The Sellsy agency.Paid faster, less admin.
Sellsy puts CRM, quotes, invoicing and reminders in one tool, but bought without a real setup it becomes a login nobody opens. We build your pipeline, migrate a clean base, wire the quote-to-invoice-to-reminder flow, and connect Stripe and your bank.
★★★★★Verified Trustpilot reviews · AI, automation & growth agency
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GeminiA Sellsy agency makes it stick, not just opens the account.
Anyone can buy the seats. Setting Sellsy up so your pipeline matches how you sell, your quotes become invoices in one click, and your reminders run on their own is a different job. Here are the four things we own.
- CRM & pipeline
Sellsy set up as the CRM your team actually works in
A login handed to five reps isn't a CRM. We build your Sellsy pipeline around how you actually sell: stages that match your cycle, custom fields that capture what matters, lead sources tracked, and a clean contact base after we migrate and dedupe your existing data. Your reps open Sellsy and see their deals, not an empty grid they ignore by Friday.
See a typical setup - Quotes to invoices
Quotes that become invoices in one click
Sellsy's real edge over a pure CRM is billing in the same tool. We set up your quote templates with e-signature, the one-click convert to invoice, recurring invoicing for subscriptions, and the pre-accounting export your accountant needs. The deal you close in the CRM becomes a signed quote, then an invoice, then a paid line, without re-keying anything into a second system.
See the method - Integration
Sellsy wired to Stripe, your bank and your stack
Sellsy earns its place when it stops being an island. We connect it to Stripe and card payments so clients pay the invoice, sync your bank feed for reconciliation, and link the marketing automation so leads flow from a form into the pipeline. Tools Sellsy doesn't cover natively we bridge through the Sellsy API and our automation layer, so data moves instead of getting copied by hand.
See the integrations - Reminders & enablement
Payment reminders that run, and a team that owns it
Unpaid invoices kill cash flow, and chasing them by hand never happens. We set up automated payment reminders (relances) that escalate on schedule, then train your sales and finance team on the daily workflow so it sticks. We're an automation and AI agency first, so this plugs into how you already run, instead of leaving you a tool nobody drives.
See AI enablement
We set up Sellsy like a revenue system, not a contact list.
Most Sellsy setups die the same way: account opened, default pipeline left untouched, quotes still living in Word, reminders never configured, and the team drifts back to spreadsheets. So we treat it like infrastructure: a pipeline that matches how you sell, billing wired end to end, reminders that run on their own, and a team trained on the workflow that actually gets used.
- Audit · map your sales cycle, your billing flow, and where deals and cash leak today
- Setup · pipeline, quote and invoice templates, e-signature, reminders, safe and clean
- Integrate · Stripe, bank feed, marketing and the API bridges to your stack
- Enable · train sales and finance on the daily workflow so the setup actually sticks
We run CRM and billing on the same kind of tool.
We don't sell a partner tier. We run our own pipeline and invoicing day to day, so we set Sellsy up the way it actually works: a pipeline that matches the sales cycle, quotes that convert to invoices, reminders that chase late payers on their own. That's exactly what's missing when a setup ends at opening the account.
- We run our own CRM and billing on tools like Sellsy, so we set it up the way it actually works day to day, not the way a sales demo suggests.
- We don't stop at the CRM: we wire the quote-to-invoice-to-reminder flow, because that's where Sellsy beats a CRM-only tool and where most setups quit.
- You leave autonomous: pipeline, templates and automations live in your Sellsy account, documented, so your team owns it without us on retainer.
- No badge to sell. We're judged on whether your reps actually use the pipeline and your invoices get paid faster, not on a partner tier.
Sellsy at the core, your sales and billing stack around it.
We configure the parts that turn Sellsy from a login into a revenue system, then connect them to how you already work. Here's what a real setup covers.
- Setup
Pipeline & CRM setup
We build your sales pipeline in Sellsy around your real cycle: stages, custom fields, lead sources and views per role, so reps see their deals and managers get a forecast that reflects reality, not a default template.
- Setup
Data migration & cleanup
We migrate your contacts, companies and history into Sellsy, dedupe the mess, and map your old fields, so you start on a clean base instead of importing a spreadsheet of duplicates nobody trusts.
- Setup
Quotes, e-signature & invoicing
We set up quote templates with e-signature, one-click conversion to invoice, recurring invoicing for subscriptions, and the pre-accounting (pre-comptabilite) export your accountant expects, French and EU billing rules included.
- Setup
Payment & reconciliation
We wire Stripe and card payment to your invoices so clients pay online, connect your bank feed for reconciliation, and set up the cash-flow view so you see what's paid, late and forecast in one place.
- Setup
Payment reminders (relances)
We build automated reminder sequences that escalate on your schedule, so late invoices get chased without anyone remembering to, and your DSO drops without adding admin to the finance team's week.
- Setup
Marketing & API integrations
We connect Sellsy marketing automation so a form fill becomes a tracked lead, and bridge the tools Sellsy doesn't cover natively through the API, so your CRM, billing and stack share data instead of drifting apart.
We map your sales and billing flow, you leave with a plan.
Before quoting anything, we take 60 minutes to look at your sales cycle, your billing flow and where deals and cash leak today. You leave with an honest read on what Sellsy fixes, what to set up first, and whether it's even the right fit for you. Zero pitch, just a straight take on your workflow.
- An honest read on where Sellsy helps your sales and finance
- The pipeline, billing and reminders to wire first
- The integrations worth building (Stripe, bank, marketing)
- A frank take on whether Sellsy is the right fit at all
How we run a Sellsy setup.
Five steps, in order. We don't ask the team to move into a pipeline that doesn't match how they sell, we don't wire billing onto dirty data, and your team owns it at the end. Each step has a deliverable and you sign off before we move on.
- Step 1 · Sales & billing audit
Map where deals and cash actually leak
We sit down with your sales and finance people and look at the real bottlenecks: leads that never get logged, quotes stuck in inboxes, invoices sent late, reminders nobody sends. We check your current tools and your billing rules. Half the value is telling you whether Sellsy fits your sales-plus-billing reality, or whether a CRM-only tool would serve you better.
- Step 2 · Pipeline & data setup
Build the pipeline and migrate a clean base
We build your Sellsy pipeline around your real cycle, with the stages, custom fields and lead sources that matter, then migrate your contacts and history and dedupe them so you start clean. A manager on your side signs off on the pipeline and the views before the team starts working in it, so it reflects how you actually sell.
- Step 3 · Quotes, invoices & reminders
Wire the quote-to-invoice-to-cash flow
We set up quote templates with e-signature, the one-click convert to invoice, recurring invoicing, and the pre-accounting export your accountant needs. Then the part most setups skip: automated payment reminders that escalate on schedule. The deal you close becomes a signed quote, an invoice, a payment and a clean export, without re-keying anything.
- Step 4 · Integrate the stack
Connect Stripe, your bank and your tools
We wire Sellsy into the rest of your stack so it stops being an island: Stripe and card payment on invoices, bank feed for reconciliation, marketing automation so forms feed the pipeline, and API bridges for the tools Sellsy doesn't cover natively. Data moves automatically instead of getting copied by hand, with logging so you can see what synced.
- Step 5 · Enable & hand over
Train the team, then get out of the way
We train your sales team on the pipeline and your finance team on the billing and reminders, on the daily workflow that actually gets used. The setup and its automations are documented in your Sellsy account so new hires inherit them. If you want us on call for what scales next, we talk about that separately, but you leave able to run it without us.
We're judged on the pipeline that gets used.
No partner badge to display, so we lead with what matters: feedback from the teams whose Sellsy setup we ran, and whether their reps kept using the pipeline and their invoices got paid faster after we left. Our Trustpilot reviews come from those teams, not from a marketing deck.
- The pipeline and automations live in your Sellsy account, owned by your team
- Quote-to-invoice-to-reminder flow wired end to end
- Data migrated and cleaned before anyone moves in
- Trustpilot reviews come from the teams we set it up for
The questions we get asked on repeat.
What does a Sellsy agency actually do?
A Sellsy agency sets up Sellsy as the CRM and billing backbone for your business so it sticks, instead of leaving you a login nobody configured. We build your sales pipeline, migrate and clean your contacts, set up quote templates with e-signature and one-click conversion to invoices, wire automated payment reminders, connect Stripe and your bank feed, and link the marketing automation. The point is reps who use the pipeline and invoices that get paid faster, not a tool a few people try once.How much does a Sellsy setup cost?
It depends on scope: a CRM pipeline and quote-to-invoice setup is nothing like also migrating years of data, wiring Stripe and your bank feed, and building reminder and marketing automations. We don't throw out a flat package. We start with a free 60-minute audit to map your sales and billing flow, then quote a fixed scope. The Sellsy subscription itself you pay Sellsy directly; we set up the plan and modules so you're not paying for what you won't use.Can you migrate our data and existing CRM into Sellsy?
Yes, and it's a core part of the job. We migrate your contacts, companies, deals and history into Sellsy, dedupe the duplicates that always pile up, and map your old fields to the new pipeline so nothing important gets lost. Starting on a clean, trusted base is the difference between a CRM your team actually uses and one they abandon because the data looks wrong from day one.Can Sellsy really replace both our CRM and our invoicing tool?
For most French and EU SMBs, yes, and that's the point of it. Sellsy is an all-in-one suite: CRM and pipeline, quotes with e-signature, invoicing and recurring billing, pre-accounting export, payment reminders and marketing automation in one tool. We set up the full quote-to-invoice-to-cash flow so the deal you close in the CRM becomes a signed quote, an invoice and a paid line without re-keying it into a separate billing system.Can you connect Sellsy to Stripe, our bank and other tools?
Yes, that's where Sellsy earns its place. We connect Stripe and card payment so clients pay invoices online, sync your bank feed for reconciliation, and link the marketing automation so a form fill becomes a tracked lead in the pipeline. For tools Sellsy doesn't cover natively, we bridge them through the Sellsy API and our automation layer, so your CRM, billing and stack share data instead of you copying it by hand.How do automated payment reminders (relances) work in Sellsy?
Sellsy can chase unpaid invoices for you, and setting that up well is one of the fastest wins. We build reminder sequences that escalate on your schedule (a polite first nudge, then firmer follow-ups) tied to each invoice's status, so late payers get chased automatically without anyone on your team remembering to. The result is lower DSO and better cash flow without adding admin work, which is the part teams almost never set up on their own.Is Sellsy the right fit for us, or should we look elsewhere?
Sellsy is built for French and EU SMBs that need CRM and billing in one tool, and that's exactly where it shines. We'll tell you honestly when it isn't the fit: if you're a pure-sales org that just wants a CRM with no use for the billing suite, a CRM-only tool may serve you better and cheaper. If your billing lives outside French and EU norms, Sellsy's invoicing strength matters less. Half the audit is figuring out whether Sellsy is right for you at all.Do you train our team or just set it up?
Both, and the training is where adoption is won or lost. A CRM nobody knows how to drive gets abandoned, and a billing flow nobody trusts gets bypassed back into spreadsheets. We train your sales team on the pipeline and your finance team on quotes, invoices and reminders, on the daily workflow that actually gets used, and document the setup in your Sellsy account so new hires inherit it. You leave able to run and extend it without us.
Stop paying for a login. Set Sellsy up right.
A 60-minute audit, your sales and billing flow mapped, a setup plan with the pipeline, billing and reminders baked in. If your team can run it in-house after setup, we'll hand you the playbook. If we're the right fit, we handle it.