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Spodus
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Dashboards

Dashboards built from your live records.

Pipeline, revenue, tickets and your team on one board, worked out from the records in every product. No export, no spreadsheet.

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Dashboards
HelpAsk Spodus
OverviewSalesOperationsFinanceSupportTeamAdd cards
Open pipeline
$453k
9.6%vs last week
Weighted forecast
$220k
3.4%vs last week
Invoiced this month
$86.4k
12%vs last week
Open tickets
9
All within SLA
Revenue won
Won deal value by close month
Oct · $96k
MayJunJulAugSepOct
Pipeline by stage
Where open value sits today
Open$453k
Negotiation$192k42%
Proposal$105k23%
Discovery$96k21%
New$60k14%
Win rate
Share of closed deals that were won
Healthy
Win rate: 64%
18 won · 10 lost
Created vs solved
Is the queue growing or shrinking?
CreatedSolved
MayJunJulAugSepOct

From a blank tab to a live board.

Every number is worked out from the records your team already keeps. There is nothing to import.

Start with a board

Overview, Sales and Operations are ready on day one. Add your own for any team.

Add the cards you need

Pick from 129 ready-made cards for sales, money, support, projects and people.

Click into the records

Click a bar or a slice and the records behind it open, already filtered.

A board for every team.

Sales watches the pipeline, finance watches cash, support watches the queue. Each one reads the same records.

Dashboards
HelpAsk Spodus
OverviewSalesOperationsFinanceSupportTeamAdd cards
Open deals
46
4.5%vs last week
Average deal size
$48.2k
1.9%vs last week
Won this quarter
$312k
18%vs last week
Weighted forecast
$220k
3.4%vs last week
Sales forecast
Open value by expected close month
WeightedBest case
OctNovDecJanFebMar
Won vs lost
Closed deal value, month by month
WonLost
MayJunJulAugSepOct
Pipeline by owner
Open value each person holds, by stage
NegotiationProposalDiscovery
Sam Okoro$164k
Ava Chen$128k
Tom Reyes$97k
Mia Novak$64k
Dashboards
HelpAsk Spodus
OverviewSalesOperationsFinanceSupportTeamAdd cards
Invoiced this month
$86.4k
12%vs last week
Collected this month
$72.1k
8.1%vs last week
Outstanding
$21.4k
Across 6 invoices
Days to get paid
18 days
Average, last 90 days
Invoiced vs collected
Billed and paid, month by month
InvoicedCollected
MayJunJulAugSepOct
How clients pay
Payments by method, last 90 days
Collected$214k
Bank transfer$128k60%
Card$62k29%
Direct debit$24k11%
Billed by customer
Invoiced this year
Airbnb$186k
Stripe$142k
Figma$98k
Notion$71k
Collection rate
Share of billed value already paid
92%
$214k of $232k
Dashboards
HelpAsk Spodus
OverviewSalesOperationsFinanceSupportTeamAdd cards
Open tickets
9
All within SLA
First response
38m
11%vs last week
SLA attainment
94%
2.1%vs last week
Satisfaction
96%
48 ratings
Created vs solved
Is the queue growing or shrinking?
CreatedSolved
MayJunJulAugSepOct
When tickets arrive
Busiest Thursday, 10 to 12
Mon
Tue
Wed
Thu
Fri
8a9a10a11a12p1p2p
Open per agent
Who holds the queue, by priority
UrgentHighNormal
Sam Okoro4
Tom Reyes3
Ava Chen2
Open by priority
Tickets still open
Open9
Urgent111%
High333%
Normal445%
Low111%
Dashboards
HelpAsk Spodus
OverviewSalesOperationsFinanceSupportTeamAdd cards
Headcount
24
3 joined this quarter
Out today
2
Kira, Jonah
Hours this month
1,284
78% billable
Leave to approve
3
Oldest from Tuesday
People by team
Active headcount
People24
Delivery1042%
Studio625%
Sales521%
Ops312%
Hours by project
Logged this month
BillableInternal
Airbnb208h
Stripe166h
Figma160h
Notion106h
Slack94h
Who's away soon
Approved time off, next two weeks
Kira Laine
Today – Fri
Holiday
Jonah Weiss
Today
Sick day
Lena Park
Oct 16 – 20
Holiday

Reports without the report builder.

Pick a card, drop it on the board, and it stays up to date on its own.

Read the agency reporting guide

129 ready-made cards

Search for revenue, tickets or overdue and see each card before you add it.

Add cards
Modules
All cards129
Sales32
Finance19
Projects17
Support19
People16
Work17
Time9
Search cards, like revenue, tickets or overdue
SalesPipeline, deals, contacts and leads
$2.21M
↑ 9.6% vs last week
Open pipeline
Value of every open deal
Revenue won
Won deal value by close month
Add to dashboard1 card selected

Drag it, size it

Move a card by its title and pull its edge to resize. It saves as you let go.

Revenue wonMedium
Won deal value by close month
MayJulSep
Pipeline by stage
Where open value sits today
Negotiation
Proposal
Discovery
Open pipeline
$453k
Weighted forecast
$220k
Open deals
46

Click through to the records

Every bar and slice opens the records behind it, filtered to what you clicked.

Pipeline by stage
Where open value sits today
Negotiation$192k · 4 deals
DealsStage is Negotiation4 deals
Brand refreshAirbnb$86k
Docs retainerStripe$54k
Campaign pagesFigma$32k

The right chart for each number

Numbers, columns, donuts, gauges, funnels and heatmaps, each designed for its data.

Open pipelineNumber
$453k
↑ 9.6%
Revenue wonColumns
Pipeline by stageDonut
Win rateGauge
64%
Pipeline funnelFunnel
NewDiscoveryProposal
Busy hoursHeatmap

Boards of your own

Add a board for a client, a team or a meeting. Rename it, copy it or reset it.

OverviewSalesClient health
Satisfaction
96%
↑ 2% vs last month
Top accounts
Airbnb$186k
Stripe$142k
Figma$98k
Rename dashboard
Duplicate dashboard
Reset to defaults

The whole business on one board.

Money owed, the support queue, open work and who's out today, side by side, because every product reads the same records.

Dashboards
HelpAsk Spodus
OverviewSalesOperationsFinanceSupportTeamAdd cards
Outstanding
$21.4k
Invoicing
Unassigned
2
Support
Open tasks
31
Work
Out today
2
Team
Cash collected
Payments received by month
Oct · $82k
MayJunJulAugSepOct
Created vs solved
Is the queue growing or shrinking?
CreatedSolved
MayJunJulAugSepOct
Projects due
Next 30 days
Brand refreshOct 18
Docs siteOct 24
Campaign pagesNov 2
Hours by week
Logged across the team
BillableInternal
W38W39W40W41W42
Goal progress
Company goals this quarter
Win 12 new clients75%
Ship the client portal60%
Hire two designers50%

Spodus AI explains the numbers.

Ask about any number and get the answer from the records behind it, then act on what it shows. It asks before it changes anything.

Who brought in the most this quarter?
Spodus AI

Airbnb leads with $86k from two won deals, then Stripe and Figma.

Airbnb$86k
Stripe$54k
Figma$41k

Ask about any number

Ask in plain words and get the answer, with the clients and deals behind it.

AirbnbSummarize
$186k
billed, 2026
2
open deals
0
open tickets

Your biggest client this year. The brand refresh is in negotiation at $86k, and every invoice is paid.

Up 22% on last year

The client behind the number

Summarize any company: what they've paid, what's open and what's next.

Chase up stalled deals3 deals

Nothing is sent until you approve it.

Help center
Book a call to agree scopeDraft
Campaign pages
Send the revised quoteDraft
Onboarding flow
Ask who signs offDraft
CancelConfirm 3 items

Move stalled deals

Spodus AI finds deals past their close date and drafts a next step for each. You approve.

Every product feeds the board.

Your CRM, invoicing, support, chat and team run in the same app, so every card reads the same records.

CRM

Contacts, companies and deals, with every email on the client.

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.

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

Every number, from the records underneath.

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

Get a demoGet started

Questions, answered

From the records themselves: deals, invoices, tickets, people and tasks, computed from the same data each product's own pages read. There is no import step and no export to keep fresh.

Yes. A single dashboard can show pipeline, revenue, open tickets and headcount side by side, because every product reads the same records.

Yes. Add a dashboard next to Overview, Sales and Operations, pick cards from the gallery, and drag them where you want them. Each card comes in the sizes it was designed for.

No. Dashboards come with the seat, like the five products. There is no reporting add-on and no higher tier to unlock them.

Spodus

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

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Features
  • Tasks
  • Calendar
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  • Forms
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  • Goals
  • Time tracking
  • Connected records
  • Customer portal
  • Roles & permissions
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Compare
  • vs ClickUp
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  • All comparisons
Alternatives
  • HubSpot alternative
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  • All alternatives
Migrate
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  • All migration guides
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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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