What Helioz Technologies does

Helioz Technologies d.o.o. is a privately held IT company founded in 2017 in Slavonski Brod, Croatia by CEO Rob Zesch. The company began as a CAD design services provider for industrial manufacturers before pivoting into proprietary cloud-based software product development. It now operates from three offices across Croatia (headquarters), the United States (Cincinnati, Ohio), and Slovenia (Zagorje ob Savi), with a 30+ person team that has accumulated more than 10,000 hours of coding work across its product portfolio.

The company's product portfolio centers on two core cloud-based SaaS applications: zipCPQ, a Configure-Price-Quote platform that automates sales quoting for manufacturers of complex configurable products (with features including real-time 3D visualization, CAD downloads in 60+ formats via TraceParts, Onshape integration, multilingual/multi-currency support, and ERP/CRM connectivity); and Pallet Insights, an all-in-one business management/ERP system for pallet recycling and manufacturing businesses (covering production tracking, dispatch, shipping/receiving, customer portal, inventory, GPS tracking, and integrations with Microsoft Dynamics 365, Sage, QuickBooks, Paycom, and others). Additional offerings include BERTA (an employee evaluation platform built for the City of Augsburg), the TraceParts ECAD Converter (co-developed with TraceParts for automated electrical CAD data generation), and professional services spanning CAD/ECAD design and industrial marketing. Technical architecture leverages AWS infrastructure for Pallet Insights and is built around deep integrations with Onshape, TraceParts, Microsoft Dynamics 365, and other ecosystem partners.

Revenue is generated through recurring SaaS subscriptions for zipCPQ and Pallet Insights (with modular packaging allowing customers to select specific modules, annual billing for enterprise), supplemented by professional services revenue from CAD/ECAD work and industrial marketing engagements. Go-to-market is primarily direct enterprise sales supplemented by trade show presence (Hannover Messe, Warsaw Industry Automatica, IMT Brno, electronica Munich in 2026), case-study-driven content marketing, and a distribution partnership with TraceParts for CAD content publishing. The company is bootstrapped and founder-owned, with no disclosed institutional investors, and has supplemented operating capital with non-dilutive Croatian Ministry of Economy grants for internationalization activities.

Name

Helioz Technologies

Legal name

Helioz Technologies d.o.o.

Website

https://helioztechnologies.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

Helioz Technologies is a Croatian-founded IT firm building cloud-based SaaS for industrial manufacturers and pallet businesses. Core products are zipCPQ (configure-price-quote platform) and Pallet Insights (ERP for pallet recycling and manufacturing), supplemented by CAD/ECAD and marketing services.

Ownership category

akta.pro rank

Product category

Configure-Price-Quote (CPQ) and vertical SaaS for industrial manufacturers

NAICS

Custom Computer Programming Services (541511), Computer Systems Design Services (541512)

SIC

Services-Computer Programming Services (7371), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ)

akta.pro secondary industry

Manufacturing ERP (Discrete, Process, Batch) (HDAEAEAB)

Keywords

• Cloud CPQ software
• Configure price quote
• Pallet industry ERP
• Manufacturing sales automation
• CAD design services

Headquarters

HQ city

Cincinnati

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations

Revenue model

1. zipCPQ Subscription: Cloud-based CPQ software subscription for manufacturing companies. Revenue generated through recurring software subscriptions with customization and integration services. Module-based pricing allows customers to select only what they need.
2. Pallet Insights Subscription: All-in-one pallet business management SaaS with modular package options. Customers can choose between different packages or select individual modules. Includes cloud-based deployment with no proprietary hardware requirements.
3. CAD/ECAD Services: Professional services including 3D solid modeling design, 2D detailed drawings, 3D catalog development, architectural models, image rendering, 3D PDF, product configurators, and ECAD data conversion services.
4. Industrial Marketing Services: Marketing services including SEO, marketing strategy, and social media management for industrial manufacturers.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels8 records

Core offering

Helioz Technologies develops and sells cloud-based SaaS software for industrial verticals, primarily zipCPQ (a Configure-Price-Quote platform for manufacturers of complex configurable products, with 3D visualization, automated pricing, and ERP/CRM/CAD integration) and Pallet Insights (a modular cloud ERP for pallet recycling and manufacturing businesses, covering production, dispatch, inventory, customer portal, and business intelligence). The company also delivers professional CAD/ECAD design services, custom cloud application development, and industrial marketing services for manufacturing clients.

Product overview

Helioz Technologies offers two main cloud-based software products: zipCPQ (Configure, Price, Quote application for manufacturing companies selling configurable products) and Pallet Insights (All-In-One business management ERP system for pallet recycling and manufacturing businesses). These products operate as standalone platforms with modular architecture. zipCPQ focuses on sales process automation including product configuration, pricing, and quote generation with 3D visualization and CAD downloads. Pallet Insights provides comprehensive business management with modules for production, dispatch, inventory, customer portal, and business intelligence. Additionally, Helioz offers CAD/ECAD services, niche cloud application development, and industrial marketing services.

Differentiator

Problem solved

Functional benefit

Brands

• zipCPQ: Cloud-based Configure, Price, Quote (CPQ) application that automates the sales process for manufacturers of complex, configurable products. Enables product configuration in real-time, automatic price calculation, professional PDF quote generation, and integration with ERP, CRM, and CAD systems.
• Pallet Insights
• BERTA
• Traceparts ECAD Converter

Products and services

• zipCPQ Cloud-based Configure, Price, Quote (CPQ) SaaS for manufacturers of complex configurable products, providing real-time product configuration, automated pricing calculation, professional PDF quote generation, 3D visualization, CAD downloads in 60+ formats, and integration with ERP, CRM, and CAD systems, with multilingual and multi-currency support.
• Pallet Insights All-In-One cloud-based ERP and business management SaaS for pallet recycling, manufacturing, and logistics businesses, providing modular production tracking, dispatch, driver loads, customer portal, digital grade sheets, GPS tracking, inventory management, business intelligence, and integrations with accounting, ERP, payroll, and pallet tracking systems.
• BERTA Employee Evaluation Platform Cloud-based employee evaluation and performance management application with role-based access, flexible evaluation templates, digital document generation, and KPI dashboards, with PM10 and Active Directory integration; delivered to the City of Augsburg.
• TraceParts ECAD Converter Automated ECAD data conversion tool, co-developed with TraceParts, that generates and updates EPLAN parts and other Electrical CAD formats automatically, replacing manual data creation for electrical component manufacturers.
• zipCPQ Onshape Integrator Integration tooling that pulls configurator logic from Onshape (PTC) and converts it to a standard zipCPQ web configurator, enabling 3D visualization, real-time configuration updates, and 2D/3D CAD downloads for client implementations.
• CAD/ECAD Design Services Professional CAD and ECAD design services for industrial manufacturers, including 3D solid modeling, 2D detailed drawings, 3D catalog development, 3D architectural models, image rendering, 3D PDF, product configurators, part number lookup systems, and ECAD data conversion (including the TraceParts ECAD Converter).
• Niche Cloud Application Development Services Custom cloud application development services covering UX/UI design, testing, development, and delivery of niche business applications, including custom features and integrations that extend the company's core zipCPQ and Pallet Insights platforms.
• Industrial Marketing Services Industrial marketing services for manufacturing clients, including SEO, marketing strategy, and social media management tailored to industrial manufacturers and engineering audiences.

Named customers11 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration10 records

Feature6 records

Partnerships

Five partnerships are on record, tiered core and minor.

• TracePartscoreTechnology or IntegrationStrategic partnership for CAD content platform. Helioz develops product catalogs and 3D CAD models in partnership with TraceParts. 5th Axis products published on TraceParts Publishing Network accessible by millions of engineers worldwide. Also jointly developed TraceParts ECAD Converter for automated electrical CAD data generation.
• Amazon Web Services (AWS)coreTechnology or IntegrationCloud infrastructure provider for Pallet Insights. AWS provides backup settings, disaster recovery capabilities, and 24/7 availability. Helioz implements automated reset functions using AWS API that monitors Pallet Insights 24/7. Solution is powered by AWS Cloud Computing.
• Onshape (PTC)coreTechnology or IntegrationzipCPQ Onshape Integrator technology that pulls configurator logic from Onshape and converts it to standard zipCPQ web configurator with 3D viewer functionality. Used for building configurator logic in multiple client implementations (Direct Conveyors, American Patio Covers, AMGS).
• Microsoft Dynamics 365 (NAV)coreTechnology or IntegrationERP integration for Pallet Insights. Helioz created an 'adapter' that allows users to import/update Sales Orders data inside Pallet Insights and import data back to Microsoft Dynamics 365. Previously known as Microsoft Dynamics NAV.
• Faculty of Mechanical Engineering in Slavonski BrodminorStrategic or Co-development PartnerAcademic partnership for student engagement. Helioz organized open house day in collaboration with the faculty to introduce students to the company's work and applications (zipCPQ and Pallet Insights).

Scale indicators13 records

Recent moves6 records

Expansion highlights7 records

Broad incumbents

• PROS: PROS is a long-established public CPQ and pricing-optimization vendor serving B2B enterprises across multiple verticals. It competes with zipCPQ in the broader sales-configuration category but at much larger scale and with broader portfolio.
• Salesforce CPQ: Salesforce CPQ (formerly SteelBrick) is the dominant cloud CPQ platform, embedded inside the Salesforce ecosystem. It competes with zipCPQ for the same B2B sales configuration use case, especially with shared customers already on Salesforce CRM.
• Epicor: Epicor is a major mid-market ERP vendor with strong presence in manufacturing and distribution. Its Kinetic ERP competes with Pallet Insights in the manufacturing business-management space, particularly for pallet and adjacent industrial customers.
• Acumatica: Acumatica is a cloud-native ERP platform with manufacturing, distribution, and project accounting editions. It competes with Pallet Insights for mid-market pallet and industrial customers looking for a generalist cloud ERP.
• JobBOSS (by E2open): JobBOSS is a shop-management and manufacturing ERP solution for small and mid-sized job shops and make-to-order manufacturers. It overlaps Pallet Insights' manufacturing-business-management value proposition at a different vertical.

Direct peers

• Apparound: Apparound delivers CPQ and sales quoting SaaS for B2B sellers, similar in scale and go-to-market to Helioz. It targets manufacturers and distributors needing mobile-friendly quoting, overlapping zipCPQ's sales automation use case.
• ECi Software Solutions: ECi provides vertical-specific ERP and business management software for niche industries including lumber, building supply, and office equipment. It mirrors Pallet Insights' strategy of tailoring ERP to a single underserved vertical.
• Configure One: Configure One sells CPQ software specifically to manufacturers of customizable products, with deep rules-based configuration and ERP integration — directly overlapping zipCPQ's value proposition and target buyer (industrial manufacturers).
• Tacton: Tacton is a CPQ vendor purpose-built for manufacturers of complex, configurable products — virtually identical ICP and use case to zipCPQ, including 3D visualization and ERP/CAD integrations. It is the closest direct competitor in the industrial CPQ space.
• KBMax: KBMax (now part of Salesforce, branded as Salesforce CPQ for Manufacturing) provides 3D CPQ for configurable products with strong CAD/visualization capabilities. Highly comparable to zipCPQ's 3D configurator and CAD download feature set.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/HeliozMT
• YouTubeyoutube.com/channel/UCTKYVoMcL_mh2qiXlTZtNQA
• Facebookfacebook.com/helioztechnologies
• LinkedInhr.linkedin.com/company/helioz-technologies
• Instagraminstagram.com/helioztechnologies

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Helioz Technologies