For professional services
Your firm, on one seat.
For firms selling expertise as engagements and retainers, with the scope, the work and the fee on one record.
21 features across the five products, and all of them are in one seat.
How the work runs
An engagement, end to end, and what carries each part of it.
Win it, scope it, deliver it, bill it, answer for it. One client record.
Harbourline Group
Ashcroft Media
Pinehurst Retail
Calder & Vane
Merrow Foods
Storrow Bank
Brightway Logistics
Tradelane
Kestrel Devices
Stage 1
The opportunity
An enquiry or a referral becomes a deal on stages your firm named, with the fields your practice actually keeps.
CRMStage 2
The scope and the fee
Scope and fee go out as an estimate. Accept it and the invoice is raised on the same client with the lines already on it.
FinanceStage 3
The delivery
The engagement sits on the client as tasks with owners and dates, with a timer and a timesheet against them.
CRMStage 4
The client’s questions
Requests arrive with an owner and a response target, and the client follows their own without holding a licence.
SupportStage 5
The people on it
Employees and associates on one record each, with their documents, their onboarding and their time off.
HR
One connected system
One client record, from opportunity to fee.
The proposal, the delivery and the invoice on one record, so the client’s history is one screen.
- 01
An accepted estimate becomes an invoice.
- 02
Requests and work sit on the client.
- 03
Free client seats, never a per-head bill.
Deal
CRM
INV-1040
Finance
#2198
Support
The trade
The work is billable. The admin is not.
A CRM for the pipeline, a document for the scope, an invoicing tool at month end. Every handover is time nobody bills for.
Opportunities
Every enquiry, from first call to signed.
- Custom pipeline stages, drag-and-drop deals, and a reminder when a close date comes up.
- One record per person and company, carrying every message, invoice and request.
- Log calls, schedule follow-ups, and get reminded so nothing slips.
- Pipeline value and win rates live, without exporting to a spreadsheet.
Calder & Vane
Deal
Fees
Scope out, invoice back, on one record.
- Build, send and track estimates that convert to invoices in a click.
- Record a payment and the balance, the status and the client 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.
INV-1042
Northwind Trading · Net 30
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.
Can’t log in after reset
#2213 · Northwind Trading
Export is timing out
#2209 · Brightway Logistics
Add a second admin seat
#2204 · Fieldstone Freight
One seat is all five, for the whole firm.
- 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 professional services firms run on Spodus.
Five jobs, five products, one seat.
You can be running an engagement on this inside a week.
Start with the part that costs the most time, bring the client list in, seat whoever signs in.
- 01
Start with the part that hurts
Contacts, companies and tasks are there from the first minute. Invoicing, the client 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.
- 02
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. Your custom fields come with them and their stages are mapped onto yours.
- 03
Give seats to whoever signs in
Fee earners and admin take seats. Clients raising requests hold no account at all, however many of them there are.
