Sales Pipeline
Keep each lead in a pipeline with your own stages, and send a proposal when the lead is ready.
FREE ACCOUNT
Start free with proposals, contracts and invoices. 5 invoices, 3 proposals and 1 contract a month. No card.
No time limit. You keep up to 5 leads, and tasks, users and the client portal have no limit. A pack is a set of paid features at a fixed monthly price; the packs that lift these limits start at €9.99/month.
WHAT'S INCLUDED
What every account gets for free
Every organization gets these, with no card. Monthly allowances reset on the 1st. When you reach one, that feature turns read-only until the 1st. The pack shown under each allowance removes its limit.
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5 in total
Keep each lead in a pipeline with your own stages, and send a proposal when the lead is ready.
Unlimited with the Sales pack, €19.99/month → -
Proposals
3 a month
Send a proposal your client accepts online, at the price shown. If the package includes a contract, Enlivy drafts it for your client to sign.
Unlimited with the Sales pack, €19.99/month → -
1 a month
Send a contract for signature, and your client signs it online. Amendments stay linked to the contract they change.
Unlimited with the Contracts pack, €9.99/month → -
5 a month
Create and send invoices with your own numbering, in any currency, each with its EU e-invoice.
Unlimited with the Invoicing pack, €9.99/month → -
5 a month
Record every payment in and out, and link each one to the invoice it settles.
Unlimited with the Invoicing pack, €9.99/month → -
50 a month
Classify each bank transaction and link it to the invoice or receipt it settles.
Unlimited with the Banking pack, €9.99/month →
Always free, with no limit
- Network Exchanges
- Invoice Payments
- User Roles
- Users
- Data Export
- API Driven Solution
- Taxes
- Products
- Tasks
- Customer Portal
- MCP
- Document Intake
- Dashboard
- Billing Packages
Webhooks, Slack and Zapier triggers work once any paid pack is active. Each active paid pack includes 25 event destinations, shared between webhooks, Slack channels and Zapier triggers.
Recurring invoices, Helpdesk, Reports, Payroll, Playbooks, Guidelines and bank connections have no free allowance: each needs its pack. Prices are per month and per organization, excluding VAT. Users are free.
See every pack and price →YOUR FIRST CLIENT
Send your first proposal in five steps
Nothing has to move first, and you do not need a package. Use a real client, or a test one.
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Create your account
Give your organization’s country, name and type. Numbering for invoices and contracts and a sales pipeline are set up for you.
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Add your client
Add them as a lead or a client, or type their email address in the proposal.
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Write the proposal
Add your own lines, each with a quantity and a price. No package needed.
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Send it
Email it from your connected mailbox, or share its link. Your client reads every line and accepts online.
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Invoice it
Issue the invoice and download it as a PDF or an EU e-invoice file. This stays inside the free plan.
BRING WHAT YOU HAVE
Start from what you already have
Each route below is in the app today. There is no importer for price lists or proposal files, so you type those once.
- Leads from a CSV file
Match the file's columns to the lead fields. The free plan keeps up to 5 leads at a time.
- Products and services from a CSV file
Import what you sell with its names and prices, then reuse it in proposals and invoices.
- Stripe subscriptions
Import the subscriptions you already run in Stripe as billing schedules. Running them needs the Billing Schedules pack.
- Bank transactions from a CSV file
Upload an export from your bank and match its columns. The free plan records up to 50 transactions a month.
- Contracts made elsewhere
Upload a contract as a PDF or a document, then send it for signing and keep it with the rest.
- Supplier invoices and receipts
Drop the file on your dashboard. With your own OpenAI or Anthropic key, Enlivy reads it and opens the form filled in.
E-INVOICING, FREE ON EVERY PLAN
E-invoices in the EU standard, built in
You can download every invoice you issue as an EU e-invoice (EN 16931) in Peppol BIS 3.0, with a national variant for some countries. Where Enlivy connects to the national system, it also sends your e-invoices and brings in the ones you receive, at no extra charge.
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Download the file
Download any invoice as an EU e-invoice, ready for your client or for the channel where you submit it.
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Receive every hour
Where Enlivy is connected, it brings in the e-invoices you receive every hour, or when you ask. Link each one to an invoice; recording a new invoice counts toward your monthly allowance.
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Send when you choose
Where Enlivy is connected, send an invoice yourself or let Enlivy send it one to four days after the issue date.
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See each result
Every exchange shows its status, and Enlivy warns you when a connection needs attention.
E-INVOICING COVERAGE
An e-invoice file for every invoice
Every invoice downloads as an EU e-invoice in Peppol BIS 3.0, with a national variant for some countries. Where Enlivy connects to the national system, it sends and receives for you; elsewhere, you submit the file.
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Check your country
See whether Enlivy is connected to its system or gives you a file to submit yourself.
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Ask about another connection
Tell us which institution matters to your business so we can assess the integration.
A file Enlivy creates is not proof that the receiving institution accepted it or that every local requirement was met. Check your country's rules before you submit it.
WHO IT SUITS
What you can do on the free plan
Three kinds of businesses that can do real work on it without paying.
- The independent professional
A few clients a month and little time for admin. The free plan covers invoicing them and recording what they pay.
- Create up to 5 invoices a month
- Download each one as an EU e-invoice
- Issue up to 5 receipts a month for the payments you receive
- The business just starting out
Early days, and every cost counts. Win your first clients before you pay for a pack.
- Create up to 3 proposals a month and invoice the clients who accept
- Create 1 contract a month and have your client sign it online
- Keep up to 5 leads in your pipeline, won and lost ones included
- The team trying Enlivy out
You want to test Enlivy with real data before you buy. Use the real product at your own pace, with no card.
- Invite your whole team and set up your client portal
- Record up to 50 bank transactions a month and link them to invoices
- Add a pack when you need more, and pay month to month
IN THE PRODUCT
The same Enlivy paying customers use
A free account is the full product with monthly limits, not a demo or a trial copy. You can use these features from day one.
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Proposals
Send a proposal your client accepts online, at the price shown. If the package includes a contract, Enlivy drafts it for your client to sign.
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Contracts
Send a contract for signature, and your client signs it online. Amendments stay linked to the contract they change.
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Tasks
Plan the work with tasks, subtasks and the people on them, free on every plan.
WHEN YOU OUTGROW IT
Signs you have outgrown the free plan
Nothing is due until you need more. A feature that reaches its limit turns read-only until the 1st, and its pack lifts the limit at once.
- You need more than 5 invoices a month
The Invoicing pack removes the limit on invoices and receipts.
Invoicing pack, €9.99/month, excluding VAT.
- You need more than 5 leads at a time or 3 proposals a month
The Sales pack removes both limits.
Sales pack, €19.99/month, excluding VAT.
- You need more than 1 contract a month
The Contracts pack removes the limit. Your clients keep signing online.
Contracts pack, €9.99/month, excluding VAT.
- You bill the same clients again every month
Recurring invoices, installments after the first and renewals have no free allowance. They need the Billing Schedules pack.
Billing Schedules pack, €9.99/month, excluding VAT.
- You record more than 50 bank transactions a month
The Banking pack removes the limit and syncs supported banks.
Banking pack, €9.99/month, excluding VAT.
- Your team answers clients from one shared inbox
With the Helpdesk pack, questions by email, chat and the client portal reach an inbox your team shares.
Helpdesk pack, €19.99/month, excluding VAT.
WHEN YOU'RE READY
Add a pack when you need more
Add only the packs you need. Your other features keep their free allowances.
- Pick only what you use
Need unlimited invoices but not recurring billing? Take just the Invoicing pack.
- Change anytime
Add or remove packs in the app. A pack you remove stays on until the end of the period you paid for.
- Save with yearly billing
Pay yearly and save 20% on every pack.
LEAVING IS EASY
Your data stays yours
You can take your records with you at any time, on any plan. The organization's owner can request a full export of all its data.
- Export what you need
Invoices as PDF or e-invoice files, plus receipts, contracts, bank transactions and leads, for any period. Export is free on every plan.
- Read it through the API
API access is free on every plan, with no pack needed.
- Pay month to month
Remove a pack in the app and it stays on until the end of the period you paid for. The free plan has no time limit.
- More on trust
How we handle your data, written down on one page.
GOOD TO KNOW
Free account questions
Everything worth knowing before you start.
Still have questions? Talk to usDo I need a card to sign up?
No. The Free account needs no payment card. You add one when you buy a paid pack or an add-on.
Does the Free account expire?
No. It stays free for as long as you use it. There is no time limit and no automatic charge. It is a genuine free plan, not a disguised trial. Accounts nobody signs in to for a year are deleted, after email warnings, and accounts that never confirm their email address are removed after 30 days.
Are Tasks free for the whole team?
Yes. Every organization can create and assign Tasks without buying a Tasks pack or meeting a task-count quota. Other feature packs keep their own limits.
What happens when I hit a limit?
That feature becomes read-only until the 1st of the next month: you can open and download what you have, but not create, edit, send or delete. Add the matching pack from Plans & Add-ons to lift the limit at once. Leads are not counted monthly: the limit counts every lead you keep, won and lost ones included.
Do my clients need my email connected to sign in?
No. Clients sign in to your client portal with a code sent by email. When your own email is not connected, Enlivy sends the code from its address, so clients can sign in from day one.
Can I mix and match packs?
Yes. Each pack is priced and turned on or off on its own, and they are billed together on one monthly or yearly invoice. Take only Invoicing, or Invoicing plus Banking plus Sales. You pay for exactly what you turn on.
How much does annual billing save?
20% on every pack, a little more than two months free compared with paying monthly. You can switch to yearly billing from Plans & Add-ons in the app. Prices exclude VAT; the app shows your country's total before you pay.
Is my data locked in?
No. Your data stays portable and exportable, on the Free account and on every paid pack.