ERPForecast & sales performance
Set stage probabilities, track personal monthly targets and compare saved estimates with won active leads. Forecasts are estimates, not invoiced revenue.
CRM · FREE MODULE
Free CRM for small businesses.
Keep contacts, active leads and follow-ups together, with no licence or per-user fees. Use CRM independently of the other ERP modules, from the first enquiry to the recorded outcome.
01Contacts & company relationships
02Lead stages & follow-ups
03Enquiries, imports & reports
Core module + free standard Power add-ons
From a contact to a clear next step.
Keep companies, contact people, active leads and follow-up activities together. Give each active lead 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 active lead 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 ACTIVE LEAD€7.200
Product launch
ProposalWon
ACTIVE LEAD 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 active leads, their recorded history and follow-up coverage. Active lead 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 duplicate pairs together before confirming a batch merge.
- 02
Share the active lead
Choose a primary owner, co-owners and followers. Configure New lead stages and additional fields for leads, companies and people. 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 active lead, and notify teammates who already have access.
- 04
Learn from the outcome
Record wins and losses, review sales 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 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.
Before you get started.
Can I use CRM without the other ERP modules?
Yes. Contacts, companies, active leads, 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 & active leads
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.HYPOTHETICAL EXAMPLE · EQUIPMENT MAINTENANCE
CRM for B2B sales: from an enquiry to a decision.
A company asks your team for an equipment-maintenance proposal. Several people take part in the decision. Here is how to organise that conversation in Spona CRM.
Keep the buying company and people together.
Record the company, the person requesting the offer and other contacts involved in the decision.
Give the active lead an owner.
Create an active lead for the maintenance enquiry. Assign its owner and any co-owners or followers who already have access. Record the stage and the customer’s requirements.
Agree the next activity.
Keep the proposal and notes with the active lead. Assign a follow-up call and date so the next step has a responsible person.
Record the decision; keep billing separate.
Record the active lead as won or lost and review its history. Use Sales separately for quotes and invoices; a CRM outcome does not automatically create either.