Compare Insly vs Sellsy

Software Description:

Insurance broker and agents – there are more than 1 million of them globally – are facing serious problem. They are participating in very competitive industry (selling insurance) and they are doing it with paper and spreadsheet. This needs to change in order for them to survive.

Insly is the only global SaaS solution for insurance brokers and agents. We offer our solution to our clients regardless where they are situated. All our competitors are offering their solution in one selected country.

Software Description:

Sellsy is the all-in-one solution to manage every facet of your sales business. It generates leads, manages payments, preserves customers, and much more.

The fact that Sellsy is an all-in-one, coherent solution sets it apart from all others in its market. Sellsy offers complete access to ALL your entered data, wherever you would intuitively need it. With Sellsy there is no need to hassle with multiple, incompatible software.

Sellsy is used to manage all points in the business cycle, and is adaptable to fit exactly to the needs of your business.

· ACQUIRE:
Sellsy includes the best lead generation tools in one convenient package: lead tracking and scoring, marketing automation, landing pages, blog, and website. You name it, we provide it.

· CONVERT:
Engage your leads with the personal touch of Sellsy: send quotes or proposals. Get faster engagement with embedded e-signatures. Stay on top of all tasks and projects with our CRM, project management, and collaborative features.

· SELL:
Easily convert proposals to invoices. Send them with a payment link from your favorite gateway and get paid faster. Streamline accounting with exports- you can even invite your CPA in your account! And don't worry, Sellsy will calculate your expenses, profits, and margins for you.

· NURTURE:
Stay on top of customer success with Sellsy's marketing tools that allow you to send ultra-targeted emails or text message campaigns. Preserve customer loyalty our organized customer service management system.

Join our other 15,000 happy users. Increase your efficiency and boost your sales with Sellsy today.

Features:

• API
• Balance Sheet
• Billing/Invoicing
• CRM Integration
• Dashboard
• Data Export
• Data Import
• Budgeting
• Accounts Receivable
• Data Visualization
• External Integrations
• Forecasting
• Multi-Currency
• Multi-User
• Notifications
• P&L
• Scheduling
• Customer Management
• Contact Management
• Calendar Management
• Expense Tracking
• Payment Processor
• Tax Management

Features:

• Referral Tracking
• Audience Targeting
• Google Apps Integration
• Batch Permissions & Access
• File Sharing
• Lead Management
• Task Scheduling/Tracking
• Lead Scoring
• Project Management
• Marketing Automation
• Email Integration
• Customer Management
• Scheduling
• Dashboard
• Calendar Management
• Multi-User
• Multi-Currency
• Notifications
• Supplier Management
• Inventory Tracking
• Billing/Invoicing
• Contact Management
• Data Export
• Data Import
• CRM Integration
• Expense Tracking
• Accounts Receivable
• API
• External Integrations

Summary:

• Insly is the only global SaaS solution for insurance brokers and agents. We offer our solution to our clients regardless where they are situated.

Summary:

• Sellsy is a cloud computing platform so you can reach your data anytime, anywhere.

• Sellsy is effective. It is proved to increase efficiency and boost sales.

• Sellsy is simple and user-friendly; but of course! Our users are at the heart of what we do.

• Sellsy is comprehensive. It's many solutions packed up in one product.

• Sellsy is efficient. It practically does the work for you so you can focus on what’s important!

• Sellsy is intuitive so that you can reach your data wherever you might intuitively need it.

• Sellsy is assistive. Have questions? It’s easy to call or check our thorough FAQ pages.

• Sellsy's collaborative tools allows your team to work together on projects with ease. Always see your progress and who's working on what!

• Selly's automation features saves time for your team exponentially.

Pricing:

• Starting from: $219.00/month
• Credit card required: No

• SMALL AND MEDIUM COMPANY PACKAGE
  Tailored for Companies of up to 20 users:
  • Customer and policy management
  • Manual insurance proposals
  • Invoicing and payment mapping
  • Possibility to set up custom offer & invoice templates
  • Standard reporting
  • Standard API-s
  • Support via chat, email and phone

FAQs:

Does this service integrate with any other apps?

• Yes, Insly can be tailored for any business needs

Does this service offer multi-user capability (e.g. teams)?

• Yes

What platforms does this service support?

• It is cloud based solution and can be used online on every platform.

What is this service generally used for?

• Managing insurance business (brokers and agents)

Does this service offer an API?

• Yes

Does this service offer guides, tutorials and or customer support?

• Yes, free support worldwide

Who are the main user groups of this service?

• Insurance brokers & Insurance agents

FAQs:

Who are the main user groups of this service?

• Sellsy is used by a wide range of businesses. It can be used no matter whether selling products or services, doing rentals or subscriptions, online or in store, B2B or B2C, profit or non-profit, or simply managing projects.

What is this service generally used for?

• Sellsy is generally used to manage any and all points in the business cycle.
  The generation and management of prospects
  The management of business documents and administration
  The preservation of customers
  The collaborative organisation of all tasks and customer requests

What platforms does this service support?

• Sellsy is a cloud computing platform so it can be accessed anywhere from the internet, on computers, tablets, or mobile devices.

Does this service offer guides, tutorials and or customer support?

• Yes, Sellsy offers webinars, customer support, and a thorough FAQ page.

Does this service integrate with any other apps?

• Sellsy connects with many apps including Google and Outlook, and all apps can be connected through our API.

Does this service offer multi-user capability (e.g. teams)?

• Yes. Our multi-user capacity and collaborative tools are one of our strong points, in fact.

Does this service offer an API?

• Yes, Sellsy is an open system that can inter-connect with many external systems through its API.

Publisher:

Publisher:

Other:

• Startups
• Agencies
• Enterprises

Other:

• Startups
• SMEs
• Agencies
• Enterprises

• Web App

• iOS
• Android