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Fintech and financial services

Sizy : manage sales with compliance and technical integration.

What is prepared for you

  • Compliance, integration and contract stages
  • Type of institution and transaction volume
  • Contacts tracked by role

Modules included for this business

  • Sales and invoicing

    Quotes, purchase and delivery orders, invoices, credit notes, payments, online payment and sales dashboard.

  • Tax and accounting

    Tax returns prepared for your tax regime, accounting journal, entries and financial statements.

  • Customer area

    Online area where your customers view their documents, answer quotes and pay.

  • Target sectors

    For businesses that serve every sector: each prospect's sector (health, retail, industry…) with its own fields, filters and dashboard breakdown.

Add as you need : Stock · Production and advanced stock · Projects and tasks

The sectors you sell to

Your business serves every sector: each prospect is filed by sector, with fields specific to that sector, filters and a breakdown on the dashboard.

  • Retail and distribution
  • Education and training
  • Health
  • Hospitality and food service
  • Transport and logistics
  • Services and liberal professions
  • Government and public sector
  • Other sector

Suggested sales stages

  1. Qualification
  2. Discovery
  3. Compliance checks
  4. Technical integration
  5. Contract
  6. Won
  7. Lost

Fields on your records

  • Type of institution
  • Monthly transaction volume

Stages, fields and lists can be changed at any time by your workspace administrator.