B2B service businesses
The B2B CRM for service accounts.
A B2B CRM keeps one record per company you sell to: the contacts, the contract, the open work, the requests and the invoices.
Logistics trial
Data cleanup
Onboarding package
Fulfilment contract
Managed service
Annual renewal
Three-year deal
ExpansionRecurring revenue, four times a month.
The contract renews on one system, the work is tracked on another, the questions land in a mailbox and the invoice goes out of a fourth. Every month, the same reconciliation.
A month on a service account, and what carries each part of it.
Sign it, deliver it, answer for it, bill it, and staff it.
The account
One record per company: the contacts, the contract dates, the open work and the history, on stages you named.
Airbnb
Loom
Asana
Zapier
Figma
Miro
WebflowThe service
What you deliver each month sits on the account as tasks with owners and dates, on a board, a table or a calendar.
Notion
Spotify
Dropbox
FramerThe requests
Everything the customer asks arrives in one queue with a target on it, and they follow their own through the portal.
The monthly bill
A recurring template raises the invoice as a draft against the same account on the day it is due; you send it, and the payment is recorded on it.
The people delivering it
One record per person with their documents, their time off and the joining list somebody works through.
Led by Mia Lund · 3 people
What stops happening.
What stops once every product reads the same client record.
Reconciling four systems at month end
The contract, the work and the invoice are on one account, so billing is reading a record rather than assembling one.
“Is this covered by their plan?”
The plan and the open requests sit on the same account, so the answer is on the screen instead of in an email chain with sales.
The renewal nobody diarised
A date on the record fires the follow-up you wrote, so a renewal is worked on the day you meant to work it.
Support asking sales who this is
One record per customer carries the deal, the requests and the invoices, so context does not need a second person.
What runs without anyone.
When a record changes, create the next record or send the email.
Spodus AI knows every client.
Ask about your business, catch up on a client, or turn a meeting note into work. It asks before it changes anything.
Ask in plain words
Get the answer from your records, with the clients behind it.
Catch up on a client
Summarize any company: what's open, what's paid and who owns it.
Notes become work
Spodus AI proposes the tasks in a meeting note. You confirm.
You can be running an account on this inside a week.
Start with the part that costs the most time, bring the account list in, and give seats to the people who sign in.
Start with the part that hurts
Contacts, companies and tasks are there from the first minute.
Bring the account list in
Contacts, companies and deals from a CSV or a spreadsheet, through a guided importer with presets for HubSpot, Pipedrive, Salesforce, Zoho, Asana, ClickUp and Trello.
Give seats to whoever signs in
Everyone delivering or billing takes a seat.
Everything in one seat.
Every product comes with every seat, on the same records your business 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 freeBring 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.
Put the whole business on one seat.
Start today, or bring your own data to a demo and see it there.
Questions, answered
It is the same product described for a reader whose trade we have not written a page for. If you run an agency, an MSP, a consultancy, an accounting firm or a recruitment desk, those pages are more specific and worth reading instead. This one is for the B2B service business that is none of those and still bills the same account every month.
No. Invoices, payments and statements live here on the same records as your accounts, but there is no bank feed and no double-entry ledger, so your accountant keeps theirs. Invoices raised here are recorded there by hand or by export; nothing posts between the two on its own.
Yes, through the portal, and they hold no account and never count as a seat, however many of them there are. They raise a request, get a private link, and follow its status by that link. They cannot see invoices or edit anything in the portal; it is for requests and for the articles you publish.
Yes, for the deal side. A CRM for business brokers needs sellers, buyers and listings, and where each deal stands. Sellers and buyers are contacts and companies, a listing can be a custom object with its own fields, and the deal runs through stages you name. The success fee is invoiced on the same record. There is no listing syndication and no data room.
Probably not, and we would rather say so. The best CRM for private equity firms tracks deal flow, LP relationships and portfolio reporting. Spodus does deal flow well: a pipeline with custom stages, one record per company, notes and documents attached. It has no data room, no LP reporting and no fund accounting. For a small firm that only needs sourcing tracked, it works.
Yes. Mark hours billable and they wait on the To bill page, grouped by client and project. Create invoice turns them into lines per task, per person or per project, as a draft you check before sending. Hours with no rate are left out and counted, and retainer hours show as covered by the retainer.