Tasks
Tasks that sit next to the deal.
Plan the work in a list or on a board. Every task links to the deal, client or ticket it's for.
From a to-do to done.
Every task knows who owns it, when it's due and which client it's for.
Write it down
Add a task from the list, a deal, a chat message or a meeting note.
Tie it to the client
Link it to the deal, company or ticket it's for. It shows up on each one.
Get it done
Break it into subtasks, track the time and move it to done.
Tasks that know the client.
Plan the work in a list or on a board, and find it again on every record it belongs to.
A board by status
Drag tasks from Todo to Done. Switch to a table, calendar or timeline any time.
On every deal
Each deal, company and contact has a Tasks tab, grouped by when the work is due.
From a chat message
Hover a message and choose Create task. It links back to the conversation.
From a meeting note
Write action items in a note and create them as tasks in one click.
Your day on Home
My tasks shows what's yours, the most urgent first, the moment you sign in.
Everything about the task, in one place.
Subtasks, a checklist, the client it's for, the time spent and the conversation, on one screen.
Spodus AI turns notes into work.
It finds the tasks in a meeting note, answers what's left on a deal and sums up where the work stands. It asks before it changes anything.
Notes become tasks
Spodus AI reads a note and proposes each task with an owner and a date. You confirm.
Ask what's left
Ask about any deal or client and get the open tasks and who owns them.
Where the work stands
Summarize a deal to see what's done, what's left and the time spent.
Tasks live in your CRM.
Next to your deals and clients, 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.
The work, next to the client it's for.
Start free with your team, or book a demo and see Spodus on your own data.
Questions, answered
Not yet. There are no recurring tasks and no dependencies between tasks. A task can have subtasks, one level deep.
Yes. The About field links a task to contacts, companies, deals, projects, tickets, events, employees and invoices, and it shows up in the Tasks tab of each one.
From a note, yes. Spodus AI reads the note and proposes the tasks in it. You see every one and nothing is created until you confirm. It asks before it changes anything.
No. Tasks come with every seat, like the rest of the workspace.