CrawlSpace CRM

23+ Built-in Reports. Real-Time Dashboards. Zero Add-ons.

Every report runs in-app with live data — no spreadsheets required, no analytics tier to unlock, no per-report charges. Marketing attribution, sales velocity, win probability scoring, cohort analysis, and more. All included at one price.

100% In-App. Real-Time. No Spreadsheets Needed.

Every report, chart, and dashboard runs directly inside CrawlSpace with live data. Google Sheets is an optional sync layer for your contacts — not a reporting dependency. Your dashboards update in real time, not when someone remembers to refresh a spreadsheet.

Custom Report Builder

Combine 20+ filters with any of 23 report types. Build the exact view you need — no code, no formulas, no custom SQL.

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20+ Filter Fields

Slice your data by any combination of contact info, company, status, tag, lead source, lead owner, territory, sequence, financial fields, and date ranges. Each filter supports include or exclude mode. Chain them together for complex multi-variable queries.

  • Include & exclude toggles per field
  • Combinable filters (AND logic)
  • Financial range filters (min/max)
  • Date range filtering (custom or preset)
  • Multi-select dropdowns

Quick Filter Presets

Jump to the views you check most with one-click presets: This Month, Last Month, This Quarter, Open Pipeline, Closed Won, Stale Leads, and more.

  • 7 built-in presets
  • One-click application
  • Combines with any report type
  • Clear All to reset
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Saved Reports

Save your favorite filter combinations and report selections as named reports. Load them with one click to jump straight to the data you check every day.

  • Name & save filter sets
  • One-click report loading
  • Toggle reports on or off
  • Select all / deselect all
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Export & Share

Download your reports as CSV files or push them directly to Google Sheets. Share the data with your team, investors, or anyone who needs to see the numbers.

  • CSV download
  • Google Sheets export
  • All filters applied to export
  • Multi-report export

Marketing Attribution & Channel ROI

Know exactly which channels drive revenue, which campaigns convert, and where your marketing dollars actually produce results.

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Lead Source Performance

Answer the question every marketer asks: "Which channel actually drives revenue?" See leads, wins, revenue, win rate, and average deal size broken down by every source feeding your pipeline.

  • Revenue per source
  • Win rate per source
  • Average deal size by channel
  • Lead volume vs. conversion quality
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Sales Velocity by Source

Not all channels convert at the same speed. See which lead sources produce the fastest-closing, highest-value deals — so you can double down on what works.

  • Velocity ($/day) per source
  • Avg cycle length per source
  • Revenue & deal count per source
  • Side-by-side source comparison
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Tag Performance

Tag your leads by campaign, segment, or any category — then see exactly which tags produce the best win rates and highest revenue.

  • Win rate & revenue by tag
  • Top 10 tags bar chart
  • Pipeline value per tag
  • Above/below average indicators
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Territory Performance

Break down your sales by territory. See revenue, pipeline value, and win rates by region — with sub-breakdowns by owner, source, and state.

  • Revenue & pipeline by territory
  • Top 3 territory rankings
  • Sub-dimensions: owner, source, state
  • Revenue per lead metrics

Leadership Analytics

Cohort analysis, funnel drop-off breakdowns, and multi-team performance comparisons — the analytics that justify enterprise CRM pricing, included at ours.

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Cohort Analysis

Group leads by the month they were created and track how each cohort performs over time. Identify which months produced the best leads, which cohorts generate the most revenue per lead, and spot long-term trends in lead quality.

  • Monthly cohort breakdown
  • Win rate & revenue per cohort
  • Avg days to close per cohort
  • Best/worst cohort identification
  • 12-month historical trend chart
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Funnel Drop-off Breakdown

Visualize exactly how leads flow through New, Working, Connected, Contract, and Closed. See the exact drop-off rate between every stage, identify your biggest conversion bottleneck, and know precisely where deals stall.

  • Visual funnel with stage counts
  • Stage-to-stage drop-off rates
  • Biggest drop-off identification
  • Conversion quality indicators
  • Overall pipeline conversion rate
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Multi-Team Performance

Compare every rep side by side on revenue, win rate, deal size, activity volume, and efficiency. Ranked leaderboards with top-3 badges make it clear who's leading and who needs coaching.

  • Revenue & win rate per rep
  • Top 3 ranking badges
  • Activity-to-revenue efficiency
  • Per-rep calls, emails, texts
  • Territory-level team roll-ups
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Period Comparison

Compare this month to last month across five key metrics. Instantly see what's improving and what needs attention with clear up/down indicators.

  • New leads, deals won, revenue
  • Activities & conversion rate
  • Percentage change with arrows
  • Color-coded trend indicators

Sales & Pipeline Reporting

Understand where your deals stand, why you win or lose, and what revenue is coming next.

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Summary Dashboard

Get the big picture at a glance. Key metrics updated in real time so you always know where your business stands.

  • Total contacts & active sequences
  • Overall conversion rate
  • Total revenue closed
  • Real-time metric cards
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Status Breakdown

See how your contacts are distributed across every stage of your pipeline. Toggle between three chart types to view the data your way.

  • Bar, donut & funnel chart views
  • Count & percentage per status
  • One-click chart type switching
  • Sorted by volume automatically
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Pipeline Value

Know exactly how much revenue is sitting in your pipeline, broken down by stage. See open opportunities, closed won, and closed lost at a glance.

  • Open, won & lost pipeline totals
  • Value breakdown by stage
  • Average deal size per stage
  • Visual bar charts by value
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Win/Loss Analysis

Understand why you win and why you lose. CrawlSpace analyzes your deals to surface patterns in win reasons, loss reasons, and per-rep performance.

  • Win rate & revenue won
  • Top win & loss reasons with charts
  • Win/loss breakdown by rep
  • Revenue lost by reason
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Revenue Forecast

See what's coming. Each stage is weighted by probability so you get a realistic view of expected revenue — not just a wish list.

  • Probability-weighted pipeline
  • Projected revenue by month
  • High-value deal tracking ($1k+)
  • Open deals & avg deal size
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Sales Velocity Modeling

Measure how fast revenue moves through your pipeline. Know your dollars-per-day rate and find bottlenecks slowing you down.

  • Pipeline velocity ($/day)
  • Stage-by-stage progression timing
  • Velocity by rep & lead source
  • Monthly revenue trend chart
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Win Probability Scoring

Every open deal gets a composite win probability score based on five weighted factors — stage position, engagement level, activity recency, deal velocity, and deal size — so you know exactly where to focus.

  • Multi-factor scoring model
  • Per-deal probability & expected value
  • Probability distribution (high/med/low)
  • Stage-level probability averages

Team Performance

See who's performing, who needs coaching, and how efficiently effort converts to revenue.

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Lead Owner Performance

Rank your team by the metrics that matter. See who's closing, who has the biggest pipeline, and who needs support — all in one table.

  • Revenue & win rate per rep
  • Top 3 ranking badges
  • Active sequences per owner
  • Average deal size per rep
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Activity by Owner

Measure effort, not just results. See exactly how many calls, emails, and texts each team member is making — and how efficiently that activity converts to revenue.

  • Calls, emails, texts per rep
  • Revenue per activity (efficiency)
  • Activity level bar charts
  • Top 3 activity rankings
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Lead Response Time

Speed kills — in a good way. Track how fast your team responds to new leads, broken down by time buckets and individual rep performance.

  • Average response time
  • Response time distribution chart
  • Response quality per rep
  • Uncontacted lead count
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Goal Tracking

Set monthly targets for revenue, deals won, new leads, and activities. Track progress with pacing indicators that tell you if you're on track, ahead, or behind.

  • Configurable monthly targets
  • Real-time progress bars with pacing
  • On Track / Behind / At Risk badges
  • Daily pace needed to hit target

Activity & Trends

Track every touchpoint and spot patterns in your team's activity over time.

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Activity Summary

Total up every call, email, text, meeting, and note across your team. See the full breakdown with a stacked distribution chart.

  • Calls, emails, texts, meetings, notes
  • Inbound vs outbound breakdown
  • Activity distribution chart
  • Percentage breakdown by type
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Activity Trends

See how activity levels change week over week and month over month. Find your team's busiest day and peak hours so you can optimize schedules.

  • 12-week stacked trend chart
  • 6-month activity chart
  • Busiest day & peak hour
  • Week-over-week % change
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Activity Timeline

A day-by-day view of all activity over the last 30 days. Quickly spot dips, spikes, and patterns in your team's effort.

  • 30-day daily bar chart
  • Date labels & counts
  • Responsive scrolling view
  • Respects all active filters

Automation & Sales Cycle

Measure your sequences, track your sales cycle, and identify stale deals before they die.

Sequence Effectiveness

Know which sequences actually convert. See enrollment, completion rates, and revenue generated per sequence — with best and worst performer highlights.

  • Conversion rate per sequence
  • Revenue per sequence
  • Best & worst performer cards
  • Response & completion rates

Sales Cycle Analysis

How long does it take to close a deal? Track average days to close, identify your fastest and slowest deals, and find stale leads before they die.

  • Average days to close
  • Fastest & slowest deals
  • Status aging table
  • Stale leads (30+ days inactive)
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Sequence Performance Table

A detailed table view of every sequence with enrollment counts, active contacts, completion rates, and revenue attribution.

  • Per-sequence detail table
  • Active vs completed counts
  • Revenue attribution per sequence
  • Sortable columns

Enterprise-Grade Analytics. Small-Business Price.

Most CRMs charge $50-150/user/month for the analytics features CrawlSpace includes at $29.95/month flat. Cohort analysis, sales velocity, win probability scoring, marketing attribution, funnel drop-off analysis — these aren't locked behind an "Enterprise" tier. They're built in.

23+
Built-in Reports
20+
Filter Fields
$0
Analytics Add-ons

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Every report above is included at one price. No analytics add-on, no per-report fees, no dashboard limits.

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