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Spodus
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Run your whole agency from one CRM.

Spodus keeps your clients, projects, invoices and support in one place.

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MMeridian
Search⌘K
CRM
Records
Tasks
Companies
Contacts
Leads
Deals42
Projects
Milestones
Boards
New
Deals
HelpAsk Spodus
All dealsPipelineMy dealsClosing this monthWon and lostShareAutomateNew deal
FilterSort
New8$354k

Airbnb host portal rollout

Airbnb

$96k
Oct 16, 20261d

Squarespace starter site

Squarespace

$8,400
Oct 9, 20264d

Loom onboarding flow

Loom

$31k
Oct 23, 20267d

Webflow quote tool

Webflow

$22k
Nov 4, 202620d
New deal
Quote sent9$560k

Figma brand refresh

Figma

$58k
Oct 2, 20261d

Vercel docs redesign

Vercel

$47k
Oct 7, 20263d

Miro customer portal

Miro

$72k
Oct 14, 2026today
New deal
Closing8$649k

Spotify Q3 expansion

Spotify

$12k
Sep 1, 2026today

Calendly partner portal

Calendly

$54k
Oct 3, 20262d

Asana events site

Asana

$88k
Sep 26, 2026today

Framer templates site

Framer

$26k
Oct 10, 20264d
New deal
Won8$353k

Notion enterprise

Notion

$180k
Sep 30, 20261d

Raycast onboarding

Raycast

$30k
Sep 12, 20267d

Discord platform

Discord

$140k
Sep 5, 202614d

Supabase website

Supabase

$18k
Aug 28, 20269d
New deal
Lost3$81k

Intercom status page

Intercom

$44k
Aug 22, 202628d

Dribbble storefront

Dribbble

$9,800
Sep 2, 202617d
New deal
34 of 42 in Deals
Notion enterprise
Notion
WonBruno FeltrinTom Reyes

Highlights

Stage
Won
Value
$180,000
Won Sep 30, 2026
Next step
Fix the SSO bounce
Today, 2pm · Sam
Last touch
1h ago
Sam · ticket reply
Open tasks3
Fix the SSO bounce before the 2pm callHighToday, 2pm
Send the signed order formMediumTomorrow
Add three seats to the planLowOct 9
Notes2
Bruno wants SSO before the rollout callToday
Pricing agreed at $1,200 a seatSep 18
Quotes1
Q-1031 · invoiced as INV-1045Accepted$180kSep 16
MMeridian
Search⌘K
CRM
Records
Tasks
Companies
Contacts
Leads
Deals42
Projects
Milestones
Boards
New
Deals
HelpAsk Spodus
All dealsPipelineMy dealsClosing this monthWon and lostShareAutomateNew deal
FilterSort
New8$354k

Airbnb host portal rollout

Airbnb

$96k
Oct 16, 20261d

Squarespace starter site

Squarespace

$8,400
Oct 9, 20264d

Loom onboarding flow

Loom

$31k
Oct 23, 20267d

Webflow quote tool

Webflow

$22k
Nov 4, 202620d
New deal
Quote sent9$560k

Figma brand refresh

Figma

$58k
Oct 2, 20261d

Vercel docs redesign

Vercel

$47k
Oct 7, 20263d

Miro customer portal

Miro

$72k
Oct 14, 2026today
New deal
Closing8$649k

Spotify Q3 expansion

Spotify

$12k
Sep 1, 2026today

Calendly partner portal

Calendly

$54k
Oct 3, 20262d

Asana events site

Asana

$88k
Sep 26, 2026today

Framer templates site

Framer

$26k
Oct 10, 20264d
New deal
Won8$353k

Notion enterprise

Notion

$180k
Sep 30, 20261d

Raycast onboarding

Raycast

$30k
Sep 12, 20267d

Discord platform

Discord

$140k
Sep 5, 202614d

Supabase website

Supabase

$18k
Aug 28, 20269d
New deal
Lost3$81k

Intercom status page

Intercom

$44k
Aug 22, 202628d

Dribbble storefront

Dribbble

$9,800
Sep 2, 202617d
New deal
34 of 42 in Deals
Notion enterprise
Notion
WonBruno FeltrinTom Reyes

Highlights

Stage
Won
Value
$180,000
Won Sep 30, 2026
Next step
Fix the SSO bounce
Today, 2pm · Sam
Last touch
1h ago
Sam · ticket reply
Open tasks3
Fix the SSO bounce before the 2pm callHighToday, 2pm
Send the signed order formMediumTomorrow
Add three seats to the planLowOct 9
Notes2
Bruno wants SSO before the rollout callToday
Pricing agreed at $1,200 a seatSep 18
Quotes1
Q-1031 · invoiced as INV-1045Accepted$180kSep 16
kestrel
ALDERWAY
Fairhaven
tessel

One app for the whole client.

Sales, invoices, support, projects and chat all share one client record, so your whole team sees the same thing.

Notion enterpriseWon · $180k
INV-1045Sent · $180k
#2231 SSO sign-inOpen
#notion-enterprise6 messages today
Enterprise rollout2 of 5 milestones
Bruno Feltrin
Procurement at Notion
EmailCall
StatusCustomerTouched 1h
CompanyNotion
Emailbruno@notion.so
Phone+1 303 555 0142
OwnerTom Reyes
LocationSan Francisco, CA
Won

Notion enterprise

Notion

$180k
Sep 30, 20261d
Quote
Q-1031Accepted
Convert to invoice
M
Meridian
48 Harbour St
Portland, OR 97209
Invoice
INV-1045
IssuedSep 19, 2026DueOct 19, 2026TermsNet 30
Bill to
Notion
Bruno Feltrin
San Francisco, CA 94110
Amount due
$0.00
Paid
DescriptionQtyUnit priceAmount
Enterprise plan, 150 seats150$1,200$180,000
Subtotal$180,000
Total$180,000
Paid−$180,000
Balance due$0.00
Notes
Thank you for your business. Payment by bank transfer to the account on file.
Daily briefYour meetings and tasks for today
Brief me on…Everything about a company or contact
Pipeline summaryOpen deals by stage, with totals
Overdue invoicesWhat's late and how much is owed
Notion before my 2pm
How is Notion doing?
Read 6 records · 3sNotion is in good shape. The enterprise deal is won and its invoice is paid in full.
NNotion enterpriseWon · $180,000
IINV-1045Paid
T#2231 SSO sign-inOpen · High
Before your 2pm: ticket #2231 is still open. Three of Bruno’s new seats can’t sign in with SSO, and Sam is fixing it today.
Ask a follow-up
Auto

Built for how agencies get paid.

Most CRMs stop at the sale. Spodus follows the client through the work and the invoice.

Retainer health · October, 23 days left
Figma
Brand retainer
45 / 48h
Raycast
Web retainer
14 / 20h
Stripe
Design retainer
34.5 / 40h

Know when a retainer goes over

See the hours used against what each retainer includes, while the month is still running.

Figma· all time
Revenue
$84k
Cost
$52k
Profit
$32k
Margin by client
Figma38%
Stripe31%
Notion24%

See which clients make money

Every project and client shows its revenue, cost, profit and margin, from invoices, logged hours and expenses.

Homepage heroFigma brand refresh01:42:10
To bill · Figma · 10.5h
Hero illustrations3.5h
Brand guidelines6h
Logo review call1h
Added to INV-1052· $1,575

Bill the time you log

Track time on the task. It lands on the right client and the right invoice.

  1. Pipeline
  2. Email
  3. Projects
  4. Getting paid
  5. Support
  6. Team chat
  7. Dashboards

Your pipeline, shaped the way you sell.

Move deals through your own stages and see what each stage is worth.

All dealsMy dealsClosing this monthShareAutomateNew deal
FilterSort

Notion enterprise

Notion
$180k
Sep 301d ago
New6$179k

Shopify onboarding

Shopify
$24k
in 2w1d ago

Stripe design retainer

Stripe
$36k
in 4w2d ago

Slack campaign site

Slack
$18k
in 3w—

Linear client dashboard

Linear
$29k
in 5w3d ago
Discovery8$354k

Airbnb host portal rollout

Airbnb
$96k
in 9d1d ago

Loom onboarding flow

Loom
$31k
in 2w7d ago

Webflow quote tool

Webflow
$22k
in 4w20d ago

Dropbox help portal

Dropbox
$64k
in 6w2d ago
Proposal9$560k

Figma brand refresh

Figma
$58k
Oct 21d ago

Vercel docs redesign

Vercel
$47k
today3d ago

Miro customer portal

Miro
$72k
in 7dtoday

Zapier app rebuild

Zapier
$120k
in 3w5d ago
Negotiation98$649k$469k

Notion enterprise

Notion
$180k
Sep 301d ago

Spotify Q3 expansion

Spotify
$12k
Sep 1today

Calendly partner portal

Calendly
$54k
Oct 32d ago

Asana events site

Asana
$88k
Sep 26today
Won78$353k$533k

Raycast onboarding

Raycast
$30k
Sep 127d ago

Discord platform

Discord
$140k
Sep 514d ago

Supabase website

Supabase
$18k
Aug 289d ago

Retool rebrand

Retool
$36k
Sep 163d ago

Every client email, saved on the client.

Send and receive email in Spodus. Each message files itself under the right client.

All contactsMy contactsNo touch in 30 days+28ShareAutomateNew contact
FilterSort
NameEmailOwnerCompanyStatusJob title
Elliot Dannerelliot@spotify.comSam OkoroSpotifyQualifiedHead of Ops
Bruno Feltrinbruno@notion.soTom ReyesNotionCustomerProcurement
Sofia Marchettisofia@calendly.comAva ChenCalendlyCustomerPartnerships Lead
Theo Halvorsentheo@zapier.comSam OkoroZapierQualifiedIT Lead
Camille Duvalcamille@asana.comTom ReyesAsanaCustomerFinance
Nikolai Brandtnikolai@raycast.comAva ChenRaycastCustomerDesign Lead
Malik Oseimalik@miro.comSam OkoroMiroQualifiedOperations
Astrid Nilsenastrid@figma.comTom ReyesFigmaCustomerBrand Manager
Callum Reidcallum@vercel.comAva ChenVercelQualifiedDirector
Yuki Tanakayuki@loom.comSam OkoroLoomCustomerProduct Lead
Priya Ramanpriya@stripe.comAva ChenStripeQualifiedDesign Manager
Owen Gallagherowen@shopify.comTom ReyesShopifyCustomerOperations
Lena Hoffmannlena@slack.comSam OkoroSlackQualifiedMarketing
Marco Bianchimarco@linear.appAva ChenLinearCustomerDirector
Hannah Pricehannah@dropbox.comTom ReyesDropboxQualifiedSupport Lead
New email
Fromhello@meridian.co
ToBBruno FeltrinCcBcc
SubjectOrder form for the 150 seats

Hi Bruno,

Great to hear. The order form for the 150 seats is attached, and I've added your IT lead to Thursday's kickoff.

Best,
Tom

order-form-150-seats.pdf84 KBSent to Bruno Feltrin
Send

Track the work you promised each client.

Link each project to the deal it came from, then track tasks, milestones, owners and deadlines.

OverviewAll projectsActiveTimelineDue this monthShareAutomateNew project
TodayDayWeekMonthFilter1SortStatusis one ofIn progressPlannedAdd filterClear
Name
142128Oct 5121926
Planned4
Airbnb host portal
Airbnb host portal
Vercel docs redesign
Vercel docs redesign
Webflow quote tool
Webflow quote tool
Dropbox help portal
Dropbox help portal
In progress9
Notion enterprise rollout
Notion enterprise rollout
Figma brand refresh
Figma brand refresh
Stripe design retainer
Stripe design retainer
Shopify onboarding
Shopify onboarding
Loom onboarding flow
Loom onboarding flow
Spotify Q3 expansion
Spotify Q3 expansion
Calendly partner portal
Calendly partner portal
Zapier app rebuild
Zapier app rebuild
Raycast onboarding
Raycast onboarding

Send invoices and see who has paid.

Turn an accepted quote into an invoice in one click. See what's paid, what's due and what's late.

To billAll invoicesDraftsOpenOverduePaid
FilterSort
NumberClientStatusDue dateBalance dueTerms
INV-1038AsanaPaidSep 2, 2026$8.8kNet 30
INV-1044SpotifyPaidSep 11, 2026$12kNet 30
INV-1042DiscordPartialSep 27, 2026$70kNet 30
INV-1035FigmaSentOct 5, 2026$58kNet 30
INV-1045NotionPartialPaidOct 19, 2026$90k$0Net 30
INV-1039ZapierPaidOct 10, 2026$0Net 30
INV-1046CalendlySentOct 24, 2026$41kNet 30
INV-1047RaycastSentOct 30, 2026$16.5kNet 30
INV-1048VercelSentNov 2, 2026$47kNet 30
INV-1049LoomSentNov 6, 2026$9.2kNet 30
INV-1050StripeSentNov 9, 2026$36kNet 30

Invoice

MMeridian
From
Meridian
48 Harbour St
Portland, OR 97209
billing@meridian.co
Bill to
Notion
Bruno Feltrin
San Francisco, CA
bruno@notion.so
Details
INV-1045
Issued Sep 19, 2026
Due Oct 19, 2026
Net 30
$90,000.00due Oct 19, 2026$0.00Paid in full
DescriptionQtyUnit priceAmount
Enterprise plan
150 seats · Oct 2026 – Sep 2027
150$800.00$120,000.00
SSO and onboarding
One-time setup
1$18,000.00$18,000.00
Priority support
12 months
1$12,000.00$12,000.00
Subtotal
$150,000.00
Paid Sep 30
−$60,000.00
Paid Oct 6
−$90,000.00
Amount due
$90,000.00$0.00
Pay by bank transfer to Meridian
Routing 121000248 · Account 4417 2093 · Ref INV-1045
Page 1 of 1

Every client request in one inbox.

Requests turn into tickets on the client's record, so nothing gets lost in someone's email.

TCK-2231SSO sign-in fails for new seats
OpenHighWeb formSam Okoro
Ticket created from the help center · 10:42 AM
Bruno Feltrin · 10:42 AM
Since the rollout our new seats bounce off the SSO screen. Three people so far.
sso-error.png184 KB
Tom Reyes assigned to Sam Okoro · 10:43 AM
Internal noteSam Okoro · 10:48 AM
The IdP certificate rotated on Monday. Re-issuing it for their tenant.
Sam Okoro · 10:51 AM
Hi Bruno, I've reset SSO for the new seats. They can sign in again.
Public replyInternal note
Write a reply…
Submit as Pending
Bruno Feltrin
Procurement · Notion
bruno@notion.so
CompanyNotion
ContractEnterprise 2026
Customer sinceMar 2024
Phone+1 303 555 0142
OwnerTom Reyes
Their other tickets
TCK-2198Billing address change
TCK-2140SSO for the first 20 seats

Talk about the work, then turn it into tasks.

Channels and direct messages for the team. Turn any message into a task that links back to it.

Search⌘K
Activity
Saved
Channels
general
notion-enterprise
support
product-updates
New channel
Direct messages
Tom Reyes
Ava Chen
Sam Okoro
notion-enterprise· Enterprise rollout, 150 seats
Today
Ava Chenmade an announcement9:58 AM
Announcement
Notion signed for 150 seats
Rollout starts Monday. Sam has SSO, Tom the order form, Mia billing.
Sam Okoro10:12 AM
TCK-2231 is the SSO bounce on Notion's new seats. Three people are stuck.
Tom Reyes10:14 AM
Can we sort it before the call at 2?
Sam Okoro10:15 AM
On it. I'll put the fix on the ticket and link it here.Fix the SSO bounce before the 2pm call· Sam Okoro · Today, 2:00 PM
👍✅👀
Mia Lund10:31 AM
INV-1045 is drafted from the accepted quote. I'll send it once the seats are sorted.
Message #notion-enterprise
Message

See how every client is doing on one screen.

Revenue, open deals, late invoices and open tickets, all from the same data.

Revenue this month

$186k↑ 12.4% vs last month

Open deals

$948k↑ 9.6% vs last month

Late invoices

$20.8k↓ 31% vs last month

Open tickets

14↓ 4 vs last month
Revenue won+32.6%
Won deal value by close month
MayJunJulAugSepOct
September
$191k6 deals won
Pipeline by stage
Where open value sits today
Open$948k
  • Proposal$346k36%
  • Negotiation$342k36%
  • Discovery$260k27%

Everything in one place, so the AI actually knows.

Most tools have an AI that sees one part of the client. Spodus AI sees all of it, and asks before it changes anything.

Try Spodus AI
CRM
Invoicing
Support
Projects
Team
Time
Docs
Meetings
Tasks
Goals
Notes
Contracts

Spodus AI

Spodus AI

Spodus AI reads every part of the client, and asks before it changes anything.

CRM
Invoicing
Support
Projects
Team
Time
Docs
Meetings
Tasks
Goals
Notes
Contracts

The whole client. Deals, invoices, tickets and chats, read together.

Answers you can check. Every record it mentions is linked, one click away.

You stay in charge. Nothing changes until you say yes.

Ask from anywhere. From Home, or next to any deal, ticket or invoice.

Pick your AI. Claude, ChatGPT or Gemini, or leave it on Auto.

Two ways
to start

Start fresh today, or bring the clients, deals and history you already have.

Start fresh

Free for up to three people.

You get every product: CRM, invoicing, support, team, chat and Spodus AI, which asks before it changes anything. Upgrade when your team grows.

Start for free

Bring your data

Bring your data from the tool you use now.

Your deals arrive with their stages, owners and dates. Connect your work email, and each client's emails land on their record. On a paid plan, we'll move it all for you, free.

Ready-made mapping forHubSpotPipedriveSalesforceZoho CRMAsanaClickUpTrello
Migrate now

Your data,
your rules

Four controls that are on in every workspace, on every plan: roles, two-factor sign-in, a 30-day trash, and a full export of your data.

Learn more

Roles and permissions

Who can see, edit or delete each object, set per role and checked on every request.

Two-factor sign-in

An authenticator code at sign-in, on for anyone who turns it on.

30-day trash

Anything deleted waits thirty days with a Restore button, then is swept.

Export everything

Download your whole workspace in one file, any time. Your data is never locked in.

Run your whole business from one place.

Start today, or bring your own data to a demo and see it there.

Get a demoGet started

Questions, answered

Yes. Up to three people can use all five products, Spodus AI included, for free. Paid plans add seats and higher limits.

Yes. Export a CSV, map the columns once, and your records arrive with their stages, owners and dates. HubSpot, Pipedrive, Salesforce, Zoho CRM, Asana, ClickUp and Trello have ready-made mappings.

Connect a Gmail or Outlook mailbox and mail with a contact shows on their record, threaded, and you can reply from there.

No. It proposes changes as a plan you review, and nothing changes until you confirm.

Every workspace has roles and permissions, two-factor sign-in and a 30-day trash, on every plan.

Spodus

The all-in-one business suite. CRM, finance, HR, support, and inbox in one seat.

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Solutions

  • Agencies
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  • Recruiting
  • Consultants
  • Accounting firms
  • Startups
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  • Professional services
  • B2B services
  • All solutions

Features

  • Tasks
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  • Docs
  • Notes
  • Forms
  • Automations
  • Goals
  • Time tracking
  • Connected records
  • Customer portal
  • Roles & permissions
  • All features

Compare

  • vs ClickUp
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  • vs Asana
  • vs Zendesk
  • vs monday.com
  • vs Zoho One
  • All comparisons

Alternatives

  • HubSpot alternative
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  • Zendesk alternative
  • All alternatives

Migrate

  • From HubSpot
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  • From Asana
  • From Trello
  • All migration guides

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