🚀 SellifyCRM is now SellifyHQ. Read about our platform expansion.
Features
Services
Sellify Launchpad
Your fast-track, done-for-you setup for a sales-ready wholesale operation.
We handle the entire B2B + CRM setup platform integration, account imports, pipelines, email templates, store locator, pricing, permissions, and your branded B2B experience—so you can log in and start selling immediately.
Includes expert onboarding and sales coaching to give your team structure, automation, and momentum from day one.
Sellify Custom
A tailored CRM experience built around your brand.
Sellify delivers powerful functionality out of the box and can be refined to match your exact workflows. From unique sales processes to specialized internal operations, our team creates custom enhancements that elevate efficiency, remove friction, and integrate seamlessly with your ecosystem — without the complexity or cost of enterprise platforms.
Sellify Sales Academy
Expert-led training to build a high-performing wholesale sales team.
Give your managers and reps the structure, skills, and confidence they need to sell effectively. Led by senior sales leaders with 20+ years of experience, our training programs teach proven processes for prospecting, reorders, pipeline management, and using SellifyCRM with purpose—helping your team perform at a higher level from day one.
Sellify Sales
Scale your wholesale business with a fully managed sales team—national reps, account servicing, and fractional sales leadership included.
We pair you with reps who know your category, strengthen your existing accounts, and open new doors while giving you full visibility into activity and pipelines. Backed by veteran sales managers who build the processes, strategy, and momentum your brand needs to grow.
Integrations
Take Control of Your Wholesale BusinessÂ
with Sellify CRM
Manage quotes, orders, follow-ups, and reorders in one place — with live inventory and account activity built in.
Try Free for 30 Days
Get Setup In Minutes
No Onboarding Fees
The Stock-Aware CRM Made for Wholesale Product Brands
Grow accounts, increase re-orders, and streamline sales with the CRM built specifically for product brands
Try Free for 30 days
Why Generic CRMs
Fall Short For Product Brands
Fall Short For Product Brands
Generic CRMs can track contacts and deals, but they were not built for live inventory, quote-to-order workflows, reorder cycles, and wholesale account management. Sellify gives your team one place to manage the work that actually drives B2B revenue.
Sellify CRM is Built for How Wholesale Teams Actually Sell
From quote to reorder, Sellify CRM gives your team the tools to manage wholesale accounts with better visibility, faster workflows, and fewer disconnected systems.
Stock Aware CRM with Quote / Order Entry
- Sync with live inventory
- Simple and fast quote and order creation
- One single app for tasks, communication and orders
Pair With Sellify B2B
- Seamless integration with Sellify B2B provides wholesale customers with a branded B2B ordering experience
- Designed for wholesale purchases
- Fully segregated from your retail website
Sales Team Management
- Assign accounts
- Set sales goals
- Set smart tasks & reminders
Mobile App
- Install Sellify CRM to your mobile device and keep all account information at your fingertips
- The full Sellify CRM experience is optimized for and available on mobile
Integrate Your Existing Systems
- Sync customer data to email marketing platforms like Klaviyo
- Sync orders and inventory to/from some of the most popular ERP/OMS solutions.
- Connect your business email to keep all communication in one place.
Intuitive Reporting
- Reporting with a focus on actionable insights rather than raw data
- At a glance view account performance and growth opportunities
- Simple sales, goal and commission reporting
Build Stock Aware Quotes And Orders
Create quotes and orders with live inventory in view, so your team can move faster with fewer mistakes. Bi-directional syncing with connected OMS/ERP means any back office updates are automatically reflected in your CRM history.
Optimize Account Growth With Strong Reorder Signals
Track account activity, spot reorder opportunities, and follow up before accounts go quiet., so your team can move faster with fewer mistakes. Bi-directional syncing with connected OMS/ERP means any back office updates are automatically reflected in your CRM history.
Complete Sales Rep Toolkit - In One Tool
Keep tasks, emails, account history, and order activity connected in one place instead of spread across disconnected tools.
Put Orders On Autopilot - Pair with Sellify B2B
Pair Sellify CRM wtih Sellify B2B and give retailers your own branded ordering experience with account-specific pricing, payment terms, and wholesale order rules. Invite from Sellify CRM, track order history, capture order signals.
No Setup Fees. Easy Self-Serve Onboarding With Dedicated Support
Onboarding Guides
I'm choosing my first CRM, what does setup look like?
Sellify provides a simple, guided onboarding experience that allows you to get setup and ready to submit quotes and orders in minutes. See our onboarding guide for frequently asked questions.
I have an existing CRM, how do I switch?
It's easier than you think to make the switch. Sellify provides a simple onboarding process, no setup fees, and dedicated support. Sellify provides bulk import functions to easily transfer most of your existing data. See our migration guide for more details.
I'm looking for a B2B Ecommerce solution
Sellify B2B provides a branded B2B storefront, optimized for B2B sales, that connects to your existing order management system and allows your accounts to place orders on their own schedule. Sellify B2B can be purchased with or without Sellify CRM.
Integrations
Sync products and inventory from your Shopify store to ensure stock always correct.
Push Sellify orders into Shopify to use your existing fulfillment process.
Check our full list of supported Sellify with Shopify features.
LEARN MORE
Sync products and inventory from Cin7 Core to ensure stock always correct.
Sellify supports bi-directional syncing of accounts and orders so you can manage new accounts from other channels like (EDI, Faire.com, etc) in Sellify without the extra data entry.
Check our full list of supported Sellify with Cin7 Core features.
LEARN MORE
Sync sales activity to your marketing engine.
Sellify syncs customer and lead activity to Klaviyo so you can base your marketing campaigns and flows based on real buying behavior.
Check our full list of supported Sellify with Klaviyo features.
LEARN MORE
Sellify’s integration with Gmail brings your email and CRM together, no copy-pasting or forwarding required. Emails from contacts in your CRM are automatically pulled in and organized within each account’s activity timeline.
This gives you and your team a complete, centralized view of every customer: their profile, order history, tasks, and all communication - all in one place.
Check our full list of supported Sellify with Gmail features.
LEARN MOREGet started for Free. Pick your Plan Later
Get Free access to Sellify for 30 days. No credit card required.
Flexible Plans & Pricing
No hidden costs, No onboarding fees. All plans come with a 30 days Free trial.
CRM
Pro
Wholesale CRM
Take control of your sales pipeline with a stock-aware CRM built for product-based wholesale brands.
$200
billed once yearly
Includes the essential features to grow your wholesale sales
- Stock Aware CRM
- Activity & Deal Tracking
- Smart Tasks & Followups
- Email Inbox Sync
- Intuitive Reporting Dashboards
- Smart Reorder Automations
- Tradeshow Catalog / Wholesale POS
- 3 Staff Users (add more for $12/user)
Team
CRM + Rep Tools
Built for sales teams. Empower your reps with visibility, goals, and tools to drive growth and stay on top of every account.
$500
billed once yearly
Everything in Pro, PLUS
- Sales Rep Assignment & Management
- Rep Sales Goals
- Commission Reporting
- Sales Contests
- Sales Tax Certificate Tracking
- 5 Staff Users (add users for $12)
CRM+B2B
Pro
B2B + CRM
Take control of your sales pipeline with a stock-aware CRM built for product-based wholesale brands.
$300
billed once yearly
Includes Sellify B2B, PLUS
- Stock Aware CRM
- Activity & Deal Tracking
- Smart Tasks & Followups
- Email Inbox Sync
- Intuitive Reporting Dashboards
- Smart Reorder Automations
- Tradeshow Catalog / Wholesale POS
- 3 Staff Users (add more for $12/user)
Team
B2B, CRM + Rep Tools
Built for sales teams. Empower your reps with visibility, goals, and tools to drive growth and stay on top of every account.
$600
billed once yearly
Everything in B2B + CRM , PLUS
- Sales Rep Assignment & Management
- Rep Sales Goals
- Commission Reporting
- Sales Contests
- Sales Tax Certificate Tracking
- 5 Staff Users (add users for $12)
Integrations
All plans above support integrations to some of the most popular ERP/OMS tools so you can sync inventory, sales and customer data.
Custom ERP/OMS Integrations are available. Request a demo to learn more.
Full Plan Features Comparison
| Pro | Team | Pro + B2B | Team + B2B | |
|---|---|---|---|---|
| User Limit | 3 Staff Users | 5 Staff Users | 3 Staff Users | 5 Staff Users |
| Accounts & Contacts | ||||
| Quotes & Order Entry | ||||
| Mobile App | ||||
| Wholesale POS / Tradeshow Catalog | ||||
| Marketing Integrations | ||||
| ERP/OMS Integrations | ||||
| Customer B2B | ||||
| Custom Branding | ||||
| Custom Domain | ||||
| Custom Price Lists | ||||
| Payment Terms | ||||
| Custom Shipping Rules | ||||
| Multi-User Company Accounts | ||||
| Multi-Currency | ||||
| Sale Rep Assignment | ||||
| Full Stock Aware CRM | ||||
| Activity Tracking | ||||
| Tasks & Followups | ||||
| Inbox Connect | ||||
| Sales Pipelines | ||||
| Rep Tools & Management | ||||
| Rep Performance Tracking & Goal Setting | ||||
| Sales Contests | ||||
| Commission Reports | ||||
| Intuitive Reporting | ||||
| Sales Reporting | ||||
| Account Health & Performance | ||||
| Smart Reorder Signals | ||||
| Invoicing / Overdue Accounts | ||||
| Workflow & Automations | ||||
| Onboarding Concierge | ||||
| 24/7 Knowledgeable Customer & Tech Support | ||||
Ready to take your wholesale sales
to the next level?
Connect with one of our sales experts for a free consultation call.