Prospects
Track every opportunity from first contact to paid invoice, with a complete activity history, automatic status-driven emails, and client collaboration built in.
Start Today
THE GOVERNED PIPELINE
From Scattered Leads to a Governed Pipeline
A fully customizable sales pipeline, built into the same platform that quotes, contracts, and bills your customers.
Most businesses track sales in a spreadsheet, a separate CRM, or nothing at all. Every option has the same problem: the deal lives in one place, and the invoice lives somewhere else.
Enlivy Prospects closes that gap. Your pipeline, your proposals, your contracts, and your invoices are one connected system.
-
What is a Prospect?
A single opportunity your team is tracking: a person or company, their contact details, where they came from, who owns the deal, its budget, and the status it is in right now. Everything you know about an opportunity, in one place.
-
What is the Prospects pipeline?
The structure your team uses to track opportunities from first contact to conversion. You define the stages, the required fields, and the actions needed to move every deal along consistently.
-
How it connects to billing
A prospect becomes a proposal, then a contract, then a recurring billing schedule, without leaving Enlivy and without re-typing anything. Most CRMs stop at "Won." Enlivy keeps going, all the way to collected revenue.
Custom statuses & status paths
Your Pipeline, Your Rules. Enforced.
Design your own stage names, colors, and order.
Define exactly which moves are allowed between stages, and what must happen before each move is accepted.
The process is encoded in the tool, not left to discipline.
-
Custom stage names
"Discovery Call," "Proposal Sent," "Negotiating." Whatever your business calls it. Every stage maps to a universal type (Open, Qualified, Won, Lost) so reporting stays consistent.
-
Required notes
force the rep to document what happened before a stage can change.
-
Required outcome
a structured result field, standardized across the team.
-
Required form
link a qualification scorecard or discovery questionnaire. The prospect cannot advance until it's filled in. "Qualified" means actually qualified, with the evidence attached.
-
Milestone timestamps
qualified_at, won_at, lost_at recorded automatically. The raw material for time-to-win and win rate analysis.
Activity Timeline
Open Any Prospect. Read Its Whole Story.
Every status change, every logged call, every email the system sent written to the prospect's timeline in order, forever.
When a deal changes hands or someone leaves the team, nothing is lost.
-
Automatic entries on every advance
each stage change writes a timeline entry with who did it, when, and the description or form they completed at the time.
-
Manual activity logging
log calls, meetings, and notes with a title, description, outcome, and the actual date it happened (backdate freely).
-
Email sends logged automatically
when the system sends a status email, it writes that to the timeline too. The prospect's full communication history is always complete.
-
Real-time
every activity broadcasts instantly to every open screen. The whole team always sees the same picture.
How Prospects Work in Enlivy
From capturing a lead to closing the deal, here’s how the whole flow runs, step by step.
-
A Prospect Enters the Pipeline
Prospects arrive in three ways. Your team types one in manually after a conversation, referral, or event. You bulk-import your existing pipeline from a CSV, with column mapping, duplicate merging, and phone normalization. Or a visitor configures a package on your public catalog and submits. Enlivy creates the prospect automatically, with no one on the team doing anything.
- Manual creation: team member adds a new lead in seconds
- CSV bulk import: migrate your entire existing pipeline
- Catalog self-request: inbound leads captured automatically
-
Your Team Works the Deal
On the Kanban board, prospects are cards and statuses are columns. Moving a prospect to the next stage is a deliberate action: the system checks that the path is allowed and that any required notes, outcomes, or forms are provided. No silent stage jumps. No missing context. Every move is dated, attributed, and written to the timeline.
- Kanban board: visual pipeline, drag-and-drop familiar
- Governed advance: each stage change enforces your rules
- Fast search and filtering: find any deal in a keystroke
-
Status Changes Trigger Automatic Emails
Assign a prospect to a Project and configure a status-entry email per stage. The moment a prospect enters that stage, the email goes out: in the prospect's language, with your branding, with action buttons that link wherever you need. No one hits Send. Every send is logged to the timeline. A 7-day de-duplication window means a prospect bouncing between statuses will never be spammed.
- "New": auto-email: "Thanks for your interest, here's what happens next."
- "Proposal Ready": auto-email with a "View your proposal" button
- "Won": auto-email: "Welcome aboard, here's your onboarding link."
-
Clients & Partners See Exactly What You Choose
Assign a prospect to a Project and invite external users: clients, referral partners, contractors. For each person, you grant specific permissions: can they add prospects, view only their own, or see everyone's? And each grant can apply globally or only at specific statuses. A partner can add leads and see their own. A client can see Won deals only. A contractor can view and edit in Discovery, then read-only once it reaches Proposal Sent.
- Per-user, per-status access: finer than any "share / don't share" toggle
- Portal access secured by OTP or magic link email
- External users see only what their grants allow: enforced at the data layer
PUBLIC CATALOG
Turn Your Pricing Page Into a Lead-Capturing Machine
Publish a public, embeddable catalog of your packages. A visitor configures what they want and submits a request, and Enlivy automatically creates a tracked prospect and a ready-to-send draft proposal, with no one on the team lifting a finger.
- Embeds on any website
Place the catalog directly on your pricing page, a landing page, or a partner's site. Visitors see your packages in context, no redirect, no separate tool, no friction between interest and request.
- Visitor configures their plan
Picks a package, fills in name, company, and email, and submits. Low enough friction that interested visitors actually complete it instead of dropping off.
- Enlivy creates two things automatically
An inbound prospect tagged with the source channel and campaign, and a parked draft proposal built from the visitor's selection.
- Sales reviews and sends in one click
The proposal is already built from what the visitor configured. Review, adjust if needed, and send. No starting from scratch, no re-entering data.
- Marketing finally sees conversion
Every inbound prospect carries its campaign tag; connect a campaign to a won deal inside the same tool that invoiced it.
- Non-blocking capture
Even if the backend hits an issue, the submission is never lost. A lead that showed intent should never disappear because of a system error.
ALIGNED AND ACCOUNTABLE
Clarity, Accountability, and Revenue in One Place
A pipeline that keeps working even when the team is busy.
Prospects is built to close the gaps that let deals slip: scattered notes, undocumented stage changes, and leads that fall through the cracks.
Your pipeline is not just a list of deals. It is a governed, audited, connected system that runs from first contact all the way to a paid invoice.
-
Your process, enforced
Status paths can require a note, an outcome, or a completed form before a stage changes. "Qualified" means actually qualified, with the evidence attached, so win and loss analysis stays trustworthy.
-
Automatic follow-through
Status emails send automatically when a deal reaches a stage, so no one has to remember. Inbound leads from your catalog arrive with a draft proposal already built.
-
A complete, unbroken history
Every stage change and logged activity is written to the timeline, in order, with who did it and when. Deals hand off safely, and nothing is lost when someone changes role or leaves.
-
Attribution from the first click
Every inbound prospect carries its source channel and campaign, and every won deal is dated. See which campaigns actually produce revenue, inside the same tool that invoiced it.
API Reference
Prospect Management from the API
Wire your lead capture, CRM, and sales automation straight into Enlivy. The Prospects API gives you programmatic control over your pipeline: create leads from any source, move them through your stages, and log every touchpoint as it happens.
The examples below cover the most common prospecting operations: listing and filtering prospects, creating a lead, advancing it through your pipeline, and recording prospect activities like calls, meetings, and status changes, so your timeline always stays in sync.
Pull your pipeline into any dashboard or sync job. Query prospects with pagination, filter by stage, owner, source, or date range, and full-text search by name, company, or email. Expand related records such as the current stage and the assigned team member.
const organizationId = "your_org_id";
const token = "YOUR_TOKEN_HERE";
fetch(
`https://api.enlivy.com/organizations/${organizationId}/prospects?page=1&limit=20&source_type=inbound&include=organization_prospect_status,assigned_organization_user&include_meta=navigation`,
{
method: "GET",
headers: {
Authorization: `Bearer ${token}`,
"Content-Type": "application/json"
}
}
);Retrieve a single prospect with everything attached to it: contact details, source attribution, budget, current pipeline stage, and lifecycle timestamps such as qualified, won, and lost.
const organizationId = "your_org_id";
const prospectId = "your_prospect_id";
const token = "YOUR_TOKEN_HERE";
fetch(
`https://api.enlivy.com/organizations/${organizationId}/prospects/${prospectId}?include=organization_prospect_status,assigned_organization_user`,
{
method: "GET",
headers: {
Authorization: `Bearer ${token}`,
"Content-Type": "application/json"
}
}
);Capture a lead from any source: a landing page, an ad campaign, an outbound list, or your own app. Send a person, a company, or both, tag where it came from, and drop it straight onto your pipeline.
const organizationId = "your_org_id";
const token = "YOUR_TOKEN_HERE";
fetch(`https://api.enlivy.com/organizations/${organizationId}/prospects`, {
method: "POST",
headers: {
Authorization: `Bearer ${token}`,
"Content-Type": "application/json"
},
body: JSON.stringify({
first_name: "Jane",
last_name: "Doe",
company_name: "Acme Studio",
email: "jane@acme.example",
source_type: "inbound",
source_channel: "website",
source_campaign: "summer-launch",
summary: "Requested a demo from the pricing page.",
budget: "5000",
budget_currency: "EUR"
})
});Update a prospect’s contact details, owner, budget, summary, or lifecycle state (qualified, disqualified, won, lost). You only send the fields you want to change.
const organizationId = "your_org_id";
const prospectId = "your_prospect_id";
const token = "YOUR_TOKEN_HERE";
fetch(
`https://api.enlivy.com/organizations/${organizationId}/prospects/${prospectId}`,
{
method: "PUT",
headers: {
Authorization: `Bearer ${token}`,
"Content-Type": "application/json"
},
body: JSON.stringify({
summary: "Budget confirmed, decision expected next week.",
budget: "8000",
budget_currency: "EUR"
})
}
);Move a prospect one step along your pipeline by following a configured status path. Each advance records who performed it, an optional outcome and note, can link a report, and automatically writes an entry to the prospect’s timeline.
const organizationId = "your_org_id";
const prospectId = "your_prospect_id";
const token = "YOUR_TOKEN_HERE";
fetch(
`https://api.enlivy.com/organizations/${organizationId}/prospects/${prospectId}/advance`,
{
method: "POST",
headers: {
Authorization: `Bearer ${token}`,
"Content-Type": "application/json"
},
body: JSON.stringify({
organization_prospect_status_path_id: "status_path_id_here",
outcome: "Qualified, budget and timeline confirmed.",
description: "Moved from New to Qualified after the discovery call."
})
}
);Record a touchpoint on a prospect: a call, a meeting, an email, a note. Activities build the prospect’s timeline and give your team a shared, chronological history of every interaction.
const organizationId = "your_org_id";
const token = "YOUR_TOKEN_HERE";
fetch(
`https://api.enlivy.com/organizations/${organizationId}/prospect-activities`,
{
method: "POST",
headers: {
Authorization: `Bearer ${token}`,
"Content-Type": "application/json"
},
body: JSON.stringify({
organization_prospect_id: "prospect_id_here",
title: "Discovery call",
description: "Walked through pricing and the onboarding timeline.",
outcome: "Positive, sending a proposal next week.",
activity_at: "2026-07-03 15:30:00"
})
}
);Read the activity feed across your organization. Expand each entry with the prospect it belongs to, the team member who performed it, and any linked report or status change.
const organizationId = "your_org_id";
const token = "YOUR_TOKEN_HERE";
fetch(
`https://api.enlivy.com/organizations/${organizationId}/prospect-activities?page=1&limit=20&include=organization_prospect,performed_by_organization_user&include_meta=navigation`,
{
method: "GET",
headers: {
Authorization: `Bearer ${token}`,
"Content-Type": "application/json"
}
}
);Works together with
- Products Build a reusable catalog of everything you sell, services or goods, with pricing, units, tax settings, and descriptions set once. Every product is ready to drop into a quote or invoice in seconds.
- Proposals Turn a won opportunity into a professional, itemized proposal your client can review, accept, and pay in one flow, all connected to your products, prospects, and invoices.
- Data Export Export your invoices, receipts, payslips, contracts, and transactions in the format and folder structure your accountant expects, for any date range. Built in, no extra cost, ready in seconds.
- MCP Connect Enlivy to Claude, ChatGPT, Cursor, or any AI assistant through MCP. Ask about your invoices, contracts, and pipeline, and get real work done, safely scoped to exactly what your own account can already do.