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Your CRM tells you a deal is at the proposal stage. Sellizer shows whether the client opened that proposal and how long they spent on it. Every proposal your team sends lands on one list, sorted by who is worth a call right now.
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A sales dashboard is one screen with the numbers a sales team works by: revenue against target, deals in the pipeline, activity per rep, win rate. It refreshes on its own, so nobody has to build a report before the Monday meeting. Which numbers belong on it is a separate question, covered in our guide to sales KPIs with formulas.
Most sales dashboards are built from CRM data, so they show what reps typed in: the stage, the value, the next step. Once a deal reaches "proposal sent", the dashboard has little to go on. The deal sits in that column until a rep moves it, and nobody can see whether the client has even opened the document.
When proposals go out through Sellizer, as an email or as a tracked link, each one reports back what the client did with it, and the dashboard updates while they read.
The Proposals tab is the dashboard. Each row shows the proposal, the sender, the recipient, the date it was sent, its status, the PRIORITY and ENGAGEMENT indicators and the time the client spent reading. Sort by reading time to see who spent the longest with the document.
Every proposal gets two indicators on a 0-100 scale. PRIORITY shows who is active right now: it rises when the client opens and reads the proposal and drops when they go quiet. ENGAGEMENT keeps the peak of their interest, so you also see who was close to a decision a month ago.
Open any proposal to see how long the client viewed it, which pages they read and which they skipped, and the time spent on each page. You also see whether it was printed, downloaded or forwarded, and how many people read it.
An administrator sees the proposals of the whole team, and can give other team members access to all proposals or only to the proposals of selected colleagues. The Reports tab sums up the work of each salesperson and of the whole team for the last week, month, quarter, half-year, year or a custom range.
When a client first opens the proposal, the salesperson gets an SMS and an email with a link to the statistics and the recipient's phone number. Later opens are reported by email. They can call while the proposal is still on the client's screen.
These come from the Sellizer reports. Each one tells you something different when it drops.
How many proposals each salesperson sent in the period.
The share of sent proposals that clients opened. If it falls, check the subject line, the sender and whether the proposal reaches the right person.
Pages viewed out of all pages sent. A low rate means clients open the proposal and stop early: often a sign the document is too long or the price comes too late.
How long a single proposal was viewed on average. Compare it between salespeople who sell the same thing.
Proposals marked as won or lost. Together with the proposals still in progress they show how close the team is to its sales target.
Proposals at the top of the PRIORITY ranking. If they stay there for days, someone has a hot client and no follow-up planned.
Sellizer does not replace the dashboard in your CRM or a BI tool. Each one answers a different question.
CRM dashboard: how big the pipeline is, which stage deals are in, what revenue to expect. Built from the data reps enter.
BI tool such as Power BI or Tableau: charts built from several data sources at once, for management reporting.
Sellizer: what clients do with the proposals after you send them, and which of them to call today. Built from what the clients did, so nobody has to enter anything.
Sellizer integrates with CRMs such as HubSpot, Pipedrive and Salesforce. You can also connect it to an AI assistant through the MCP server and ask who to call today instead of scanning the list.
Sellizer made it possible for us to increase the pace of customer acquisition by 300% last year thanks to additional knowledge of how customers perceive our proposals. I strongly recommend it to anyone who wants to be more efficient in such a fast-changing business and new technologies environment!
Maciej Zagórowski
CEO Fabryka e-biznesu
Thanks to Sellizer, I know which parts of my proposals are the most interesting for my customers - it gives me great basis to start a valuable conversation. I can also contact with clients in the best time - when they have my proposal right in front of them. Such combination made it so much easier for me to sell projects.
Damian Rams
Digital Analytics Consultant, DamianRams.pl
We like clever solutions. Just like in Sellizer, we believe that the time of contact with the customer really makes a big difference, so we decided to integrate our tools. Thus, Sellizer user gets a SMS message about the opening of the proposal and statistics and recipients of their proposals can ask for contact via Callpage widget. Awesome!
Sergey Butko
CMO & Co-Founder Callpage
Using Sellizer has improved our communication, both within and outside the company. In our internal communication, we use Sellizer to send important documents to ensure that they have not been skipped or missed among many other messages. Moreover, thanks to the use of the tool in communication with potential partners, we can see at what stage our relationship is.
Tomasz Świeboda
Managing Partner Inovo.vc
LinkedIn is the most important channel for communicating with clients. Sellizer allows me to quickly and conveniently send presentations and proposals, and what’s most important, allows me to react quickly to their opening, analyse interest in them and consequently conduct valuable business conversations. I recommend.
Marcin Małaszuk
Sellizer helps us respond to questions from our customers at the right time. Thanks to that we give added value already at the sales stage which allows us to build a relationship with the customer from the very beginning. This is very valuable to us.
Łukasz Białonoga
Although Sellizer can at first glance be seen as a tool only for sending proposals, I can certainly confirm that it also works for sending sales folders, contracts and other documents. Thanks to this, we have a real-time preview of what is the most valuable to the customer in each document (on which parts they spent most of the time) and what needs to be improved.
Michał Boniecki
Sellizer enables a thorough analysis of the customer in terms of interest in our proposal, which helps us save time in the further parts of sales process. When receiving information on how long the customer has been reading each pages of the proposal, I can predict whether the sales process will continue or our proposal is just a market recognition for statistical purposes of the potential customer.
Bartosz Makles
Sellizer has become an inseparable tool for us in communication on several levels. As an intermediary in the logistics industry, we come into contact with both operators and their customers. Sellizer allows us to work with both the first (reporting) and the second (sending proposals) Partners. Thanks to the systematisation and transparency of the activities in Sellizer, we have been able to significantly increase the rate of acquired customers.
Mariusz Korzeniecki
Until now, our knowledge has been ending at the stage of sending the proposal - and thanks to Sellizer - now this is the point where the acquisition of the greatest amount of knowledge about the client begins which allows the marketing team to understand better the needs and match the proposal content to the customers and sales team to contact the customers always at the right time. Thanks to the opportunities that Sellizer gives us, we can everyday increase our chances in a game called sales.
Michał Czuba
Very often we wondered why, despite sending a large number of proposals, many of them still remained unanswered. Thanks to Sellizer, we have structured our sales process, organized sending proposals and gained awareness of their quality. Now we can easily track which parts of our proposals are the most valuable for our customers and continuously improve them. I am pleased that with Sellizer we make better use of our time as well as the potential of our customers.
Grzegorz Jaskot
We sincerely recommend Sellizer. It helps our sales team in daily duties and prioritizing customers. But that's not all. At the department level, it gives us the opportunity to improve the entire sales process based on easily measurable criteria.
Michał Drozda
Thanks to Sellizer we have optimized our process of preparing proposals. With data sets we create tailor-made proposals to meet customers’ needs and expectations, which improves the conversion rate. I’d recommend it to anyone!
Sebastian Żarnowski
Customer Services Specialist, Kampanie SEO
A sales dashboard is a screen that shows a sales team's key numbers in one place and keeps them up to date: revenue against target, the pipeline, activity and results per salesperson. Most are built in a CRM or a BI tool. Sellizer adds data from the proposal stage: which proposals clients opened and how long they read them.
Pick the numbers your team can act on this week. Common ones are revenue against target, pipeline value, win rate, sales cycle length and activity per salesperson. At the proposal stage add proposals sent, the share that clients opened and how long they read them. Our guide to sales KPIs gives formulas for each.
A dashboard is live: you look at it whenever you need to and it shows the current state. A report covers a closed period, such as last week or last quarter. Sellizer has both: the proposal list updates as clients read, and the reports sum up a chosen period and can arrive by email.
You have three options: the reports built into your CRM, a BI tool connected to your data, or a dedicated tool. For the proposal stage there is nothing to build in Sellizer: send proposals through it and the list and reports fill in by themselves.
Yes, with the administrator role in Sellizer. An administrator sees the whole team’s proposals and can filter them by sender. Other team members can get access to all proposals in the organization or only to those of selected colleagues.
No. The CRM shows the pipeline and the deal stages, and Sellizer shows what clients do with the proposals. Sellizer integrates with CRMs such as HubSpot, Pipedrive and Salesforce, so the two work side by side.
