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Client workspaceLive

Client work, from proposal to paid.

Win the work, run the relationship, and ship the project — proposals, CRM, Stripe checkout and boards in one workspace. Ten seats free, no credit card.

Quick answer

Zepixo is a web workspace for agencies and operators that covers proposals, a client CRM, invoices, Stripe checkout and project boards. The client signs and pays in the browser, payment runs through your own Stripe account, and Zepixo takes no cut of it. Starter is free with ten seats; Pro is $9.90 a month after 7 days free.

Zepixo proposal studio with a client proposal, catalog items and e-sign
Proposals with catalog, payment and e-sign built in
Zepixo client list showing each customer's record
One record per client
Zepixo invoices list generated from accepted proposals
Invoices carried over from the accepted quote
Zepixo payments view of Stripe checkouts paid into the user's own account
Payments settle to your own Stripe
Zepixo project board tracking delivery tasks
Delivery on boards, next to the deal

Why it exists

Proposals live in Docs, client notes in a CRM and the work in another board, so the quote, the invoice and the project drift apart. Every handoff between them is a copy-paste where a line item or a price can go wrong.

What makes it different

The accepted proposal becomes the invoice: line items carry over, so the quote and the bill cannot disagree about what was sold or what it cost. Payment runs on your own Stripe key — the money lands in your account, you pay Stripe's rate, and Zepixo takes nothing out of the middle.

Who it is for

  • Agencies that sell client projects and then deliver them
  • Freelancers and operators who send proposals and invoices every month
  • Teams tired of proposals in Docs, notes in a CRM and work in another board
  • Studios that want clients to log in on their own domain

What it does

Everything after the handshake.

Proposal studio

Build from a template with catalog, payment and e-sign built in, send it as a link and see it viewed, accepted and paid. No PDF attachment, no printing, no scanning.

Quote becomes the bill

An accepted proposal turns into the invoice with its line items intact, so nobody retypes what was agreed.

Your Stripe, 0% cut

Checkout runs on your own Stripe account. Webhooks mark the job paid, and Zepixo never holds the funds.

A living client record

Every proposal, invoice and payment sits on the client, so the relationship is one page rather than three tools.

Projects and boards

ClickUp-style boards for the delivery, in the same workspace as the deal that created them.

Your domain

Serve the whole app on app.yourcompany.com as a $5/month add-on, so clients log in on your brand.

Pricing

Start free.

Starter

$0 / forever

The whole workflow, free for a team of ten.

  • Ten seats included
  • Proposals, clients and invoices
  • Projects and boards
  • Your own Stripe checkout

Pro

Most useful

$9.90 / per month

For when you outgrow free.

7 days free · or $99 a year ($8.25/month)

  • Everything in Starter
  • Admin and owner roles, invites
  • Email automations
  • Five times the AI actions

Questions

Before you sign up

A workspace for agencies and operators who sell, deliver and get paid: proposals, a living customer record, Stripe checkout, email and ClickUp-style projects in one place.

I build products like this for other people too

Zepixo was designed and built by one person — the same one who would build yours, on a fixed price agreed before anything starts.