Salesly vs Excel: why your sales team deserves better
Excel is great for many things, but not for managing a sales team. Compare features and discover how Salesly transforms your sales process.
Feature comparison
| Feature | Salesly | Excel / Google Sheets |
|---|---|---|
| Visual opportunity pipeline | ||
| Professional quote creation | ||
| Client portal with digital signature | ||
| Integrated digital signature | ||
| Real-time dashboards and KPIs | ||
| Multi-user with role-based permissions | ||
| ERP integration (Holded, BC) | ||
| Optimised mobile access | ||
| Complete interaction history | ||
| Automatic notifications |
The 4 key differences
From quote to order in one click
In Excel you create a quote, copy it, paste it, rename it. In Salesly, one click converts an approved quote into an order while maintaining full traceability.
Your clients sign from their portal
Excel doesn't have a client portal. In Salesly, your clients receive a magic link, review the quote, sign digitally and you get notified instantly.
Real data in real time
In Excel, data is only as current as the last time someone updated it. In Salesly, dashboards update automatically with every team action.
No version errors or lost files
Goodbye to 'quote_v3_FINAL_definitive.xlsx'. In Salesly, every document has a single version, complete history and role-based access control.
Explore Salesly modules
FAQ: Salesly vs Excel
Can I import my data from Excel to Salesly?
Yes. Salesly supports bulk import of contacts and products from Excel files (.xlsx). Your data migrates in minutes without losing information.
Is Salesly more expensive than continuing with Excel?
Salesly costs from €19.95/user/month. The hidden cost of Excel includes hours lost on manual tasks, version errors, forgotten opportunities and lack of visibility. Most teams recoup the investment in the first month.
Do I need technical knowledge to use Salesly?
No. Salesly is designed for sales teams, not technicians. The interface is intuitive and you can start using it from day one without specific training.
Can I still use Excel alongside Salesly?
Absolutely. Salesly's 16 reports are exportable to Excel. You can use Salesly as your main platform and Excel for occasional analyses that require manual processing.
Start selling more today
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