Collaborative documentsNEW
Proposals, customer accounts, project plans: much of a company’s knowledge lives in documents. Here they live inside the CRM, with rich editing, version control, and a change history, and stay linked to the right record. That way the proposal stays tied to the deal, the plan stays tied to the project, and nobody has to hunt for the right file in loose folders or email attachments.
- Rich text editing, straight in the CRM.
- Versions and change history for each document.
- Documents linked to the business records.
Free in Sellio, you only pay for the machine
Collaborative documents are included. The product stays free and you pay only for infra usage above US$20 a month.
Knowledge in context
The document linked to the record keeps the content alongside the business it describes.
No lost version
History and versions end the chaos of duplicate files and confusing names.
Real collaboration
Rich editing in the CRM lets the team work on the same document, without trading attachments by email.
A document tied to the record: the content lives in the business context, not in a loose folder.
A version history: you see what changed and roll back when you need to.
No hunting for the attachment: the right document is always where the business is.
The document where the business is
Instead of attaching files and losing them in the inbox, you write the document linked to the record. The proposal follows the deal, the plan follows the project, and knowledge stays alongside the context that created it.
Every change has a history
With versions and history, you follow what changed, who changed it, and roll back to an earlier version when needed. Collaborative editing stops being a mess of files named "final-v3".
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Create a document and link it to the right record.
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Write with rich editing, straight in the CRM.
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Each change creates a version in the history.
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Roll back to an earlier version when you need to.
A proposal tied to the deal
You write the proposal inside the deal, and it stays accessible to everyone following that sale.
A customer account plan
The strategic plan lives linked to the account, with a history of every revision made over the relationship.
Does the document stay tied to the record?
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.
Can I see what changed?
Yes, every document has a version history showing what changed.
Can I roll back to an earlier version?
Yes, the version history lets you roll back whenever you need to.
Does editing happen right inside the CRM?
Yes, it's rich text editing straight in the platform, with no other editor needed.
Does this end files named "final-v3"?
Yes, versions and history replace the mess of duplicate files with confusing names.
Can the whole team work on the same document?
Yes, collaborative editing lets the team work together without trading attachments by email.
Does it work for sales proposals?
Yes, you write the proposal inside the deal and it stays accessible to everyone following that sale.
Does it work for a customer account plan?
Yes, the strategic plan lives linked to the account, with a history of every revision made over the relationship.
Do I need to hunt for the right file in folders or email?
No, the right document is always where the deal is, linked to the record.
Work management and projects
Visual Monday-style boards for the whole team, in the same place as the CRM.
Time tracking and timesheets
Log hours per task, mark what is billable and close the month inside your projects.
OKRs and goals
Company, team and person objectives with key results that update on their own.