Sales software built for selling services, not seats

Sales software for an agency or consultancy tracks a small number of high-value, scoped engagements rather than a high volume of identical sales. The important part is what happens after the deal closes: the client record has to carry through to the project, the support queue and the invoice. AspirePro's Sales module runs deals on pipelines you configure, against the same companies and contacts the rest of the platform uses, so the handoff from sales to delivery is a status change rather than a data migration.

Yes. Each pipeline has its own stages, sources, tags, currency and access list, and you can even rename the record type — a pipeline can call its records deals, opportunities or engagements. Most teams run one for new business and a second for renewals, because the two processes rarely have the same stages.

You can send email directly from a deal using your connected mailbox, with reusable templates and merge fields. With an Outlook (Microsoft) mailbox, replies are captured on the deal record automatically; a Google mailbox is send-only, so BCC the deal's log address (or forward the reply to it) and it is filed on the deal. Either way the conversation lives with the opportunity instead of in one person's inbox.

Yes. Turn the Sales switch off under System → Features and AspirePro will not compete with it. The HubSpot integration keeps companies and contacts in sync both ways — blank fields never overwrite real ones, there is a create-only mode, and sync can be paused per object — so delivery, support and billing still run against the client records your sales team maintains in HubSpot.

Each rule says when it starts (a stage change, a deal won or lost, a quote accepted, a deal sitting idle), what has to be true (conditions on stage, source, tag, value, owner and more) and what to do (change a stage or status, assign an owner, apply a tag, add a note or follow-up, send a notification, start a project). Rules triggered by an event run as it happens, idle and close-date rules are checked on a schedule, and every run is logged so you can see what fired and why.

Yes. Companies and contacts import from CSV or XLSX through a guided mapping wizard with duplicate detection, and can also be pulled from HubSpot — including scoped to a specific HubSpot list rather than the whole portal.

Yes. Give any list the Outbound purpose and it becomes a block: who to call today, what slipped, what is coming up and who has no next step yet, with the person's numbers, history and open work beside it. Every call and email is logged with an outcome and a next step in one press, a final outcome retires the person everywhere, and a block that is too big splits into blocks you can finish. If the client runs HubSpot, their list is the block — their tasks land in your queue and your touches land on their timeline.

Access is governed by roles plus per-pipeline access lists. A role controls whether you can view, create, edit, close or delete deals and manage Sales settings; the pipeline access list controls which pipelines you can see at all. The two combine, so a contractor can work one pipeline without seeing the rest of the business.