Notes
Meeting notes that live on the client.
Write notes on the contact, company or deal they're about, then read every note in one place.
11:15 AM
2:05 PM
Yesterday
Yesterday
Mon
SunFrom the call to the next step.
Write it on the client while it's fresh, and the whole team can read it.
Write it on the record
Every contact, company and deal has a Notes tab with the composer already open.
Find it again
Every note in the workspace sits on one page. Pin it, file it, filter it.
Turn it into work
Checklist lines become tasks, linked back to the note and the client.
Notes that stay with the client.
No more notes in a doc nobody can find. Each one lives on the record it's about.
One list, every note
Read every note as a list or a grid, grouped by the day it was written.
Folders and pins
File notes into folders and pin the ones the team keeps coming back to.
Checklists become tasks
Tick through action items, then create the rest as tasks in one click.
Grow it into a doc
When a note gets long, make it a doc you can share. The note stays where it was.
Filter in seconds
Find notes by record type, author, date or who was mentioned.
Write it where the work is.
Open a company, type the note and press ⌘↵. It's filed on that client, next to their deals and tasks.
Spodus AI reads the notes for you.
It turns a meeting note into the work that follows, finds what was said and sums up a client. It asks before it changes anything.
Turn note into work
Spodus AI proposes the tasks, record changes and new contacts in a note. You confirm.
Find what was said
Ask in plain words and get the answer, with the note it came from.
Catch up on a client
Summarize a company to read the notes, deals and people in one paragraph.
Notes live in your CRM.
On your contacts, companies and deals, and linked to invoicing, support, chat and 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 note, on the client it's about.
Start free with your team, or book a demo and see Spodus on your own data.
Questions, answered
On the record they're about: a contact, a company, a deal, a ticket or any other record, in its Notes tab. The Notes page shows the same notes, all in one place, so nothing is written twice.
Yes. New note asks which record first, but you can close the picker and write anyway. Link the note to a record later from its menu.
Write a checklist in the note and Create tasks turns the unticked lines into tasks, linked back to the note and to its record. Spodus AI can also suggest owners and due dates. It asks before it changes anything.
Not yet. Who can read notes is set per member for all notes, not note by note.