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Agencies

Agency management software.

Agency management software is one system for running an agency: the clients, the pitches, the proposals, the work, the invoices and the client's requests.

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Deals
HelpAsk Spodus
All dealsMy dealsClosing this monthShareAutomateNew deal
FilterSort
Pitching3$78k
Help center build
Notion
$24kOct 21
Campaign site
Slack
$38kOct 24
Onboarding flow
Miro
$16kNov 2
New deal
Proposal out3$146k
Brand refresh
Airbnb
$86kOct 14
Campaign pages
Figma
$32kOct 18
Docs site
Vercel
$28kOct 30
New deal
Won2$95k
Docs retainer
Stripe
$54kOct 2
Launch campaign
Spotify
$41kSep 28
New deal

Your agency runs on too many tools.

A CRM here, invoicing there, a help desk, a shared inbox. Every tool is another login, another bill, another copy of the client. That is what all in one agency software is for: one copy of the client.

HubSpot
A CRM
QuickBooks
An accounting tool
Zendesk
A help desk
Front
A shared inbox
ClickUp
Project spreadsheets
Bill
A billing tool

A week in an agency, on one agency management system.

Monday’s brief to Friday’s request, with nothing re-keyed between them because they are the same client.

The brief

A new pitch enters the pipeline as a deal, on stages you named yourself rather than somebody else's funnel.

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

The number

The estimate goes out from that deal.

QuotesQUO-0019AcceptedConvert to invoice
M
Meridian
United States
Quote
QUO-0019
Quote for
Figma
Total
$58,000.00
DescriptionQtyAmount
Brand strategy and audit1$18,000.00
Identity and type system1$40,000.00
Total$58,000.00

The handover

The account moves to the people delivering it, in a team channel instead of a thread half the team was left off.

TasksSend Bruno the SSO setup guide
StatusIn progress
AssigneeSam Okoro
Due dateOct 12
DealNotion enterprise
Source conversation
Tom Reyes11:31 AM

Can someone send Bruno the SSO setup guide before the call?

Open in #notion-enterprise

The asks

Client requests arrive in one queue with an owner, a priority and a response target, instead of in whoever's email they happened to reach.

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 team

The designer you hired for the account: their first-week checklist, their documents and their time off, on the same system.

All teamsMy teamsNew team
Teams
3
10 people in a team
Goal health
4 of 5
goals on track
Hours, this week
214h
across 3 teams
Delivery
Led by Ava Chen · 5 people
Sales
Led by Tom Reyes · 2 people
Studio
Led by Mia Lund · 3 people

What stops happening.

What stops once every product reads the same client record.

Typing the client in twice

The company, the contact and the address are entered once. The estimate, the invoice and the ticket all read the same record.

The Monday spreadsheet

Pipeline value, what was won and what is still unpaid are saved views you open, not an export somebody rebuilds every week.

Asking who owns this account

The owner, the open work, the unpaid invoices and the last request are on the company record, so nobody has to ask in a channel and wait.

Administering the stack

One place to add a person and one bill at the end of the month, instead of a renewal falling due in a different tool every few weeks.

What runs without anyone.

When a record changes, create the next record or send the email.

See automations
WhenA request arrives through your portal or the address you forward in.
ThenA ticket opens in the queue with an owner, a status and a first-response timer already running.
Runs on its own
WhenA retainer month comes round.
ThenThe recurring template raises that invoice as a draft on the day it is due, whether or not anyone signed in; you check it and send it.
Runs on its own
WhenA date you set on a record arrives.
ThenThe follow-up you wrote goes out, or the record moves on, without anyone having to remember it.
Runs on its own

Spodus AI knows every client.

Ask about your agency, catch up on a client, or turn a meeting note into work. It asks before it changes anything.

Which clients still owe us?
Spodus AI

Three clients have open invoices. Figma's is the oldest.

Figma
Notion
Slack

Ask in plain words

Get the answer from your records, with the clients behind it.

AirbnbSummarize

Your biggest client this year. The brand refresh is in negotiation, every invoice is paid, and one request is open with Sam.

Owned by Ava Chen

Catch up on a client

Summarize any company: what's open, what's paid and who owns it.

Turn note into work

From Kickoff call · Airbnb

Send two pricing options
Book the review for Thursday
CancelConfirm 2 items

Notes become work

Spodus AI proposes the tasks in a meeting note. You confirm.

Moving an agency across is a week, not a quarter.

Choose what you run first, bring the client list in, invite whoever signs in.

See migration guides

Start with the part that hurts

Contacts, companies and tasks are there from the first minute.

Bring the client list in

Contacts, companies and deals from a CSV or a spreadsheet, through a guided importer with presets for HubSpot, Pipedrive, Salesforce and Zoho.

Invite the people who sign in

Your team take the seats.

Everything in one seat.

Every product comes with every seat, on the same records your agency already keeps.

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.

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

Put the whole agency on one seat.

Start today, or bring your own data to a demo and see it there.

Get a demoGet started

Questions, answered

Agency management software is one system for the business side of an agency: the client list, the pitch pipeline, proposals, the work in flight, invoices and client requests. Spodus covers each of those on one record per client. It also tracks time, retainer hours, utilisation and profit by client.

In the plain sense, yes: it is the system the agency runs on day to day. Agency operating system software is a grand name for a client record that the pipeline, the invoice and the queue all read. That is what this is. It is not a platform you build on: there is no app store and no scripting, only workflows and webhooks.

A CRM stops at the won pitch. Agency business management software carries on: the scope, the delivery, the invoice, the retainer and the requests that follow. Spodus does both on the same record, so the deal you won is the client you bill. If all you need is a pipeline, a plain CRM is simpler and you should buy that instead.

Three that matter more than any tool. Enter the client once, in one place, and make every other document read from it. Write the scope as line items, so a new ask can be compared with a list. Give every client request an owner and a date the day it arrives. Agency operations best practices are mostly about not typing the same fact twice.

Seats, tools and re-typing. Count the tools each person signs into, each with its own renewal: the cost of agency software is the number of tools times the number of people. The hidden part is the hours spent copying the client between them. Spodus is one seat per person for all five products, at a published rate.

The rate per seat is on our pricing page. It is one flat rate, the same from your third person to your fortieth, with no charge per product. Up to three people use Spodus free; paid plans start at three seats. Clients in the portal never count.

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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