Welcome
How can we help?
Step-by-step help for setting up Spodus and using it every day, written for the people who work in it.
Start here
- Set up your workspaceOpen Settings from the workspace menu, add your workspace's name and logo, turn on the modules you need and invite your team.
- Find your way aroundLearn the icon bar, the sidebar beside it, the More menu, Customize navigation, the Ask Spodus and Help buttons, and how to collapse the sidebar.
- Search & Command KFind any record, doc or page from the search box or the command menu, jump to pages, create records and use Spodus keyboard shortcuts.
- Your profileChange your name, photo and email address, tell Ask Spodus about your work, and change your password from Settings > Profile.
- Workspace and adminInvite your team, set roles, turn modules on and shape your fields.
- Spodus for your roleWhere to start if you sell, run projects, do finance or support.
Browse by product
CRMContacts, companies, leads and deals, and everything on a record.14 articlesViews and boardsFilter, sort and group, save views, and table, board and calendar.11 articlesTasksAssign, snooze and finish tasks, with subitems and time blocks.3 articlesHome and Ask SpodusAsk questions about your work, draft replies and let it do the chasing.11 articlesCalendarEvents, video calls, finding a time and connecting your calendar.7 articlesMessagesTeam chat, direct messages, your email and a shared inbox.8 articlesProjectsClient projects, milestones, profit and team capacity.5 articlesNotes and docsNotes and docs: write, share, organize and ask across them.8 articlesRevenueQuotes, invoices, payments, expenses, contracts and retainers.20 articlesClient portalA place where clients see invoices, quotes, projects and support.5 articlesSupportTickets, routing, SLAs, macros, a help portal and a website widget.11 articlesTime trackingTimers, weekly timesheets, approvals and team hours.5 articlesTeamPeople, teams, the org chart, onboarding, time off and reviews.9 articlesDashboards and reportsDashboards and reports for sales, revenue, support and time.5 articlesGoals and approvalsTargets that track themselves, and what waits for your approval.3 articlesAutomationsTriggers, actions, run history and webhooks.8 articlesFormsForms that create records, with logic, design and embedding.5 articlesSequencesEmail sequences: steps, sending rules, recipients and stats.8 articles
Account and admin
Still stuck?
Tell us what you were trying to do and a person on the team will reply.