ERPForecast & sales performance
Set stage probabilities, track personal monthly targets and compare saved estimates with won opportunities. Forecasts are estimates, not invoiced revenue.
CRM · FREE MODULE
Every opportunity. A clear next step.
Organise contacts and companies, share responsibility for deals and keep follow-ups in view. Use CRM on its own, from the first enquiry to the recorded outcome.
01Contacts & company relationships
02Shared pipeline & follow-ups
03Enquiries, imports & reports
Core module + free standard Power add-ons
From a contact to a clear next step.
Keep companies, contact people, opportunities and follow-up activities together. Give each opportunity an owner and record the next action so a conversation does not disappear into a spreadsheet or inbox.
- Add a company and contact person.
- Create an opportunity and assign its owner.
- Schedule the next activity and record the outcome.
CRM can be used independently of the other ERP modules. Core CRM and standard Power add-ons are free; your team controls access. The interactive example uses fictional data and does not create records or send messages.
Start with CRM →TRY IT · EXAMPLE DATA
YOUR NEXT OPPORTUNITY€7.200
Product launch
ProposalWon
OPPORTUNITY 024
Product launch
Proposal sharedTurn a conversation into a customer.
Take the next step in the customer conversation.
HOW IT FITS YOUR DAY
Know who to contact and what happens next.
Actual Spona CRM reports · Two existing test opportunities, their recorded history and follow-up coverage. Opportunity values and recorded wins are not invoiced revenue. Gaps indicate unavailable history.
- 01
Start with a contact
Add a person or company, import existing records or review an enquiry from your public form. Review duplicates before merging.
- 02
Share the opportunity
Choose a primary owner, co-owners and followers. Organise the pipeline around your stages and keep access aligned with each role.
- 03
Make the next step clear
Assign calls, meetings and tasks. Keep notes, files and manually recorded proposals with the opportunity, and notify teammates who already have access.
- 04
Learn from the outcome
Record wins and losses, review pipeline and follow-up reports, and save the views you use most. Export your records when needed.
POWER ADD-ONS · INCLUDED FREE
More detail.
When you need it.
Keep the essentials simple. Turn on the tools that fit your process, without moving to a paid plan.
Tenders
Coordinate bid decisions, requirements, deadlines and results with your opportunity team. Assign a follow-up for guarantees and keep supporting files on the opportunity.
Advanced pipelines
Give each sales process its own stages, fields and card layout. Require complete information and another member’s review before selected stage changes.
Renewals & account development
Track renewal dates, record relationship health and plan recurring internal follow-ups. Create expansion opportunities with the same client.
Before you get started.
Can I use CRM without the other ERP modules?
Yes. Contacts, companies, opportunities, activities, proposals, files and reports work within CRM. Mailbox synchronisation, automated sequences and automatic Sales or Work handoffs are planned separately and are not included in the current core.
Do I need every module?
No. Start with this module and activate other areas when you need them. Standard Power add-ons are also optional and free.
CRMContacts & opportunities
SalesQuotes & invoices
Explore the next part of your company.
View all modules →
Sales
Move from accepted quote to invoice.
- Quotes
- Client acceptance
- Invoices
Purchasing
Follow orders from supplier to delivery.
- Suppliers & orders
- Goods receipts
- Incoming invoices
A LITTLE LESS BUSYWORK STARTS HERE.
Start with your company.
Grow at your pace.
Start with one module. Bring the rest along when you’re ready.
Choose your modules →Free ERP and standard Power add-ons. Optional financing carries a separate fee.