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For B2B services

Your B2B service, on one seat.

For businesses selling an ongoing service to other companies, where the same account carries the contract, the work, the requests and the monthly bill.

Get a demoHow we price

21 features across the five products, and all of them are in one seat.

  • Automations
  • Custom fields
  • Custom objects
  • Views
  • Dashboards
  • Pipelines
  • Deals
  • Contacts & companies
  • Quotes
  • Invoices
  • Recurring invoices
  • Tax rates
  • Org chart
  • Time off
  • Ticket queue
  • SLAs
  • Knowledge base
  • Customer portal
  • Email to tickets
  • Roles & permissions
  • Workflow webhooks
  • Automations
  • Custom fields
  • Custom objects
  • Views
  • Dashboards
  • Pipelines
  • Deals
  • Contacts & companies
  • Quotes
  • Invoices
  • Recurring invoices
  • Tax rates
  • Org chart
  • Time off
  • Ticket queue
  • SLAs
  • Knowledge base
  • Customer portal
  • Email to tickets
  • Roles & permissions
  • Workflow webhooks

How the work runs

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. One account record, five stages.

In discussion3

Harbourline Group

Sep 4

Ashcroft Media

Aug 28

Pinehurst Retail

Sep 17
Contract out3

Calder & Vane

Aug 14

Merrow Foods

Oct 2

Storrow Bank

Sep 23
Live3

Brightway Logistics

Aug 7

Tradelane

Oct 15

Kestrel Devices

Sep 11
  1. Stage 1

    The account

    One record per company: the contacts, the contract dates, the open work and the history, on stages you named.

    CRM
  2. Stage 2

    The service

    What you deliver each month sits on the account as tasks with owners and dates, on a board, a table or a calendar.

    CRM
  3. Stage 3

    The requests

    Everything the customer asks arrives in one queue with a target on it, and they follow their own through the portal.

    Support
  4. Stage 4

    The monthly bill

    A recurring template raises the invoice against the same account on the day it is due, with the payment recorded on it.

    Finance
  5. Stage 5

    The people delivering it

    One record per person with their documents, their time off and the joining list somebody works through.

    HR

One connected system

One account, carrying the whole relationship.

Because the contract, the work, the requests and the invoice share a record, nobody has to reconcile four systems to answer one question.

  1. 01

    The plan and the open requests are on one record.

  2. 02

    Recurring invoices raise themselves.

  3. 03

    Portal customers never cost a seat.

Deal

CRM

LiveTradelane

INV-1040

Finance

$4,750Tradelane

#2198

Support

OpenTradelane
All three onTradelane

The trade

Recurring 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.

The queue

Everything a customer asks, with a clock on it.

  • 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 people submit and follow their own requests, free, never a seat.
  • Saved replies for the questions you answer every week.
Explore Support

Can’t log in after reset

#2213 · Northwind Trading

12:06

Export is timing out

#2209 · Brightway Logistics

3h 40

Add a second admin seat

#2204 · Fieldstone Freight

6h 12

The monthly bill

Recurring invoices that raise themselves.

  • Bill on a schedule, with templates that cut their own invoices when they are due.
  • Record a payment and the balance, the status and the customer history update together.
  • Build, send and track estimates that convert to invoices in a click.
  • Revenue, receivables aging and expenses, without exporting to a spreadsheet.
Explore Billing

INV-1042

Northwind Trading · Net 30

Paid
Lines
Growth plan · 12 months$10,900
Onboarding$1,200
Data migration$300
Total$12,400

Accounts

One record carrying the whole relationship.

  • One record per person and company, carrying every message, invoice and request.
  • Custom stages and the fields your business actually keeps, not a template's.
  • Log calls, schedule follow-ups, and get reminded so nothing slips.
  • Table, board and calendar over the same records, so everyone reads them their way.
Explore CRM

Calder & Vane

Deal

StageContract out
OwnerAva Chen
Close dateAug 14
Follow upDue Aug 14

One seat is all five, for the whole business.

  • CRM, Finance, HR, Support, Inbox, on the same records and under one login.
  • Nothing above is an add-on, a module fee or a tier you have to reach.
  • Your customers in the support portal are free, and never count as seats.

How B2B service businesses run on Spodus.

Five jobs, five products, one seat.

  • One record per account
  • Requests with a clock on them
  • The monthly invoice, on a schedule
  • A portal instead of a mailbox
  • What is live and what is owed

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.

  1. 01

    Start with the part that hurts

    Contacts, companies and tasks are there from the first minute. Invoicing, the customer portal and the people side switch on when you want them, and turning one on later brings back its screens with whatever is already in them.

  2. 02

    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. Your custom fields come with them and their stages are mapped onto yours.

  3. seatsfree
    03

    Give seats to whoever signs in

    Everyone delivering or billing takes a seat, with no minimum. Customers raising requests hold no account at all.

Questions B2B service businesses ask.

How is this different from your industry pages?
It is the same product described for a reader whose trade we have not written a page for. If you run an agency, an IT business, a consultancy or a recruitment firm, those pages are more specific and worth reading instead.
Does it replace our accounting software?
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.
Can customers see their own requests?
Yes, through the portal, and they hold no account and never count as a seat, however many of them there are.
Can I bill from the hours I track?
Not from the timesheet. There is a timer and a weekly timesheet, and they will show hours against the estimate on a task and what share you marked billable. Those hours do not flow onto an invoice: you still write the amount yourself.
Do I have to move everything at once?
No. Contacts, companies and tasks are there from the first minute; the rest switch on when you want them and bring back whatever is already in them.

Put the whole business on one seat.

Get a demoHow we price
Spodus

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