside the platform that explains each feature in the context of the screen you're on.

Yes, the help center is updated alongside every new feature.

An open, Reddit-style space where users from all companies trade questions and tips.

Portuguese, English and Spanish.

No, the help center lives inside the platform, with no other tab to open.

It's global, connecting users worldwide to trade experiences.

Yes, with help and community on hand, the team self-serves and leans less on support.

Yes. Sellio is free; you only pay for infrastructure usage above US$20 per month.

Yes, trilingual content lets teams in three languages learn the platform with no language barrier.

No, the same engine works for any object with a state field, contracts, tickets, projects or whatever you model.

No, you design it in a visual editor, drawing the map of stages instead of writing code.

You draw the from-to transitions and set the conditions that must be met for a record to advance.

Yes, you set required fields per transition so a record can't pass without the right data filled in.

Yes, automatic actions can fire right after a transition completes.

Yes, an optional approval can be added to any transition where it matters.

Yes, a per-object process engine like this is usually an enterprise-tier feature elsewhere, here it's already included.

Yes, you define the state field on your object and draw its transitions, the gating applies right away.

Yes, since the process lives in a visual editor, changing a rule is a configuration change, not a development request.

No, a journey reacts to events from any module in the CRM, not just campaigns.

No, it uses the same visual builder as the automations you already know.

Record created or edited, entering a segment, or a field changing, among others.

Yes, the orchestration is cross-module, so different teams act in the same flow with no manual handoff.

Yes, lifecycle orchestration usually requires a pricey separate suite, and on Sellio it's part of the free plan.

Yes, everything lives on a single surface, from the first click to renewal.

Yes, for example it can automatically fire a customer success action.

Yes, entering a segment is one of the triggers that can start a journey.

It doesn't replace them, it uses the same engine: a journey is automation with reach extended to events across the whole CRM.

No, the designer is drag and drop, fully no-code; whoever configures the CRM builds the screen on their own.

Yes, the layout is per profile, so sales, support and management see screens designed for their own work.

Fields, related lists, comments, attachments, widgets, buttons and tabs, each in the spot that makes sense.

Yes, per-block visibility rules show or hide components by profile, without duplicating objects.

It's included; a per-profile screen designer is usually an advanced-tier feature elsewhere, here it's already in the CRM.

Since it's WYSIWYG, the adjustment is a matter of minutes that goes live with no release and no waiting.

Yes, the designer organizes everything into tabs and blocks, keeping the essentials at hand and tucking away the rest.

You see it right away: it's true WYSIWYG, the screen takes shape as you drag the blocks.

Yes, clean, tailored screens shorten the learning curve, so the team understands the record without long training.

It really reads and writes the record's fields; it's not just a form, it runs genuine composite actions.

No, everything is built in the visual builder, with no code.

A custom button or action on the record, which any user can fire.

Yes, the builder supports conditional branching at each stage of the flow.

Yes, the assistant captures that knowledge in a guided walkthrough anyone can follow.

It is, but on Sellio guided assistants are included.

Yes, each step validates along the way and keeps wrong data from reaching the record.

Yes, since everything is built in the visual builder, adjusting it is a configuration task, not a development one.

Yes, like account opening with many rules, closing a complex ticket, or a step-by-step contract renewal.

Yes, every Sellio record can generate its own QR code.

No special app is needed: point your phone at the QR and the record opens right away.

The record opens straight on the phone, with all the context, with no typing a search or scrolling a list.

That way the data leaves the screen and starts following the physical object; anyone accesses the right record from their phone.

Yes, it's made for the phone, ideal for whoever is on the street or the operation floor.

Yes, at the booth you scan the contact's QR and open their record to note the conversation on the spot.

Yes, instead of typing a search and hunting for the right record, a single scan opens it right away.

Yes, they scan the QR on the equipment and open the maintenance record right away, with all the history.

Yes, it's part of the CRM, which is free; you only pay for infrastructure usage above US$20 per month.