🚀 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
How to Migrate
from Your Existing CRM
to Sellify
Get up and running fast with Sellify
How to Migrate
from Your Existing CRM
to Sellify
Get up and running fast with Sellify
Moving to a new CRM can feel daunting — but with Sellify, it doesn’t have to be. This short guide is designed to walk you through the key steps of migrating from your current CRM to Sellify with clarity and confidence.
We’ll cover everything from importing your data to setting up your workflows and getting your team up to speed. And if you ever have questions along the way, we’re here for you. You can always book an Onboarding Call with a Sellify expert who will guide you through setup and ensure you’re set up for success.
Data Import Options
The biggest concern when migrating to a new system is how do I transfer my existing data. Sellify gives you a few options to import your core data efficiently.
Customers
Import Options
- Import from connected order management system (ie. Shopify/Cin7 Core/etc) using filtering options (ie. tagged with "wholesale")
- Bulk Import via CSV
Products & Inventory
Import Options
- Import from connected order management system (ie. Shopify/Cin7 Core/etc). Product availability can then be easily filtered in Sellify.
- Bulk Import via CSV
Orders
Import Options
- Orders will be automatically imported from connected order management system for any customers that are imported/linked from the order management system.
- Bulk Import via CSV
Setting Up Sellify
In addition to importing data into the system you’ll also want to set Sellify up with the correct users, roles and configuration options for your business.
Sellify provides a guided onboarding experience to support new users which you’ll see when you first login.
You can learn more about new account setup in our Onboarding Guide.
Training & Support
While many of our users tell us Sellify is the simplest CRM they’ve ever used — we still recommend taking advantage of our training resources to get the most out of the platform.
We offer a range of support options to fit your needs, including:
- 24/7 Support for quick questions and troubleshooting
- Dedicated Training Sessions with a Sellify expert tailored to your team
- Guided Onboarding Emails introducing your personal Sellify guide and account manager whose goal is growing your sales with Sellify
As soon as you sign up, you’ll receive a welcome email with everything you need to get started — including how to schedule training and an introduction to your dedicated Sellify guide.
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?
Connect with one of our sales experts for a free consultation call.