A sales CRM built around the pipeline.

Yes. Sales pipeline software often gives you one board. Here you keep a separate pipeline for new business, renewals and partnerships, each with its own stages and its own count per stage. A software sales pipeline, an agency pipeline and a renewals pipeline can run side by side.

Each deal carries a win probability. The weighted figure multiplies every open deal's amount by its own probability and adds them up, leaving out anything already won or lost. It is one number over the pipeline rather than a total sitting on each stage.

Yes. Rename or reorder stages any time, and existing deals move with them. Nothing gets lost.

They are all the same thing: a place to keep contacts, deals and stages. Vendors call it a sales CRM, a pipeline CRM or sales and CRM software. What differs is what sits beside it. Here the pipeline shares its records with the invoice, the ticket and the client portal.

Any of them, and sales customer relationship management software is the long form. People also type CRM & sales software, sales & CRM or sales for CRM. Each name means the same board of contacts, deals and stages, and this page is that board. Pick the tool by what sits on the record beside the deal, not by the name the vendor chose.

At the board, it is not. Sales pipeline management tools and a sales pipeline CRM both mean a board with stages and a count per column, and that board is here. The difference is after the win. Here the sales CRM pipeline hands the won deal to billing on the same record, with no export. That is what CRM sales pipeline management adds over a stand-alone board.

We will not call it the best sales CRM; test it against your own week. What people mean by the best CRM for sales teams is usually the one the team keeps up to date, and a CRM for sales team leads who also send the invoice has a reason to be kept up to date: the won deal becomes the invoice, so the pipeline has to be right. If a dialer or sequences decide it, pick something else.

No. Spodus is not a sales and marketing CRM. Search for a sales marketing CRM or a CRM sales marketing suite and you will find tools that run campaigns and sequences; Spodus runs none. It holds the leads you already have, moves them through stages and hands the won deal to billing. For the workflow rules it does run, see the automations page.

Only in part. A cold calling CRM needs a dialer, and Spodus has none: you dial on your own phone and write a note on the deal afterwards. A lead generation CRM finds leads for you, and Spodus does not: it holds the leads you bring in. It can host a simple lead form you share by link, and a form on your own site can call a workflow URL. That is as close as it gets.

Yes, and only that. Spodus runs in our cloud; there is nothing to install and no server of your own to look after. If you know Salesforce Sales Cloud CRM, the shape is the same at a smaller size: a sales CRM cloud-hosted for you, opened in a browser, with the record and the pipeline on one screen.

The weighted forecast, the count per stage, and dashboard widgets over the pipeline. As a sales tracking CRM it logs every stage, owner and amount change on the deal, in order, so a review is a list of what happened. As a sales automation CRM it can open a task, create an invoice or send one email when a deal moves; it cannot send a sequence. Sales management CRM systems with territories and call recording are a different product.

Yes, by CSV. Export contacts, companies and deals from the old tool and import them. Headers from HubSpot, Pipedrive, Salesforce and Zoho CRM are recognised on sight; any other export, Salesmate or Close included, is a few minutes of matching columns by hand. Rows that already exist here are skipped rather than doubled. Only the records come across, not the old tool's notes or email history.