Command Center
No companies loaded
Sync your data or add companies to get started
No leads loaded
Load data from your spreadsheet to see leads
Select a Lead to view Information
Tasks
No tasks due
Tasks will appear here when contacts have active sequence steps
Activity Log
No activity logged
Your communication history will appear here
Video Library
Record and save videos to use in your emails, sequences, and SMS. Share videos privately with your team, add chapters and a post-video call-to-action, and watch the engagement roll in.
No saved videos yet
Record videos to use in your emails and sequences
Video Activity
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Meeting Recordings
Watch and review past meeting recordings. To schedule upcoming meetings, use the Calendar tab.
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Document Library
No documents yet
Upload documents to attach to your emails and sequences
Inventory
No products yet
Add products you sell so you can quickly add them to leads and contacts
Select a product to edit or add a new one
Quotes
No quotes yet
Open a contact and add line items to create their quote
Select a quote to view, or click Settings to configure defaults
Contracts
No contracts yet
Create your first contract from a customer's detail page or click "+ New Contract" above.
Drip Campaigns
No drip campaigns yet
Build long-term nurture campaigns that send automatically over time
Select a campaign to edit or create a new one
No posts in your library yet
Compose LinkedIn and Facebook posts, schedule them, and get a reminder when it's time to publish.
Sequences
No sequences created
Create multi-step outreach campaigns with emails, calls, and texts
Jobs (Customer)
0 projectsNo jobs created yet
Create your first job to track customer work on a kanban board
Projects (Internal)
0 projectsNo internal projects yet
Create a project to organize your team's internal work
My Work
0 itemsLead Finder
Results
Enter a website domain and click "Fetch Leads"
We'll scan the site for contact information
Marketing Leads
Reports
Financial
Deals
No customers yet
Convert closed-won leads to customers to see them here
Select a customer to view details
Inbox
No call history
Your call logs will appear here
Select a call to view details
Power Dialer
Messages
Select a conversation or start a new one
Schedule meetings, manage booking pages, and view your team's calendar. To watch past recordings, use the Meeting Recordings tab.
December 2025
Profile
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Account Information
Appearance
Subscription
Setup Wizard
Walk through the welcome wizard again to revisit any setup step. Your existing settings stay in place.
Learning Library
Master every feature of CrawlSpace CRM. Click a topic to learn, then mark it complete.
Settings
Database Storage
Email Integration
Calendar & Booking
- Open Google Calendar
- Click "Create" → "Appointment schedule"
- Set the duration (15min, 30min, etc.) and your availability
- Copy the booking page link and paste it below
{{user.calendar_15min}}
{{user.calendar_30min}}
{{user.calendar_45min}}
{{user.calendar_60min}}
Phone System
Phone Not Configured
Set up your phone system to make and receive calls directly from the CRM.
Pricing: $2/month per phone number + $0.02/min for calls + $0.01/msg for texts
SMS Messaging
Twilio Features
Each toggle controls whether the org pays Twilio for that capability. Turn one off and the buttons disappear org-wide. Only owners and admins can change these.
Business hours
Inbound calls outside your hours route to voicemail (or the action you pick). Times are interpreted in your selected timezone. Owners and admins only.
Call recording
Recording is on by default with a spoken announcement on both legs of the call. Two-party-consent states (CA, FL, IL, MA, PA, WA, others) require an announcement; leaving these on keeps you covered.
Voicemail
User Preferences
Lead Conversion Settings
Off (invoice-driven): Legacy behavior. Convert leads via the "Convert to Customer" button on Closed Won leads, or by creating an invoice with auto-convert-on-paid. Deals tab is just a tracker - no automation.
Email Signature
Column Mapping
Tag Options
Chrome Extension
The Chrome extension connects directly to your CRM - no Google Apps Script required. Follow these steps to get started:
- Install the CrawlSpace CRM Chrome extension from the Chrome Web Store
- Copy your Activation Code above
- Open the extension and paste your activation code to connect it to your account
- The extension will automatically sync your CRM settings including theme, storage mode, and column mappings
- Leads found with the extension are imported directly through the CRM server
- If you use Spreadsheet mode, leads are written to your sheet automatically - no Apps Script needed
- If you use CrawlSpace mode, leads are saved to your CRM database
- Your extension theme matches your CRM theme automatically
Marketing Integrations
Facebook Lead Ads
Not ConnectedAutomatically sync leads from your Facebook Lead Ad forms into CrawlSpace CRM.
LinkedIn Lead Gen Forms
Not ConnectedAutomatically sync leads from your LinkedIn Lead Gen Forms into CrawlSpace CRM.