No. You never upload the customer, the invoice or the product.
Complete a deal or take payment on an invoice and Selllution tells Xero it happened. There is nothing to re-create on the other side — you press Match.
Every other CRM
Add the customer in Xero
Create the invoice again
Create or link the product
Reconcile the payment by hand
Selllution
The deal completes or the invoice is paid
Press Match
Xero is a native connector, not middlewareNo paid connector sitting between your CRM and your accounts to keep the two talking.
Financials read from it directlyP&L, gross profit and margin pull live from Xero — or you type them in, or upload a spreadsheet.
The invoice becomes a public page the client can pay from. It reconciles against the deal the moment it clears, and the chasing runs itself until it does.
Card or bankPaid from a public invoice page
On clearReconciled against the deal automatically
ScheduledReminders sent until it is settled
Chasing is automated and loggedNobody works an aged-debt list by hand, and every chase is recorded against the record.
A virtual terminal for phone paymentsTake a card over the phone against the same deal, without a separate payments login.
Ask it who still owes you“Find me all the outstanding invoices” — answered from your live data.
Ask it in a sentence and it answers from your records.
Calls are logged as they happen on the Dial & File screen, so activity is a number you can query rather than something a manager has to reconstruct.
Ask
How many calls has John made today compared with yesterday?Answered per rep, against the logged activity, without building a report.
Ask
Show me John’s pipeline£342k across 47 open deals in 5 stages — from the same records.
Ask
How much training has Peter been doing?Course progress sits in the same database as sales performance, so the two can be compared.
Ask
How many certificates have we issued this quarter vs the previous quarter?Issuance is a record, so the comparison is a question rather than a spreadsheet.
Every answer is read from your own data, and the AI Sales Manager never writes silently — each change is previewed, confirmed and audited.
Leads arrive from your ad sources, distribute by rule, sit in pots you can see, and move themselves when a call outcome says they should. Nothing is bought, dialled twice and lost.
Per repWhat each person owns and how hard it is worked
By ruleRecycled automatically on call outcome
SharedPots the whole floor can see and pull from
User pots — what each rep is actually workingEvery rep’s pot, so you can see who is sitting on leads you paid for and who is working them.
Lead pots leads move throughBuckets a lead travels through — by hand, or automatically by rule. Drag any lead between pots.
Change the call outcome, the lead moves itselfPitch, miss, no answer — the outcome the rep logs is what moves it. “Auto-recycled by rule — moved to Recycle pot after 5× no answer.”
Analytics from source to settlementWhere leads came from, how they age, and how hard they are worked — so a £40 lead and a £150 lead can be judged on what they returned.
A lead never just sits there. It lands in a pot, and the outcome a rep logs is what moves it — automatically, by rule.
Freshfrom your ad sources
User potowned by a rep
Pitch & missshared — any rep can pull
Recycleafter 5× no answer
The rule does the moving. Change a call outcome and the lead lands in the right pot without anyone dragging it — and a shared pot is visible to the whole floor, so a lead you paid for is never sitting in one person’s list going cold.
This is the real module, not a picture of it. Switch tabs, drag a lead between pots, change the recycle threshold and watch the rule fire.
Yes. The next step fires off what actually happened.
Draw the workflow once. Triggers run from records changing, not from someone remembering to do the thing.
Call outcomes drive the next actionCallbacks, quotes and follow-ups scheduled from what the rep logged — no lead goes cold because nobody wrote it down.
Lead pots and distributionRouting rules mapped to your desk, with a clock on anything not worked in time.
Shipping reminders by text and emailTriggered off despatch, so clients are told where their goods are without a rep chasing the warehouse.
Scheduled data emailsDesk performance, stock positions and aged deals in the right inbox on the right morning.
Not integrations. Each is a job Selllution already does, so the subscription that used to do it can go — along with the connector you paid to make it talk to your CRM.
E-signature — instead of DocuSignAgreements drafted, sent and signed on the deal record.
Email and SMS — instead of Mailchimp and a texting platformBuilt against your live contact data. No list to export and re-import.
Booking and video calls — instead of CalendlyA public booking page with the call built in.
Automation and connectors — instead of Zapier and a paid Xero connectorTriggers across your own data, and Xero natively.
Live pricing, inventory, LMS and lead formsSpot-price feeds, catalogue software, course platforms and form builders — all in the seat price.
