Compare Officetrax vs Outplanr vs Sellsy

Sellsy

CRM
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Crozscore:

35%
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39%
interest falling

Crozscore:

36%
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47%
no significant changes

Crozscore:

69%
what is this?
45%
interest falling
Officetrax screenshot Outplanr screenshot view 4 more Sellsy screenshot view 1 more

Software Description:

Officetrax is a powerful CRM, Project Management, and Support solution that helps you streamline your day. Officetrax is a great tool for small to medium businesses who are looking for an easy-to-use CRM system to assist them with leads, opportunities, customer support, and so much more. Using Officetrax helps you to keep track of every interaction with a customer or lead to build better relationships with your contacts.

Features like time tracking, event scheduling, and opportunity scoring all help you manage your time to stay on top of the most important tasks. Use the customer portal to allow your customers the ability to submit support tickets for a streamlined support system - you can even have them approve quotes from Officetrax as well!

Sign up for a Free Trial today to learn more!

Software Description:

Finally, resource and task management together! Turn task lists into real, feasible work plans, that also include time spend on meetings. Visualize each person’s workload and assign them new tasks across all projects in one go.
Outplanr was designed to turn your to-do list into a clear work plan without effort, making your life easier.

Goodbye status meetings:

Follow task progress in real-time and get an overview of your team accomplishments over time.
Keep projects on track and easily check how much time was spent on each task against your estimates.

Minimize downtime and team burnout:

Outplanr is a work planner that will help you balance your team work, making sure everyone is busy but not overworked, minimising downtime and extra hours. You can see at the calendar how busy is everyone by day and week. Planning your time is essential for a proper work life balance.

Work smarter, live better:

Get an email every morning with your tasks for the day and start checking them off.
Gather everything you need to get a task done in one place: subtasks, files and team discussions.
Integrate with your calendar and with Slack and get to do what you love!

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:

  • File Sharing
  • Contact Management
  • Forecasting
  • Data Import
  • Data Export
  • Notifications
  • Project Management
  • Gantt Charts
  • Multi-User
  • Task Scheduling/Tracking
  • Lead Management
  • Customer Management
  • Calendar Management
  • Scheduling
  • Dashboard

Features:

  • Timesheets
  • Task Scheduling/Tracking
  • External Integrations
  • Multi-User
  • Dashboard
  • Calendar Management
  • Scheduling
  • Project Management
  • Notifications
  • Data Export

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:

  • Free 14 day trial of Officetrax CRM

  • Affordable CRM for businesses of all sizes

Summary:

    No key features associated with this application.

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.

Starter

$10.00
per 1 user/month - paid annually
Included in plan:
  • 2GB Storage per user
  • Calendar & Events
  • Accounts, Contacts, Leads
  • Opportunities & Custom Pipelines
  • Incident Tickets
  • Incident Tickets
  • Campaigns & Mass E-Mail
  • Import & Export
  • Roles & Privacy Settings
  • Activity Feeds
  • Notes

Plus

$16.00
per 1 user/month - paid annually
Included in plan:
  • 5GB Storage per user
  • Everything in Starter plus:
  • Quoting
  • Workspaces
  • Discussions
  • Project Management (Gantt Chart, Tasks, etc.)

Ultimate

$20.00
per 1 user/month - paid annually
Included in plan:
  • 5GB Storage per user
  • Everything in Plus plus:
  • Territories
  • Time Tracking
  • Change Requests
  • Problem Management
  • Customer Portal
  • Branded Login Page

Our Packages start from:

$50.00
(for up to 5 users) per month, per unit
Included in plan:
  • The unit of your choice
  • Marketing Campaigns
  • Electronic Signatures
  • Accounting
  • Time-Tracking

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • Customer Support is unlimited. There are also free support guides available online.

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

  • What platforms does this service support? (e.g. native mobile apps)
  • Officetrax is a fully responsive web-app which means it can be used on any device that has a web browser.

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • Yes, check our guide page.

  • Does this service offer multi-user capability? (e.g. teams)
  • Outplanr was especially designed for teams.

  • Does this service integrate with any other apps?
  • Outplanr is already connected to Slack and is developing new integrations with other task management tools, aiming to connect them together in a work plan, so that Managers can track progress in Outplanr while their teams can still use their favourite productivity tools.

  • What is this service generally used for?
  • Outplanr allows managers to make a weekly plan and all their team has to do is hit play to broadcast all work being done, in real-time. This takes away the need of continuously checking what everyone is doing in the company, while making sure that the work is well distributed, avoiding extra time and last minute deadline stress for the whole team, and ending with automatic time-sheets from all work done.

  • Who are the main user groups of this service?
  • Although it can be used individually, Outplanr was especially designed for teams. The main purpose of this tool is that companies can manage multiple projects, track their progress and completion and make sure that work is well distributed, crossing human resources and project management in one tool.

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? (e.g. native mobile apps)
  • 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:

Founded:
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Based in:
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Employees:
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Likes:
63
Followers:
497

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
1.3k
Followers:
1.08k

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
569
Followers:

Other:

Who uses Officetrax
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Outplanr
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Sellsy
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English, French
Regional Restrictions:
No restrictions.
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