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Spodus
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Manage your entire business in one CRM One set of customer records underneath, so the invoice starts from the deal.

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MeridianSearch…⌘K
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  • Tasks5
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  • Closing this month
  • Open tickets
Sales
  • Contacts
  • Companies
  • Deals
  • Leads
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  • Invoices
  • Quotes
  • Payments
Support
  • Tickets
  • Knowledge base
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  • Employees
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  • Docs
DealsShareImport/ExportNew deal
All dealsMy dealsClosing this monthFilterSort
New6$179k

Harbor Marine onboarding

Harbor Marine Supply

$24k
Oct 24, 20261d

Oakline advisory retainer

Oakline Advisory

$36k
Nov 6, 20262d
New deal
Discovery8$354k

Pinegrove logistics rollout

Pinegrove Logistics

$96k
Oct 16, 20261d

Hearthworks starter

Hearthworks

$8,400
Oct 9, 20264d

Junction POS

Junction Coffee

$31k
Oct 23, 20267d

Grant & Sons quote tool

Grant & Sons

$22k
Nov 4, 202620d

Ashby Insurance claims portal

Ashby Insurance

$64k
Nov 18, 20262d
New deal
Proposal9$560k

Veranda supply

Veranda Supply Co

$58k
Oct 2, 20261d
New deal
Negotiation9$649k

Northwind Trading Q3 expansion

Northwind Trading

$12k
Overdue 18dtoday

Summit enterprise

Summit Outfitters

$180k
Sep 30, 20261d

Ardmore patient portal

Ardmore Health

$54k
Oct 3, 20262d
New deal
Won7$353k

Lumen onboarding

Lumen Studios

$30k
Sep 12, 20267d

Coastline platform

Coastline Ferries

$140k
Sep 5, 202614d
New deal
  • Five products
  • Priced per seat
  • Five-seat minimum
  • Import from HubSpot, CSV, XLSX
  • 30-day trash
  • Two-factor sign-in
  • Roles and permissions

One app to manage your customers, your invoices and your support.

The customer, whole

Every deal, invoice, ticket and note on one page, with what changed and who touched it last.

Cash without chasing

Raise the invoice from the deal and watch it go from sent to paid on the record.

Support that already knows

A ticket opens with the account's history, and the AI drafts a reply as a plan you approve.

CRM

Win the deal.

Every deal sits on a company record with its people, notes, files and tasks. Move it through stages you define; the next step is written on the card.

Learn more
DealsAll dealsMy dealsNew deal
Proposal9$560k

Veranda supply

Veranda Supply Co

$58k
Oct 2, 20261d

Prentice Motors stock feed

Prentice Motors

$47k
Oct 7, 20263d
Negotiation9$649k

Northwind Trading Q3 expansion

Northwind Trading

$12k
Overdue 18dtoday

Summit enterprise

Summit Outfitters

$180k
Sep 30, 20261d

Ardmore patient portal

Ardmore Health

$54k
Oct 3, 20262d
Won7$353k

Lumen onboarding

Lumen Studios

$30k
Sep 12, 20267d

Coastline platform

Coastline Ferries

$140k
Sep 5, 202614d
Lost3$81k

Tidewater fleet tracking

Tidewater Marine

$44k
Aug 22, 202628d

Greyfield storefront

Greyfield Retail

$9,800
Sep 2, 202617d
Discovery8$354k

Pinegrove logistics rollout

Pinegrove Logistics

$96k
Oct 16, 20261d

Hearthworks starter

Hearthworks

$8,400
Oct 9, 20264d
Summit enterprise

Summit Outfitters

Move stageAdd person
Stage
Negotiation
Company
SOSummit Outfitters
People
Bruno Feltrin
Amount
$180,000
Owner
Tom Reyes
Close date
Sep 30, 2026
Probability
75%

Invoicing

Invoice from the deal.

Customer, line items and total come from the deal you just closed. Send it and see what's outstanding on the same record.

Learn more
InvoicesImport/ExportShareNew invoice
Outstanding
$201,600
4 invoices
Paid, 90 days
$18,550
2 invoices
Avg. days to pay
18
Net 30 terms
All invoicesOutstanding 4Paid 2FilterSort
Number
Client
Status
Issue date
Due date
Terms
Total
Balance due
INV-1046
Lumen Studios
Draft
Sep 19, 2026
Oct 4, 2026
Net 15
$30,000
$30,000
INV-1045
Summit Outfitters
DraftSent
Sep 19, 2026
Oct 19, 2026
Net 30
$180,000
$180,000
INV-1044
Northwind Trading
Sent
Aug 12, 2026
Sep 12, 2026
Net 30
$8,200
$8,200
INV-1042
Northwind Trading
Paid
Jun 12, 2026
Jul 12, 2026
Net 30
$12,400
$0
INV-1041
Brightway Logistics
Paid
Jun 2, 2026
Jul 2, 2026
Net 30
$6,150
$0
INV-1037
Harbor Marine Supply
Overdue
Jul 15, 2026
Aug 14, 2026
Net 30
$6,400
$6,400
INV-1036
Coastline Ferries
Partial
Jul 2, 2026
Aug 1, 2026
Net 30
$14,000
$7,000
INV-1045

From the deal · Summit enterprise

Send invoiceSave draft
Status
DraftSent
Customer
SOSummit Outfitters
Bill to
Bruno Feltrin
Due
Oct 19, 2026 · Net 30
Enterprise plan, 150 seats$180,000
Tax (0%)$0
Total$180,000

Support

Support the customer you sold to.

Tickets land on the customer's record. Assign, prioritise and answer with the invoice and the deal one tab away.

Learn more
TicketsImport/ExportShareNew ticket
Open
9
2 urgent
Within SLA
9 of 9
none breached
First reply
14 min
median, 7 days
Open 9MineUrgent 2UnassignedFilterSort
Number
Subject
Company
Status
Priority
SLA
Assignee
#2231
SSO sign-in fails for new seats
Summit Outfitters
OpenPending
High
9:40 to SLA
Sam Okoro
#2213
Can’t log in after reset
Northwind Trading
Open
Urgent
12:06
Sam Okoro
#2209
Export is timing out
Brightway Logistics
Open
Normal
3h 40
Sam Okoro
#2204
Add a second admin seat
Fieldstone Freight
Open
Normal
6h 12
Kira Devlin
#2198
Webhook retries failing
Tradelane
Open
Normal
1d
Tom Reyes
#2191
Update the billing contact
Northwind Trading
Open
Normal
2d
Mia Lund
#2187
Invoice copy for June
Veranda
Open
Normal
2d
Mia Lund
#2180
SSO metadata mismatch
Pinegrove
Open
Normal
3d
Tom Reyes
#2174
Training for two new starters
Blue Harbor
Open
Normal
4d
Kira Devlin
Bruno FeltrinOpen

#2231 · SSO sign-in fails for new seats

Bruno2h
Since the rollout our new seats bounce off the SSO screen. Three people so far.
Sam1h
On it — I can see the failed sign-ins.
Drafted from the account's history

Hi Bruno — the SSO domain wasn't verified for the new seats. I've verified it, so all three can sign in now — reply here if it recurs.

Approve & sendEdit

Team

Run the team on the same records.

Employees are records too: who owns which deals, who is off next week, who can see what. Roles and permissions decide the last one.

Learn more
Time offImport/ExportShareNew request
Away next week
4
of 11 people
Pending
1
Kira · Sep 21 – 25
Approved
6
in the next two weeks
CalendarRequests 1BalancesTodaySep 19 – Oct 2, 2026Type
Person
S19
S20
M21
T22
W23
T24
F25
S26
S27
M28
T29
W30
T1
F2
Ava ChenAccount executive
Sam OkoroSupport lead
Vacation
Tom ReyesAccount executive
Kira DevlinSales development
Vacation
Vacation
Mia LundFinancial controller
Malik OseiEngineering manager
Aaron WhitfieldAccount executive
Vacation
Camille DuvalMarketing lead
Vacation
Sofia MarchettiProduct manager
Elliot DannerSoftware engineer
Noor HaddadHead of data
Kira DevlinPendingApproved

Sales development · Time off request

ApproveApprovedDecline
Type
Vacation
Dates
Sep 21 – Sep 25, 2026
Days
5
Allowance left
11 of 25
That week
2 of 3 in Sales
No overlap in Sales that week

Chat

Talk it through where the record is.

Team chat inside the workspace. Turn a message into a task and keep the decision next to the thing it was about.

Learn more
Find
Inbox
  • hello@meridian.co4
  • accounts@meridian.co1
  • Assigned to me2
  • Unassigned3
  • Closed
Channels
  • general
  • sales
  • summit-enterprise
  • support3
  • Add channel
Direct messages
  • Sam Okoro
  • Mia Lund
  • Tom Reyes
summit-enterprise· Enterprise rollout — 150 seats, SSO, pricing4
1 pinned
Sam Okoro10:12
#2231 is the SSO bounce on Summit's new seats. Bruno has three people stuck at the sign-in screen.
Tom Reyes10:14
Create task
He's on the enterprise order too. Can we sort it before the call at 2?
Task👍22 replies
Sam Okoro10:15
On it. I'll put the fix on the ticket and link it here.
Mia Lund10:31
INV-1045 is drafted from the deal. I'll send it once the seats are sorted.
10:40
Bruno's team lead is on the 2pm as well, so worth having the fix confirmed by then.
Kira Devlin11:02
Added the three people to the seat list on the company record.
Message #summit-enterprise
Fix the SSO bounce before the 2pm call

From #summit-enterprise

Create taskCancel
Tom Reyes10:14

He's on the enterprise order too. Can we sort it before the call at 2?

Assignee
Sam Okoro
Due
Today, 2:00 pm
Priority
High
Ticket
#2231
Company
SOSummit Outfitters

AI

Everything in one place, so the AI actually knows.

CRM
Invoicing
Support
Chat
Team
Email
Docs
Meetings
Tasks
Files
Notes
Automations
CRM
Invoicing
Support
Chat
Team
Email
Docs
Meetings
Tasks
Files
Notes
Automations

What do you want to know?

Summarize SOSummit Outfitters, then draft a reply to their open ticket.

Asks before it changes anythingClaude Opus 5
Summarize
Deals, tickets, threads
Draft reply and chase
Tickets & invoices
Triage
The support queue
Meeting prep
Calendar & records

Summarize any record.

where do we stand with summit outfitters?
Three things are live:
Summit enterpriseNegotiation · $180,000 · closes Sep 30
INV-1045Sent today · due Oct 19
#2231SSO bounce · fixed this morning
Suggested action
Draft a reply to Bruno

Draft the reply.

reply to Bruno
Your draft is ready. Review and send:
Draft emailBruno Feltrin
Re: SSO sign-in fails for new seats

Hi Bruno — the SSO domain is verified now, so all three seats can sign in…

Suggested action
Submit as Pending

Triage the queue.

sort the new tickets
Sorted. Nothing moves until you accept:
SSO sign-in fails for new seatsUrgentSamAccept
Invoice PDF comes out blankHighMiaAccept
Add a second admin seatNormalSamAccept
Suggested action
Accept all 4

Prep the meeting.

prep me for the 2pm
Your brief for Summit Outfitters:
Today2:00PM
Summit Outfitters · rollout call
  • Negotiation · $180,000 · closes Sep 30
  • #2231 fixed this morning — confirm it
Suggested action
Ask if the order form is signed

Keep the pipeline clean.

what's stalled?
Two deals are past their close date:
18days past
Northwind Trading Q3 expansion
$12,400 · Ava
Call Dana about the order formAccept
1day past
Kelleher Foods trade portal
$88,000 · Kira
Confirm the revised close dateAccept
Suggested action
Accept both, draft the follow-ups

Pick your favourite model.

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Migrating from your CRM is easy.

Export from the CRM you have, map the columns once, and everything arrives with its stages, owners and dates.

Migrate now
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Your data, your rules.

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.

The AI asks first

Every change it proposes arrives as a plan; nothing is written without you.

Run your whole business from one place.

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

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Spodus

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

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Features

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