Zepixo

What Zepixo is

Zepixo combines proposals, a client CRM, Stripe checkout, and project boards in a web workspace for agencies and operators selling and delivering client work. Users can build proposals from templates, send them as links, and track when clients view, accept, and pay. Once a proposal is accepted, it becomes an invoice with the line items carried over. The workspace also includes projects, lists, and boards for delivery work, along with a living customer record.

Payments run through the workspace owner's Stripe account; Zepixo says it does not hold the funds or take a share of revenue. Its pricing page lists a Stripe key, while the homepage says users bring their own Stripe and email providers. The product includes built-in e-signatures, client activity tracking, online payment collection, and analytics and reporting, but no CRM integrations. Workspace data lives in the user's tenant, and secrets are encrypted, according to the homepage.

Starter costs nothing, billed monthly, and includes 10 seats, unlimited proposals and invoices, and 100 AI actions per month. Pro costs $9.90 a month, or $8.25 / month billed yearly ($99 a year), and includes 500 AI actions monthly plus a seven-day free trial. Additional seats cost $3 per seat per month; a custom domain costs $5 per month and requires DNS verification.

Who it suits

Zepixo suits agencies and operators who want proposals, client records, invoicing, payments, and delivery boards in one workspace. It may fit teams that use Stripe and email providers they bring themselves and need client activity tracking or built-in e-signatures.

Limits

Starter includes 10 seats and 100 AI actions per month. Pro includes 10 seats and 500 AI actions monthly; additional seats cost $3 per seat per month, and the custom domain add-on costs $5 per month.

Getting started

1. Visit the Zepixo website and use the web workspace.
2. Start with the free Starter plan or choose Pro with its seven-day trial.
3. Bring your Stripe account and email provider.
4. Create proposals from templates and send them as links.
5. Add projects, lists, and boards for delivery work.
6. For a custom domain, add the $5 monthly option and complete DNS verification.

Verdict

Choose Zepixo if you need a web workspace that connects client proposals and invoices with payment and project delivery workflows. Look elsewhere if CRM integrations are essential, or if you need more than 100 monthly AI actions without moving to Pro.