Small businesses
The CRM for small business owners.
A CRM for small business is one place for every customer: who they are, what they were quoted, what they owe and what they asked.
Website refresh
Monthly service
Office fit-out
Store setup
Annual contract
Training day
Repeat order
Service planYou are the integration.
The customer in one tool, the invoice in another, last week's question in somebody's inbox. The joining up is you. Client management software for small business should be the joining up, so that you are not.
A month in a small business, and what carries each part of it.
The enquiry, the quote, the work, the bill.
The enquiry
However it arrives, it becomes a record on stages you named, with the fields your business actually keeps.
Airbnb
Asana
Zapier
Figma
VercelThe quote
Scope and price go out as an estimate.
The job
The work sits on the customer as tasks with owners and dates, on a table, a board or a calendar depending on who is looking.
Stripe
Notion
Spotify
FramerWhat they ask afterwards
Questions arrive as tracked requests with an owner and a target, rather than as a text message to whoever answered last time.
The people who do it
One record per person with their documents, their time off and the list somebody works through when they join.
What stops happening.
What stops once every product reads the same client record.
Typing the same three facts three times
The customer, the amount and the date live on one record, so an invoice is checked rather than re-entered.
“Who spoke to them last?”
Every note, request and invoice sits on the customer, so the answer is on the screen instead of in somebody’s memory.
The quote that never turned into a bill
An accepted estimate becomes an invoice on the same record, so delivered work is not sitting unbilled in a folder.
Being the only one who knows
Roles are set per object, so the person covering for you can open what they need without being handed your password.
What runs without anyone.
When a record changes, create the next record or send the email.
Spodus AI knows every client.
Ask about your business, 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.
A weekend, not a project.
Start with the part that costs the most time, bring the customer list in, seat whoever signs in. Set aside a weekend for it, not a quarter: CRM packages for small business do not have to be a project.
Start with the part that hurts
Contacts, companies and tasks are there from the first minute.
Bring the customer 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 a seat to whoever signs in
Only the people doing the work take a seat.
Everything in one seat.
Every product comes with every seat, on the same records your business 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 business on one seat.
Start today, or bring your own data to a demo and see it there.
Questions, answered
Probably, and we would rather say so. It earns its place when more than one person needs the same customer on the same day, usually somewhere past ten people. Below that a spreadsheet and a shared mailbox are genuinely cheaper. Ask any of the CRM platforms for small businesses where their floor is; ours is about ten people.
It is CRM software for small businesses, plus the invoice and the request queue. Call it a CRM system, CRM tools or a CRM package for small business; it is one list of customers the whole team keeps. It does not become an ERP: no stock, no payroll, no double-entry ledger.
Yes. A customer relationship management system for small business, CRM packages for small companies and a CRM for SMB are all one thing: a list of customers, what you sold them and what they asked for, kept by the whole team. The names differ by vendor and by country. What to compare is what sits on the customer record beside the contact details: here it is the quote, the job, the invoice and the request.
Yes, and it is the case it was built for. A service company sells a quote, does the job and bills it, and the customer calls afterwards. Spodus keeps those four on one record. Jobs are tasks with owners and dates on a calendar. Customers raise questions through a portal rather than by ringing whoever answered last time.
No. Quotes, invoices, payments and statements live here on the same records as your customers, but there is no bank feed and no double-entry ledger, so your bookkeeper keeps theirs. Invoices raised here are recorded there by hand or by export; nothing posts between the two on its own.
No. You record a payment against an invoice and the balance, the status and the customer history update together, but there is no checkout and no card processing. Customers pay the way they do today, and you mark the invoice paid when the money lands. We would rather you knew that before the first invoice goes out.