sellaris

CRM for linen, uniform and mat rental

Your reps’ whole day, ready before the first cold call.

Sellaris shows each rep what needs them today: overdue follow-ups, competitor rental contracts coming up for renewal, proposals with no answer. Cold calls and cold drop-ins get logged on the spot, and the week is tracked against goal.

Request access See a rep’s day
The Today screen: this week's cold calls, cold drop-ins, meetings and proposals against goal, a to-do list grouped by overdue reminders, due today, contracts expiring and proposals waiting, today's meetings and AI ideas.
Logging a cold call on a phone: activity type, outcome, a note and a follow-up in three days.

Screens from the product, filled with made-up demo data.

One rep, one day.

Here is how Sellaris fits around a day of cold calls, cold drop-ins and meetings.

  1. Open Today and know where to start.

    One list, sorted by what matters: overdue reminders, follow-ups due today, competitor contracts about to expire, proposals waiting on an answer, and interested leads with no next step. Beside it, this week’s cold calls, cold drop-ins, meetings and proposals against the rep’s goal.

    Log the cold call before the next one.

    Pick cold call, cold drop-in or meeting, tap the outcome, and save. Add a note and a follow-up reminder if there is one. It goes straight onto the lead’s timeline and into the week’s numbers.

    The Today screen on a phone: weekly progress against goal and the to-do list.
    The log activity sheet: cold call, outcome interested, a note and a follow-up in three days.

  2. Walk in knowing the history.

    Every lead has one timeline: cold calls, cold drop-ins, check-ins, notes, reminders, proposals and status changes, newest first. Contacts, business hours and the current provider sit beside it. Check in, set a reminder or start a proposal from the top of the page.

    A lead page for Rosario's Trattoria with its activity timeline, details, business hours and contacts.

  3. Plan the afternoon on the map.

    See leads around you, pick the stops and let Sellaris order them into a route. Check in when you arrive. The CXD list shows which prospects have a contract with a competitor ending soon, so the next stop is the one that can actually switch.

    • Leads near you on the map
    • Stops ordered into a driving route
    • Check-in with outcome and next step
    • Competitor contract expirations (CXD)
    • Selected leads exported to CSV

  4. Build the rental proposal from your catalog.

    Search a linen, uniform or mat item, set the quantity and how often it is delivered, and the totals update as you go. Prices start from your catalog tiers. When it is ready, turn it into an agreement PDF.

    Editing a proposal: six catalog lines with quantity, price, delivery frequency and billing, and a running total.

  5. See the week against goal.

    Metrics puts each rep next to their own goals and the team average: cold calls, cold drop-ins, meetings, proposals, deals and value signed. Pipeline, activity, deals and predictive views sit one tab away, and the weekly report sums it all up.

    The Metrics page: activity against goal for the last 30 days and a week-by-week chart of cold calls.

AI that reads your pipeline, not the internet.

The assistants in Sellaris work from your own leads, activity and catalog.

Daily ideas
Each morning, a short list of the moves most worth making today, on the Today screen.
Proposal assistant
Describe the deal in plain words and get a draft proposal built from your catalog to review.
Metrics chat
Ask how the month is going or who is behind pace, and get the answer from your own numbers.
Lead assistant
Ask about leads, activity and follow-ups in a conversation on the Leads page.
The AI ideas card: send Rosario's Trattoria a proposal, Juniper Street Bistro's contract ends in 48 days, try a cold drop-in at Fern & Fig Kitchen.

For the person who sets the goals.

  • Goals per rep

    Weekly targets for cold calls, cold drop-ins, meetings, proposals and value. Every rep sees their own on Today.

  • Team view

    Switch Today and Metrics between one rep and the whole team.

  • Weekly report

    Check-ins, outcomes, miles, pipeline moves and deals for any week.

  • Usage

    See who is logging in, how often, and which parts of the CRM they use.

  • Outlook calendar

    Connect Outlook and meetings show up on Today next to CRM activity.

  • Web and phone

    The same account in the browser at the desk and on the phone in the car.

Set your team up on Sellaris.

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