Pipelines
A sales CRM built around the pipeline.
Spodus is a sales CRM for small teams: pipelines with stages you name, deals with an amount, an owner and a close date.
Pipelines in practice.
Name your own stages, drag deals between them, and see what each one is worth.
Stages you name yourself
Lead, qualified, proposal, won, or whatever your team actually does.
A forecast, not a total
Every deal carries its own win probability.
Drag it across the board
Move a deal from proposal to won by dragging the card, and the record's stage changes with it.
The customer record under every deal
A deal points at a contact and a company, and both are real records rather than names typed into a box.
The sales invoice, one click from the won deal
Most sales CRM programs stop at closed-won and hand you to a billing tool.
Synced email and sequences
Connect a Gmail or Outlook mailbox over IMAP and the last ninety days of mail with a contact show on their record, threaded.
Sales and CRM, wired to the rest of the business.
A stage change here does not stop at the pipeline.
Deal hits won
A rule drafts the invoice for finance.
Stage moves to proposal
A quote is ready to send.
Close date slips
A task lands on the owner's list.
More in Sales & Pipeline.
Each one is its own page, on the same records.
Pipelines, on your own data.
Bring a spreadsheet or an export to a demo and see it there.
Questions, answered
Deals run on one set of stages that you name and reorder. For renewals, partnerships or anything else with its own steps, add an object with its own board and its own stages, linked to the same companies and contacts.
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.
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.
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.