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 →Contacts and companies
Relationship base with hierarchy, dedup and timeline.
See details →Activities and productivity
Tasks, calendar, reminders and favorites: the rep’s day, organized.
See details →Reports and dashboardsNEW
Charts, aggregations and export, including currency consolidation.
See details →Import and export
Bring your data, take it whenever, no strings attached.
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 →No-code AI agentsNEW
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 AINEW
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 base.
See details →AI meeting notesNEW
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 extractionNEW
Read images, notes, and receipts with AI and extract what matters, vendor, total, line items, straight into the record fields.
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 →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 →CommissionsNEW
Commission plans, automatic calculation from won deals, and clear statements per rep, with no side spreadsheet.
See details →Customer invoicesNEW
Issue invoices from a quote, record the payments received, and track overdue ones so you collect at the right time.
See details →Inventory and stockNEW
Control product balances, record movements, and get a low-stock alert before you run out on a sale.
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 prospectingNEW
Sequences that reach the lead by email, WhatsApp, SMS, task and webhook, on a channel-agnostic base.
See details →Customer success
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 →Customer portal and public KB
Self-service via signed link, no per-user cost.
See details →Loyalty programNEW
Reward the ones who come back: points, tiers, and rewards to turn satisfied customers into loyal ones.
See details →Configurable customer portalNEW
Personalize the brand, modules, and pages of the customer portal to deliver an exclusive area with your own look.
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
Log hours per task, mark what is billable and close the month inside your projects.
See details →OKRs and goalsNEW
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
Chat in the record’s context and get what matters.
See details →GamificationNEW
Leaderboards, trophies and points that turn goals into a game and keep the team engaged every day.
See details →Resource and capacity planningNEW
A people directory with skills, allocation to projects, and a capacity view that shows who is overloaded.
See details →Field serviceNEW
Schedule and dispatch technicians to work orders with a dispatch board that shows who goes where and when.
See details →Collaborative documentsNEW
Documents with rich editing, versions, and history, linked to records so knowledge lives alongside the business.
See details →Security and governanceNEW
2FA, masked fields, audit, retention and IP.
See details →Multi-currency and multi-unitNEW
Exchange rates, consolidation and unit hierarchy.
See details →PRM and partner portalNEW
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 engineNEW
Configure tax rates by product or service category and region, then let the calculation happen on its own in every quote.
See details →Change governanceNEW
Every configuration change goes through approval before it takes effect, with a full trail of who requested, who approved and when.
See details →Privacy & ComplianceNEW
One center to support GDPR, LGPD and CCPA: data-subject rights, retention, consent and an audit trail.
See details →SandboxNEW
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 governanceNEW
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 securityNEW
AI detection of sensitive data and monitoring of security events, to protect what matters before it becomes a problem.
See details →Passwordless loginNEW
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 →Email IntegrationNEW
Every conversation in the right place, next to the contact and the deal.
See details →Payments IntegrationNEW
Attach a payment link to a proposal and see in real time who has paid.
See details →E-Signature IntegrationNEW
Send the document for signing and get the status back, without leaving the deal.
See details →Calendar IntegrationNEW
Your CRM meetings and activities inside the calendar you already use.
See details →BI IntegrationNEW
Connect Power BI, Tableau or Looker to your data and build any dashboard you want.
See details →External Automation IntegrationNEW
Wire Sellio to Zapier, Make or n8n and connect the CRM to thousands of apps.
See details →SMS & WhatsAppNEW
Reach every customer where messages get read in minutes, straight from the CRM.
See details →Data EnrichmentNEW
Fill in the missing fields automatically and turn blank records into qualified opportunities.
See details →E-commerce (Shopify)NEW
Join your store to the CRM and turn every order into a relationship, not just a transaction.
See details →Live ChatNEW
Turn every website visit into a conversation, and every conversation into a lead in the CRM.
See details →Lead Ads (Meta & LinkedIn)NEW
From ad click to rep in seconds, with no spreadsheet to export.
See details →Corporate SSO + SCIMNEW
Single sign-on with your identity provider and automatic provisioning, without a sky-high enterprise plan.
See details →Gmail and Outlook (2-way email)NEW
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)NEW
CRM meetings become events on your calendar, and calendar events become activities in the CRM.
See details →Contact sync (Google and Outlook)NEW
Import your contacts and keep everything aligned with email upsert, without duplicating anyone.
See details →Slack and Microsoft TeamsNEW
Ping the right channel when something matters, and turn a notification into an automation action.
See details →Zoom and Google MeetNEW
Every CRM meeting is born with the video link, no copy-paste.
See details →Telephony and VoIP (click-to-call)NEW
Call with one click from inside the CRM, record the call and log everything on the contact.
See details →WooCommerce and MagentoNEW
Orders and customers from your store become deals and contacts in the CRM, automatically.
See details →Clicksign (e-signature)NEW
Send the proposal for e-signature and watch the deal advance when the customer signs.
See details →ERP and invoicingNEW
Send orders and payments straight to the customer’s ERP, with no re-typing invoices.
See details →Bank reconciliationNEW
Bank transactions match payments and settle automatically, with no spreadsheet.
See details →AI chatbotNEW
The website chat answers on its own with AI and hands off to a human at the right moment.
See details →Ads: Google, Meta and LinkedIn AdsNEW
Campaigns, spend and ROI per campaign in the CRM, with lead-to-sale attribution.
See details →Social media and webinarsNEW
Post to LinkedIn and Facebook, capture social leads and turn webinar registrants into contacts.
See details →Data warehouse (BigQuery, Snowflake, Redshift)NEW
Export CRM data to your data warehouse and cross it with the rest of the business.
See details →Website forms and WordPress + SDKNEW
Capture leads from any form or site with a snippet or the JavaScript SDK.
See details →Integrations marketplaceNEW
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)NEW
Tickets synced with the CRM and tied to the contact, so sales and support share one page.
See details →Marketing automation (Mailchimp, HubSpot, ActiveCampaign)NEW
Sync contacts, lists and campaigns between the CRM and your automation tool.
See details →Product analytics (Mixpanel, Amplitude, Segment)NEW
Send and receive product events to unite real usage and pipeline on the same contact.
See details →Enterprise ERP/billing (SAP and NetSuite)NEW
Deep two-way sync with the corporate ERP, from order to billing.
See details →Advanced automationNEW
A visual automation builder that does the repetitive work for you, without writing a single line of code.
See details →REST API, MCP and webhooksNEW
Full REST + a native MCP server to connect your AI agent.
See details →Automations and rules
Triggers, scheduled actions, cross-object rules and validations.
See details →Community and helpNEW
Built-in help center + open community of users.
See details →Guided processesNEW
A process engine that defines stage transitions with conditions, required fields and automatic actions, for any object.
See details →JourneysNEW
Orchestrate actions across the whole customer lifecycle, triggering from any module, not just campaigns.
See details →Screen designerNEW
Build each record’s screen by dragging blocks, fields, related lists, comments, attachments and widgets, without writing code.
See details →Action assistantNEW
Build guided multi-screen assistants that read and write a record’s fields, so anyone can run complex operations.
See details →Record QR codeNEW
A QR code to open any record on the phone, linking the physical world to your CRM in a single scan.
See details →