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Spodus
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Help desk software that knows every client.

Tickets, SLAs, a help center and a client portal, on the same record as each client's deals and invoices.

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Support
HelpAsk Spodus
My open6
Priya Raman12m
Dashboard export times out
The CSV export on the revenue dashboard has timed out…
StripeReply in 48m!
Bruno Feltrin1h
Add two editors to our workspace
Can you add Lena and Marco before Monday's kickoff?
Notion
Leo Marsh2h
Docs search returns old pages
Search on the new docs site still shows last year's…
VercelReply in 2h
Maya Ortiz3h
Campaign site form not sending
The signup form on the campaign page doesn't…
Slack
Astrid Nilsen5h
Brand fonts on the landing page
Thanks, that worked. One more question about…
Figma
TicketsTCK-1041
Dashboard export times out
Stripe·via Email·Reply in 48m
Priya Ramanpriya@stripe.com9:20 AM
The CSV export on the revenue dashboard has timed out three times this morning. Finance needs it by noon.
Sam OkoroInternal note9:24 AM
Same as TCK-0987 last month. The large-export fix is on staging.
Priya Ramanpriya@stripe.com9:31 AM
It stops at about 40,000 rows. Smaller date ranges download fine.export-error.png240 KB
Public replyInternal noteTo Priya Raman
Hi Priya, we're on it. I'll send the export to you directly in the next 20 minutes.
MacroArticleSubmit as Pending
Properties
StatusOpen
Priority!Urgent
AssigneeSam Okoro
TypeBug
ChannelEmail
Billable
Client
StripeDesign retainer
Contract hours12 of 20h
Priya Raman
priya@stripe.com
Recent tickets
SSO for the new seatsOct 2
Invoice address changeSep 21
Create deal from ticket

From the first message to solved.

Every request becomes a ticket with a deadline, an owner and the client it belongs to.

It comes in

By email, from your help portal or the widget on your site. Each one becomes a ticket.

Someone owns it

It lands in a queue with a reply deadline set by its priority, and an owner picks it up.

Solved, and rated

Reply, solve it, and your client tells you how you did.

Everything your support team needs.

Work the queue, watch the numbers, and keep the answers your clients look for in one place.

Support
HelpAsk Spodus
My open6
Priya Raman12m
Dashboard export times out
The CSV export on the revenue dashboard has timed out…
StripeReply in 48m!
Bruno Feltrin1h
Add two editors to our workspace
Can you add Lena and Marco before Monday's kickoff?
Notion
Leo Marsh2h
Docs search returns old pages
Search on the new docs site still shows last year's…
VercelReply in 2h
Maya Ortiz3h
Campaign site form not sending
The signup form on the campaign page doesn't…
Slack
Astrid Nilsen5h
Brand fonts on the landing page
Thanks, that worked. One more question about…
Figma
TicketsTCK-1041
Dashboard export times out
Stripe·via Email·Reply in 48m
Priya Ramanpriya@stripe.com9:20 AM
The CSV export on the revenue dashboard has timed out three times this morning. Finance needs it by noon.
Sam OkoroInternal note9:24 AM
Same as TCK-0987 last month. The large-export fix is on staging.
Priya Ramanpriya@stripe.com9:31 AM
It stops at about 40,000 rows. Smaller date ranges download fine.export-error.png240 KB
Public replyInternal noteTo Priya Raman
Hi Priya, we're on it. I'll send the export to you directly in the next 20 minutes.
MacroArticleSubmit as Pending
Properties
StatusOpen
Priority!Urgent
AssigneeSam Okoro
TypeBug
ChannelEmail
Billable
Client
StripeDesign retainer
Contract hours12 of 20h
Priya Raman
priya@stripe.com
Recent tickets
SSO for the new seatsOct 2
Invoice address changeSep 21
Create deal from ticket
Support
HelpAsk Spodus
My open6Unassigned2Breaching SLA0All unsolved930 days90 daysAllNew ticket
Unsolved
9
All assigned
First reply
38m
94% inside target
Resolution
6h
91% inside target
Satisfaction
96%
48 ratings
Needs attention4View all
!Dashboard export times outPriya RamanReply in 48m
Docs search returns old pagesLeo MarshReply in 2h
Campaign site form not sendingMaya OrtizResolve in 6h
Add two editors to our workspaceBruno FeltrinReply in 7h
Busiest timesThu, 10 to 12
Mon
Tue
Wed
Thu
Fri
8a9a10a11a12p1p2p
Team loadOpenWaiting
Sam Okoro4 open · 1 waiting
Tom Reyes3 open · 2 waiting
Ava Chen2 open · 0 waiting
Created vs solvedCreated 48Solved 46
MonTueWedThuFriSatSun
Help center
HelpAsk Spodus
Answers to the questions we hear most.
Search articles
Getting started
Inviting your team412
Setting up your workspace356
Billing
Reading your invoice238
Changing your plan190
Troubleshooting
Exporting a dashboard to CSV175
Resetting your password164
Integrations
Connecting Gmail or Outlook151
Syncing your calendar122
TroubleshootingExporting a dashboard to CSV
Troubleshooting
Exporting a dashboard to CSV
Sam Okoro·Updated Oct 3·175

Any dashboard can be downloaded as a CSV file, with one row for each record in the date range you pick.

  1. 1Open the dashboard you want to export.
  2. 2Click ··· in the top right and choose Export.
  3. 3Pick a date range, then click Download.
Exports over 40,000 rows take longer. Pick a shorter date range to get your file sooner.
Was this helpful?YesNo
Related articles
Choosing a date range
Sharing a dashboard with your team
Scheduling a report by email
Macros
HelpAsk Spodus
All macros13My macrosNew macro
NameSet statusPriorityAssign toUses
Password reset stepsPendingNormalSam Okoro41
Invoice reissuedSolvedNormalTom Reyes18
Need a screenshotPendingHighSam Okoro33
Export fixedSolvedHighSam Okoro23
Add a teammateSolvedLowAva Chen27
Refund on its waySolvedNormalTom Reyes9
Waiting on youPendingLowAva Chen52
Welcome aboardSolvedLowAva Chen64
Scheduled maintenanceSolvedNormalTom Reyes6
Billing questionPendingNormalTom Reyes14
Feature request loggedSolvedLowSam Okoro21
Out of officePendingLowAva Chen12
Contract renewalSolvedNormalTom Reyes8
MacrosExport fixed
Export fixed
Used 23 times · last used today
Reply
Good news, {{name}}: large exports now finish in one go. Your file from {{ticket}} is attached, and new exports will work as normal.
Thanks for bearing with us,
{{agent}}
When applied
Set statusSolved
Set priorityHigh
Assign toSam Okoro
Recently applied
Dashboard export times outToday
Brand fonts on the landing pageOct 6
Docs search returns old pagesOct 2

Built for client work, not a call center.

Every ticket knows the client, the contract and the promise you made.

Read the client portal guide

Deadlines you set

Set reply and resolution times by priority. The clock pauses while you wait on the client.

SLA policiesStandard
Pauses while Pending or On-holdBusiness hoursCalendar hours
PriorityFirst responseResolution
!Urgent1h4h
High4h8h
Normal8h24h
Low24h48h

Your own help portal

Clients send a request, track it and read your articles, without an account.

MMeridianHelp centerSubmit a requestTrack a request
Tell us what's going on and we'll get back to you by email.
Your name
Priya Raman
Email
priya@stripe.com
Subject
Dashboard export times out
Message
The CSV export on the revenue dashboard times out after a minute.
Submit request

Every way in

Email, your help portal and a widget on your site all feed the same queue.

Support settingsChannels
Email
support@meridian.studio
58% of ticketsConnected
Help portal
spodus.com/portal/meridian
27% of ticketsLive
Website widget
On meridian.studio
15% of ticketsLive
Into one queue, last 30 days48 tickets

Know how you did

When a ticket is solved, the client rates it in one click.

MMeridianTrack a request
Dashboard export times outSolved
TCK-1041 · solved by Sam Okoro in 2h
How did we do?
GoodNot great
Thanks, Priya. We'll pass it on.
Anything to add?
Quick fix, and Sam kept us posted the whole time.

Tickets on the client

Every ticket shows on the company it came from, next to its deals and invoices.

CompaniesStripe
Open tickets
1
Reply due in 48m
Solved, 90 days
11
Avg 3h to resolve
Satisfaction
100%
9 ratings
Tickets12
TCK-1041Dashboard export times outOpenToday
TCK-1032SSO for the new seatsSolvedOct 2
TCK-1019Invoice address changeSolvedSep 21

The whole story on every ticket.

The thread, private notes for your team, the client's contract and whether the work is billable, on one screen.

Tickets
HelpAsk Spodus
TicketsTCK-1048
Docs search returns old pages
Vercel·via Help portal·Resolve in 5h
Leo Marshleo@vercel.com9:02 AM
Search on the new docs site still shows last year's pages. Our team keeps landing on the old setup guide.
Priority set to High by Sam Okoro· 9:06 AM
Sam OkoroReplied to Leo9:14 AM
Thanks, Leo. We're rebuilding the search index now and will confirm here once the old pages are gone.
Sam OkoroInternal note9:20 AM
@Ava Chen the reindex is billable under their Website care contract. Can you run it tonight?
Public replyInternal noteOnly your team sees this
On it. I'll run the reindex at 8 PM and log the time.
MacroAdd note
Properties
StatusOpen
PriorityHigh
AssigneeSam Okoro
TypeBug
ChannelHelp portal
Billable
Client
VercelWebsite care
Contract hours6 of 15h
Leo Marsh
leo@vercel.com
Recent tickets
Staging domain not resolvingSep 30
Add a second adminSep 12

Spodus AI helps clear the queue.

Sort new tickets, draft replies from the thread, and catch up on any client before you answer. It asks before it changes anything.

Triage incoming tickets3 tickets

Nothing has changed yet. Edit anything before it goes.

Docs search returns old pages
Leo MarshHighBug
Campaign site form not sending
Maya OrtizHighIncident
Can we move the review call?
Jonas WeberLowQuestion
CancelConfirm 3 items

Triage in one pass

Spodus AI suggests a priority, a type and an owner for every new ticket. You confirm.

Priya RamanTCK-1041

The CSV export keeps timing out. Finance needs it by noon.

Draft reply

Hi Priya, sorry about that. Large exports are fixed on our side today; I'll send yours directly within 20 minutes.

EditUse reply

A reply, drafted

On any ticket, get a first reply written from the thread. Edit it, then send.

StripeSummarize
1
open
11
solved, 90d
100%
satisfied

A happy account. The one open ticket is an urgent export, owned by Sam, and the retainer renews in December.

priya@stripe.comPriya Raman

The client at a glance

Summarize a company's tickets, satisfaction and what's open before you reply.

Support, next to the rest of the work.

Your CRM, invoicing, chat and team run in the same app, on the same client records.

CRM

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

Invoicing

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

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

One queue, with the whole client on it.

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

Get a demoGet started

Questions, answered

Never. Customers who open or track tickets in your portal are free and unlimited on every plan. You only pay for agents who work tickets, and the Free plan covers up to three of them. Agents are the seats; customers are not.

You set first-response and resolution targets per priority, and a countdown runs on every ticket from the moment it arrives. It pauses while a ticket is Pending or On-hold and stops when it is resolved. A workspace can keep more than one named set of targets, and choose whether the clock counts calendar time or only your working week. Anyone with Spodus open sees a ticket flagged as it nears its target, and a breach is recorded on the ticket and emailed to the workspace owner.

Yes. Every customer gets a portal where they submit a request and follow its status from a private link, with no account to create, so portal customers never count as a seat however many of them there are. It runs on a Spodus URL today — a custom domain is not built.

Yes. A ticket shows the client's company, their contract and whether the work is billable, and one click opens the company, where their deals, invoices and payments sit.

Your macros and your knowledge base import from a file. Your open tickets do not — a ticket is a conversation, not a row — so the queue starts on the day you point your forwarding address here. SLAs and the customer portal are set up in the same place, not bought as add-ons.

No. One seat unlocks all five products, Support included. The queue, SLAs, macros, portal, and knowledge base are all in the box, never add-ons or a higher tier.

Spodus

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

Product
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  • Accounting firms
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  • Professional services
  • B2B services
  • All solutions
Features
  • Tasks
  • Calendar
  • Docs
  • Notes
  • Forms
  • Automations
  • Goals
  • Time tracking
  • Connected records
  • Customer portal
  • Roles & permissions
  • All features
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Alternatives
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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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