CrawlSpace CRM
Built for project managers at agencies, consultancies & service businesses

Twenty active jobs across eight customers.
Three timezones. Two items blocked.
One tool.

Most project managers run their work in Jira or Asana, then switch to HubSpot or Salesforce when the customer asks for a status update — copying numbers between systems and praying the timeline they emailed last week still matches the board. CrawlSpace puts the project board in the same tool as the customer who's paying for the work. Status updates, time tracking, deadlines, and the actual contract value are one click apart.

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No per-PM seat upcharge · Every PM feature included on day one

The Daily Reality of Running Customer Work in Two Tools

Every project manager at a services business has lived this. The job board lives in Jira. The customer who's paying for the work lives in the CRM. The two never quite agree.

"The customer just asked for a status update"

You open Jira to count what's done. You open HubSpot to find their email. You open a doc to draft the update. You spend 20 minutes on what should take 90 seconds — and you do this for every customer, every week.

CrawlSpace's Linked Jobs card sits on every customer record. Open the customer, click the job, send the update — without leaving the page

"Which customer is this milestone for again?"

Standalone PM tools treat projects as just "projects." A new hire in your seat has no idea that "Acme Q3 Migration" pays $85k and renews in November. The context that should drive prioritization isn't there.

Every Job links 1:1 to a customer record — contract value, renewal date, account owner, history of every conversation. The PM tool knows what the deal is worth

"Did sales actually promise this in the contract?"

The kickoff scope is a Loom from three weeks ago that you haven't watched. The deal notes are in Salesforce. Half the project ends up being you reverse-engineering what was sold.

The deal record (closed-won, with line items, notes, recorded calls, and signed proposal) is in the same tool as the project board. Auto-create a Job from a deal template when the deal closes — scope flows from sales to delivery automatically

"Twenty jobs and I have no idea what's overdue"

Each project lives in its own board. To find what's slipping you have to open all twenty. Your Friday afternoon disappears.

The "My Work" view spans every project you're assigned to. Filter to "Overdue" or "Due This Week" once and see the cross-project picture in one screen

"I track time in Harvest, then transcribe it into invoices"

Time tracking, invoicing, and project status all in different apps. The transcription work is unbillable. The errors are billable.

Time tracking on every item rolls up to the project Dashboard view AND flows directly into invoice line items. From "logged the hours" to "sent the invoice" without leaving the tool

"The deadline I committed to was based on Sarah being available"

Resource conflicts hide until they bite. You promised the customer Friday, forgot Sarah is on PTO Wednesday-Friday, and now the project is late before it started.

Timeline (Gantt) view shows every item's start-to-due range with a today line. Group by Assignee to see who's overloaded. Catch the conflict before you commit to the customer

The PM Workflow CrawlSpace Was Designed Around

Daily. Weekly. Quarterly. The actual rhythms of running customer work — not "PM features in alphabetical order."

Daily: My Work

One screen, every item assigned to you across every project. Filter by Overdue, Due This Week, or by tag. Click any item to jump straight to its full detail. Your morning starts in one place, not twelve.

  • Cross-project view of items you own
  • Group by Project / Status / Priority / Due Date
  • Click any item → opens its full detail with subtasks, comments, time tracking

Daily: Standup & Async Updates

Each project's Dashboard view aggregates: Total / Completed / Overdue / Progress %, plus a status breakdown chart and recently completed items. Read it in 30 seconds, share the link with the team, done.

  • Auto-aggregating dashboard per project (no Excel pivot)
  • Recently completed list = your async standup script
  • Hours logged this week, by item

Weekly: Status Updates to the Customer

Open the customer record. Their Linked Jobs card is right there with status, progress %, and overdue indicators. Compose the email from the same page using a template that pulls in the project state. Send. Done in 90 seconds per customer.

  • Linked Jobs card on every customer detail
  • Email templates with project variables (status, due dates, contact name)
  • Recorded calls + meeting notes one tab away if you need to verify what you committed

Weekly: Sprints & Capacity

Time-boxed sprints with start/end dates and a goal. Assign items, watch sprint progress on the Dashboard. Group the board by Assignee mid-sprint to spot capacity issues before they become deadline issues.

  • Sprints with carryover handling
  • Group by Assignee = instant load check
  • Estimate vs Actual hours per item

Quarterly: Roadmaps

Drag-and-drop project prioritization, Roadmap view across all projects of a type, target end dates per project for the quarterly plan. Look at it once a month, ship it as a screenshot to leadership, get back to work.

  • Roadmap view spans every project of a type
  • Target end dates per project
  • Drag to reorder priority — saved across the org

Quarterly: Cycle Time & Bottleneck Reports

The custom report builder runs on the project_items table. Build a "Cycle Time by Type" report once, filter to last 90 days, save it. Now you have a recurring "where's the friction?" check that takes one click to refresh.

  • Custom report builder on project items, sprints, time entries
  • Cycle time by type / assignee / project
  • Saved reports rerun against current data with one click

What You're Comparing CrawlSpace To

Most PM tool comparisons are PM-vs-PM. The honest comparison for service businesses includes the alternative most PMs actually live in.

Capability CrawlSpace Jira / Asana / Monday "No PM tool"
Kanban + List + Timeline + Calendar + Dashboard views✅ All five✅ Most have these
Sprints with carryover✅ Built in⚠️ Often paid tier
Time tracking (estimate vs actual)✅ Built in⚠️ Marketplace add-on or paid tier❌ Spreadsheet
Custom fields + formula fields✅ 9 types✅ Premium tier
Dependencies + blocked badges✅ Built in✅ Premium tier
Cross-project "My Work" view✅ Built in⚠️ Sometimes
Linked to the customer recordNative (1:1 Job ↔ Customer)❌ Separate tool, manual sync❌ Email thread + memory
Auto-create from a closed dealFrom a Job template
Hours roll into invoice line itemsNative❌ Export → import❌ Manual
Per-PM seat cost$0 incremental — flat $29.95$8-$12/seat/mo + CRM cost$0

Most service businesses end up paying $50-100/seat for HubSpot + $10-15/seat for Asana — and the two never talk to each other. With CrawlSpace, both live in one $29.95/seat/month.

Who This Is Built For

Some honesty about fit — CrawlSpace's project management is great at one thing and deliberately not trying to be everything.

Excellent fit

If your projects are customer engagements and the PM is the same person (or sits next to the person) who handles renewal conversations, CrawlSpace is built for you.

  • Agencies (creative, marketing, dev shops, consulting)
  • Service businesses with project-based delivery (HVAC installs, custom builds, IT consulting)
  • Implementation teams at SaaS companies
  • Boutique professional services firms (legal, accounting, design)
  • Customer success teams running structured onboarding programs

Probably not the right fit

Some PM workflows need a deeper specialist tool. CrawlSpace would feel constrained if you're:

  • A 100+ person engineering org running quarterly OKRs across 30 squads (use Jira or Linear)
  • Managing a 200-person construction site requiring resource scheduling at the crew-hour level (use Procore, BuildOps)
  • A pure product team with no customer-facing accountability (use Linear, ClickUp, Notion)
  • Managing programs at a Fortune 500 with formal PMO methodology

CrawlSpace is built for the project manager whose customer is paying invoices, not for the project manager whose customer is another internal team.

The Three Things You Stop Doing

Every PM at a services business is doing these three things badly because their tools fight them. Stop.

1. Stop tab-switching for status updates

The customer record and the project board are in the same tool. Open the customer, see the job, send the update. The 20-minute weekly status report becomes a 90-second one.

2. Stop manually transcribing time into invoices

Logged hours flow into the invoice's line items as draft entries. Edit, send, done. The unbillable transcription work disappears.

3. Stop reverse-engineering what sales sold

Auto-create the Job from a template the moment the deal closes. The kickoff scope, the line items, the contact, the contract value — all already linked to the project record. Your kickoff call is about logistics, not "wait, what did we agree to again?"

One Tool for the Customer AND the Work.

Try the cross-project My Work view, the customer-linked Jobs board, the time tracking that flows into invoices, and the deal-to-job auto-creation. Same flat $29.95/month — every PM feature included on day one.

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