Sales Pipeline
See which opportunities are moving forward, review the conversation before you follow up and keep proposals close to the deal.
One platform, every tool
Everything your service business runs on
Sales pipelines, free team tasks, support, billing and more in one connected workspace. Add the packs your business needs.
Sell and sign
From the first request to an accepted proposal and a signed contract.
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Billing Packages
Build a plan once and offer it weekly, monthly, yearly, or anything in between. Customers subscribe and manage their card from a branded portal, and switch cycle, change tier, pause, or cancel when you allow it. With the Billing Schedules pack, each cycle is invoiced for you and card payments are collected through your own Stripe account.
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Proposals
Quote the work in detail, share it with the customer and follow its progress through acceptance, signature and payment when those steps apply.
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Contracts
Draft contracts from templates, send them for signature with SMS or email identity verification, and track every signature and renewal.
Bill and get paid
Invoices, recurring billing and e-Factura, with the payments and bank transactions beside them.
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Invoices
Create an invoice, send it to your client, and connect the contract, receipt or bank transaction that belongs with it. For Romanian e-Factura, use the configured ANAF connection.
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Billing Schedules
Set up a subscription, retainer, or payment plan, link its invoices and receipts, and see exactly how much has been paid, what is pending, and where each relationship stands.
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Receipts
Record money in and money out, keep supporting files together, and connect a receipt to its related invoice or contract when needed.
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Network Exchanges
For Romanian organizations, connect ANAF eFactura to receive invoices and submit the ones you issue to Romanian clients, manually or on a configured schedule. See the exchange status in Enlivy. For other markets, download a supported electronic invoice file for review and separate submission.
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Taxes
Stop picking VAT rates by hand. Assign a tax class to a product or invoice line and Enlivy resolves the correct rate automatically, based on who the customer is and where they are, with the right EU codes for e-invoicing built in.
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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.
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Bank Transactions
Bring every transaction into Enlivy: synced from your bank, imported from a file, or entered by hand. Then tie each one to the invoice, receipt, or payslip it belongs to, so every payment sits next to the document it settles.
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Bank Account Data
See every connected account, balance, and transaction in one dashboard. Synced securely, kept current, and linked to the rest of your records.
Serve your clients
A portal with your name on it, and one inbox for their questions.
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Customer Portal
A branded, self-service portal, on your own domain if you add one, where clients accept proposals, pay invoices, manage subscriptions and sign contracts themselves. Every action lands on the client's record in Enlivy.
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Helpdesk
Work through questions from your website widget and an IMAP-connected mailbox, assign a teammate, reply with context and hold mail from unknown senders for review.
Run the team
Shared work, procedures, reports and the records behind your people.
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Tasks
Keep team work beside the invoices, prospects and projects it concerns. Tasks are included for every organization at no extra charge, with no separate Tasks subscription or task-count quota.
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Dashboard
See the work and numbers that matter to you, then customize the dashboard by adding and arranging available widgets.
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Document Intake
Start with a document, choose where it belongs and review the form; an AI reading you request can suggest its details.
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Reports
Replace updates spread across chat and email with structured reports your team fills in. You define the questions and the expected rhythm once with a reusable schema, share it with the people who answer it, and every submission lands in Enlivy, ready to compare.
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Playbooks
Design, execute, and refine step-by-step procedures for any workflow. Ensure consistency, reduce errors, and guide your team through repeatable tasks with built-in structure and clarity.
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Guidelines
Document your best practices and policies, and keep your team aligned with clear, accessible guidelines.
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Users
Easily customize roles and permissions in Enlivy for clients, partners, accountants, and administrators, ensuring secure and efficient access.
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User Roles
Give every user the right access with role-based permissions. Decide who can invoice, manage payroll records, or reach the back office, and adapt roles as your team grows.
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Employment Records
Who was employed, on what terms, in which country, what they did on each day, and how long every one of those has to be kept. Enlivy holds the employment record as a record, with the rules coming from the person's own jurisdiction rather than your company address.
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Payslips
Your accountant works out the figures. Enlivy is where they land: every amount on its own coded line, in the vocabulary your country actually uses, checked against the payslip's own totals and tied to the employment, the contract and the payment it belongs to.
Connect your tools
The API, AI assistants, automations and exports.
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API Driven Solution
Connect Enlivy to your other tools and platforms through its API, and build integrations that keep up as your business grows.
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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.
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Webhooks
Moments after something happens in Enlivy (an invoice is paid, a transaction lands, a user changes), a webhook fires to your system. React to events instead of polling for changes or waiting on reports.
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Zapier Integration
Wire Enlivy into the rest of your stack with Zapier's no-code platform. When something happens in Enlivy, push it anywhere; when something happens in your other tools, create or update records in Enlivy. Both directions, triggers that fire moments after the event, and no developers required.
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Slack Integration
Stop checking dashboards to find out what changed. Enlivy brings important moments directly into Slack, from payments and proposals to Helpdesk conversations. Connect once, choose your events and route them to the right channels.
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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, at no extra cost, on every plan.
