Your customers move fast. Disconnected tools slow your team down.
Most teams manage customer work across separate systems: one tool for CRM, another for help desk, another for campaigns, another for calls, another for internal chat, and another for reporting. The result is missed follow-ups, incomplete customer history, duplicate work, weak visibility, and managers chasing updates across too many apps. Spell CRM Pro brings these workflows together so every lead, customer, ticket, email, call, campaign, and task lives in one connected workspace.
One platform replaces the whole stack.
Drop the separate subscriptions you were stitching together.
Enterprise CRM capability. Without enterprise CRM friction.
Many growing companies want the power of a large enterprise CRM platform — pipelines, reports, automation, support workflows, AI, marketing, mobile access, integrations — but not the cost, complexity, and long implementation cycle that come with it. Spell CRM Pro gives practical teams the operating layer they actually need: CRM, support, campaigns, telephony, AI, reporting, team messaging, and managed implementation in one place.
Right-sized for growing teams
Designed for organizations of 10–500 users that have outgrown spreadsheets and basic CRMs but do not need a multi-year platform rollout.
Modular, not monolithic
Turn on CRM, Help Desk, Marketing Hub, Telephony, or Team Spell as you need them. One workspace, one bill, one team to call.
Implemented and supported
Spell Solutions configures the workflows, migrates the data, trains the team, and supports the operation. You get software plus an implementation partner.
AI inside the workflow
Spella reads your records, drafts replies, classifies tickets, summarizes calls, and surfaces risk — inside the screens your team already uses.
Everything your team needs
A complete operating system for revenue and service. Not a patchwork of plugins.
Spella, your AI teammate
Spella drafts replies, summarizes threads, suggests next steps, and classifies tickets automatically. Every agent gets an intelligent copilot on day one.
Pipeline and deals
Multi-stage pipelines, forecasting, activities, and deal rooms that keep reps focused on closing.
Contacts and companies
A single customer timeline across email, calls, meetings, tickets, and notes. No more tab hopping.
Spell Help Pro
Shared inboxes, SLAs, macros, internal notes, and a branded customer portal. Built in, not bolted on.
Email, native
Per-agent IMAP and SMTP, threaded conversations, scheduled sends, and automatic ticket ingest from support mailboxes.
Telephony
In-app softphone with click-to-call, call logs, recordings, and call routing tied directly to the right contact or ticket.
GPS and field ops
Live agent location, geofenced check-ins, and visit tracking for field teams. Know where service is happening in real time.
Team Spell Messenger
Internal chat for your whole company with threaded channels, direct messages, and file sharing. Available on web, iOS, and Android.
Automation
Rules, macros, and auto-replies that apply themselves while your team sleeps. Configurable and transparent.
Reports and dashboards
Out-of-the-box dashboards for revenue, activity, and support load. Custom views per role.
Enterprise-grade security
Role-based access, audit logs, SSO ready, and encrypted at rest. Your customers' trust is not optional.
Works everywhere
Responsive web app plus native mobile apps for messenger. Your team stays connected whether they are at a desk or in the field.
Your AI teammate.
Named Spella.
Spella lives inside Spell CRM Pro. She reads every conversation, knows every contact, and does the work that normally eats your team's day. Drafting replies, summarizing long threads, routing tickets, flagging risk — she handles it so your people can focus on the hard calls.
- Trained on your own tone and knowledge base, not a generic model voice
- Works across tickets, deals, contacts, and the shared inbox
- Available on this page too. The floating bubble below is Spella saying hello
What Spella does for your team
Real work, not just chat. Every capability below is built in. No plugins, no extra subscriptions.
Drafts replies in your voice
Spella reads the full thread and your team's past replies, then writes an answer that sounds like you wrote it.
Routes tickets automatically
She classifies every incoming ticket by topic, urgency, and sentiment, then sends it to the right queue or agent.
Summarizes long threads
Ask for a summary on any ticket or deal. Spella returns the state, what was tried, and the next best step.
Flags customers at risk
Tone shifts, response gaps, SLA misses. Spella surfaces churn signals before they become cancellations.
Grows your knowledge base
Solved tickets turn into reusable macros and help articles. Your knowledge base writes itself over time.
Triages your inbox
Spella ranks what needs attention now, hides the noise, and surfaces the three things that will move your day.
One platform. Ten connected modules.
Sales, support, project management, maintenance, contracts, marketing, telephony, internal messaging, field sales, and AI — designed to work together, not bolted next to each other.
Spell CRM Pro
Contacts, companies, deals, and pipelines. The foundation for a repeatable sales motion.
- Customizable pipelines and stages
- Activity timeline per contact
- Email sync and tracking
- Forecasting and reports
- Softphone and GPS check-ins included
Spell Help Pro
A modern help desk with shared inboxes, SLAs, and a branded self-service portal.
- Auto-ingest support emails
- SLAs, macros, and saved replies
- Customer portal and CSAT surveys
- Internal notes and watchers
- AI-drafted replies and routing
Spell PM Pro
Projects, phases, tasks, and a real Gantt with dependencies. Designed for construction, renovation, and agency teams who run multiple jobs at once.
- Drag-to-reschedule Gantt with FS / FF / SS / SF dependencies
- Daily logs, RFIs, change orders, punch lists, safety incidents
- Time tracking with a start/stop timer and per-task hours
- Critical-path computation, health gauges, and printable reports
- Subcontractor portal, intake forms, and drawing markups
Spell CMMS Pro
Tickets, workflows, planned visits, and signed service reports. The shop floor in your pocket.
- Recall, installation, inspection, and corrective workflows
- Service-contract visit scheduling
- Signature-captured service reports with PDF export
- Manufacturer + customer + asset hierarchies
- Six workflow types with their own status lifecycles
Spell CLM Pro
Matters, contracts, drafting, redlining, and built-in e-signature. The full lifecycle on one platform.
- In-system Tiptap editor with track-changes and comments
- Counterparty portal — review, comment, and sign without an account
- DocuSign-style envelope signing with sequential routing
- Obligation reminders, renewal alerts, and template library
- Multi-counterparty + multi-matter linkage to deals and accounts
Spell Marketing Hub
Audiences, email designs, campaigns, drip workflows, and a template gallery. Send beautiful email at scale with deliverability hygiene baked in.
- Static lists and dynamic segments evaluated live
- Real-time open, click, bounce, and unsubscribe tracking
- Drip workflows with delays, branches, and exit conditions
- 26 polished MJML starter templates plus drag-and-drop builder
- Per-recipient personalization and A/B holdout
Integrated Telephony
A business phone system inside the CRM. Make and receive calls from the browser, route inbound calls to the right owner, log every conversation, and keep call history on the customer timeline.
- Browser-based softphone and click-to-call
- Smart inbound routing and missed-call inbox
- Automatic call logging and attribution to records
- Optional recording and transcription where permitted
- Presence-aware availability and hand-off
Sales Companion App
Mobile access to customer records, tasks, calls, notes, route planning, and GPS check-ins so real-world sales activity is captured while it happens.
- Mobile-friendly CRM access on iOS and Android
- GPS check-ins and customer-visit tracking
- Route planning and territory assignments
- Offline-tolerant activity capture and sync
- Field notes, tasks, and call updates from anywhere
Spella AI
An AI teammate that works inside CRM, support, marketing, telephony, and team messaging — summarizing records, drafting replies, classifying tickets, and surfacing next steps.
- Email drafting and reply assistance in your tone
- Record, account, and ticket summarization
- Ticket triage, classification, and routing
- Call transcript summaries and action items
- Marketing personalization and translation
Team Spell Messenger
Secure internal chat for your whole company. Threaded channels, direct messages, voice notes, file sharing, and Spella-powered translation and summaries. Native apps for iOS and Android keep your team connected on the go.
Pre-configured for the industries Spell Solutions already runs in.
Add a vertical pack to extend the platform with workflows, dashboards, and integrations tuned to your industry.
CMMS Pro
Medical-device fleets — recall, inspection, preventive, corrective, installation, and service-contract visit workflows.
CLM Pro
Contract lifecycle — drafting, redlining, e-signature, AI risk extraction, expiry alerts.
PM Pro
Construction, renovation, and agency teams — Gantt schedules with dependencies, daily logs, RFIs, change orders, punch lists, and time tracking.
Healthcare Operations
Patient consent, BAA-ready configuration, clinic and MSO workflows.
Dealer Growth
Auto and equipment dealerships — lead routing, deal desk, service writer, parts intake.
Field Service & Distribution
Route planning, GPS check-ins, geofenced visits, territory ownership, offline-tolerant capture.
Built by operators, for operators.
We built Spell because every CRM we used felt bloated, slow, or overly complex. This one is quick to learn, pleasant to live in, and honest about what it does. And with AI woven through every surface, your team spends more time on customers and less on data entry.
- A clean interface that respects your attention. No dark patterns, no constant upsell banners.
- Everything you need out of the box. No forty-app integration marathon.
- Owned by you. Your data is always exportable.
- AI as a teammate, not a gimmick. Actionable outputs you can trust.
Software plus implementation. Not just another login.
Spell CRM Pro is backed by Spell Solutions, a technology partner experienced in cloud infrastructure, CRM implementation, marketing automation, contact center workflows, AI integration, managed services, and custom business systems. We do not just hand you software. We help configure the workflows, migrate the data, train the team, and support the operation.
Implementation
Workflow design, custom fields, role-based permissions, and integrations configured to your motion.
Migration
Move from your existing CRM, help desk, or spreadsheets — fixed-fee, scoped projects with full data preservation.
Training
Admin and agent training, recorded knowledge base, and documentation tailored to your team.
Managed support
Ongoing platform operation, monitoring, AI configuration, and quarterly business reviews.
Your data. Your rules. Your cloud.
Spell CRM Pro is multi-tenant by design and runs on AWS, with a self-hosted option for organizations that need it. Every workspace runs with role-based access, audit logs, encryption in transit and at rest, and full data exportability. Customer data is tenant-scoped and is not used to train third-party consumer AI models.
AWS cloud or self-hosted
Run on our managed cloud, or self-host inside your own AWS account or VPC.
Tenant isolation
Every workspace is isolated. No customer data leaks across organizations.
Role-based access
Granular permissions per module, per record type, and per field.
Audit logs
Every login, configuration change, and data export is logged and queryable.
Encryption
TLS in transit, AES-256 at rest, with rotation and managed keys.
Data exportability
Take your data with you anytime — CSV, Parquet, or full database snapshot.
Let's talk
Tell us a bit about your team and we will get back within one business day. Existing clients can open a ticket through our support portal.
US Office
1000 Main Street, Suite 2300
Houston, TX 77002, USA
Sales teams in Saudi Arabia (KSA) and the United Arab Emirates (UAE).