SOLUTIONS · SALES
Your pipeline and your calls, in every salesperson's AI
Each salesperson queries Sellsy with their own rights, and the Aircall calls of the lines opened to them.
Prepare a meeting, follow up after a call, spot a stalled deal: without opening the CRM.
Which opportunities in negotiation have had no contact for three weeks, and who last spoke to these clients?
Three opportunities. Martin & Sons, €18,000: last call by Léa on October 3, quote awaiting feedback. Atelier Nord, €9,500: no call since September 29, the note mentions a budget to approve. Groupe Sud, €32,000: last call by Hugo on October 1, the client was expecting a revised proposal.
Sources consulted
- Sellsy · opportunities · Negotiation stage
- Aircall · calls with these clients · notes
ACCESS
Everyone only sees what concerns them
Each person's Sellsy rights
Each salesperson connects their own account: their assistant only sees what Sellsy already shows them.
Line by line
Aircall calls are opened per phone line: salespeople see their lines, not the support team's.
Read-only, logged
No record changed, no call placed from the assistant. Every read is logged: who, which tool, when.
SETUP
Up and running in three steps
Connect the tools
An administrator connects Aircall once for the company. Each salesperson connects their own Sellsy account, with no API key.
Open the rights
The administrator picks each team's Sellsy tools and the Aircall lines it can read. These grants add to Sellsy rights, they never widen them.
Ask the question
The salesperson queries their pipeline from their assistant, for instance to prepare a client meeting or follow up with a prospect after a call.
CONNECTORS
The connected tools
Sellsy
Companies, contacts, opportunities, quotes, orders and a record’s history, free-text or filtered search, with the member’s Sellsy permissions.
Open the pageAircall
Call search by period, number, agent or tag; Aircall notes, transcription and summary; temporary listening link; per authorized phone line.
Open the page
IN PRACTICE
Use cases, step by step
- Sellsy
Prepare a client meeting with Sellsy and Claude or ChatGPT
Prepare my meeting with Dupont SA tomorrow: where do we stand, what is blocking, and what should I offer?
Read- Aircall
- Sellsy
Follow up with a prospect after an Aircall call, with Claude or ChatGPT
I called Atelier Nord yesterday on +33 4 78 12 34 56. Draft the follow-up: what we discussed, what I promised, the next step.
Read
Questions
Frequently asked questions
Does every salesperson need a Sellsy account?
Yes. Each member connects their own Sellsy account; Persyst does not open the CRM to someone who has no access to it.
What about Aircall?
Aircall is connected once for the company. Authorized members read the calls of the lines opened to them, without an Aircall account.
Can the assistant update the CRM after a call?
No. The tools are read-only: the assistant drafts the call summary or the follow-up, and the salesperson records it in Sellsy themselves.
