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CRM

Every client and every deal, in one place.

Contacts, companies, deals and email, on the same record as each client's invoices and tickets.

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MMeridian
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Records
Tasks
Companies
Contacts
Leads
Deals
Projects
Milestones
Boards
Retainers
Campaigns
Partners
Hiring
New
Companies
HelpAsk Spodus
All companiesActive clientsProspectsShareAutomateNew company
FilterSort
NameStatusDomainBilling emailLocationIndustry
NotionActive clientnotion.soap@notion.soSan Francisco, CASaaS
SpotifyPausedspotify.comStockholmOther
FigmaActive clientfigma.combilling@figma.comSan Francisco, CASaaS
AirbnbProspectairbnb.comSan Francisco, CAOther
StripeActive clientstripe.comaccounts@stripe.comDublinFinance
ShopifyProspectshopify.comOttawaRetail
CalendlyPast clientcalendly.comAtlanta, GASaaS
VercelProspectvercel.comSan Francisco, CASaaS
SlackActive clientslack.comap@slack.comSan Francisco, CASaaS
MiroActive clientmiro.comAmsterdamSaaS
LoomPausedloom.comSan Francisco, CASaaS
AsanaProspectasana.comSan Francisco, CASaaS
DiscordPast clientdiscord.comSan Francisco, CAOther
RaycastActive clientraycast.comLondonSaaS
Calculate

From won deal to paid invoice.

The quote comes from the deal, the invoice comes from the quote, and the payment closes the deal as won.

Quote from the deal

Create a quote straight from the deal. It stays linked to it.

Invoice in one click

Convert the accepted quote into an invoice and send it.

Paid means won

When the invoice is paid, its deal moves to Won on its own.

One CRM, shaped to every team.

Save the view each person needs, then share it or keep it to yourself.

MMeridian
Search⌘K
Records
Tasks
Companies
Contacts
Leads
Deals
Projects
Milestones
Boards
Retainers
Campaigns
Partners
Hiring
New
Deals
HelpAsk Spodus
All dealsPipelineMy dealsClosing this monthWon and lostShareAutomateNew deal
FilterSort
New3$78k
Stripe design retainer
Stripe
$36k
Nov 12, 20262d
Shopify onboarding
Shopify
$24k
Oct 6, 2026Today
Slack campaign site
Slack
$18k
Nov 3, 20265d
New deal
Discovery4$177k
Airbnb host portal rollout
Airbnb
$96k
Nov 6, 20261d
Loom onboarding flow
Loom
$31k
Nov 18, 20267d
Asana workspace audit
Asana
$22k
Oct 9, 20263d
Zapier launch campaign
Zapier
$28k
Oct 29, 20263d
New deal
Proposal4$241k
Figma brand refresh
Figma
$58k
Oct 20, 20261d
Vercel docs redesign
Vercel
$47k
Oct 16, 2026Today
Miro customer portal
Miro
$72k
Nov 4, 20264d
Webflow site rebuild
Webflow
$64k
Oct 27, 2026Today
New deal
Negotiation4$285k
Notion enterprise
Notion
$180k
Oct 30, 20261h
Spotify Q3 expansion
Spotify
$12k
Oct 14, 2026Today
Dropbox help center
Dropbox
$41k
Oct 22, 20262d
Framer design system
Framer
$52k
Oct 31, 20261d
New deal
Won2$84k
Calendly partner portal
Calendly
$54k
Oct 2, 20262d
Raycast onboarding
Raycast
$30k
Sep 12, 20267d
New deal
MMeridian
Search⌘K
Records
Tasks
Companies
Contacts
Leads
Deals
Projects
Milestones
Boards
Retainers
Campaigns
Partners
Hiring
New
Leads
HelpAsk Spodus
All leadsMy leadsNew this weekShareAutomateNew lead
FilterSort
NameCompanyEmailSourceStatusOwner
Maya LindqvistLinearmaya@linear.appWebsiteNewAva Chen
Daniel OrtegaSupabasedaniel@supabase.comReferralQualifiedTom Reyes
Priya ShahRetoolpriya@retool.comEventContactedSam Okoro
Lucas MoreauFramerlucas@framer.comWebsiteNewMia Lund
Grace OkaforZapiergrace@zapier.comAdvertisingContactedAva Chen
Henrik BergDropboxhenrik@dropbox.comOutboundUnqualifiedTom Reyes
Aisha RahmanWebflowaisha@webflow.comReferralConvertedSam Okoro
Tomás RuizCalendlytomas@calendly.comWebsiteQualifiedMia Lund
Emma FischerLoomemma@loom.comEventNewAva Chen
Kenji WatanabeDiscordkenji@discord.comOutboundContactedTom Reyes
Sara CostaMirosara@miro.comAdvertisingNewSam Okoro
Noah BrooksVercelnoah@vercel.comReferralQualifiedMia Lund
Calculate
MMeridian
Search⌘K
Records
Tasks
Companies
Contacts
Leads
Deals
Projects
Milestones
Boards
Retainers
Campaigns
Partners
Hiring
New
Tasks
HelpAsk Spodus
All tasksMy tasksOverdueThis weekContent calendarShareAutomateNew task
October 2026TodayDayWeekMonthFilter
Sun
Mon
Tue
Wed
Thu
Fri
Sat
27
28
29
30
1
Newsletter: October issue
2
Case study: Figma rebrand
3
4
5
6
Blog: Our 2027 pricing
7
LinkedIn carousel
8
Webinar invite email
9
Blog: Agency hiring guide
10
11
12
13
Instagram reel: studio tour
14
Podcast episode 12
15
Newsletter: product update
16
Case study: Stripe retainer
17
18
19
20
Blog: Client onboarding
21
YouTube: behind the build
22
LinkedIn post: team photo
23
24
25
26
27
Year-in-review deck
28
29
Newsletter: November preview
30
31
MMeridian
Search⌘K
Records
Tasks
Companies
Contacts
Leads
Deals
Projects
Milestones
Boards
Retainers
Campaigns
Partners
Hiring
New
Tasks
HelpAsk Spodus
All tasksMy tasksOverdueThis weekBy statusUnfiledShareAutomateNew task
TodayDayWeekMonthFilterSort
Title
Sep 27Oct 4111825Nov 18
Todo3
Set up SSO
Set up SSO
Password manager for all staff
Password manager for all staff
Offboarding checklist
Offboarding checklist
In progress2
Migrate DNS to Cloudflare
Migrate DNS to Cloudflare
Move files to the new drive
Move files to the new drive
In review1
Firewall rules review
Firewall rules review
Done2
Audit current hosting
Audit current hosting
Back up the old mail server
Back up the old mail server
Blocked1
Laptop rollout
Laptop rollout
MMeridian
Search⌘K
Records
Tasks
Companies
Contacts
Leads
Deals
Projects
Milestones
Boards
Retainers
Campaigns
Partners
Hiring
New
Deals
HelpAsk Spodus
All dealsPipelineMy dealsClosing this monthInvestorsShareAutomateNew deal
FilterSort
New2
Seed investment: Harbor Ventures
Harbor Ventures
$500k
Nov 20, 2026
Angel investment: R. Patel
Rohan Patel
$50k
Nov 28, 2026
New deal
Discovery3
Seed investment: Northline Capital
Northline Capital
$750k
Nov 12, 2026
Seed investment: Fieldwork VC
Fieldwork VC
$400k
Nov 18, 2026
Angel investment: M. Okafor
Maya Okafor
$75k
Nov 6, 2026
New deal
Proposal2
Seed investment: Lantern Fund
Lantern Fund
$1M
Oct 30, 2026
Pre-seed investment: Atlas Angels
Atlas Angels
$250k
Oct 24, 2026
New deal
Negotiation1
Lead investment: Meridian Partners
Meridian Partners
$1.5M
Oct 21, 2026
New deal

A pipeline that fits how you sell.

Name your own stages, drag deals between them, and see what each one is worth.

Pipelines

Your stages, your names

Rename a stage, change its colour or edit the whole list from the board itself.

Discovery4$177k
Airbnb host portal rollout
Airbnb$96k
Loom onboarding flow
Loom$31k
Asana workspace audit
Asana$22k
Zapier launch campaign
Zapier$28k
Proposal4$241k
Figma brand refresh
Figma$58k
Vercel docs redesign
Vercel$47k
Miro customer portal
Miro$72k
Webflow site rebuild
Webflow$64k
Discovery
Rename
Color
New deal
Collapse group
Edit statuses…
Set WIP limit…
Delete group

A total on every column

Each stage shows how many deals it holds and what they add up to.

New3$78k
Stripe design retainer
Stripe$36k
Shopify onboarding
Shopify$24k
Slack campaign site
Slack$18k
Discovery4$177k
Airbnb host portal rollout
Airbnb$96k
Loom onboarding flow
Loom$31k
Asana workspace audit
Asana$22k
Zapier launch campaign
Zapier$28k
Proposal4$241k
Figma brand refresh
Figma$58k
Vercel docs redesign
Vercel$47k
Miro customer portal
Miro$72k
Webflow site rebuild
Webflow$64k
Negotiation4$285k
Notion enterprise
Notion$180k
Spotify Q3 expansion
Spotify$12k
Dropbox help center
Dropbox$41k
Framer design system
Framer$52k

A forecast you can trust

Give each deal a probability. Spodus weighs its value, so you see likely revenue, not just open value.

Notion enterprise
Highlights
Stage
Negotiation
Value
$180k
$135k weighted
Next step
Send the order form
Oct 12
Amount$180,000
Probability75%
Close dateOct 30, 2026
OwnerTom Reyes

See what's taking long

Every deal shows how many days it has been open, next to your average.

Figma brand refresh
Highlights
Days open
38 days
Your average is 31
Quote
Sent
Sep 24, 2026
Last touch
9d ago
Email · Astrid Nilsen
Open tasks 1
Follow up on the quoteOverdue 2d

Weighted totals in any table

Add a weighted total to the foot of a deals table, next to the plain sum.

NameStageAmountProbability
Slack campaign siteNew$18k10%
Airbnb host portal rolloutDiscovery$96k25%
Loom onboarding flowDiscovery$31k25%
Asana workspace auditDiscovery$22k25%
Figma brand refreshProposal$58k50%
CalculateSum$225kWeighted$68k

Email that files itself.

Every thread lands on the right client, and you reply from the record.

ContactsPriya Raman3 of 42HelpAsk Spodus
Priya Raman
Head of Design at Stripe
EmailNew deal
StatusCustomer
Emailpriya@stripe.com
CompanyStripe
Job titleHead of Design
LocationDublin
Last activity1h ago
OwnerTom Reyes
Other 4
Deals2
Stripe design retainer$36k
Stripe checkout icons$14k
OverviewActivityTasks2Notes2Files3Deals2Email7
Re: October scope for the retainer
Priya Raman, Marcus Hale, You · 3 messages
1h
marcus@stripe.com isn't in your CRM·Add as contact
YouHi Priya, here's the October scope: the dashboard icon set, two onboarding screens and one round of revisions…Tue
Priya Ramanpriya@stripe.com2h
to you, Marcus

Hi Tom, looks good. I'm looping in Marcus, who runs our dashboard team.

Can we fit the icons into October's hours, or should they move to November?

Priya

Marcus Halemarcus@stripe.com1h
to you, Priya

Hi both, I can send our current icon audit today, so you can see what's reusable before we start.

Marcus

Reply all to Priya Raman, Marcus Hale
Thanks Marcus, the audit would help. Priya, the icons fit in October if we drop the second revision round.
From tom@meridian.studioSend
Priya RamanYesterday
Dashboard icons, round two
YouMon
September hours and invoice
Priya RamanOct 2
Feedback on the onboarding screens
Ava ChenSep 30
Re: Kickoff notes
Priya RamanSep 28
Intro: Stripe × Meridian

Spodus AI knows your clients.

Get the state of any account in seconds, prep for a call, or chase the deals that went quiet. It asks before it changes anything.

Records
SpotifyCompany
Spotify Q3 expansionDeal
INV-1064Invoice
What's still open with @Spotify before Thursday's call?

Mention any record

Type @ to pull in a client, a deal or an invoice, and ask about it.

How is @Figma doing?

Moving, but the quote needs a nudge.

The brand refresh has sat in Proposal for 38 days, past your average of 31, and part of September's invoice is still open.

Figma brand refresh · $58kProposal
INV-1066 · $14,500 openPartial
Astrid Nilsen · emailed 9d agoContact

A short follow-up on the quote is the next step. Want me to draft it?

The account in one read

The answer links every deal, invoice and ticket it names.

Chase up stalled deals3 actions

Nothing has happened yet. Edit or remove anything before it goes.

Figma brand refreshEmail
To Astrid Nilsen

Hi Astrid, just checking in on the brand refresh quote. Happy to walk through it on a quick call this week.

Follow up on the quoteTask
Follow up on Shopify onboardingTask
CancelConfirm 3 items

You approve every change

Spodus drafts the tasks and emails. Nothing happens until you confirm.

Your CRM, joined to the rest of the work.

Spodus runs invoicing, support, chat and your team on the same records.

Invoicing

Quotes, invoices and payments on the client's record.

Support

Every ticket shows on the company it came from.

Chat

Talk about a client and turn a message into a task.

Dashboards

Revenue, pipeline and forecast, live from your records.

Team

Your people, time off and reviews, next to their clients.

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 free

Bring 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.

Ready-made mapping forHubSpotPipedriveSalesforceZoho CRMAsanaClickUpTrello
Migrate now

Bring your clients into one place.

Start free with your team, or book a demo and see Spodus on your own data.

Get a demoGet started

Questions, answered

Yes, from a CSV or Excel export. The importer recognises HubSpot and Salesforce column names and maps them to your fields, and a column it can't match can become a new field. There's no live sync with either tool.

No. One bill unlocks all five products, CRM included, and every plan carries the whole suite. You never buy CRM as a separate add-on or tier.

Deals run on one set of stages that you name, colour 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.

No. You only pay for the people who work inside Spodus. Contacts and companies are records, not seats, and every plan holds plenty of them: 250,000 records on Starter and 1,000,000 on Growth. Portal customers are free and unlimited.

Every deal carries a win probability, and the weighted figure multiplies each open deal's amount by its own probability and adds them up, so it reflects likely revenue rather than total open value. It is one number over the whole pipeline, not a total per stage.

No. There is no implementation project and no consultant to hire, which is where CRM software often gets expensive. Import contacts, companies and deals from a CSV or a spreadsheet, name your stages, and add your own fields and objects: a custom CRM without a developer. Spodus is hosted CRM software: we run the servers, the updates and the backups. On a paid plan, migration is free: send us your export and we move it in for you.

Yes. There is a REST API for reading, creating, updating and deleting records in any object, custom ones too. An owner or admin makes an API key in Settings, and the key acts with the permissions of the person who made it. On Growth and up, workflows also take webhooks in and call any URL out.

Spodus

The all-in-one business suite. CRM, finance, HR, support, and inbox in one seat.

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Product

  • CRM
  • Finance
  • HR
  • Support
  • Inbox
  • All products
  • Integrations
  • Pricing

Solutions

  • Agencies
  • MSPs and IT services
  • Recruiting
  • Consultants
  • Accounting firms
  • Startups
  • Small businesses
  • Professional services
  • B2B services
  • All solutions

Features

  • Tasks
  • Calendar
  • Docs
  • Notes
  • Forms
  • Automations
  • Goals
  • Time tracking
  • Connected records
  • Customer portal
  • Roles & permissions
  • All features

Compare

  • vs ClickUp
  • vs HubSpot
  • vs Asana
  • vs Zendesk
  • vs monday.com
  • vs Zoho One
  • All comparisons

Alternatives

  • HubSpot alternative
  • monday.com alternative
  • ClickUp alternative
  • Zendesk alternative
  • All alternatives

Migrate

  • From HubSpot
  • From monday.com
  • From ClickUp
  • From Pipedrive
  • From Asana
  • From Trello
  • All migration guides

Company

  • Help
  • Blog
  • Security
  • Status
  • Contact

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