Sellizer

Sellizer shows you when a client opens your PDF proposal, how long they read it, what interests them and whether they forward it to others.

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Sellizer is a tool for monitoring PDF proposals that shows in real time when a client opens your proposal, how long they read it, what interests them most, and whether they forward it. Real-time notifications allow you to contact the client at the best possible moment, and you always have an overview of all proposals and their statuses—directly within the client, contact, or lead view. Proposals are sent directly from Raynet CRM, and recipient data is filled in automatically.

Installation guide:

To properly set up the integration between Raynet CRM and Sellizer, you need:

  • Google Chrome, Microsoft Edge, or Firefox browser

Step 1 – Download the “Sellizer for CRM” extension from the official browser store (Chrome Web Store / Firefox Add-ons). After installation, the icon will appear in the top-right corner of your browser under the puzzle icon.

Step 2 – Log in to Raynet CRM, click the extension icon, and log in to your Sellizer account. The extension will appear as a sidebar on the right side of the screen.

Step 3 – Go to the view of a selected client, contact, or lead. In the Sellizer sidebar, you can view sent proposals or add a new one—recipient data will be automatically loaded from Raynet CRM.

Detailed step-by-step guide with illustrations

Details
Category
Automation, AI, and data management,Communication and marketing,Documents and reporting
Region
Czechia,Europe,Global,Poland,Slovakia,Spain
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