For consultants
Clients, projects, and invoices in one place.
Win the work, do the work, and get paid, without juggling a CRM, an invoicing tool, and a pile of documents.
Free to start. Your clients in the portal never cost a seat.
Billable hours, lost to admin.
A CRM for prospects, a separate tool for invoices, email for client updates, and a folder of contracts. The admin adds up, and the client experience suffers.
What you are paying for today
Pipedrive
Xero
Gmail
Drive
Calendly
How consultants run on Spodus.
Every product below is included in one seat, on the same connected data.
Pipeline
Every prospect, from first call to signed.
- Custom pipeline stages, drag-and-drop deals, and alerts on the ones that go quiet.
- One record per person and company, 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.
Billing
Proposals to paid, without a second tool.
- Build, send and track estimates that convert to invoices in a click.
- Record a payment and the balance, the status and the customer history update together.
- Bill on a schedule, with templates that cut their own invoices when they are due.
- Revenue, receivables aging and expenses, without exporting to a spreadsheet.
Client access
A portal 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 people submit and follow their own requests, free, never a seat.
- Saved replies for the questions you answer every week.
One connected system
Your practice, on one record per client.
Because the proposal, the work, and the invoice share one record, the client's whole story is in one place.
- 01
A signed proposal becomes an invoice.
- 02
See every project and payment per client.
- 03
Free client seats, never a per-head bill.
33 features across the five products, and every one of them is in the seat you already pay for.
Questions consultants ask.
Can it replace my invoicing tool?
Do clients pay for access?
Can I white-label the portal?
Run your whole practice on one seat.
One login, one system, and you pay for the people who sign in. Your customers in the portal are free.