CrawlSpace CRM

Everything You Need. Nothing You Don't.

From a solo consultant tracking 50 contacts to a 100-rep sales org running structured pipelines, CrawlSpace gives every team the same full feature set - at one price, with no Pro/Enterprise gates.

Core Features

Deal & Pipeline Management

A real sales pipeline tied to every contact. Drag-and-drop Kanban, configurable stages, weighted forecasting, and 1:1 invoice linking. Move a deal to Closed Won and the lead converts to a customer automatically - no double-entry. Learn more →

  • Kanban + List views, switch anytime
  • Org-configurable stages with default probabilities
  • Line items + inventory pricebook on every deal
  • One-click invoice from a deal (pre-fills line items)
  • Auto-conversion: lead → customer when deal closes
  • Linked Deals card on every contact + company view

Built-in Invoicing with Square (Stripe Coming Soon)

Send branded invoices directly from a lead or customer record. Money flows straight from your customer to your Square balance - no markup, no extra fees. We orchestrate the workflow; you keep your processor.

  • One-click invoice creation from any contact
  • Pull line items directly from your inventory
  • Fully customizable HTML email with your logo
  • Auto-convert paid leads to customers (zero manual steps)
  • Cash/advance payment tracking outside Square
  • Real-time payment notifications via webhook

Permission Profiles - Granular Team Access Control

Five preset profiles (Full Access, View Only, Sales, Project Manager, Marketing) plus unlimited custom profiles. Control which of the 21 tabs each role can edit, use, view, or hide entirely. Enforced at both the UI and database layer.

  • Per-tab permission levels: Edit / Use / View / Hide
  • Database-level enforcement (RLS, not just UI hiding)
  • Owners and admins always retain full access
  • Profile rename auto-propagates to all assigned members

Reports & Custom Report Builder

27 pre-built reports plus a full custom report builder with charts, drill-down, formula fields, and folder organization. Salesforce-style Outline + Filters tabs in the builder. Sync invoices from Square for unified financial reporting.

  • 27 templates across Sales, Customers, Marketing, Projects
  • Custom builder targeting 7 data sources
  • Drag-and-drop folder organization
  • Live chart preview with auto-fit visualization
  • Drill-down on any chart bar or table row
  • Export to CSV, Google Sheet, or print as PDF

Real-Time Notification Center

A bell icon in the sidebar surfaces alerts for new leads, payments received, missed calls, voicemails, overdue tasks, upcoming meetings, and team events. No more constantly refreshing tabs to check what's new.

  • 9 notification types covering revenue, communication, and team events
  • Click any notification to jump to the related record
  • Per-tab badge counts so nothing slips through
  • Mark all read in one click

Choose Your Storage: Spreadsheet OR Native Database

CrawlSpace is the only CRM that lets you pick where your data lives. Use your existing Google Sheet or Excel file as the source of truth, OR switch to native CrawlSpace storage for faster performance - your call, switch anytime.

  • Bidirectional sync with Google Sheets / Excel
  • Native database storage option
  • One-click migration tool
  • CSV import for bulk loading
  • Switch modes anytime - neither destroys the other

Built-in Dialer

Make calls directly from the CRM. No third-party app-just $2/number/month plus per-minute usage at Twilio passthrough rates. On par with HubSpot, Pipedrive, and Zoho Voice, with no markup. Click-to-call from any contact record, with automatic call logging.

  • Click-to-call from contact records
  • Automatic call logging & recording
  • Call notes & outcomes
  • Powered by Twilio

Email Automation

Build multi-step email sequences with custom delays, personalized templates, and scheduled sends. Nurture every lead without lifting a finger.

  • Drip sequences with timed delays
  • Reusable email templates
  • Trigger-based automation Coming Soon
  • Open & click tracking Coming Soon

Video Messaging Included Free

Record screen + camera videos directly from CrawlSpace and see exactly when each recipient watched and how much. Like Loom, but built-in at no extra cost — and tied directly into your contact records.

  • Camera-only or screen + camera modes
  • Pickable bubble shape (circle / rounded / square) and corner
  • 3-second countdown + always-on-top floating control window
  • Save up to 25 videos to a reusable library
  • Embed in emails and sequence steps with one click
  • Per-recipient view tracking — opens, plays, % watched
  • In-app notification when a recipient watches your video
  • Branded landing page with reply CTA

Customizable Sequences

Build multi-channel playbooks that combine emails, calls, texts, video messages, and manual tasks - with configurable wait steps between each touchpoint.

  • Multi-step sequences (email, call, text, task)
  • Sequence performance reports
  • Voicemail drops & video attachments
  • Conditional logic Coming Soon

Statuses & Tags

Organize leads your way. Custom statuses track where leads are in your pipeline. Tags let you segment and filter for targeted outreach.

  • Custom status stages
  • Unlimited tags
  • Filter & segment
  • Bulk actions

Lead Scraping Extension $15/mo Value - Free

Capture leads from any website with our Chrome extension. Pull contact info, company data, and social profiles directly into your CRM.

  • Chrome extension
  • One-click capture
  • LinkedIn compatible
  • Auto-populate fields

Calendar & Meeting Integration

Sync with Google Calendar or Outlook. Schedule meetings, set reminders, and never miss a follow-up. All activity tied to the contact record.

  • Google Calendar sync
  • Outlook Calendar sync
  • Meeting scheduling
  • Reminders & notifications

27+ Built-in Reports

Pipeline value, win/loss analysis, revenue forecasts, conversion funnels, cohort analysis, goal tracking, territory performance, Sales Velocity Modeling, Win Probability Scoring, Marketing Attribution, and more. All included - no analytics add-on required.

  • Revenue forecast & pipeline value
  • Win/loss analysis & conversion funnel
  • Team & territory performance
  • Marketing attribution & newsletter performance
  • Goal tracking with pacing

See all report templates →

Custom Report Builder

A full BI tool built into your CRM. Build any report you can imagine on contacts, line items, products, newsletters, drip campaigns, or marketing sends. Drag in filters, group by any dimension, add metrics, pick a chart - all without writing code.

  • 6 data sources to report on
  • List & summary modes with charts
  • Click-to-drill-down on any chart bar
  • Computed fields & custom formulas
  • Conditional aggregations
  • Live preview as you build

See the builder →

Inventory & Pricebook

Store everything you sell - products, services, recurring plans - and quickly add them to leads as line items. When a deal closes, line items convert to sold items and inventory deducts automatically. No more typing the same products on every quote.

  • Unlimited products with categories & SKUs
  • One-time AND recurring billing models
  • Inventory tracking with low stock alerts
  • Itemized quotes on every contact
  • Auto-deduct stock at Closed Won
  • CSV import for bulk catalog setup
  • Margin reporting (price vs. cost)

B2B & B2C Ready

Whether you're selling to businesses or consumers, CrawlSpace CRM adapts. Track companies and contacts, or just individual leads-your choice.

  • Company records
  • Contact records
  • Link contacts to companies
  • Custom fields for both

Lead Assignment & Ownership

Assign leads to team members and track performance by owner. Set owners individually, in bulk, or automatically on new leads from Lead Finder. Filter and report by owner to see who's closing.

  • Assign lead owner per contact
  • Bulk reassign filtered leads
  • Auto-assign on lead capture
  • Performance reports by owner

SMS Messaging

Send text messages directly from the CRM. Add SMS steps to sequences for multi-channel outreach that gets responses. Per-segment usage at Twilio passthrough rates-on par with HubSpot SMS and Pipedrive Campaigns.

  • Send & receive SMS
  • Add to sequences
  • Conversation history
  • Powered by Twilio

Facebook Lead Ads Included Free

Connect your Facebook ad account and watch leads flow straight into your CRM in real time. No Zapier, no CSV downloads, no leads slipping through the cracks.

  • Native Facebook Lead Ads integration
  • Real-time lead capture via webhook
  • Multi-page support
  • Auto-sync to Google Sheets

LinkedIn Lead Gen Coming Soon

B2B leads from LinkedIn Lead Gen Forms will flow directly into CrawlSpace CRM - same seamless experience as Facebook, built for B2B pipelines.

  • LinkedIn Lead Gen Forms integration
  • Auto-create contacts
  • Trigger sequences on new leads
  • No Zapier required

Web Form Builder Included Free

Build lead-capture forms inside the CRM and embed them on any page of your website. Submissions drop straight into your pipeline with full attribution, tracked alongside Facebook and LinkedIn in the Marketing tab.

  • Drag-and-drop form builder
  • Auto-maps fields to CRM contacts
  • Embeddable HTML snippet for any website
  • Honeypot spam protection
  • Tracked in Marketing tab + reports
  • Works with both storage modes
  • QR code generation for events & trade shows

Organizations & Team Collaboration Included Free

Invite your team into a shared workspace where everyone sees the same leads, customers, sequences, and reports. The org owner buys seats at $29.95/mo each (or $323.46/year) — invited members don't need their own subscription.

  • Shared leads, customers, templates, products
  • Role-based access (Owner, Admin, Member, Viewer)
  • Team leaderboard on the dashboard
  • Competitive performance tracking per team member
  • Invites auto-sent by email through your connected Gmail or Outlook
  • Annual-aware billing display (shows /yr instead of /mo for annual subs)
  • Lead Owner field tracks who owns each deal

Project Management Included Free

A full-featured project management system built into your CRM - like Jira, Linear, or Monday.com, but integrated with your sales pipeline. Track jobs for customers and manage internal team work.

  • Jobs (Customer) and Projects (Internal) with separate boards
  • 5 views: Kanban board, list, timeline/Gantt, calendar, dashboard
  • 6 ticket types with icons: Task, Bug, Feature, Epic, Milestone, Service Request
  • Quarterly roadmap with target end dates
  • Drag-and-drop project prioritization and card management
  • Tag management with project-level tag tracking
  • Planned start dates with auto-tracked actual start times
  • Epics with child items and dependency tracking
  • Custom fields, sprints, time tracking, and saved views
  • Comments with @mentions, links, and file attachments
  • In-depth reporting: by assignee, type, cycle time, bugs
  • Cross-project "My Tasks" view and notifications
  • Auto-create jobs from deal conversion with templates

Post-Sale Customer Management

Separate pre-sale leads from post-sale customers with dedicated tabs for each. When a deal closes, convert a lead to a customer and track the entire customer lifecycle - from onboarding through renewal and beyond.

  • Lead vs Contact split with separate tabs
  • Lead-to-Contact conversion on deal close
  • Lifecycle stages: Onboarding → Active/Renewed → At Risk → Churned
  • Account health scoring (auto-calculated + manual override)
  • Relationship cadence system with scheduled check-ins
  • Revenue timeline & lifetime value tracking
  • Referral tracking
  • Auto-assign onboarding sequences

Advanced Dashboard

Get a real-time command center for your sales activity. Weekly performance charts, engagement insights, and smart prioritization tools - all in one view so you always know what to do next.

  • Weekly performance charts
  • Engagement activity bubbles
  • Play mode for sequential task execution
  • Best time to call heatmap
  • Engagement scoring per prospect
  • Activity leaderboard
  • Favorite accounts

Enterprise-Ready Capabilities

Growing teams need more than a "simple CRM." Below is what's already in CrawlSpace today for sales orgs of 20–100+ reps. We're transparent about the enterprise gates that are still on our roadmap (see the bottom of this section).

Granular Per-Tab Permissions

Five preset profiles (Full Access, View Only, Sales, Manager, Limited) plus unlimited custom roles. Control which tabs each team member can edit, use, view-only, or hide entirely. Owner and admin roles always retain full access. Enforced at the database layer via row-level security - not just the UI.

Org-Wide Activity Log

Every important change is captured in a centralized log: contact edits, status changes, deal movements, logins, sequence enrollments, deletions. Filter by user, contact, or action type. The audit trail you'd need for an internal investigation, a customer dispute, or a compliance review.

Multi-User Organizations + Seats

The org owner buys seats; invited members don't need their own subscription. Everyone in the org shares the same leads, customers, sequences, templates, products, reports, and call records - one source of truth. Ownership transfer, role reassignment, and seat resizing are all in-app.

Call Recording + Meeting Recording Library

Built-in call recording (Twilio dual-channel) plus a unified meeting recording library that auto-syncs from Google Meet and Microsoft Teams. Recordings auto-link to contacts; transcripts are searchable. Two-party consent disclosure built into the policy. Useful for sales coaching, dispute resolution, and training new hires.

27+ Reports + Custom Report Builder

Pre-built dashboards across pipeline, revenue, marketing, activity, and customer health. The custom report builder works on six different data sources with charts, drill-down, formulas, computed fields, and conditional aggregations - no SQL required. Everything renders live; no overnight refresh windows.

Database-Level Row Security

Every contact, deal, message, and report row is gated by Supabase Row-Level Security policies. A misconfigured client can't accidentally leak another org's data - RLS enforces it at the database even if the application logic has a bug. This is the foundation enterprise procurement teams ask about.

GDPR-Ready · DPA Available

Granular subprocessor list, GDPR/CCPA/CPRA disclosures, Standard Contractual Clauses for international data transfer, and a Data Processing Addendum available on request for B2B procurement. Right-to-delete requests are honored within 30 days; full audit and export are available in-app.

Storage Mode of Your Choice

Run the CRM against our native database (CrawlSpace storage) or against your own Google Sheet / OneDrive Excel file (spreadsheet storage mode). Either way the same UI works - and you can switch modes or migrate between them whenever you want. Your data, your choice of source-of-truth.

Built-In Invoicing + Payment Passthrough

One-click invoice creation from any deal or contact, with line items pulled from your inventory. Money flows direct from your customer to your Square or Stripe balance - no markup, no escrow, no merchant-of-record middleman. Auto-conversion from lead to customer when an invoice is paid.

Ready to Ditch the Bloat?

Every feature above is included at one price. No tiers, no add-ons, no surprises.

Start Your Free 7-Day Trial

$49.95$29.95/month after trial · Limited time · Cancel anytime.