Build Sellsy workflows with AI Agents

Sellsy is a powerful CRM suite empowering small and medium-sized businesses to centralize sales, marketing, invoicing, and cash flow management. But even the best business apps can become information silos or disrupt team flow when users are forced to switch between platforms for updates and collaboration. That’s where Runbear’s AI agent comes in—turning Sellsy data into actionable insights, right inside your team’s chat tools. Let’s explore how integrating Sellsy with Runbear unlocks a new level of smart automation, efficiency, and team alignment.

About Sellsy

Sellsy is an all-in-one cloud-based CRM platform tailored for SMEs. It combines marketing automation, sales management, invoicing, and real-time cash flow monitoring under one intuitive dashboard. With features like lead generation campaigns, quote-to-invoice workflows, and AI-powered appointment booking, Sellsy suits teams seeking to manage relationships, track sales pipelines, and optimize billing processes. Teams choose Sellsy to break down silos between departments, establish a single source of truth, and drive efficiency as they grow, making it especially valuable for sales-focused businesses that need both flexibility and rigor in managing customer lifecycles and finances. Its integrated modules reduce the need for multiple disconnected tools, providing visibility and control across the business.

Use Cases in Practice

Connecting Sellsy with an AI agent via Runbear brings the heart of your customer and financial data directly into your team’s everyday communication channels like Slack or Microsoft Teams. These use cases demonstrate how AI agents can eliminate hours of tedious searching, manual reporting, and cross-app copy-pasting. Imagine a sales manager simply asking, 'Show this quarter’s pipeline trend,' and getting an instant chart sourced from Sellsy. Or a finance lead scheduling Monday morning updates with overdue invoices, visible to every account manager in Slack. With Runbear, your team’s Sellsy workflows evolve from slow, manual steps to seamless, AI-powered collaboration. Teams can look up live customer details before a meeting, generate sales summaries for leadership at the push of a button, or monitor upcoming renewals and overdue payments without missing a beat. For more on how Runbear delivers similar value with spreadsheet-based data, see how you can instantly query Excel reports in Slack, or how teams automate KPI reporting with AI agents. The Sellsy + Runbear combo applies the same smart automation to your CRM, ensuring everyone works from the latest data—together.

Sellsy vs Sellsy + AI Agent: Key Differences

When you use Sellsy on its own, team members often need to log in, search, and manually compile data or reports—leading to lost time and scattered collaboration. With Runbear, an AI agent turns these manual steps into seamless, automated workflows initiated from your team chat. This shifts your team from task-driven admin to AI-powered productivity, closing information gaps, and putting live Sellsy insights where your team collaborates the most.

Implementation Considerations

Adopting a Sellsy + Runbear workflow requires a shift in how teams access and collaborate on business data. Teams should ensure Sellsy accounts are properly connected and permissions are set so the AI agent can fetch relevant information. Initial setup involves selecting which Sellsy fields or modules (e.g., deals, invoices, contacts) to make available to the AI agent, and configuring secure access rights. Training team members to ask the right questions in Slack or Teams can increase adoption and maximize productivity gains. It’s critical to review data governance policies, establish who can trigger reports, and manage visibility of sensitive financial details in team channels. There may be some upfront change management needed, especially for users used to navigating the Sellsy UI directly. Early engagement, clear guidelines, and ongoing feedback loops help teams get the most from this integration. Finally, organizations should consider the cost-benefit of adding AI-powered automation—balancing subscription fees against time saved, improved data accuracy, and better team alignment.

Get Started Today

Sellsy integration with Runbear transforms how teams collaborate by putting an AI agent in the driver’s seat—bringing critical Sellsy insights and automation into your team’s daily workflow. By removing friction, automating repetitive steps, and surfacing the right data at the right time, this integration helps teams move faster and focus on what matters. Ready to unlock smarter sales and operations? Start connecting Sellsy with a Runbear AI agent and see your team’s productivity and collaboration soar.