Compare Zoho Books vs Survicate vs Sellsy

Sellsy

CRM
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Crozscore:

86%
what is this?
83%
60%
no significant changes

Crozscore:

89%
what is this?
94%
70%
interest rising

Crozscore:

73%
what is this?
45%
interest falling
Zoho Books screenshot view 5 more Survicate screenshot view 2 more Sellsy screenshot view 1 more

Software Description:

Zoho Books allows you to create, manage and edit sales and purchase transactions like invoices, estimates, PO, SO, credit notes, bills and expenses and more. You can connect your bank and credit card account in Zoho Books and categorize transactions instantly. The dashboard and reports section give you the insight to make smart decisions instantly.
Zoho Books streamlines business processes and you can create custom workflows to automate these processes. You can invite your customers to the client portal, so they can make online payments and view all transactions as well.

You can also invite more users and your financial advisor to Zoho Books. Create a custom role and invite these users with restriction to specific modules if you desire.

Software Description:

Survicate helps you generate more high-quality leads on your website.Widgets engage users so you can ask them questions that are important to your business and thus make work of sales team easier. Forms allow you to collect contact data and build insightful profiles of leads as answers are matched to given email address. Integrations with platforms like HubSpot make information flow easy to handle and quick.

A wide range of users can benefit from using Survicate: Our customers vary from banks to e-commerce.

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:

  • Analytics
  • API
  • Chat
  • Inventory Tracking
  • Marketing Automation
  • Batch Permissions & Access
  • Notifications
  • Attendance Tracking
  • Timesheets
  • File Transfer
  • Data Import

Features:

  • Multi-User
  • Audience Targeting
  • Data Export
  • External Integrations
  • A/B Testing
  • Analytics
  • API
  • CRM Integration
  • Marketing Automation
  • Dashboard
  • Feedback 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:

  • Invoicing: create, manage and send customer invoices and accept online payments.

  • Bills: manage vendors and keep track of the bills to be paid.

  • Expenses: upload expense receipts and track business expenses

  • Banking: connect online bank and credit card feeds.

  • Workflows: trigger email notification and field updates in Zoho Books with custom workflows

  • Reports: access more than 40+ reports in Zoho Books including Balance Sheet, P&L

Summary:

  • A/B testing: Test widgets to see which version performs the best.

  • Customization: Change appearance of survey widgets to match the design of your website.

  • Targeting: Decide who and when will see a survey. You can target visitors from specific sources or based on their behavior.

  • Integrations: Google Analytics, Pipedrive, Mailchimp, GetResponse and HubSpot.

  • Calls to Action: Redirect visitors to tailored landing pages or content based on answers given in a survey.

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: $9.00/month
  • Credit card required: No
  • Basic: $9/month
    Standard: $19/month
    Professional: $29/month

Business

$60.00
1 user(s) / month
Included in plan:
  • 1000 respondents / month

Professional

$120.00
1 user(s) / month
Included in plan:
  • 5000 respondents / month

Enterprise

$360.00
1 user(s) / month
Included in plan:
  • 25000 respondents / month

Enterprise Plus


1 user(s) / month
Included in plan:
  • Unlimited respondents

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:

    No FAQs associated with this application.

FAQs:

    Who are the main user groups of this service?
  • Companies of all sizes who want to know more about their visitors and listen to the voice of their customers.

  • What is this service generally used for?
  • Collecting feedback from visitors and engaging them with targeted offers.

  • What are some applications this service is commonly used in tandem with?
  • HubSpot, Google Analytics, MailChimp, GetResponse.

  • Does this service integrate with any other apps?
  • HubSpot, Google Analytics, Active Campaign, GetResponse, MailChimp, Pipedrive, SalesManago.

  • Does this service offer an API?
  • Yes.

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

  • Does this service offer guides, tutorials and or customer support?
  • Yes; a blog, FAQs and a knowledge base.

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:
-
Based in:
Pleasanton
Employees:
-
Likes:
143k
Followers:
38.5k

Publisher:

Founded:
2013
Based in:
Warsaw
Employees:
2-10
Likes:
660
Followers:
16.3k

Publisher:

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

Other:

Who uses Zoho Books
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
Languages:
English, French, Italian, Japanese, Dutch, Portuguese, Spanish, Swedish, Chinese
Regional Restrictions:
Exclusive edition of Zoho Books is available in US, UK, Canada. We also have a global edition for rest of the world.

Other:

Who uses Survicate
  • 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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