Spodus for sales teams

Spodus keeps your leads, contacts and deals in one place, with your email and calendar beside them. Here's what a day in sales looks like.

Set up once

• Find your way around: the rail, search and your account menu.
• Connect your email and Connect your calendar: so your conversations and events show on the right records.
• Import from your email: turn the people you already email into contacts.

Every day

1. Work your new leads. Open CRM > Leads, qualify the new ones and convert the good ones into a contact and a deal. See Capture and convert leads.
2. Move deals along. Check the Pipeline board, drag deals forward, and mark them won or lost. See Your deal pipeline and Win or lose a deal.
3. Follow up by email. Read and reply to client emails from their record. See Emails on a record.
4. Log every conversation. Record calls and meetings, and write notes the team can read. See Log calls and meetings and Notes on a record.
5. Keep your follow-ups moving. Work through your tasks and plan your next calls. See Manage tasks and Create events.

When you need more

• Send a quote: price up the work for a client.
• Save a view: keep the lists you check every day one click away.
• Home and Ask Spodus: ask about your pipeline in plain words.