Every feature. One connected platform.
Spodus runs your whole operation on one platform. Every feature below shares the same data, in one seat, so there’s nothing to bolt on or wire together.
What would you like to run?
One seat covers all five products. Five seats to start.
Everything Spodus can do.
The features inside your CRM, finance, HR, support, and inbox, grouped so you find exactly what you need.
Automation
Put the busywork on autopilot.
Automations and approvals that move work across every module for you.
Automations
Workflow automation across any module, no code required.
When
A deal is marked Won
Then
- Create the invoiceBilling
- Notify financeInbox
Records & Customization
Model your business, exactly.
Add the fields, objects, tags, and relationships your business actually runs on.
Custom fields
Add the fields your business actually uses.
Custom objects
Model records unique to how you work.
- Renewal dateDate
- Payment termsSelect
- Account ownerPerson
- Contract valueCurrency
Views & Dashboards
See work your way.
Tables, boards, calendars, and live dashboards over the very same records.
Views
Boards, tasks and a calendar over the same records as the CRM.
Dashboards
Live metrics across every module, in one place.
Deals
The same records
- Northwind TradingNegotiation
- Fieldstone FreightNegotiation
- TradelaneWon
Sales & Pipeline
Close more deals.
Pipelines, deals, contacts, and quotes, from first touch to closed-won.
Pipelines
A sales CRM: every deal through stages you name.
Deals
Manage opportunities from first touch to won.
Contacts & companies
Contact management: one record per person and account.
Quotes
Quote to cash: send a quote, convert it to the invoice.
Northwind Trading
Ava Chen · closes 14 Oct
Billing
Bill without a second tool.
Invoices, recurring schedules, and the tax on both, on the same customer records as the deal they came from.
Invoices
Invoice management: create, send and track in one place.
Recurring invoices
Recurring billing: the invoice is drafted on a schedule; you check it and send it.
Tax rates
Set a VAT or GST rate and invoice with it.
- 1 JulINV-1042$12,400Paid
- 1 AugScheduledQueued
- 1 SepScheduledQueued
People & HR
Run your team.
Org chart, time off, onboarding, and reviews, without another HR tool.
Org chart
A living chart that redraws itself.
Time off
Requests, approvals, and balances in a tap.
- Ava Chen · 3 daysApproved
10 – 14 Jul
- Kira Devlin · 5 daysPending
17 – 21 Jul
Support & Service
Help customers, fast.
A shared queue, SLAs, a knowledge base, and a customer portal.
Ticket queue
A CRM helpdesk: every request in one assigned queue.
SLAs
SLA management: targets and timers on every ticket.
Knowledge base
Help articles customers can find themselves.
Customer portal
Client portal: customers submit and track requests, with no seat.
Can’t log in after reset
Dana Wolfe · assigned to Sam Okoro
Team Inbox
Chat inside, email as tickets.
Channels and direct messages for your team, and a forwarded support address that opens a ticket in the shared queue.
Email to tickets
A shared inbox for support: forward support@ and each message opens a ticket.
Export is timing out
Marcus Feld · Brightway Logistics
Security & Platform
Control and connect.
Roles and permissions, connected search, and workflow webhooks.
Roles & permissions
Role-based access, object by object.
Workflow webhooks
Trigger workflows from your systems, and call out to them.
| Object | See | Edit | Delete |
|---|---|---|---|
| Deals | Allowed | Allowed | Allowed |
| Invoices | Allowed | Not allowed | Not allowed |
| Tickets | Allowed | Allowed | Not allowed |
