Sidely is designed to simplify the day-to-day work of sales managers and sales forces. Our CRM software stands out for its ease of use and administration, and its adaptability to field requirements.
Discover the solution
Want to create custom forms? Use our no-code editor!
Want to create custom reports? Use our drag and drop report creator.
Want to export your dashboards? A simple copy/paste does the trick.
Would you like to create customized forms?
Would you like to create customized reports?
Would you like to export your dashboards?
Use our no-code editor!
Use our drag-and-drop report creator.
A simple copy/paste does the trick.
Our cloud-hosted SaaS CRM lets you open a customer account quickly (less than a minute), with no implementation costs. Set-up is fast, and our no-code CRM is easy to use. No web-based installation or updates required.
Sidely is designed to deliver the agility and simplicity you (and your sales force) need. Our sfa crm is available on web, tablet and mobile (Android/IOS/Windows), works with or without an internet connection, and synchronizes automatically.
Don't ask your IT department to do the things you want to do yourself. With Sidely, take back control of your sales software and be autonomous in the management of your CRM tool.
User management is easy: add and delete users in just two clicks. Creating an account takes about a minute.
Use our import module to import your customer, store, product, assortment, order and checkout databases.
At Sidely, you own your data. You can export them at any time, with no strings attached.
Control and personalize access to your sensitive data, by assigning specific rights and roles to each user.
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Benefit from personalized training by our experts, as well as all our resources to help you improve over time: videos, monthly webinars, tutorials, articles, white papers, etc.
Benefit from daily support. Get answers in just a few minutes on our web or mobile application, thanks to our chat.
To customize your CRM solution to meet your company's specific needs, we recommend (1) customizing your contact and company fields and tags, (2) parameterizing your assortments and data, (3) adapting your statements if you track company-specific metrics, (4) integrating your third-party tools to standardize your sales management, and (5) training your users.
To import your data into Sidely, you have two options: via our import module, from a CSV file, or via the Sidely LeadGen. To export your crm data, select the data you wish to retrieve and click on the export button. Your data will be downloaded in a CSV file.
To implement a CRM, follow these steps: (1) Define your goals and needs, (2) Evaluate the CRM options available, (3) Consider possible integrations, (4) Plan the implementation, (5) Import your data, (6) Configure and customize your CRM, (7) Train your teams, (8) Deploy and adopt. If you'd like more advice, read our article on how to set up a CRM.
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