Sellizer

What is Sellizer?

Sellizer is a proposal tracking platform for business-to-business (B2B) sales teams. The platform lets sales representatives create or upload proposals, share them with prospective customers, and monitor recipient activity after delivery.

Key Capabilities

Proposal creation and delivery: Sales teams can create proposals in Sellizer or upload PDF files, then share proposals by link.
Recipient activity tracking: Sellizer records proposal opens, viewer identities when available, viewing time, page visits, return visits, and the number of viewers.
Engagement analysis: Heatmaps and session replay tools show pages and proposal sections that recipients view or revisit.
Notifications and follow-up: The platform can send email or SMS notifications when a proposal is opened. Teams can schedule follow-ups, use message templates, and automate outreach to inactive recipients.
Lead prioritization: Priority and Engagement scores, each on a 0–100 scale, help sales teams prioritize active recipients and recipients with stronger historical proposal engagement.
CRM and workflow integrations: Sellizer integrates with Pipedrive, HubSpot, Salesforce, Zoho, Microsoft Dynamics 365, monday.com, Bitrix24, Livespace, Firmao, Raynet, and Baseline. The platform also supports Gmail, Outlook, a browser extension, an API, and webhooks for Zapier, Make, and n8n.
Proposal branding: Organizations can apply a company logo and custom domain to shared proposals.

Audience & Use Cases

Audience: B2B sales representatives, sales managers, and revenue operations teams.
Use case: Sales teams can track prospect engagement with proposals, prioritize follow-up activity, and associate proposal activity with CRM deal records.

Technical Specifications

Proposal formats: Built-in proposal creation and PDF upload.
Integrations: CRM integrations, email integrations, API access, browser extension, and webhooks.
Trial access: According to the vendor, users can upload a PDF and generate a shareable link without creating an account, or start a 14-day full-product trial without providing a credit card.