Sellify integrates seamlessly with leading platforms like Shopify and Cin7 Core, keeping your products, inventory, and orders perfectly in sync. Bi-directional syncing ensures that both orders and customer profiles stay up to date—no duplicate work or data silos. Use configurable filters to easily segment B2B and retail customers, so your wholesale channel runs cleanly alongside your DTC business.

Order Management Integrations

Everything your sales team needs to create, customize, and close wholesale orders—fast.

• Access real-time stock levels during quote and order creation
• Use quick order layouts for fast SKU entry and bulk adds
• Assign custom price lists and net terms per account
• View open balances and setup rules to limit order entry for past due accounts
• Load order pre-packs and product bundles with a click
• Support role-based actions like price overrides and manager-only promotions
• Provide customers B2B access and let them view and approve quotes directly from their B2B portal

Stay on top of reorders, follow-ups, and account health—effortlessly. Set up automated reorder reminders based on customer behavior and sales cadence. Track open quotes, overdue check-ins, and inactive accounts with built-in alerts—so your team never misses a revenue opportunity.

Turn prospects into buyers—and one-time buyers into gold accounts. Use customizable sales pipelines, automated follow-ups, and smart task reminders to guide leads through every stage of the sales journey. Track engagement, schedule next steps, and keep reps focused on moving deals forward.

Get a full view of every account—no matter who’s in the office. Track order history, product preferences, notes, documents, and communication history all in one place. With everything centralized, your team can jump in, follow up, and keep business moving—whether someone’s out of office or picking up a new account.

Inbox Integrations

See what’s working, what’s not, and where to focus next. Sellify’s dashboards give you a real-time view of key metrics—like accounts needing attention, top performers, open quotes, sales trends, and rep activity. Easily track commissions, spot growth opportunities, and make informed decisions without digging through data.

Set goals, assign accounts, and keep your team on track. Easily manage sales goals, track performance by rep, assign and reassign accounts, and monitor commissions—all from one place. Sellify helps sales leaders stay organized and focused on what drives revenue.

Send polished, on-brand emails in just a few clicks. Create and save templates for your most common messages—like answering product questions, sending line sheets, or following up on quotes—so your team can respond faster and stay consistent with every account.

Your CRM, wherever you are. Sellify’s mobile app gives you full access to your pipeline, tasks, account history, and order tools—right from your phone. Whether you're walking into a meeting or checking in on accounts between appointments, you’ll always have the info you need at your fingertips.

Connect sales activity to your marketing engine. Sync customer and lead activity to platforms like Klaviyo, so you can trigger targeted flows, reorder reminders, and product education campaigns based on real buying behavior. No manual exports—just seamless, automated coordination between sales and marketing.

Marketing Integrations