Connect Square in two clicks (Stripe support coming next), send branded invoices from any customer or closed-won lead, and let the CRM auto-update when payment lands. We never touch your money — payments go directly to your Square balance with zero CrawlSpace markup. Just orchestration.
No platform fee · No transaction markup · Same Square fees you already pay
Sales lives in your CRM. Invoicing lives in QuickBooks or FreshBooks. Payment lives in Stripe. The connection between "we won the deal" and "we got paid" is a manual reconciliation you do every Friday — which means stale data, missed renewals, and a finance person asking "did Acme pay yet?" every Monday morning.
"Send invoice" lives in a different tool. You close a deal in HubSpot, switch to QuickBooks, look up the customer (or create them), build the invoice from scratch, send. Then check QuickBooks daily to see if it was paid. Then update HubSpot manually.
Stripe-on-CRM tools take 1-2% on top of Stripe's fees. Some CRMs (HubSpot Payments, Salesforce Billing) sit between you and the payment processor and skim. CrawlSpace never touches your money.
Invoice paid? Cool. Now you have to remember to flip the lead status to Closed Won and create the customer record manually. Half the time it doesn't happen. Sales pipeline metrics get garbled.
Connect Square once. Set your payment terms and email template once. From then on, every invoice flows through the CRM with full automation: customer + line items pre-filled, branded email sent from your address, payment status updated via webhook, lead auto-converted on payment.
Click "Connect Square" in the Financial tab. Square redirects you to authorize. Token is stored encrypted server-side — only the CRM backend can read it. Owners and admins manage the connection; the rest of the team can use it.
Open any customer (or close a deal as Won) and click Create Invoice. The modal opens pre-filled with name, email, line items pulled from inventory, and a default due date based on your payment terms. Send in three clicks.
Customize the invoice email template once: rich-text editor, logo upload, placeholders for invoice number / amount / due date / payment link. Every invoice you send uses your template — sent from your Gmail/Outlook address, not Square's.
Customers click the link in your email and land on a Square-hosted payment page (app.squareup.com/pay-invoice/...). They pay by card without creating a Square account. Your business name appears as the merchant.
For invoices sent from a lead, the "On payment, mark as Closed Won" toggle is pre-checked. When the customer pays, the webhook fires, the invoice flips to paid, the lead converts to a customer, and the post-sale onboarding sequence kicks off — all automatically.
For customers who pay outside Square (cash, check, ACH, wire), click "Paid in Cash / Advance" instead of Send. The invoice is marked paid in the CRM, the activity log gets the entry, the conversion still triggers — without ever touching Square.
Already created invoices directly in Square's dashboard before connecting? Click "↻ Sync from Square" to pull them in. Walks up to 4,000 invoices, links to CRM contacts via Square's reference_id field, tags unmatched ones as "Direct".
Every paid invoice pushes an entry to the customer's revenue timeline (date, amount, type, source). The customer's Amount field auto-updates to the SUM of all timeline entries — true lifetime value. Renewals, upsells, additional charges all stack.
| Capability | CrawlSpace | HubSpot Payments | Stripe + QuickBooks |
|---|---|---|---|
| Send invoices from CRM | ✅ Native | ⚠️ Quotes add-on | ❌ Two tools |
| Card payments accepted | ✅ Square (Stripe soon) | ✅ Stripe only | ✅ Stripe |
| Platform markup on payments | ❌ None | 0.5% on top of Stripe | ❌ None |
| Branded customer email | ✅ Full HTML editor | ⚠️ Limited template | ⚠️ Stripe template |
| Pre-fill from inventory | ✅ Yes | ⚠️ Quotes only | ❌ Manual |
| Auto-convert lead on payment | ✅ Yes | ⚠️ Workflow add-on | ❌ Manual |
| Cash/check tracking | ✅ Native "Paid in Cash" | ⚠️ Custom property | ⚠️ Manual entry |
| Per-customer revenue timeline | ✅ Built in | ⚠️ Reports only | ❌ Across tools |
| Sync existing Square invoices | ✅ One-click | ❌ | ❌ |
| Monthly cost | $29.95 flat | $50/seat (Pro) | $0 + $30/mo QuickBooks |
No platform markup. No tab-switching. Money lands in your Square balance, untouched by us.
CrawlSpace connects to Square, ships branded invoices from your CRM, and auto-converts the lead the moment payment lands. No platform fee, no markup, no tab-switching to QuickBooks. Same flat $29.95/month — invoicing included.
$29.95/month · No platform markup · Square fees only