Help & Support

After signing up, you'll be guided through an onboarding wizard that helps you connect your Google Sheet or Excel file, set up your email (Gmail or Outlook), and configure your column mappings. The whole process takes just a few minutes.

CrawlSpace CRM works with both Google Sheets and Microsoft Excel (via OneDrive). You can use whichever spreadsheet platform you prefer. Your spreadsheet serves as your contact database, giving you full ownership and visibility of your data.

Simply add your contacts to your Google Sheet or Excel file following the column structure shown in the CRM settings. The CRM will automatically sync and display them. You can also use the Lead Search feature to find and add new prospects directly.

Yes! CrawlSpace CRM has a companion Android app that syncs with your web CRM. You can make and receive calls, send SMS, view contacts, and manage your pipeline on the go. Download it from your account settings or ask support for the link.

The dialer uses Twilio to make and receive calls directly from your browser or mobile app. You'll get your own business phone number, call recording capabilities, voicemail drops, and automatic call logging. Calls are billed at $0.02 per minute and texts at $0.01 per message from your credit balance.

Yes! Connect your Gmail or Outlook account and send emails directly from contact records. You can use email templates, schedule sends, track opens, and add email steps to automated sequences. Your emails are sent from your actual email address, not a generic CRM address.

Sequences are automated multi-step outreach workflows. You can combine email, call, text, and manual tasks into a sequence, set delays between steps, and assign contacts to them. The CRM automatically advances contacts through each step on schedule.

SMS requires carrier verification (10DLC registration). Go to Settings > Phone > SMS Messaging and follow the registration steps. You'll need to provide your business information for carrier verification, which typically takes 1-7 days to approve. Once approved, you can send and receive text messages directly from the CRM.

CrawlSpace CRM includes 20+ reports including pipeline analysis, revenue forecasting, sales velocity, win probability scoring, source performance, owner performance, sequence effectiveness, and more. Reports can be filtered by date range, lead source, owner, and other criteria.

When a lead reaches "Closed Won" status, a Convert button appears. Clicking it opens a form where you enter the revenue amount, contract start date, renewal date, and check-in cadence. The lead is then moved to the Customers section with full post-sale lifecycle tracking including health scoring, check-in reminders, and renewal alerts.

CrawlSpace includes a full project management system with two board types: Jobs (Customer) for client-facing work and Projects (Internal) for team operations. Each has a kanban board with drag-and-drop cards, plus List, Timeline/Gantt, Calendar, and Dashboard views. Six ticket types with unique icons (Task, Bug, Feature, Epic, Milestone, Service Request) help categorize work. Features include tag management, quarterly roadmaps with target end dates, planned vs actual start date tracking, subtasks, dependencies, time tracking, custom fields, comments with @mentions, and in-depth reporting by assignee, type, and cycle time. Drag-and-drop project prioritization and a cross-project "My Tasks" view round out the experience.

CrawlSpace CRM is $29.95/month with all features included. There are no tiered plans or feature restrictions. Phone calls ($0.02/min) and texts ($0.01/msg) are billed separately from a shared prepaid credit balance. See our pricing page for full details.

Yes! You get a full-featured free trial to explore the CRM before committing.

Phone credits are prepaid and shared between calls ($0.02 per minute, rounded up) and texts ($0.01 per message). You can purchase credits from your account settings. Your balance is shown in the CRM, and you'll get a warning when it's running low.

Yes, you can cancel anytime from your account settings. Your data remains in your Google Sheet or Excel file since you own it - nothing is lost when you cancel.

Yes! You can be logged into the web CRM and the mobile app simultaneously. Each platform has its own session, so using one won't log you out of the other. However, you can only have one active web session and one active mobile session at a time to prevent account sharing.