Goals
Goals that move with your records.
Set a target, let your deals, invoices and tickets move it, and see which goals are on pace.
Sam Okoro
Tom Reyes
Mia Novak
Kira LaineFrom a target to the finish line.
Set the number, let your records move it, and see whether you're on pace.
Set the target
A number, an amount, a percentage or a yes/no, with a start and a due date.
Let records move it
Count won deals or total paid invoices, and progress updates on its own.
Stay on pace
Each goal shows where it should be by now, so you know early.
Goals that track themselves.
No more updating a spreadsheet on Friday. Point a goal at your records and it keeps up.
Progress from your records
Count deals, tickets or events, or total an amount, for the dates that matter.
Ahead or behind, at a glance
The mark on every bar shows where the goal should be by today.
A board by status
See goals as a table, a board or a calendar of due dates.
Goals for a team
Give a goal to a person or a whole team, and find it on their page.
On your dashboard
Add the Goal progress card to any board, next to pipeline and revenue.
Every goal shows its work.
The owner, the deadline, the records that count toward it and a chart of progress against pace.
Brand refresh
Docs retainer
Campaign pagesGoals read every product.
Count deals from your CRM, payments from invoicing, tickets from support and hires from your team.
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 freeBring 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.
Every target, measured by the work.
Start free with your team, or book a demo and see Spodus on your own data.
Questions, answered
It can. Point a goal at your records, such as won deals, paid invoices or solved tickets, and its number updates by itself. Or type progress in yourself, or tick a yes/no goal when it's done.
By comparing progress with how much of the period has gone. Within 5 points of pace is On track, up to 20 behind is At risk, further is Behind. A yes/no goal turns At risk in the last quarter of its period.
Yes. Give a goal to one person or to a team from your workspace, and it shows on that team's page.
Everyone in the workspace sees the same goals and folders. Goals come with every seat at no extra cost.