Introduction
The Cadence tool seamless integrates into Sellsy to simplify, organise and automate your teams' daily tasks.
Category
CRMPH: Key features
Keeping your Sellsy up-to-date
Qualify your prospects via Cadence and change their status with one click.
Information on your Contacts, Clients, Prospects & Corporations are automatically updated in real time in Sellsy, and vice-versa in Cadence.
Keep track of all your communications
Each action carried out in Cadence is also logged in Sellsy.
This way, you can keep track of all communication directly in your CRM: call, email, SMS, notes… You can even access your call recording
Customised workflows and configuration
You’ll be guided through field mapping and can customise your prospect qualification criteria so that they align with your Sellsy configuration.
You can also define custom workflows in just a few clicks. Got a new lead in Sellsy ? It’ll be instantly imported into Cadence if it meets the criteria that you’ve defined!