Zepixo
Zepixo is a web workspace combining proposals, CRM, Stripe checkout, and project boards for agencies and operators selling and delivering client work.
What Zepixo is
Zepixo is a web workspace combining proposals, CRM, Stripe checkout, and project boards for agencies and operators selling and delivering client work. Users create proposals from templates, send links, and see when clients view, accept, and pay. Acceptance converts a proposal into an invoice with its line items. Payments run through the workspace owner’s Stripe account; Zepixo says it does not hold funds or take revenue share. The product includes a client CRM, living customer records, projects, lists, boards, e-signatures, activity tracking, online payment collection, and analytics. Starter is free and includes 10 seats, unlimited proposals and invoices, and 100 AI actions monthly. Pro costs $9.90 a month, includes 500 AI actions monthly and a seven-day trial; annual billing is listed as $8.25 per month. Extra seats cost $3 each monthly, and a custom domain add-on costs $5 monthly after DNS verification.
Good
- Free Starter plan
- Unlimited proposals and invoices
- Stripe payment collection
- Built-in e-signatures and reporting
- Ten included seats
Watch out
- No CRM integrations
- AI actions have monthly limits
- Extra seats cost $3 monthly
- Custom domain requires DNS verification
Who it suits
Zepixo fits agencies and operators that need proposals, invoicing, client tracking, payments, and project boards in one web workspace. It also suits teams wanting built-in signatures and reporting without CRM integrations.
Verdict
Zepixo connects proposal acceptance, invoicing, payments, CRM records, and delivery boards in one workspace. The free plan is generous on documents, while AI, seats, and domain options introduce clear limits or add-on costs.
Plans and prices
From Zepixo's own pricing page, checked 10 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Pro | $9.90 a month | Everything in Starter · Admin & owner roles · Email automations · 500 AI actions a month · 7 days free · $9.90 / month; $8.25 / month billed yearly — $99 a year |
| Starter | Free | Unlimited proposals & invoices · Client CRM · Projects, lists, boards · Your Stripe key · Invites & encrypted credentials · 100 AI actions a month · No card to start · $0 / month |
| Extra seat | $3 a month | Ten seats are included · Add more seats as needed · $3 / seat / mo |
| Custom domain | $5 a month | Proposals and invoices served from your hostname · DNS verification required · $5 / month |
The facts
Each one read from Zepixo's own pages, with the date it was checked.
What it does
- AI allowance
- Starter includes 100 AI actions a month, while Pro includes 500 AI actions a month.checked 10 Oct 2026
- Analytics and reporting
- Yeschecked 20 Sep 2026
- Built-in e-signatures
- Yeschecked 20 Sep 2026
- Client activity tracking
- Yeschecked 20 Sep 2026
- CRM
- The product includes a client CRM and a living customer record.checked 10 Oct 2026
- CRM integrations
- Nochecked 20 Sep 2026
- Custom domain
- A custom domain add-on serves proposals and invoices from the user's hostname after DNS verification.checked 10 Oct 2026
- Integrations
- The pricing page lists a Stripe key, while the homepage says users bring their own Stripe and email providers.checked 10 Oct 2026
- Intended users
- The homepage describes Zepixo as built for agencies and operators who sell and deliver client work.checked 10 Oct 2026
- Invoices
- An accepted proposal becomes an invoice with its line items carried over.checked 10 Oct 2026
- Limits
- Ten seats are included, with additional seats available for $3 per seat per month.checked 10 Oct 2026
- Online payment collection
- Yeschecked 20 Sep 2026
- Payments
- Payments run through the workspace owner's Stripe account, and Zepixo says it does not hold the funds or take a share of revenue.checked 10 Oct 2026
- Projects
- The workspace includes projects, lists, and boards for delivery work.checked 10 Oct 2026
- Proposal workflow
- Users can create proposals from templates, send them as links, and track when clients view, accept, and pay.checked 10 Oct 2026
- Purpose
- Zepixo combines proposals, CRM, Stripe checkout, and project boards in one workspace for agencies and operators.checked 10 Oct 2026
- Security
- The homepage says workspace data lives in the user's tenant and secrets are encrypted.checked 10 Oct 2026
- Support
- The pricing page says Pro customers can cancel anytime and keep the period they paid for.checked 10 Oct 2026
Money
- Free plan
- Yeschecked 20 Sep 2026
The company
- Included team seats
- 10checked 20 Sep 2026
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