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.
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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 -
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Contract
If the package includes a contract, Enlivy drafts it. Your client signs online.
See contracts -
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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.
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.
- You bill clients every month Clients pick a package in your website's price calculator and pay online. With the Billing Schedules pack, each month's invoice goes out on its billing date.The packs it needs start at €9.99/month, excluding VAT. See how monthly billing works
- You run an agency or studio Send a proposal with a deposit and installments. Your client accepts and signs online, and Enlivy invoices each installment.The packs it needs start at €9.99/month, excluding VAT. See how it works for agencies
- You sell courses, programs or coaching Your client accepts the proposal, signs the contract and pays for your program in installments, in a portal with your name.The packs it needs start at €9.99/month, excluding VAT. See how it works for course authors
- You run a sales team Each sales process gets its own pipeline. The contract and the invoice keep the prices your client accepted in the proposal.Free to start. See how it works for sales teams
- You mainly need invoicing Number invoices your way and download each as an EU e-invoice (EN 16931, Peppol BIS 3.0). Add proposals and renewals when you sell more. See how invoicing works
- You are not sure yet Create a free account and try it with one client. Each month includes 5 invoices, 3 proposals and 1 contract. See what's free
WHAT YOUR CLIENTS RECEIVE
See what lands in your client's inbox
The emails that tell your client what to do next.
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Send a proposal
The scope, the payment plan and a link your client opens from the email. View the full email -
Invite your client to sign
The contract details and the link where your client signs. View the full email -
Send an invoice
The invoice as a PDF, with the payment terms in the email. View the full email
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).
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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