Features

Prospecting, sales, payments, stock, tax, accounting and integrations: every module is connected to the others, in your language and following Algerian rules.

One thread, from the first call to the accounting entry

1Prospect
2Quote
3Order
4Delivery
5Invoice
6Online payment
7Accounting entry
8Tax return

01 — Prospecting

CRM and prospecting

A complete record for each prospect and customer, the history of every exchange, follow-ups you no longer forget and a pipeline you move forward by drag and drop. Stages, fields and vocabulary are prepared for your industry.

✓ Prospect and customer records, duplicates flagged
✓ Activities, suggested follow-ups and "My day"
✓ Kanban pipeline and weighted amount
✓ Automatic reading of customer documents (register, tax ID…)

02 — Sales

Quotes, orders, deliveries and invoices

Create a quote in seconds from your catalogue, turn it into an order, a delivery note and then an invoice without retyping anything. Your company details (tax IDs, trade register) and taxes are filled in automatically; a credit note corrects an invoice.

✓ Quote → purchase order → delivery note → invoice → credit note
✓ Automatic numbering, branded PDF
✓ Configurable taxes (19 % and 9 % VAT…), discounts
✓ Sent by e-mail or WhatsApp

03 — Payments

Payments and payment links

Simply add your company's bank details: invoices go out with a secure payment link and your customer pays by CIB or EDAHABIA card. The payment is confirmed automatically, the invoice turns "paid" and the receipt is ready.

✓ Payment link sent with the invoice
✓ Just add your company's bank details
✓ Payment confirmed automatically, PDF receipt
✓ Cash, cheque and transfer recorded too

04 — Customer portal

Online customer portal

Give each customer access to their own space: they find their quotes, invoices and receipts, accept a quote online and pay what they owe, without calling you.

✓ Sign-in link sent by e-mail, no password
✓ Quotes accepted or declined online
✓ Invoices, receipts and balance due
✓ Online payment from the portal

05 — Stock

Stock and warehouses

Track your items in one or more warehouses. Each delivery note deducts stock automatically, stock counts fix discrepancies and an alert warns you before you run out.

✓ Multiple warehouses
✓ Receipts, issues, stock counts and transfers
✓ Automatic deduction on the delivery note
✓ Alert thresholds and movement history

06 — Production

Production and advanced stock

Describe the recipe of each manufactured product and start a production order: Sizy checks the available components, consumes them on completion and books the finished goods at cost. Lots leave by expiry date, serial numbers stay unique and stock is valued at weighted average cost.

✓ Bills of materials: components and quantities per product
✓ Production orders: components checked, then consumed
✓ Lots with expiry dates and serial numbers
✓ Weighted average cost valuation and replenishment

07 — Projects

Projects and tasks

After the sale, track delivery: each project groups its tasks, owners and due dates. Drag tasks from one column to another, log time spent and discuss in comments; everyone finds their tasks for the day in "My tasks".

✓ Projects linked to a customer or a deal
✓ Tasks and subtasks, owners and due dates
✓ Drag-and-drop column board
✓ "My tasks", time spent and comments

08 — Tax

Tax returns by regime

Based on your company's tax regime, Sizy prepares each return from your invoices, credit notes and payments: revenue, VAT by rate, IFU at your category's rate. Lines Sizy cannot calculate are flagged; you check with your accountant, then file.

✓ Real regime: monthly G50, VAT collected by rate
✓ Simplified regime: quarterly G50 and G13
✓ IFU and self-employed: G12, G12 bis, IFU calculated
✓ Deadlines, regime ceiling tracking, export

09 — Accounting

SCF accounting

Every invoice, credit note and payment produces its SCF entry. Add your purchases, expenses and payroll: Sizy builds the trial balance, general ledger, income statement and balance sheet, to approve and export for your accountant.

✓ Entries generated with the SCF chart of accounts
✓ Purchases, expenses, payroll and opening balances
✓ Trial balance, general ledger, income statement and balance sheet
✓ Exports for your accountant

10 — Insights

Dashboards and alerts

Track revenue, payments and quotes by period; spot your best customers, those who stopped buying and those who pay late. Every night, Sizy detects situations to watch.

✓ Sales and team dashboard
✓ Customers ranked by revenue (A, B, C)
✓ Aged receivables and customers to follow up
✓ Alerts: overdue, credit limit, low stock, tax ceiling

11 — Integrations

API and integrations

Your website feeds your prospects, your other software reads and writes in Sizy through the API and is notified of every change by signed webhooks. Your calendar syncs via iCal.

✓ REST API secured with keys
✓ Signed webhooks on every change
✓ Web forms that create prospects
✓ iCal calendar, Excel import and export

12 — Security

Team, roles and security

Each company's data is strictly separated. You decide who sees what with roles and data scope; every sensitive action is logged.

✓ Six ready-made roles and custom roles
✓ Two-factor authentication
✓ Audit log
✓ French, Arabic and English

Built around your business

Modules tailored to each sector

When your workspace is created, Sizy turns on the modules your business needs. Your administrator can add or remove modules at any time in the settings.

Sector	Sales	Stock	Accounting	Customer area	Production	Projects	Target sectors	Education
Education and training	✓ Included	○ Available	✓ Included	✓ Included	○ Available	○ Available	○ Available	✓ Included
Retail and distribution	✓ Included	✓ Included	✓ Included	✓ Included	○ Available	○ Available	○ Available	○ Available
Professional services	✓ Included	○ Available	✓ Included	✓ Included	○ Available	✓ Included	✓ Included	○ Available
Real estate	✓ Included	○ Available	✓ Included	✓ Included	○ Available	○ Available	○ Available	○ Available
Health and wellness	✓ Included	○ Available	✓ Included	✓ Included	○ Available	○ Available	○ Available	○ Available
Manufacturing	✓ Included	✓ Included	✓ Included	✓ Included	✓ Included	○ Available	○ Available	○ Available
Construction	✓ Included	✓ Included	✓ Included	✓ Included	○ Available	✓ Included	○ Available	○ Available
Technology, software and SaaS	✓ Included	○ Available	✓ Included	✓ Included	○ Available	✓ Included	✓ Included	○ Available
Fintech and financial services	✓ Included	○ Available	✓ Included	✓ Included	○ Available	○ Available	✓ Included	○ Available
Telecommunications	✓ Included	✓ Included	✓ Included	✓ Included	○ Available	✓ Included	✓ Included	○ Available
Transport, logistics and delivery	✓ Included	✓ Included	✓ Included	✓ Included	○ Available	○ Available	✓ Included	○ Available
Hospitality, tourism and food service	✓ Included	✓ Included	✓ Included	✓ Included	○ Available	○ Available	○ Available	○ Available
Automotive and related services	✓ Included	✓ Included	✓ Included	✓ Included	○ Available	○ Available	○ Available	○ Available
Agriculture and agribusiness	✓ Included	✓ Included	✓ Included	✓ Included	○ Available	○ Available	○ Available	○ Available
Associations and non-profits	✓ Included	○ Available	✓ Included	✓ Included	○ Available	○ Available	○ Available	○ Available
Recruitment and HR	✓ Included	○ Available	✓ Included	✓ Included	○ Available	○ Available	✓ Included	○ Available
Business services	✓ Included	○ Available	✓ Included	✓ Included	○ Available	✓ Included	✓ Included	○ Available

✓ included by default for this business · ○ can be turned on at any time in the settings

Always included, whatever your business: prospecting, customers, pipeline, dashboards, team, roles and security.

Sizy

Ready to organize your prospecting?

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