Technology, software and SaaS
Sizy : from the demo to the signed subscription.
What is prepared for you
- Demo and free trial in the pipeline
- Number of users and current tool
- Monthly recurring revenue on the deal
Modules included for this business
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Sales and invoicing
Quotes, purchase and delivery orders, invoices, credit notes, payments, online payment and sales dashboard.
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Tax and accounting
Tax returns prepared for your tax regime, accounting journal, entries and financial statements.
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Customer area
Online area where your customers view their documents, answer quotes and pay.
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Projects and tasks
Projects linked to a customer or deal, tasks as a list and a board, sub-tasks, owners, due dates, time spent, comments and “My tasks”.
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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
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.
- Education and training
- Health
- Retail and distribution
- Industry and manufacturing
- Hospitality and food service
- Construction and development
- Real estate
- Banking, insurance and finance
- Transport and logistics
- Government and public sector
- Services and liberal professions
- Associations and NGOs
- Other sector
Suggested sales stages
- Qualification
- Demo
- Trial
- Proposal
- Negotiation
- Won
- Lost
Fields on your records
- Potential users
- Current tool
- Monthly recurring revenue (MRR)
Stages, fields and lists can be changed at any time by your workspace administrator.