Professional services firms
PSA software for small firms.
PSA software is professional services automation software: one system for the business side of a firm that sells expertise.
Process review
Compliance check
Systems advice
Annual engagement
Policy rewrite
Workshop series
Retainer, 12 months
Advisory projectThe work is billable. The admin is not.
A CRM for service business here, an invoicing tool there, a scope in a document, a mailbox for the questions. Every handover is time nobody bills for. The best CRM for service businesses is the one that also holds the invoice, because then nobody types the client in twice.
Client services software, from enquiry to invoice.
Win it, scope it, deliver it, bill it, answer for it.
The opportunity
An enquiry or a referral becomes a deal on stages your firm named, with the fields your practice actually keeps.
Loom
Figma
Vercel
WebflowThe scope and the fee
Scope and fee go out as an estimate.
The delivery
The engagement sits on the client as tasks with owners and dates, with a timer and a timesheet against them.
Shopify
Slack
Dropbox
FramerThe client’s questions
Requests arrive with an owner and a response target, and the client follows their own without holding a licence.
The people on it
Employees and associates on one record each, with their documents, their onboarding and their time off.
What stops happening.
What stops once every product reads the same client record.
Rebuilding the scope document
Client, scope and fee come off the deal, so an estimate is something you check rather than something you retype from the last one.
The month-end reconciliation
Delivered work and the invoice sit on the same record, so billing is reading a screen rather than assembling one.
Four versions of the client list
One record per client carries the pipeline, the engagement, the fee and the requests, so nobody works from a stale export.
Chasing your own team for status
Tasks carry an owner and a date on the client they belong to, so the answer is on the record instead of in a status meeting.
What runs without anyone.
When a record changes, create the next record or send the email.
Spodus AI knows every client.
Ask about your firm, 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.
Moving to service business management software takes a week, not a quarter.
Start with the part that costs the most time, bring the client list in, seat 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, Zoho, Asana, ClickUp and Trello.
Give seats to whoever signs in
Fee earners and admin take seats.
Everything in one seat.
Every product comes with every seat, on the same records your firm 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 firm on one seat.
Start today, or bring your own data to a demo and see it there.
Questions, answered
PSA software, or professional services automation software, is one system for running a firm that sells time and expertise. It usually covers the client list, the pipeline, scoping, the work itself, invoicing and client requests. Spodus covers all of those, and turns billable hours into invoice lines. It has no Gantt charts, so a firm that needs one should know before it buys.
A CRM tracks the people you sell to and where each deal stands. PSA, professional services automation, carries on after the sale: scoping, delivering, billing and supporting the work. A CRM is enough if you sell a product. A firm that sells time needs both, which is why Spodus puts them on one record rather than in two tools.
Yes, for small agencies. PSA software for agencies means one system for clients, scope, work, billing and requests, and Spodus covers each of those. Billable hours become invoice lines, and each project and client shows its profit and margin. It has no Gantt chart and no e-signature.
Yes, in the plain sense. Client work management software keeps the work for each client in one place, with an owner and a date on every task. In Spodus the tasks sit on the client record, next to the deal, the estimate and the invoice. You can see them as a table, a board or a calendar. There are no Gantt charts and no sprints.
Yes. A client management system for agencies keeps one record per client with everything on it. In Spodus that record carries the contacts, the deal, the estimate, the invoices, the open work and every request. Anyone on the team opens the client and sees the whole picture, and nobody re-types the client into a second tool.
A CRM stops at the sale. Client management software for agencies carries on after it: the scope, the delivery, the invoice and the requests that follow. Spodus does both on the same record, so the deal you won is the client you bill. If you only need a pipeline, a plain CRM is cheaper and simpler, and you should buy that.