Consultants
The CRM for consultants.
A CRM for consultants is one record per client: the enquiry, the proposal, the engagement and the invoice.
Ops review
Pricing strategy
Team restructure
Market entry study
Finance process audit
Board workshop
Growth roadmap
Leadership coachingBillable hours, lost to admin.
A CRM for prospects, another tool for invoices, email for updates, a folder of contracts. The admin adds up.
A month in a practice, and what carries each part of it.
Win the work, do the work, get paid.
The enquiry
A referral or an inbound arrives as a deal on stages you set, with the fields your practice actually needs on the record.
Zapier
Vercel
WebflowThe proposal
Scope and fee go out as an estimate.
The engagement
A channel per client, so the working conversation and the decisions sit beside the record rather than in one person's mail.
The client's asks
Questions arrive as tracked requests with an owner and a target, instead of as a fifth email chain nobody else can see.
The associates
The people you bring in for a piece of work: their documents, their onboarding and their time off, on the system their work already runs on.
What stops happening.
What stops once every product reads the same client record.
Rebuilding the proposal
Client, scope and fee come off the deal, so an estimate is a document you check rather than one you type out of the last one.
The invoice you forgot to raise
The work and the money are on one record, so a delivered engagement is not sitting unbilled in a folder nobody opens.
Hunting for the contract
Documents attach to the client they belong to, alongside the notes and the history, rather than living in a drive folder named after last year.
The evening admin
One system to update after the client call, instead of the same three facts typed into a CRM, an invoicing tool and a spreadsheet.
What runs without anyone.
When a record changes, create the next record or send the email.
Spodus AI knows every client.
Ask about your practice, catch up on a client, or turn a meeting note into work. It asks before it changes anything.
SlackAsk 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 a practice on this inside a week.
Choose what you run first, bring the client list in, invite whoever signs in.
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 whoever signs in
You and your associates take the seats.
Everything in one seat.
Every product comes with every seat, on the same records your practice 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 practice on one seat.
Start today, or bring your own data to a demo and see it there.
Questions, answered
Yes for the day to day: estimates, invoices, recurring invoices, payments and statements, on the same records as your clients. There is no bank feed or double-entry ledger, so deep bookkeeping stays with your accountant. What you gain is that the proposal you sent and the invoice you raise are the same lines on the same client.
No. Client and portal seats are always free. You only pay for people on your side doing the work. Up to three use Spodus free; paid plans start at three seats. A client with ten people raising requests through the portal costs exactly what a client with one does.
Not yet. The portal runs on a Spodus URL and carries our badge. Custom domains and white-labelling are not built, and we would rather say so than have you promise it to a client. What you can do today is publish your own articles in it and give each client a private link to follow their request.
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.
No. Contacts, companies and tasks are there from the first minute; invoicing, the client portal and the HR side switch on when you want them. Turning one on later brings back its screens with whatever is already in them. Start with the pipeline. Switch invoicing on the first time a proposal is accepted.