UVIXCRMSee who's on your website. Quote them, and get it signed, from your phone.
ZUVIX CRM is the sales system for service businesses that sell setup fees and monthly plans. Your pipeline, clients and proposals live on the web. The ZUVIX Sales app puts them in every salesperson's pocket, with two-person sign-off before anything goes out and online signatures when it does.
Open pipeline
$184,200
Weighted
$71,950
Open monthly
$9,840/mo
New leads
Harbor Dental Group
$1,200/mo
Northside Legal
$850/mo
Elm St Realty
$600/mo
Assessment
Queen City CPAs
$2,500 + $990/mo
Lakeview Vet
$740/mo
Proposal
Skiptown
$1,250 + $595/mo
Carter Hears
$450/mo
Won
Papa's Laundromat
$395/mo
What's inside
A CRM, a proposal tool, a signing tool and a visitor tracker. One price.
Buying those separately runs a five-person team $244 to $589 a month. ZUVIX CRM includes all of them, plus the mobile app, in every plan.
Website visitors
See which companies are on your website, which pages they read and how interested they are. Turn a hot one into a lead in one click.
Priced like you sell
Every deal carries a setup fee, a monthly fee and a term. The pipeline shows open deals and open monthly revenue, not just one total.
Proposals and quotes
Branded proposals, quotes and invoices with a live preview. Build them on the web or on your phone and share a PDF in seconds.
Client e-signature
Send a link and the client reads, signs and accepts online. No separate signing tool to buy, and the signed copy files itself in the CRM.
Two-person sign-off
Nothing reaches a client until every approver signs off. Any edit clears the sign-offs, so what's approved is what goes out.
Stripe invoicing
Send invoices with a pay-now link and see when they're paid, without retyping anything into another system.
iPhone and Android app
ZUVIX Sales puts customers, deals and quotes in every salesperson's pocket, with the same login as the web CRM.
Push notifications
Approvers get a push when a quote needs them, and the whole team hears the moment a client signs.
Website visitors
Your next client is reading your pricing page right now.
Add one line of script to your website. ZUVIX CRM names the companies behind the visits, scores how interested they are and finds the right person to call.
- Home, mobile and VPN traffic filtered out, so the list is businesses only
- Company details and contacts for each visitor
- One click puts a hot visitor on your pipeline as a new lead
Harbor Dental Group
Charlotte, NC · 40 staff
Pricing, Managed IT, Contact
Queen City CPAs
Charlotte, NC · 18 staff
Cybersecurity, Backup
Northside Legal
Concord, NC · 12 staff
Web design, Portfolio
Lakeview Veterinary
Huntersville, NC · 9 staff
Helpdesk
Quotes on the go
From the parking lot to signed before you're back at the office.
A salesperson builds the quote at the client's office. Partners get a push and sign off from wherever they are, and the client signs on their own phone.
Start a quote
Pick the client. Name and address fill in from the CRM.
Add line items
One-time or monthly, with discounts as negative lines.
Get sign-off
Every approver signs off. Any edit clears it.
Send for signature
Text or email the signing link, or share the PDF.
New: client e-signature
Send a link. The client signs. The deal is done.
Once a quote is approved, send the signing link by text or email. The client reads the full proposal on any device, draws or types their signature, and accepts. You get a push, and the signed copy is saved on the deal.
- No DocuSign or PandaDoc subscription to add
- Name, time, IP address and a fingerprint of the exact document, recorded
- Signed copies are locked, so nobody can change the deal afterwards
- Expired quotes can't be signed, and edits need a fresh sign-off
ZUVIX Sales for iPhone and Android
Every client in your pocket.
Search customers by name, domain or city. Call, get directions or open the full record. Add contacts and move deals between meetings. Same login as the web CRM, and changes show up everywhere instantly.
One system
The desk and the field, on the same data.
| What you do | Web CRM | ZUVIX Sales app |
|---|---|---|
| Pipeline | Drag-and-drop board, forecast, monthly revenue | Deals by stage, move, mark won or lost |
| Customers and contacts | Directory, CSV import, company details | Search, call, directions, add and edit |
| Proposals and quotes | Full editor with live preview | Create, edit, sign off, share the PDF |
| Client e-signature | Signing link, signed copy, full history | Send for signature, push when signed |
| Invoices | Send with Stripe, track payment | On the web for now |
| Website visitors | Live list, intent scores, contacts | On the web for now |
| Team and approvers | Roles, access, approvers | Push when your sign-off is needed |
Pricing
One flat price for your whole team.
No per-seat math. The mobile app, e-signature and website visitors are in every plan, and we set everything up for you.
Starter
Up to 5 users
$750 one-time setup and import
- Web CRM + iPhone and Android app
- Proposals, quotes and invoices
- Client e-signature
- 1 website tracked
Team
Most teamsUp to 10 users
$1,500 one-time setup and import
- Everything in Starter
- 2 websites tracked
- Stripe invoicing and payment links
- Two-person sign-off with push approvals
- Contact lookup for visiting companies
Pro
Up to 25 users
$2,500 one-time setup and import
- Everything in Team
- Your own proposal and invoice designs
- Migration from HubSpot, QuickBooks or spreadsheets
- Priority support
Founding clients: 30% off for the first 12 months for the first five teams.
For IT providers
Run sales in ZUVIX CRM and your clients' devices in ZUVIX RMM.
Managed service providers can pair ZUVIX CRM with ZUVIX RMM: win the client in the CRM, then monitor, patch and support their computers and phones from one dashboard. Ask us about bundle pricing.
Onboarding
Live in one week, set up by us.
Day 1
Kickoff
45-minute call: your logo, pipeline stages, services and approvers.
Day 2
Your workspace
We set up your CRM with your branding and document designs.
Day 3
Import
Clients, contacts and open deals from your spreadsheet, QuickBooks or HubSpot.
Day 4
Website and phones
The tracker on your site and the app on every phone.
Day 5
Training
30 minutes: your first quote, signed off, sent and signed.
Questions
The short answers.
Are online signatures legally binding?
Yes. In the US, the ESIGN Act and UETA give electronic signatures the same standing as handwritten ones. ZUVIX CRM records the signer's name, the date and time, their IP address and a fingerprint of the exact document they signed, and locks the signed copy so it can't be changed.
Do my salespeople need the app?
No, everything works in the browser. The ZUVIX Sales app for iPhone and Android is included in every plan for anyone who quotes in the field or approves on the go.
Where is my data stored?
Each client gets their own dedicated, hosted workspace set up and run by ZUVIX in the United States, so your data is never mixed with anyone else's.
Can you move us off what we use today?
Yes. Setup includes importing your clients, contacts and open deals from a spreadsheet, QuickBooks or HubSpot. Pro adds full data migration.
Run your sales the way ZUVIX runs its own.
We built ZUVIX CRM for our own managed IT business and use it every day. Book a 20-minute demo and we'll show you who's visiting your website. Call (980) 403-2897 or send a note.