The deal does not get retyped
The price your client accepts in the proposal is the price on the contract, the first invoice and every renewal. Your clients accept, sign and pay from the emails you send.
HOW ENLIVY COMPARES
What each kind of tool covers
A service business often uses a CRM, a billing tool and accounting software side by side. This table shows which jobs around a sale each kind of tool covers.
| Capability | Enlivy This page | SAP · Odoo ERP | Xero · QuickBooks Accounting | Chargebee Billing tool | HoneyBook Client workflow |
|---|---|---|---|---|---|
| Sales pipeline | Strong | Strong | Absent | Absent | Strong |
| Proposals and contracts | Strong | Partial | Absent | Partial | Strong |
| Recurring billing | Strong | Partial | Partial | Strong | Partial |
| Invoices and payments | Strong | Strong | Strong | Strong | Strong |
| Bank transactions | Partial | Strong | Strong | Partial | Absent |
| Payroll | Partial | Partial | Partial | Absent | Absent |
| Projects, tasks and procedures | Strong | Strong | Absent | Absent | Partial |
| Stock, production and purchasing | Absent | Strong | Absent | Absent | Absent |
| Accounting (general ledger) | Absent | Strong | Strong | Absent | Absent |
| API and automations | Strong | Partial | Partial | Strong | Partial |
Our reading of each product's public information, checked on the date shown. Products change, so check the jobs you need before you decide. The ratings show fit for a service business, not a count of features.
HOW IT WORKS
One deal, from the request to every renewal
Each step uses what your client agreed to in the step before. You act at four points: you turn the lead into a client, send the proposal, send the contract and mark bank transfers paid.
- Request
A visitor picks your package in a price calculator you add to your website. You get a lead with a proposal ready.
- Proposal
You send the proposal. Your client accepts it from your email, at the price they saw.
- Contract
If the package includes a contract, Enlivy drafts it from your template, at acceptance or after the first payment. You send it, and your client signs it online.
- Payment
Your client pays. A card payment goes to your own Stripe account, and Enlivy marks the invoice paid. You mark bank transfers paid yourself.
- Delivery
Run the work with tasks for your team, free on every plan. The Reports and Helpdesk packs add client reports and one inbox for questions.
- Renewal Billing Schedules pack
On each billing date, Enlivy issues the invoice at the accepted price, emails it and charges the saved card.
WHAT ENLIVY IS NOT
Not accounting software, and not an ERP
Enlivy runs the client side of a service business: leads, proposals, contracts, invoices and payments. Your accountant keeps the books in their own software.
Here is what Enlivy leaves to others, and what you still do yourself.
-
Your accountant keeps the books
Enlivy has no general ledger and files no tax returns. Each month, you export the invoices, receipts, payslips and bank transactions for your accountant.
-
Card payments go to your own Stripe account
Enlivy does not hold your money. Your client pays by card through your own Stripe account.
-
What you still do by hand
Enlivy does not match bank transfers to the invoices you issue: you mark each one paid, and can link it to its bank transaction.
WHY NOT JUST…
Where other tools stop
Each of these tools is good at its job. For a service business, each one stops at a hand-off, and someone types the deal again.
-
A sales CRM
Instead of: Pipedrive is a strong sales CRM, with email tracking, calling and sales automation. Its Smart Docs cover proposals and signatures on the top plans, but invoices go through Xero or QuickBooks, and nothing bills on a schedule.
With Enlivy: Enlivy has the pipeline too, then carries the deal past the win, to the signature, the payment and every renewal.
-
An ERP
Instead of: SAP and Odoo run stock, production and the general ledger. A rollout can take months.
With Enlivy: Enlivy covers the client side, without the modules a service business does not use.
-
An accounting tool
Instead of: Xero and QuickBooks keep the books, but have no sales pipeline.
With Enlivy: Enlivy runs the deal from the first request to payment, then exports the documents for your accountant.
-
A billing tool
Instead of: Chargebee runs subscriptions, but has no sales pipeline.
With Enlivy: Enlivy bills on a schedule too, and the proposal and the contract before the first invoice carry the same price.
-
A client workflow tool
Instead of: HoneyBook takes freelancers from proposal to payment, but has no EU e-invoices or bank transactions.
With Enlivy: Enlivy covers the same steps, adds EU e-invoices and your bank transactions, and its recurring invoices charge the saved card on each date.
WHAT ELSE IS DIFFERENT
What else sets Enlivy apart
Your clients act from your emails, each invoice has its e-invoice, and we run our own business on Enlivy.
- Your clients act from your emails
Your client accepts the proposal, signs the contract and pays the invoice from the links in your emails, with no password. Emails go out from your own address once you connect your mailbox; until then, your clients find everything in your client portal.
- EU e-invoices beside your invoices
Every invoice downloads 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 sends and receives them for you.
- We run Enlivy on Enlivy
We bill our own clients with the same billing schedules you would use. If something breaks, it breaks for us too.
BUILT TO CROSS BORDERS
Clients in 41 countries, documents in six languages.
Write your product and invoice wording in six languages, and record each client's legal details in the fields their country uses (41 countries). Every invoice downloads as an EU e-invoice (EN 16931, Peppol BIS 3.0).
EN · RO · DE · FR · NL · DA · electronic invoice files