Spjallbox CRM

The sales system that follows the conversation. Included in Business.

A sales pipeline, quotes that customers accept online and a follow-up worklist. Everything is linked to your inbox, contacts and conversations, so your sales team never has to switch windows.

New3

Booking system

Company A

ISK 9,900/mo

Guest book

Company B

ISK 4,900/mo

Phone line

Company C

ISK 7,500/mo

Discovery2

Web shop

Company D

ISK 12,900/mo

Stock integration

Company E

ISK 6,500/mo

Quote sent2

Maintenance contract

Company F

ISK 4,900/mo

Hosting

Company G

ISK 3,900/mo

Won1

New web shop

Company H

ISK 14,900/mo

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Quotes

Quotes that customers accept.

Set the setup fee and the monthly fee, send the quote as a link, and the customer reviews and accepts it themselves. The deal moves to Won without anyone logging it by hand.

  • Setup fee, monthly fee, discounts and contract term
  • Print-friendly quote that saves as a PDF
  • Acceptance recorded with name, email, time and IP address
  • A new version of a quote keeps the full history

Quote TB-2026-001 · Company H

Setup fee
ISK 250,000
Monthly fee
ISK 14,900

Excl. VAT

Accept quote
Accepted online
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From a conversation

A deal is born from the conversation.

When a customer asks about something new, you create the deal straight from the conversation. The company and contact come along, and the email you send is logged on the deal.

  • Create a deal from a conversation with contact and company
  • Link a conversation to a deal that already exists
  • Sales emails are logged to the right deal via BCC or forwarding
  • AI suggests a title, a summary and follow-up drafts

From a conversation in the inbox

Can we get a quote for a booking system too?
Create deal
Linked dealBooking system · New
With company and contact
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Visibility

Know what is in the pipeline.

The pipeline shows the value at each stage, the weighted value and the deals that are going cold. Reports show won in the period, active MRR, renewals and loss reasons.

  • Weighted value and forecast by month
  • Active MRR, ARR and renewals in the next 90 days
  • Loss reasons and average time in each stage
  • Deals without a next step and deals going cold
Won in periodISK 428,800
Active MRRISK 14,900
Win rate100%

ARR, renewals and loss reasons are in the reports.

In real time
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Everything in the system

What the sales team needs each day.

Pipelines

Several pipelines, stages you define and drag-and-drop between stages.

Worklist

Today’s next steps, stalled deals and what is about to expire.

Companies & contacts

Deals link to companies and contacts, and the timeline shows it all.

Products & pricing

Products and services with prices excl. VAT, used directly in quotes.

Custom fields

Add fields to deals, companies or contacts.

Visibility

Choose whether a deal is visible to everyone, the team or only its owner.

Daily digest

Owners get an email on weekdays about deals that are going cold.

Loss reasons

Record why a deal was lost so the team learns from it.

CSV in and out

Import from Excel, HubSpot or Pipedrive and undo an import as a whole.

AI assistance

A summary of a deal, a suggested next step and follow-up drafts.

Where is CRM included?

Spjallbox CRM is included in Business and Enterprise. An admin turns it on under Sales in the menu and chooses visibility and the default pipeline. Business costs ISK 7,900 per seat per month excl. VAT.

Questions

CRM questions

Answers on email, quotes, import and access.

Do I need Google Workspace or Gmail?
No. Each salesperson gets a personal BCC address. Copy it onto emails you send to customers, or set up automatic forwarding in Gmail or Outlook. The email is then logged on the right deal. Direct sync with Gmail and Microsoft 365 is not in the first release.
How does quote acceptance work?
The customer opens the quote through a link in the email, reviews it and accepts with their name and email. We record the time, IP address and name. The deal then moves to Won automatically.
Can I import data from another system?
Yes. Import companies, contacts and deals from a CSV file, for example from Excel, HubSpot or Pipedrive. You match the columns, see a preview and can undo the whole import.
Who can see the deals?
You choose visibility: everyone in the company, the team, or only the owner. An admin sets the default for new deals.
Is CRM in every plan?
No. CRM is included in Business and Enterprise. It is not included in Solo or Team.
Where is the data stored?
All data is hosted within the European Economic Area and processed in line with GDPR, like everything else in Spjallbox.
Spjallbox CRM — sales pipeline and quotes — Spjallbox