CRM Plus · Marketplace module
The advanced Plus module for Zoliax
A complete 360° Customer Relationship & Project Management engine — deal pipelines, magic-link client portals, support tickets, and retainers without per-seat fees.
CRM Plus
The whole client relationship in one place
Clients, hours and invoices already live in the workspace. CRM Plus turns those same records into a sales, care and operations desk — pipeline, portal, tickets, retainers — without a second login.
Four desks, one client
Sales
Sales next to the work
A deal pipeline on the clients you already have. Send an estimate, convert it to an invoice; a won deal can open an onboarding board.
Value, stages and close date
Estimate, then convert to an invoice
Follow-up on stale deals
Care
Care without a second helpdesk
Tickets with a first-response timer, inbound mail as a ticket or a lead, and a magic-link portal for invoices, quotes, files and tickets.
First-response SLA on every ticket
Ticket to a board card
Magic-link portal, no extra login
Operations
Operations and capacity
Retainers, purchase orders, expenses, a payments register, still-to-bill from logged time, and a week heatmap of who is loaded.
Retainers and vendor purchase orders
Payments against invoices
Team capacity from logged time
360° client
One record, the whole relationship
People, deals, invoices, tickets, projects, expenses, files and job applications on the client you already keep in Zoliax.
Item catalogue for invoice lines
Hire a candidate as a client
Same clients — no parallel accounts
On the clients and invoices you already keep
You add CRM Plus from the Marketplace. It reads the clients, boards and billing you already run.
01
Your clients, extended
Deals, tickets, expenses and the portal hang off the same client record. Nobody keeps a second list.
02
Work stays on boards
A won deal can open an onboarding board. A ticket can become a card. The project is still the project.
03
Billing you already send
Estimates convert to invoices. Payments, retainers and still-to-bill sit on the invoices Zoliax already numbers.
04
Business and Enterprise
A 7-day trial, then $29 a month or $129 a year. Not on the free plan — this is the Plus module.
What you add, on purpose
$29
a month, or $129 a year, after a 7-day trial
“The pipeline, the portal and the invoices finally sit on the same client.”
On Zoliax with CRM Plus
Already in Zoliax
Clients, contacts and projects
Hour rates and logged time
Invoices with your logo
Boards the work lives on
Add it from the Marketplace
In your control
Same workspace
People sign in to Zoliax. CRM Plus does not create a second account.
Your own site
Deals, tickets and payments stay on your site. The licence check sends only the site address and key.
A paid Plus module
Business and Enterprise only. Thirty days to try it, then a licence from xolius.com.
Works together with
Questions
Is this a module for Zoliax?
Yes, CRM Plus is a complete 360° Customer Relationship & Project Management engine — a Marketplace module you add to a Zoliax workspace.
What does Zoliax already include?
Clients, contacts, projects, logged time, hour rates and invoices. CRM Plus adds the pipeline, portal, tickets, retainers, expenses, payments register and capacity heatmap.
Who can add it?
Workspaces on the Business and Enterprise plans. The free plan keeps clients and invoicing; the Plus module starts at Business.
How much is it?
$29 a month or $129 a year, after a 7-day trial. The licence is per site, not per seat.
Where do I add it?
From the Marketplace listing, once the workspace is on Business or Enterprise. The listing and this page sit beside each other on purpose.
Add the CRM Zoliax was missing
Thirty days on a Business or Enterprise workspace. Same clients, no second login.