Enlivy

COMMERCIAL OPERATIONS PLATFORM

Send proposals, contracts and invoices from Enlivy. Your clients accept, e-sign and pay from the emails you send.

Free to start. A pack is a set of paid features at a fixed monthly price; the packs that lift a limit start at €9.99/month.

HOW IT WORKS

Type the price once, in the proposal. The contract, the invoices and every renewal reuse it.

Enlivy is a commercial operations platform: the proposal, the contract, the invoice, the payment and the renewal live on one record, with a client portal, recurring invoices, EU e-invoices and tasks around it. It is not accounting software, and it does not replace the CRM you sell from every day.

  1. The sales pipeline board with each lead as a card in its stage

    Request

    A visitor picks a package in a price calculator you add to your website. No package? Write the proposal lines yourself.

    See the sales pipeline
  2. The Proposals list with each proposal's stage and dates; recipients and totals blurred

    Proposal

    You send it. Your client accepts it from your email.

    See packages and proposals
  3. The contract list with each contract's signature status and dates; titles and parties blurred

    Contract

    If the package includes a contract, Enlivy drafts it. Your client signs online.

    See contracts
  4. The invoice list with each invoice's status, e-invoice result and dates; numbers, clients and amounts blurred

    Payment

    Card payments go to your own Stripe account. You mark bank transfers paid.

    See invoices
  5. The task board with To do, In progress, Blocked and Completed stages

    Delivery

    Your team runs the work in tasks, free on every plan.

    See tasks
  6. The Billing Schedules list with each schedule's status and dates; names and totals blurred

    Renewal Billing Schedules pack

    Each cycle, Enlivy issues the invoice and, if your client paid by card, charges the saved card.

    See recurring billing

Emails go out from your own address once you connect your mailbox. Until then, your clients find everything in your client portal.

WATCH THE OVERVIEW

From the first conversation to payment

2:48 · English narration · Captions available

Read the video transcript

One client. The whole journey.

From the first conversation to payment, Enlivy keeps every step for that client in one place.

Follow one client, step by step.

Which conversation moves forward next?

Each lead, someone you are selling to, keeps its conversations and your next step.

Open it to see everything that happened so far, and pick up the conversation where it stopped.

Make the next decision clear.

Put the scope and the price together in a proposal.

Your client reviews it online and accepts, without creating an account. Enlivy records the acceptance.

Ready for your client to sign?

Send the contract, and your client gets a link to review and sign it.

They read the document and sign, with an email or SMS code if you ask for one.

Then you see who has signed, and when.

What needs to be billed?

For a one-off job, issue a single invoice.

For ongoing work, add the Billing Schedules pack and set up a schedule. Enlivy issues each invoice on the agreed dates.

Make it clear how to pay.

For a bank transfer, your client sees the amount, your account and the reference.

For a card, they pay through your own Stripe account.

Enlivy marks the invoice paid once Stripe confirms the payment.

Need more than a PDF?

Download the invoice as a PDF, or as an e-invoice file.

Use the file wherever your country asks for e-invoices.

Which invoice did this payment settle?

Link the bank transaction to the invoice.

Enlivy then offers to mark it paid.

You confirm, once the linked payments cover the invoice.

Where does your next deal get stuck? Start free at Enlivy dot com.

Open video in a new page

START FROM HOW YOU WORK

Pick the situation closest to yours

Each page follows one way of selling and shows what your client does, which features you use and what they cost. Enlivy does not bill tracked hours, keep stock or forecast sales.

WHERE ENLIVY FITS

Next to your accountant, not instead of them

Enlivy runs the commercial side of the business: proposals, contracts, invoices and payments. Your accountant keeps the books in their own software. Each month, you send them the documents from Enlivy.

What Enlivy replaces

  • Proposals written in documents and quote templates
  • The e-signature app
  • The invoicing app, including EU e-invoices
  • The spreadsheet of who has paid
  • The shared inbox for client questions, with the Helpdesk pack

What Enlivy works with

  • Your bank: import the statement files it gives you, or, with the Banking pack, connect it so transactions come in automatically
  • Your own Stripe account, for card payments
  • Zapier, Slack, webhooks and the API
  • AI assistants such as Claude or ChatGPT, connected to your Enlivy data

What stays with your accountant

  • The general ledger and the financial statements
  • VAT returns and the other tax filings
  • Payroll calculations. Enlivy keeps the payslips your accountant prepares.

Each month, you issue invoices in Enlivy and link each payment to the invoice it settles. Then you export the month’s documents for your accountant: invoices issued and received, receipts, payslips and bank transactions. Your accountant books them. See the data export

We do not keep a ledger or file tax returns, and that is a choice: your accountant already has software for that. We would rather hand your accountant complete documents, with each payment linked to its invoice. See how Enlivy compares with QuickBooks

CONNECT YOUR TOOLS

Works with the tools you already use

Enlivy has a documented API, webhooks, a Zapier app and a connection for AI assistants (an MCP server).

  • API

    Connect your own software to Enlivy through its documented REST API.

    Learn more
  • Zapier

    Connect Enlivy to thousands of apps through Zapier, without code. A Zap that starts from an Enlivy event needs any paid pack.

    Learn more
  • MCP

    Connect AI assistants such as Claude or ChatGPT to your Enlivy data. They see and change only what your own user is allowed to.

    Learn more
  • Webhooks

    Enlivy notifies your own software when something happens, for example when an invoice is paid. Needs any paid pack.

    Learn more
  • Slack

    Get a Slack message when an invoice is paid, a proposal accepted or a contract signed. Needs any paid pack.

    Learn more
  • Data export

    Export the period and documents you choose in one archive for your accountant.

    Learn more

WHO BUILDS IT

Built by a service business that runs on it

We build websites and sell maintenance plans and an online-school platform. We bill all of it from Enlivy.

5.0 on Clutch

18 reviews of our client work

773 projects

Completed on Codeable, rated 5.0

6 languages

Portal, documents and emails

41 countries

Client details follow each country's fields

As featured on

START FREE

Try it with one client

Create a free account, add one client and send a proposal you write yourself. Each month, the free plan includes 5 invoices, 3 proposals and 1 contract. Need more of something? Add its pack.

  • Free to start
  • No credit card required
  • EU e-invoices (EN 16931, Peppol BIS 3.0)