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For agencies

Run your whole agency on one seat.

Clients, proposals, invoices, support, and every conversation in one system. Stop stitching together a CRM, an accounting tool, a help desk, and five separate logins.

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Free to start. Your clients in the portal never cost a seat.

Northwind TradingAccount
Deal · $12,400
Invoice · INV-1042
Ticket · #2213
Thread · Re: Q3 proposal
Owner · Ava Chen

Your agency runs on too many tools.

A CRM here, invoicing there, a help desk, a shared inbox, and a spreadsheet holding it all together. Every tool is another login, another bill, and another place your client data drifts out of sync.

What you are paying for today

  • HubSpot
  • QuickBooks
  • Zendesk
  • Front
  • ClickUp
  • Bill

How agencies run on Spodus.

Every product below is included in one seat, on the same connected data.

Every client and project in one pipeline

Proposals to paid, in one place

Client requests, not a chaotic inbox

A portal clients actually use

Every conversation beside the client

Client work

Every client and every project on one board.

  • Custom pipeline stages, drag-and-drop deals, and alerts on the ones that go quiet.
  • One record per client and contact, carrying every email, invoice and ticket.
  • Log calls, schedule follow-ups, and get reminded so nothing slips.
  • Pipeline value and win rates live, without exporting to a spreadsheet.
Explore CRM
Pipeline· 9 dealsNew deal
Discovery$15,400

Summit Partners

$6,900

Cedar & Vine

$3,400

Blue Harbor

$5,100
Negotiation$41,600

Northwind Trading

$12,400

Fieldstone Freight

$21,000

Brightway Logistics

$8,200
Won$16,650

Tradelane

$4,750

Veranda

$9,300

Pinegrove

$2,600

Getting paid

Proposals to paid, without a second tool.

  • Send a quote from the deal; accept it and the invoice is raised on the same client.
  • Record a payment and the balance, the status and the client history update together.
  • Bill retainers on a schedule, with templates that cut their own invoices when due.
  • Revenue and receivables aging, without exporting to a spreadsheet.
Explore Finance
Invoices· 3 openNew invoice
CustomerReferenceAmountStatus
Fieldstone FreightINV-1043$21,000Due 14d
Northwind TradingINV-1042$12,400Paid
Brightway LogisticsINV-1041$8,200Paid
TradelaneINV-1040$4,750Paid
Summit PartnersEST-0118$6,900Draft
VerandaINV-1039$9,300Paid
PinegroveINV-1038$2,600Paid
Blue HarborEST-0117$5,100Draft

Client requests

A help desk your clients can see into.

  • Every request in one queue, assigned and prioritised, never quietly dropped.
  • Targets and timers that keep first response and resolution on track.
  • A portal where clients submit and follow their own requests, free, never a seat.
  • Saved replies for the questions you answer every week.
Explore Support
Queue· 8 openNew ticket
Can’t log in after reset#2213 · Northwind Trading12:06
Export is timing out#2209 · Brightway Logistics3h 40
Add a second admin seat#2204 · Fieldstone Freight6h 12
Webhook retries failing#2198 · Tradelane1d
Update the billing contact#2191 · Northwind Trading2d
Invoice copy for June#2187 · Veranda2d
SSO metadata mismatch#2180 · Pinegrove3d
Training for two new starters#2174 · Blue Harbor4d

One connected system

The whole agency sees the same client.

Because sales, delivery, and finance run on the same records, a signed proposal becomes an invoice and a project without re-entering a thing.

  1. 01

    A won pitch opens the project and the invoice.

  2. 02

    Support sees the client's contract and history.

  3. 03

    One report shows revenue, work, and open requests.

33 features across the five products, and every one of them is in the seat you already pay for.

  • Automations
  • Time-off approvals
  • Custom fields
  • Custom objects
  • Tags & labels
  • Relationships
  • Table view
  • Board view
  • Calendar view
  • Dashboards
  • Pipelines
  • Deals
  • Contacts & companies
  • Quotes
  • Invoices
  • Recurring invoices
  • Org chart
  • Time off
  • Onboarding
  • Reviews & goals
  • Ticket queue
  • SLAs
  • Knowledge base
  • Customer portal
  • Shared inboxes
  • Channels
  • Threads
  • Comments & @mentions
  • Activity history
  • Guest sharing
  • Roles & permissions
  • Connected search
  • Workflow webhooks
  • Automations
  • Time-off approvals
  • Custom fields
  • Custom objects
  • Tags & labels
  • Relationships
  • Table view
  • Board view
  • Calendar view
  • Dashboards
  • Pipelines
  • Deals
  • Contacts & companies
  • Quotes
  • Invoices
  • Recurring invoices
  • Org chart
  • Time off
  • Onboarding
  • Reviews & goals
  • Ticket queue
  • SLAs
  • Knowledge base
  • Customer portal
  • Shared inboxes
  • Channels
  • Threads
  • Comments & @mentions
  • Activity history
  • Guest sharing
  • Roles & permissions
  • Connected search
  • Workflow webhooks

Questions agencies ask.

Can we move our clients and deals across?
Yes. Bring contacts, companies, and deals in by CSV or a guided import; your pipeline stages and custom fields map across, so nothing is lost on the way in.
How is it priced for an agency?
Per seat, per month, for the people on your team who sign in — one flat rate at any team size, and never per module. Your clients in the support portal are free and never count. See pricing for the plans.
Can we try it before we commit?
Yes. Fourteen days with every feature on and no card. At the end the workspace goes read-only rather than being deleted, and export still works, so nothing you put in is held hostage.

Run your whole agency on one seat.

One login, one system, and you pay for the people who sign in. Your customers in the portal are free.

Start freeSee pricing
Spodus

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