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.
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 →
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.
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.
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.
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.
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.
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.
Build multi-step email sequences with custom delays, personalized templates, and scheduled sends. Nurture every lead without lifting a finger.
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.
Build multi-channel playbooks that combine emails, calls, texts, video messages, and manual tasks - with configurable wait steps between each touchpoint.
Organize leads your way. Custom statuses track where leads are in your pipeline. Tags let you segment and filter for targeted outreach.
Capture leads from any website with our Chrome extension. Pull contact info, company data, and social profiles directly into your CRM.
Sync with Google Calendar or Outlook. Schedule meetings, set reminders, and never miss a follow-up. All activity tied to the contact record.
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.
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.
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.
Whether you're selling to businesses or consumers, CrawlSpace CRM adapts. Track companies and contacts, or just individual leads-your choice.
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.
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.
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.
B2B leads from LinkedIn Lead Gen Forms will flow directly into CrawlSpace CRM - same seamless experience as Facebook, built for B2B pipelines.
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.
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.
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.
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.
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.
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).
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.
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.
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.
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.
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.
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.
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.
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.
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.
Every feature above is included at one price. No tiers, no add-ons, no surprises.
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