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
Sellify Launchpad
The fastest way to get
your wholesale business up and running.
Done for you, start to finish.
Sellify Launchpad
The fastest way to get
your wholesale business up and running.
Done for you, start to finish.
If you’re a product-based business selling on Shopify or managing inventory through Cin7, this is your shortcut to a streamlined, sales-ready B2B + CRM that’s built for growth.
We’ll do all the heavy lifting. You get to log in and go.
What’s Included in Your Launch Package
We don’t just give you the tools, we set them up for you.
Platform Integration
- Seamless sync with your Shopify store or Cin7 Core OMS
- Real-time inventory & order syncing, customer profiles, product data, and order flow
- Zero disruption to your existing retail store or backend processes
Full Account Setup
- Import your existing leads and customers
- Configure your sales pipelines
- Set up forms so new leads auto-create in Sellify, no more manual entry
- Gmail integration with auto-logged inbound/outbound communication across your CRM
Store Locator Integration
- We'll install and sync a store locator that auto-populates your retail accounts
- New retail accounts will automatically sync to appear instantly, no double entry
Sales-Ready Email Templates
We’ll create branded templates for:
- New Account Activation
- Media Library
- Invoicing
- Promotions
- Accounts Receivable & Collections
Your Branded B2B Experience
- Design and upload your B2B banner
- Filter out products that should not be displayed on B2B and/or CRM
- Set up product collections and pre-packs
- Create custom price lists and assign to account
- Create discounts
- Enable multi-user access for buying teams
User & Team Configuration
- Set up your team with roles, permissions, and assigned accounts
Expert Coaching Included
- 2 hours with a Sellify Onboarding Expert to get your team confident and ready
- 2 hours of coaching with a National Sales Manager to help you build your sales playbook, pricing strategy, and reorder cadence
Perfect For
- Small teams who want to grow but don’t have time to take on another project
- Brands ready to focus on selling, not setup
- Founders who need structure, automation, and momentum, fast!
You Focus on Growth. We’ll Handle Setup.
There’s zero guesswork. No developers. No clunky imports. Just a CRM and B2B platform that works exactly how a modern wholesale brand needs it to.
Book a demo to see what your setup could look like.
Try
for Free for 30 days
Signup today and get started FREE for 30 days. Get setup in minutes. No onboarding fees. No cc required.
Ready to take your wholesale
sales to the next level?
Signup today and get started FREE for 30 days. Get setup in minutes.
No onboarding fees.