Views & Dashboards
CRM and project management software, on one set of records.
Spodus is CRM and project management software for small teams.
There is no Gantt scheduling and there are no sprints.
Views in practice.
- Edit right in the cellClick a cell, type, done.
- Sort and filter on any fieldStack filters to cut thousands of rows down to the ten you need, and sort by date, value or owner, whatever the column holds.
- Drag a card, move the recordDrag a card from one column to the next and the record's status changes with it.
- Name your own columnsSet stages that match how you work: a sales pipeline, a support queue, a list of things to do.
- Every date on one calendarTask due dates, deal close dates, invoice due dates, time off.
- Drag to rescheduleGrab a record and drop it on another day to change its date.
- Tasks with subtasks, beside the dealA task can carry subtasks one level down, and both show on the board, the table and the calendar.
One connected system
Three views, one set of records.
A view is a window, not an export.
- Change a deal's stage in the grid and the board moves with it.
- Edit an invoice's due date in a row and it lands on the calendar.
- Reassign a ticket on a card and the queue reads the new owner.
- Deals, invoices, tickets, contacts and tasks all open three ways.
- Save a sort and a filter as a view and come back to it in a click.
- Pair a board with automations so a drag does the next step for you.
The other feature in Views & Dashboards.
Is a view a copy of my data?
No, it is the live record. Every cell, card and calendar entry reads and writes the same data the rest of Spodus uses, so nothing you are looking at can go stale.
Can I edit more than one row at a time?
Yes. Select rows or a whole column and change the value in one action, with no export and reimport.
Can I save a filtered view to come back to?
Yes. Save any sort and filter combination as a view, and switch between saved views in a click.
What kinds of records can a board show?
Anything with stages: deals, tasks, tickets, projects. You choose which field the columns represent, and you name the columns yourself.
Can two people move cards at the same time?
Yes, and neither of you will overwrite the other — moves are saved per card, not per board. You'll see their change when you come back to the tab rather than the instant they make it.
Can I schedule something new from the calendar?
Yes. Click a day to create a record dated to it, and it is a real record from the moment you save it.
Does moving a card trigger anything?
It can. Pair a board with automations so a drag to a new stage raises an invoice, assigns a task, or sends an email.
CRM vs project management software: which one is this?
Both, and that is the point. A CRM keeps the customer: contacts, companies, deals. Project management software keeps the work: tasks, owners, due dates. In Spodus they are one record set, so the task sits on the deal that paid for it and the ticket sits on the company that raised it. Choose CRM vs project management software only if you want two tools; here you do not have to.
Is there a Gantt chart, and are there sprints?
Not a full Gantt, and no sprints at all. Deals, tasks and time off have a timeline view that draws each dated record as a bar you can drag to move or stretch. Nothing reschedules a task when the one before it slips, there is no critical path and there are no baselines. Sprints, story points and velocity are not in the product. If Gantt planning or sprint planning is the job, keep the tool that does it.
What is the difference between PSA and project management software?
PSA vs project management software comes down to money. Project management software plans and tracks the work. PSA, professional services automation, adds the commercial side: quotes, time, billing and the client record, so a project can be priced and invoiced. Spodus sits between the two: client projects and tasks on the CRM, quotes and invoices on the same customer. A project carries a budget, but nothing logs hours against it, so it is not a full PSA.
Views, on your own data.
Bring a spreadsheet or an export to a demo and see it there.
