Automation

CRM and marketing automation: what runs here, and what does not.

Spodus is CRM automation, not CRM and marketing automation in one. When a deal is won, a ticket opens or a date arrives, a rule can create a task, raise an invoice, update a field, send one email or call a URL. There are no email campaigns, no sequences and no lead scoring.

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Automations in practice.

Workflow automation across any module, no code required.

Any trigger, any module

Fire on a won deal, a new ticket, an accepted quote, or a due date. Anything that happens in Spodus can start a rule.

Any trigger, any module

Build it in minutes, no code

Pick a trigger, add conditions, choose actions. Visual rules, no scripts, and no third-party automation tool to pay for.

Build it in minutes, no code

Keeps running when you don't

Scheduled and date-based rules fire on the server, so a reminder or a follow-up goes out whether or not anyone has Spodus open.

Keeps running when you don't

One connected system

Automate across the whole business, not one app.

Because every module shares data, a single rule can reach all of them, the kind of automation you would normally stitch together across five tools.

Deal won, create the invoice and notify finance.
New ticket, route by product and start the SLA timer.
Invoice overdue, open a task for whoever chases it.

Questions, answered.

Is there a limit on automation runs?

Yes. Starter includes 20,000 automation runs a month and Growth 100,000. A run past the allowance is refused rather than billed, so the number is a ceiling and never a surprise on an invoice.

Do I need a developer?

No. Automations are built visually: pick a trigger, add conditions, choose actions. No code required.

Is Spodus a CRM for email marketing?

No. A CRM for email marketing sends campaigns to a list and reports opens and clicks. Spodus sends no campaigns and tracks no opens. If you are looking for the best CRM for email marketing, pick one built for it, export your contacts from Spodus as a CSV when you need them there, and keep the deals, tickets and invoices here.

Is it a CRM for marketing automation?

Not in the usual sense. The best CRM for marketing automation runs drip sequences, lead scoring and campaigns. Spodus runs workflow rules on records: a trigger, conditions, actions. An action can send one email, but never a sequence, and nothing scores a lead. CRM and marketing automation in one product is not what this is; CRM and workflow automation is.

What does sales force automation in CRM mean here?

Rules that do the admin around a deal. Sales force automation in CRM usually means assigning leads, creating follow-up tasks and moving records when a field changes, and Spodus does those with a visual rule: when a deal is created, assign it; when the stage changes, open a task; when the close date passes, flag it. CRM and sales automation of that kind is built in. Dialers and sequences are not.

Automations: included, never an add-on.

Get a demo See pricing

Automation

CRM and marketing automation: what runs here, and what does not.

Get a demo See pricing

Automations in practice.

Workflow automation across any module, no code required.

Any trigger, any module

Fire on a won deal, a new ticket, an accepted quote, or a due date. Anything that happens in Spodus can start a rule.

Any trigger, any module

Build it in minutes, no code

Pick a trigger, add conditions, choose actions. Visual rules, no scripts, and no third-party automation tool to pay for.

Build it in minutes, no code

Keeps running when you don't

Scheduled and date-based rules fire on the server, so a reminder or a follow-up goes out whether or not anyone has Spodus open.

Keeps running when you don't

One connected system

Automate across the whole business, not one app.

Because every module shares data, a single rule can reach all of them, the kind of automation you would normally stitch together across five tools.

Deal won, create the invoice and notify finance.
New ticket, route by product and start the SLA timer.
Invoice overdue, open a task for whoever chases it.

Questions, answered.

Is there a limit on automation runs?

Yes. Starter includes 20,000 automation runs a month and Growth 100,000. A run past the allowance is refused rather than billed, so the number is a ceiling and never a surprise on an invoice.

Do I need a developer?

No. Automations are built visually: pick a trigger, add conditions, choose actions. No code required.

Is Spodus a CRM for email marketing?

Is it a CRM for marketing automation?

What does sales force automation in CRM mean here?

Automations: included, never an add-on.

Get a demo See pricing