Marketplace
Add what your team needs, when it needs it
Apps from Zoliax and other developers plug straight into your workspace. Add one in a click; the site admin decides which apps are allowed.
Connected
One workspace, every tool around it
Apps plug straight into boards, projects, the agenda and billing. They only see what your admin allows, and you can remove them in a click.
CRM Plus
by Zoliax ✓ Made by Zoliax
A complete 360° Customer Relationship & Project Management engine — deal pipelines, magic-link client portals, support tickets, and retainers without per-seat fees.
New
- CategorySales & operations
- Version1.20.0
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.
Care without a second helpdesk
Tickets with a reply thread, first-response and resolution clocks, inbound mail (with files) on that thread or as a lead, a knowledge base, and a magic-link portal for invoices, quotes, files, tickets and Help.
Operations and capacity
Retainers, purchase orders, expenses, a payments register, still-to-bill from logged time, and a week heatmap of who is loaded.
More details
- Deal pipeline with value, stages and close date
- 360° client: people, deals, invoices, tickets, projects, expenses, files, job applications
- Estimates: send, then convert to an invoice
- Invoices: unpaid, overdue, still to bill from logged time, extra fields per invoice
- Payments recorded against invoices
- Item catalogue and groups for invoice lines
- Magic-link client portal — invoices, quotes, files, tickets, knowledge base
- Support tickets with a reply thread, canned replies, an owner, a department, files, internal notes, first-response and resolution SLA, Care and the client portal
- CSAT after a ticket is resolved — a one-minute score in the mail and on the portal
- Ticket and billing mail lives in Xolius Mail — opened, reply, staff ping, invoice, estimate, overdue and the portal link
- Mail automations can run when a ticket is resolved, a deal changes stage or an invoice is overdue
- Inbound mail to a department address opens the ticket in that department
- Staff role packs on Team — view all, view own or edit per module
- Ticket → board card
- Inbound mail to a ticket thread or a lead, including attachments
- Recurring retainers and vendor purchase orders
- Expenses on a client or project; bill a billable one onto a draft invoice
- Follow-up on stale deals and overdue invoices
- Hire a job candidate as a client
- Team capacity heatmap from logged time
- Knowledge base for staff and the client portal
- Reports: billed, open, credits, pipeline and care — download as CSV
- Header Assistant answers pipeline, tickets, billed, open invoices and the knowledge base; prepare a deal, a stage change, an estimate, an invoice, a ticket or a ticket reply (Confirm)
- Import Perfex clients, estimates, invoices, payments and credit notes
- Business and Enterprise only
Built for developers too
Apps are plugins
An app is a WordPress plugin that registers itself in the Marketplace with one filter.
Admins stay in control
The site admin allows apps, enters licence keys and sees what each app does with data.
Sell your app
Free, trial or paid: licences are checked against your own shop.
Try the Marketplace in your own workspace
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