ERPNotes · Independent workspace add-on
Private notes with rich text, colors, tags and pinning. Share selected notes with colleagues, or link them to accessible to-dos. Notes works with Tasks switched off.
Platform / Power add-ons
More capability.
No upgrade fee.
Add tools to the modules you use, and keep the rest switched off.
Standard Power add-ons are free. AI Summary is a separate, optional paid add-on coming soon.
28standard add-ons
Freewith your modules
Your choiceturn on what you need
A CLOSER LOOKA little extra.
A little extra.
A clearer working day.
Explore three ways to add more detail to the modules you use.
Actual Spona invoices · Existing local test records and their dated receivables graph. Recurring periods are waiting for review before an invoice is issued.
THE COMPLETE COLLECTIONFind the tools for
Find the tools for
the way you work.
Every add-on, organised by module. Start with what helps today and add more when you need it.
MODULE
Work
Included free
Tasks & Subtasks
Turn stages into smaller, actionable tasks.
Attachments & evidence
Keep supporting files beside the work they explain.
Stage costs
Record private costs and review remaining costs by stage. Temporarily display current summaries in EUR, USD, GBP or CHF using a dated rate; entries, budget and review forms, and saved history stay in EUR.
MODULE
People
Included free
Documents on file
Keep employment documents with the person they belong to.
Absences
Keep a record of time away from work.
Onboarding & handover
Organise the steps for joining your company.
Timesheet & hours
Bring working-time records into the workspace.
Employee portal
Give employees a place to access their information.
MODULE
Salaries
Included free
Monthly payouts
Keep a record of payouts.
Deductions
Keep deductions documented alongside pay information.
Pay prep sheet
Bring the information for payroll preparation together.
Spona records pay; your accountant calculates it. Recording a payout does not initiate a bank transfer.
MODULE
Purchasing
Included free
Delivery evidence
Keep proof of delivery with the purchase records.
Equipment register
Keep records of company equipment.
Requests
Record what your team needs before preparing an order.
MODULE
Sales
Included free
Delivery notes
Keep a record of goods sent to clients.
Credit notes & storno
Correct an issued invoice with a credit note or a full storno.
Recurring invoices
Support sales that repeat on a regular basis.
MODULE
Finance
Included free
Subscriptions & renewals
Track recurring costs, renewal dates and cancellation deadlines. Include planned renewals in your liquidity forecast and compare charges with the recorded amount. Recording a cancellation updates your Spona plan; cancel the contract separately with the supplier.
Group
Compare cash balances and forecasts across companies where you have the required Finance access. Recognised transfers between those companies are excluded from group inflows and outflows. Each company keeps its own records; this view does not produce consolidated statutory accounts.
Accountant seat
Invite an external accountant to a restricted collaboration role for supported handovers and retained records. Accountants can switch between authorised companies; country-specific exports remain limited to supported workflows. Daily Receivables & payables belongs to the internal Finance team and keeps separate access.
MODULE
Marketing
Included free
Advanced Workflows & Client Approvals
With Advanced Workflows & Client Approvals enabled, return assigned feedback, configure ordered internal stages and invite a verified client account to an expiring, revocable content snapshot. No email is sent automatically; the company deliberately shares its scoped review link.
Campaign Intelligence
Campaign Intelligence compares explicit metric targets with labelled latest manual lifetime results and their included/missing coverage. Optional associations use currently permitted Spona CRM opportunities, with source currency and outcome facts. It does not claim causal attribution or received cash; base Marketing remains independent of CRM.
Content Studio
With Content Studio enabled, save private content recipes and asset collections, then review selected words and files as a fresh draft. Separate Team permissions control use and administration. It does not publish or connect an account.
MODULE
CRM
Included free
Forecast & sales performance
Set stage probabilities, track personal monthly targets and compare saved estimates with won active leads. Forecasts are estimates, not invoiced revenue.
Tenders
Coordinate bid decisions, requirements, deadlines and results with your active lead team. Assign a follow-up for guarantees and keep supporting files on the active lead.
Sales processes
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 an active lead for additional work with the same client.
MODULE
Insights
Optional paid · Coming soon
AI summary
Coming soon: AI Summary, an optional paid add-on for a short written overview of your insights. Record names are replaced with placeholders before the findings are sent to the AI provider. You can check the summary against the source records.
Your weekly checks and findings are available now in the free Insights module.
Core modules and standard Power add-ons are free. Optional financing has a separate fee and agreement.
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.