The sales operating system for salespeople sales managers marketing accounts owners
Legacy CRMs are general-purpose tools you spend months moulding to fit your floor. Ours arrives already moulded — marketing, invoicing, shipments, SMS, lead distribution, scripts and an AI Sales Manager automated from day one. Some desks cut admin by more than half.
- Already moulded to your industryLegacy CRMs are a general-purpose tool you spend months bending into shape. This one arrives fitted to how a selling floor actually works.
- Built for all five rolesSalespeople, sales managers, marketing, accounts and the owner — one system, not five tools bolted together.
- Admin cut by more than halfOn some desks. The work stops being re-typed, chased and reconciled by hand.
- Marketing, invoices, shipments and SMS, automatedTriggered by what happens in the CRM, so nobody sends them one at a time.
- Lead distribution, scripts and an AI Sales ManagerIncluded in the seat price, not add-ons you buy separately later.
Founding customer pricing. Our first customers pay £100 per seat, per month — a saving of £50 per user, per month off the £150 standard price. Pricing is subject to change.
Less admin. Faster payment. More selling.
Selllution does not just replace eight tools — it automates the work that eats the day. Marketing, invoicing, chasing, shipping and reconciling happen on their own, so the floor spends its time selling. Some desks cut admin by more than half.
AML in one place
TodayChecks scattered across separate tools — forms downloaded, printed, re-uploaded.
SelllutionRun and store every AML/KYC check on the contact record. No platform-hopping.
Invoices that write themselves
TodayAdmin hand-building and sending every invoice.
SelllutionInvoices generated straight from the deal, sent and tracked — admin never types one again.
Certificates on autopilot
TodayWriting a COA or LOP by hand for every single sale.
SelllutionCertificates of Authenticity and Letters of Provenance generated automatically — never write another by hand.
Post & mail-merge, done for you
TodayCopy-pasting addresses into letters whenever something needs posting.
SelllutionMail-merged letters and postage created automatically with the deal the moment you need to ship.
Logistics you can actually track
TodayChasing deliveries across endless spreadsheets.
SelllutionTrack every shipment inside the system, against the deal it belongs to.
Less admin, full stop
TodayYour best people losing hours a day to paperwork.
SelllutionThe routine admin of a direct-sales desk, handled — so the team sells more.
Automations that run themselves
TodaySomeone has to remember the next step — and when they don’t, the lead goes cold.
SelllutionThe next action fires from what the rep logged. Callbacks, follow-ups and reminders happen without anyone chasing them.
Clients pay in a click
TodayA PDF emailed over, then a week of chasing a bank transfer that may not arrive.
SelllutionA public checkout link — card or bank — reconciled against the deal the moment it clears.
Chasing payment, automated
TodaySomebody works an aged-debt list by hand, when they get round to it.
SelllutionReminders scheduled and sent on their own until the invoice is settled, with every chase logged.
Every one of these is a bill you stop paying.
These are not integrations. Each one is a job Selllution already does, so the subscription that used to do it can be cancelled — along with the connector you were paying to make it talk to your CRM.
E-signature
instead of DocuSignAgreements drafted, sent and signed against the deal record — not emailed out to a separate tool and back.
Email campaigns
instead of MailchimpBuilt from content blocks against your live contact data, so there is no list to export and re-import.
SMS & WhatsApp
instead of a separate texting platformSent and received in the same inbox as email, logged on the contact like everything else.
Booking & video calls
instead of CalendlyA public booking page with the video call built in — no scheduler subscription, no separate meeting link.
Live metal pricing
instead of a spot-price data feedEvery item reprices to live spot with your markup applied, on the catalogue and the public page.
Inventory & catalogue
instead of ArtLogicStructured records per asset class — the fields your stock actually needs, not a notes box.
Accounting sync
instead of a HubSpot–Xero connectorXero is native. A paid invoice syncs across on Match — no middleware subscription to keep two systems talking.
Payments & checkout
instead of a payment-links toolA public invoice that takes card or bank transfer and reconciles itself against the deal.
AML & KYC
instead of a standalone AML providerChecks run and stored on the contact record, with the evidence attached where the sale happened.
Courses & LMS
instead of TeachableDelivery, progress, assessment and certification in the same database as sales performance.
Workflow automation
instead of ZapierTriggers and actions across your own data. No per-task pricing for moving your records between your tools.
Lead forms
instead of TypeformEmbeddable forms that write straight into the CRM, with consent recorded against the record.
And the ones that rarely make the list: the dialler, the shared inbox, the deck builder, print & post, document storage, purchase orders, certificate generation and shipment tracking are all in here too. Product names are the trade marks of their owners and are used only to identify what the capability replaces.
The contact record is the whole CRM.
See contacts as a list, then open one and everything is right there — a filterable activity timeline, contact information, the portfolio tracker, AML status, and a financial rail of invoices, certificates, payments, agreements and shipments. Open a record.
Dial & File. The rep's cockpit, built around the contact.
Dial & File is a workspace, not a fixed screen — the contact opened up with live widgets you rearrange by dragging, or add from the tray. Every rep builds the view that helps them close.
Drag any widget by its grip to reorder. Tap a tray item below to add it.
Every client's portfolio, kept current automatically.
This is the client's own portfolio — when a deal closes in the CRM, their holding appears here with no double entry. Add off-platform assets by hand too, then switch to Performance to see it all tracked. Try adding a holding.
Your real inbox — email, SMS and WhatsApp.
Not a feed of notifications — your actual connected mailbox, with folders, templates and email automations, sitting alongside two-way SMS over Twilio and a full WhatsApp Business inbox. Templates and AI drafts work on every channel. Switch inbox, open a message, build a template.
One calendar, every source.
Calls, meetings, CRM milestones and company events on a single week — synced both ways with Microsoft 365 and Google. Click an event to see how it links back to the contact record.
Public booking, with the video call built in.
A Calendly-style page that only shows genuinely-free slots, a video room you host without a Zoom or Teams licence — recorded to the timeline with an AI summary — and webinars on the way. Pick a slot, then step into the room.
Pitch decks, built from CRM data.
Assemble a branded client proposal from ready-made slides — market overview, the asset, provenance, pricing — that pull live numbers from the deal. Click a slide in the rail, or add one.
Twelve industry field sets. Pick one — watch the record change.
A generic CRM gives you a "notes" field. Selllution gives every asset class its own structured record — the exact fields a gold dealer, a cask broker or a wine merchant actually needs. Tap an asset to see it.
Marketing, built block by block.
Email and SMS campaigns you assemble from content blocks, paid ads with results traced to deals, embeddable lead forms and marketing automations — all out of the same database you sell from. Switch the tabs.
Your own personal AI sales manager.
Ask it to make sense of your results, handle an objection, write you a script, book a meeting or brief you on the market — whatever a great sales manager does, on tap. Go on — give it a task.
Try a task
What it's doing
A trainer’s methodology, deployed as the AI’s brain.
A six-dimension blueprint shapes how the AI Manager speaks, and an installable knowledge base feeds what it knows. Pick a methodology and watch the same answer change its voice.
Bring your own key, buy credits, or it's in your plan.
However you want to power the AI, you get access to all the latest models — and new ones the day they ship. Pick the option that suits your firm.
Bring your own key
Plug in your own OpenAI, Anthropic or Google key. Usage is billed by the provider — Selllution adds nothing on top.
No markup · your accountBuy Selllution credits
Top up a pool of credits and spend them across any model — no provider accounts to manage. From £20.
One balance · every modelIncluded in your plan
Higher subscription tiers come with a monthly model allowance built in — nothing to set up, just start asking.
In your subscriptionTraining that lives inside the CRM, not beside it.
An enterprise's own training centre — upload your courses, assign them and monitor exactly who's completed what, in the same database as your sales numbers. And it's not just what you create: buy courses outright or subscribe to a trainer from the marketplace and they appear right here too. Switch between the rep's view and the enterprise admin's view, and click anywhere.
A whole marketplace for the craft.
Courses, communities and live sessions from named trainers — tonality, attitude, sales skills, scripts, product knowledge and goals. Buy for yourself, or buy on behalf of your whole team. This is a public marketplace; browse it below.
A library of proven scripts. Pin the ones you live on — and drag them into order.
Field-tested scripts by role and scenario, plus a personal dashboard of pinned scripts you can rearrange by dragging. Browse the library, then build your dashboard.
Goals aren't a field. They're a whole personal-development suite.
A vision board, a guided goal-setting wizard, the Wheel of Life, active & completed goals — the personal side of the platform that keeps reps motivated. Move through the tabs.
Set the target. Watch the forecast rebuild itself.
Drag the revenue goal and Selllution recalculates the forecast, the gap to target, and how it distributes across your contributors — instantly. This is the goals engine, live.
Quarterly revenue goal
Drag to set the team target for Q3.
Distributed across contributors
Industry-specific inventory — your live catalogue.
Browse the internal catalogue by asset class, with live pricing on every item. Pick a product, then jump to its ownership chain or public page.
Sell metals? Every item reprices to live spot — including your markup.
Gold, silver and platinum are wired to a live feed — set your markup once and every catalogue price, quote and public page lands on it automatically, to the second.
Ownership & provenance — the chain that makes resale possible.
Trace any item's full ownership chain, from mint to current holder. Pick a product in Inventory and it stays in sync here.
The public product page — the verified listing a buyer sees.
A shareable, verified listing with live spot pricing and full provenance — login-free for any buyer to check before they commit.
Build the certificate, issue it, prove it's real.
Create certificate templates — a Letter of Provenance, a Certificate of Authenticity, a Certificate of Ownership — with the product photo, your wording, a signature and a unique QR code. Preview it as a finished PDF, then issue it: emailed to the owner or printed and posted. Anyone who scans the QR lands on a page that verifies it came from you. Build one below.
Every physical asset, tracked vault to client.
Track live shipments — carrier, tracking number, insured value and a status timeline from picked to delivered — or switch to Storage to manage bonded locations and see every product by owner. Switch the tabs, then open a shipment.
Lead management that runs itself.
Leads flow in from Google & Meta, distribute by rule, recycle on call outcomes, and live in pots you can see and move. Click through the console — every tab is real.
Run the desk: roles, KPIs, training & onboarding.
Every rep has a full record — subrole, KPI assessment against benchmark, attendance and staff AML — and you assign their courses, scripts and onboarding tasks right from here. Pick someone on the desk, then open Onboarding & assignments.
Define your sales roles.
Build roles from a built-in template or from scratch — set the funnel, the outputs, and whether the role keeps its customers or passes them to distribution.
Hire the team that works the desk.
Run recruitment campaigns, each with its own candidate pipeline, CV inbox and a live public page where candidates apply and upload their CV. Applications auto-parse into the inbox — and when an offer is accepted, the candidate becomes a staff record and flows straight into onboarding. Open a campaign.
Onboard every client to the same standard.
A reusable blueprint walks each new client from welcome to first allocation to a 30-day check-in — and every step fires the right task, email or workflow automatically. Pick a client to see where they are.
The numbers that run the business — profit, loss and the cost of every seat.
An executive summary, a full P&L, gross-profit and margin tracking, and the cost of each staff member against what they bring in. Pull it live from Xero, type it in by hand, or upload a spreadsheet. Switch the tabs, then change the source.
You never create the customer, the invoice or the product twice.
Getting a paid deal into your accounts is normally four jobs done a second time, by hand, in another system. Here it is one button.
- Add the customer in Xero
- Create the invoice again
- Create or link the product
- Reconcile the payment by hand
Four steps, re-typed, every deal — and every one a chance to get it wrong.
- The invoice is paid
- Press Match
Payment completes and it syncs straight across. The customer, the invoice and the product are already there — nothing to re-create, nothing to re-type.
The manager's console. Performance, goals and logistics in one view.
Enterprise managers run the desk from here — rep-by-rep performance and settlement rates, company revenue goals with contributor tracking, and every physical shipment from vault to client. Click through the console.
Every company file in one place.
A shared Drive for contracts, compliance and brand assets — every company file in one place, searchable and permissioned.
Support for your customers: onboard them, then field their tickets.
Per-customer onboarding blueprints and a journey engine, plus a helpdesk where your customers raise tickets — the AI suggests where each should go and leaves the decision to a human. Step a customer through, then open a ticket.
Support for you: a direct line to the Selllution team.
Your firm gets dedicated support too. Raise a ticket with us — a bug, a billing query, a feature request, an integration or onboarding help — and track every one through to our reply. Open a category, then a ticket.
Every deal, on one whiteboard.
Open on the Sales Whiteboard — a live performance table of every rep up top, and below it the deals written up like a real office whiteboard. Prefer a pipeline? Flip to a weighted Board or a List. Deals link straight to the contact and roll up into the company goal.
From a deal to a paid public invoice — a checkout, not just a PDF.
Create a deal, generate the invoice or a buy-back purchase order, and send the client to a public page that's a destination in its own right — they view the product, clear an AML check, agree the terms, e-sign, and pay (or hand over bank details to get paid). Every block is modular: spin up an invoice, an e-signature or an AML check entirely on its own. Walk the tabs.
A compliance desk for every contact.
Track every contact by AML status, drill into a record to see its full check history and run a new screening, manage your connected provider, and gate invoices behind a passed check. Switch tabs, then open a contact.
Supplier orders, approved and fulfilled.
Raise a purchase order to a vault, mint or merchant, route it for approval, and track it from sent to goods-received — every PO committed against the desk's spend. Open an order.
Collate, merge a cover letter, print and post.
Build a packet of a deal's real documents — invoice, agreement, certificate — merge a cover letter on your letterhead, then print or hand the job to the post queue and track what comes back. Walk the tabs, then open a job.
Contracts & agreements, signed in-house.
A proprietary e-signature engine — no DocuSign fee — for sale agreements, subscriptions and custody terms. Send for signature, track who's signed, and seal the final PDF to the contact timeline. Open an agreement.
Draw the automation. Watch it run.
A branching workflow engine with real action nodes — send a WhatsApp, create a shipment, mint a certificate. Pick a production template, then run a record through it and follow the path.
Wired to the tools you already run.
OAuth connectors for your mailbox, calendar, accounting, ad platforms, payouts and automation — Xero, Gmail, Microsoft 365, Stripe, PayPal, Twilio, Zapier and more. Tokens encrypted at rest, syncing both ways. Toggle a connector on or off.
Admin, security and trust — built into the floor.
Feature kill-switches, a GDPR data-subject-request lifecycle with overdue tracking, a live audit stream and zero-trust admin re-query. Flip a switch, mask a record.
The controls behind high-value sales.
Every safeguard that lets a UK firm sell high-value assets — encryption for bank details, AML & KYC, GDPR, access control and audit — mapped to the frameworks they satisfy. No scores; just the controls we have in place. Filter by framework.
The only open marketplace built just for sales.
Sales trainers, product traders, life coaches and methodologists — selling their craft to the people who actually need it. Not a course library bolted onto a CRM; a dedicated ecosystem where the whole sales profession buys and sells.
To individual users
Any rep, opener or closer can buy a course, script or live session for themselves — and start straight away.
To enterprises & their teams
Firms buy seats in bulk and assign methodology to their reps — and because it lives in the same database, progress rolls straight into the CRM.
One price. Everything in.
£150 per seat, per month — the CRM, the AI Sales Manager, training, the marketplace and compliance, together. Here's how that stacks up against the CRMs you already know.
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Best value
Selllution
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Zoho CRM |
HubSpot |
Pipedrive |
Salesforce |
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The real cost at 10 users.
Those headline prices are just the CRM seat. Match Selllution's full feature set and you're into higher tiers and bolt-on products — here's the true monthly cost as your desk grows. Drag to size your team.
Replace eight tools with one system.
See the CRM, the AI Sales Manager and the marketplace work as one — on your firm's real workflow. From £150 per seat, per month — £100 for founding customers.