Enlivy in September 2026: one place for client messages, and a board for every pipeline
Helpdesk brings client email, chat and portal messages into shared inboxes, each sales pipeline gets its own board, and tasks are free on every plan.
COMMERCIAL OPERATIONS PLATFORM
Start free with 5 invoices, 3 proposals and 1 contract a month. Add a pack when you need more.
HOW IT WORKS
When a client accepts a proposal made from one of your billing packages, Enlivy prepares the contract from the package's template, and you send it for signing. The prices the client accepted carry through to the contract and the invoices.
Track your leads in a sales pipeline. Requests from the price calculator you put on your website arrive as leads.
Your client accepts the proposal online and signs the contract, with an email or SMS code if you ask for one.
Give your teammates tasks, free on every plan. Playbooks, guidelines and team reports are paid packs.
Issue an invoice for a one-off job. For ongoing work, Enlivy issues each invoice on the dates you agreed (Billing Schedules pack).
Card payments go to your own Stripe account, and Enlivy marks the invoice paid. You link bank transfers and confirm them.
With the Helpdesk pack, questions from your website chat, the client portal and email arrive in one shared inbox.
WHERE ENLIVY FITS
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.
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
START FROM HOW YOU WORK
For each situation, see how the work runs, which features you use and what they cost.
Clients can sign up on your website. With the Billing Schedules pack, Enlivy creates each month's invoice on the agreed date.
The packs it needs start at €9.99/month, excluding VAT.
Send proposals with a payment plan; clients sign the contract online. Invoice installments and monthly maintenance.
The packs it needs start at €9.99/month, excluding VAT.
Clients sign the contract and pay for your program in installments, in a portal with your name.
The packs it needs start at €9.99/month, excluding VAT.
Each sales process gets its own pipeline. Contracts and invoices take the accepted prices, so nobody retypes the deal.
Free to start.
Issue invoices with your own numbering. A Romanian company can send its invoices for Romanian clients to eFactura.
Free to start.
Create a free account and try it with one client. Each month, the free account includes 5 invoices, 3 proposals and one contract.
WATCH THE OVERVIEW
Follow one client from the first conversation to the proposal, the signed contract, the invoice and the payment.
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.
WHAT YOUR CLIENTS RECEIVE
From the proposal to the signed contract and the invoice, see the emails that tell your client what to do next.
Previews rendered from the product, using demonstration data. Open an email to read it in full and explore the available languages.
WE USE IT EVERY DAY
Enlivy S.R.L. is a small Romanian company that sells web projects, maintenance plans and Școala Mea, our course platform. We run all of it on Enlivy.
Our leads, proposals, contracts, monthly invoices for clients in Romania and abroad, and client support go through the same system we sell. When something is slow or confusing, we feel it first.
The price calculator on scoalamea.eu
It is built with Enlivy. Each request lands in our sales pipeline, with the campaign it came from.
The contact form on this site
It runs on the Enlivy Helpdesk. Your message and our email replies stay in one conversation.
Our own billing
We bill our own clients with billing schedules, the same ones you would use.
CONNECT YOUR TOOLS
Enlivy has a documented API, webhooks, a Zapier app and a connection for AI assistants (an MCP server).
Connect your own software to Enlivy through its documented REST API.
Learn moreConnect Enlivy to thousands of apps through Zapier, without code. A Zap that starts from an Enlivy event needs any paid pack.
Learn moreConnect AI assistants such as Claude or ChatGPT to your Enlivy data. They see and change only what your own user is allowed to.
Learn moreEnlivy notifies your own software when something happens, for example when an invoice is paid. Needs any paid pack.
Learn moreGet a Slack message when an invoice is paid, a proposal accepted or a contract signed. Needs any paid pack.
Learn moreExport the period and documents you choose in one archive for your accountant.
Learn more
Helpdesk brings client email, chat and portal messages into shared inboxes, each sales pipeline gets its own board, and tasks are free on every plan.
Each signature now fingerprints the document that person saw, your customer picks the currency they pay in, and twenty risks are closed. August 2026 in Enlivy.
How to schedule an invoice so it is issued and numbered on a future date: a clear walkthrough of scheduled invoices in Enlivy.
START FREE
Create a free account and set up one client, one proposal or one invoice. Each month, the free plan includes 5 invoices, 3 proposals and 1 contract. When you need more of one, you add its pack.
Free to start · No credit card required · ANAF eFactura for Romanian companies invoicing Romanian clients