Features
Everything client work needs, on one record.
From the first enquiry to the last invoice, every part of SparkDesk shares the same clients, projects and people. Pick a feature to see how it works.
Win the work
CRM
Accounts, contacts, leads and a deal pipeline that carry straight into quotes, projects and invoices.
Learn moreContracts and e-signature
Contract templates, a clause library and version history, with e-signature and an audit certificate built in.
Learn moreForms
Drag-and-drop forms with conditional logic, scoring and file uploads that create records when submitted.
Learn moreEmail inbox and broadcasts
Your own email addresses, an inbox tied to client records, emailed receipts for review, and broadcasts with tracking.
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Deliver it
Projects and time tracking
Projects, task boards, timers and timesheets, with budgets and hours that carry into invoices.
Learn moreClient portal
A portal where clients sign in with an email link to see invoices, documents, projects and requests.
Learn moreDocs
Real-time co-editing, comments and version history, with docs kept next to the work they describe.
Learn more
Bill for it
Support clients
Run the business
Flows automation
When, If, Then automations that can open timesheets and create invoices for each client period.
Learn moreReports and dashboards
Template reports with subtotals, headline numbers and charts, plus dashboards for your weekly numbers.
Learn morePeople and HR
Directory, org chart, time off, onboarding kits, training and employee documents for your team.
Learn moreCustom objects
Your own record types with 26 field types, plus Flows, API and MCP access.
Learn moreAPI and MCP
A first-party MCP server and REST API, free on every plan, that act with your own role and permissions.
Learn morePermissions and security
Roles, module permissions, visibility rules, record history and trash, applied in the app, API and MCP.
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AI and MCP
Connect Claude or ChatGPT and run it all from a conversation.
Run your next client project in SparkDesk.
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