CrawlSpace CRM
Companies · Account-Level Pipeline · Multi-Stakeholder Deals

Sell to Companies, Not Just
Disconnected Email Addresses.

Companies are first-class records. Contacts auto-link to their company by email domain. See revenue, open deals, team coverage, and every interaction at the account level — without paying $25 to $300 per seat for Salesforce or stitching together five HubSpot Sales Hub upgrade tiers. The account-based view that B2B teams actually need, bundled with the rest of the CRM for one flat $29.95/month.

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Account-based features included · Auto-link contacts by email domain · Unlimited companies · No per-seat pricing

B2B Selling Is About the Account. Most CRMs Treat It Like a Spam Field on the Contact.

You're selling a six-figure deal into a 200-person company. The buying committee has five people in three departments. The deal touches three of your reps. The company already has two open support tickets and a renewal coming up in nine months. With a contact-only CRM, none of that lives in one place — you're piecing it together across five contact records and a spreadsheet of "the Acme account." Then someone leaves the team and the institutional knowledge walks out the door with them.

The Salesforce Approach

$25 to $300 per seat per month. Excellent account-based capability. Built for enterprise budgets and admin teams. By the time a 5-person team buys Sales Cloud + the integrations + the implementation hours, you've spent more on year one than CrawlSpace charges in a decade.

The HubSpot Sales Hub Approach

$20 to $120 per seat per month. Companies are a feature, but the rollup view (revenue per account, multi-stakeholder deal coverage, account-based sequences) is paywalled behind Sales Hub Professional or Enterprise. The free tier looks great until you need the things B2B teams actually use.

The "Just Use the Company Field" Approach

Free, but the company is just a string. Contact A says "Acme Corp." Contact B says "Acme Corporation." Contact C says "acme corp." None of them link up. The deal pipeline shows three deals at three different "companies" that are actually one. Reporting at the account level is a fantasy.

What "B2B Account Management" Means in CrawlSpace

Every company is a real record with its own page, its own activity timeline, its own deal pipeline, and its own revenue rollup. New contacts auto-link to their company by email domain (no manual data entry, no string mismatches). Open the company and you see every contact, every deal, every email thread, every call, every meeting, every invoice — across the whole organization, in one view. The account is the unit of analysis B2B selling actually needs.

Companies as First-Class Records

Every company has its own detail page — name, website, industry, employee count, address, custom fields. It holds the activity timeline (every email, call, meeting, note touching anyone at the company), the deal pipeline (every open deal across the account), the revenue rollup (closed-won total, average deal size, win rate), and the team coverage (which of your reps own which contacts there).

  • Dedicated company detail page (not a string field on contacts)
  • Custom fields per company (industry, tier, ARR, segment, etc.)
  • Account-level activity timeline (all reps' touches, in one feed)
  • Account-level pipeline view (every deal, by stage)

Auto-Link Contacts by Email Domain

New lead from `jane@acme.com` lands in the CRM and CrawlSpace auto-links her to the existing Acme company record. No manual lookup, no "did someone already create Acme?" check. Personal-email exceptions (gmail, yahoo, outlook.com) are excluded by default so you don't accidentally merge 200 unrelated leads into a "Gmail" company.

  • Auto-match by email domain on contact create
  • Personal-email blocklist (gmail / yahoo / outlook / etc.)
  • Manual override per contact for edge cases (consultants, founders)
  • Bulk re-link existing contacts by domain in one click

Account-Level Deal Pipeline

Open a company and see every deal across the account — open, won, lost, in any stage, owned by any rep on your team. The rollup shows total open pipeline value, weighted forecast, average sales cycle, and historical win rate for the account. Helpful when a CFO asks "what's our exposure with Acme?" and you want a one-click answer.

  • Every deal at the account in one filterable view
  • Total open pipeline + weighted forecast at the account level
  • Win rate + average deal size historical metrics per account
  • Deal kanban filterable by company across all reps

Multi-Stakeholder Deal Management

One deal can have multiple contacts attached — the champion, the technical evaluator, the procurement contact, the CFO, the executive sponsor. The deal page shows every stakeholder's name, role, last touched, last response. The next-step task can target a specific stakeholder. The activity log shows who's engaged and who's gone dark — by name.

  • Multiple contacts per deal (no cap)
  • Per-stakeholder role + last-engagement tracking
  • Tasks targetable to a specific stakeholder
  • Engagement heatmap shows who's hot vs. who's cold

Team Coverage View

Which of your reps own which contacts at this account? The company page shows it at a glance. Two reps both calling the same company without coordinating? Bad look. The coverage view surfaces it before it embarrasses you, and lets you re-assign or split coverage cleanly. Especially useful in named-account models where multiple roles touch one logo.

  • Coverage table per company (which rep owns which contact)
  • Reassign contacts in bulk with one click
  • Account owner field for the executive relationship
  • Conflict detection when two reps own the same contact

Account-Based Marketing Sequences

Want to launch a campaign targeting one company? Filter contacts by company, drop them into a drip sequence, send. Every contact at the company gets the right messaging — different copy for the executive than for the technical user, sent through your real Gmail/Outlook so it doesn't look like spam. The account-level activity timeline shows the whole campaign in one place.

  • Filter contacts by company and bulk-add to any sequence
  • Per-role messaging variants in the same campaign
  • Send through user's Gmail/Outlook (not a noreply address)
  • Account timeline shows the whole campaign in one feed

Revenue + Health at the Account Level

Closed-won deals roll up to the account: lifetime revenue, last 12-month revenue, ARR, recent invoice paid history. Customer-success teams use it to identify expansion opportunities; finance uses it to see top accounts at a glance; account managers use it to brief a QBR. The numbers are real (pulled from Stripe / Square invoices) — not estimates.

  • Lifetime revenue + L12M revenue + ARR per account
  • Invoice paid history rolled up
  • Account health score (combines activity + payment history)
  • Top-accounts dashboard sorted by revenue or health

Tied Into the Rest of the CRM

The account view isn't a separate module — it's a lens on the same data. Quotes, contracts, invoices, jobs, support cases, and renewals all roll up from the contact level to the account level automatically. When the company expands a deal, splits into two divisions, or gets acquired, the relationships propagate cleanly.

  • Quotes / contracts / invoices roll up to the account
  • Jobs (customer work) attached to the account view
  • Renewal pipeline visible per account
  • Account-level reporting in the same report builder as everything else

From "Random Contact List" to "Real Account-Based Selling" in Six Steps

No multi-month implementation. No admin team to set up account-based reporting. The defaults are sane and auto-linking works on day one.

1. Auto-Link Existing Contacts

One-click bulk action: link every existing contact to a company by email domain. Personal-email contacts stay un-linked (no false matches into "Gmail"). Manual override per contact for edge cases.

2. Enrich the Top Companies

Open the top 50 accounts (by revenue or pipeline), add the company website, industry, employee count, ARR. Five minutes per account; the data fuels segmentation and reporting forever after.

3. Build Account-Based Filters

Save filters like "companies with open deals over $50K" or "accounts in Healthcare with no rep coverage." Use them as the source for sequences, dashboards, and report queries.

4. Run an Account-Based Campaign

Pick a target account, filter its contacts by role (decision-maker / technical / procurement), drop each role into a tailored drip sequence. Track engagement at the account level, not just per contact.

5. Manage the Multi-Stakeholder Deal

Add every stakeholder to the deal record (champion, evaluator, CFO, exec sponsor). Track engagement per role. Schedule next-step tasks targeted at the specific person who needs to move next.

6. Brief the QBR With One Click

Open the account, the rollup shows lifetime revenue, recent invoices, open deals, team coverage, last 90 days of activity. Print or screenshot it; you've got a QBR brief in 30 seconds.

How It Stacks Up

Salesforce and HubSpot can do account-based selling. They can also bankrupt a small B2B team trying to afford it.

Capability CrawlSpace Salesforce Sales Cloud HubSpot Sales Hub
Companies as first-class records ✅ Native ✅ Yes (Accounts) ✅ Yes (Companies)
Auto-link contacts by email domain ✅ Built in ⚠️ Custom flow / Apex ✅ Yes
Multi-stakeholder deals ✅ Native ✅ Opportunity Contact Roles ⚠️ Sales Hub Pro+
Account-level pipeline rollup ✅ Native ✅ Yes ⚠️ Sales Hub Pro+
Team coverage view per account ✅ Built in ✅ Account Teams ⚠️ Enterprise tier
Account-based marketing sequences ✅ Native ⚠️ Marketing Cloud (separate product) ⚠️ Marketing Hub (separate product)
Account revenue + health rollup ✅ Native ✅ Yes ⚠️ Pro+ tier
Quotes, contracts, invoices roll up to account ✅ Same product ⚠️ CPQ + Billing add-ons ⚠️ Operations Hub + integrations
Per-seat pricing ❌ Flat $29.95/mo ✅ $25-$300/seat/mo ✅ $20-$120/seat/mo (Sales Hub)
Implementation cost ❌ None — works on day one ⚠️ Often $10K-$100K+ ⚠️ $750-$3,000 onboarding
Includes the rest of the CRM ✅ Quotes, dialer, video, sequences, projects ⚠️ Add-ons sold separately ⚠️ Hubs sold separately
Starting price $29.95/mo total $25/mo per seat (Starter) $20/mo per seat (Starter)

Real account-based selling. Without the per-seat tax or the implementation gauntlet.

Why Treating the Account as the Unit of Analysis Actually Matters

B2B revenue concentrates. Your top 10% of accounts probably do 50% of your revenue. If your CRM treats every contact as an island, you can't see that concentration — you can't tell which accounts are over-served, under-served, or about to churn until it's too late.

You Stop Calling the Same Account With Three Different Reps

Coverage view at the account level prevents the embarrassing scenario where Mike calls Acme on Monday, Sarah calls Acme on Tuesday, and Acme thinks your sales team is uncoordinated. Conflict detection surfaces it before it happens.

Multi-Stakeholder Deals Stop Going Dark

Track engagement per stakeholder on a deal. The champion went silent for 10 days but the technical evaluator just opened your video twice — that's a procurement-stage signal worth following up on. With a contact-only CRM, the deal looks "quiet" overall and the signal is invisible.

QBRs Become 30-Second Briefs

"Tell me everything we know about Acme." Open the account page: revenue, open deals, team coverage, recent activity, payment history, support tickets. The brief writes itself. With a contact-only CRM, you'd be searching across 17 records.

One Less Per-Seat Subscription

Salesforce Sales Cloud Professional at $80/seat/month for a 5-person team is $4,800/year. We bundle account-based capability with the rest of the CRM for $359/year flat. Replace Salesforce + the integrations + the admin contractor, all at once.

Three Common Workflows

Account-based selling built into the CRM means the company is the unit you plan around — not just a label on the contact.

Account-Based Prospecting

You picked 30 target companies for the quarter. Add each as a company record (or import the list). Use the Chrome extension or the lead-search tool to pull the right contacts at each company — by title and department. Drop each role into a tailored sequence (decision-maker, technical, procurement). Track engagement at the company level so you can tell which 8 of the 30 accounts are actually warming up.

Multi-Stakeholder Deal Management

Six-figure deal at a 200-person company with five buying-committee members. Add every stakeholder to the deal as a contact role. The deal page shows engagement per stakeholder — the champion's been radio-silent for two weeks but the CFO opened the proposal twice yesterday. You re-engage the champion and prep a CFO-targeted follow-up. Without the multi-stakeholder view this signal is buried.

QBR Preparation in 30 Seconds

Quarterly review with a top customer next Wednesday. Open the account page: $187K lifetime revenue, $42K in the last quarter, two open expansion deals, three contacts under your team's coverage, NPS 9 from the last survey, two recent invoices paid on time. Screenshot the rollup, drop it into the QBR deck, you're done. Next item on the to-do list.

Sell to Companies, Not Just Floating Email Addresses.

CrawlSpace CRM gives you first-class company records, account-level pipeline, multi-stakeholder deals, team coverage views, account-based sequences, deals, quotes, contracts, lead search, video messaging, calendar booking, a built-in dialer, inventory, invoicing, and 27+ reports — all for less than a single Salesforce Starter seat. Same flat $29.95/month. Real account-based selling without the enterprise price tag.

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$29.95/month · Cancel anytime · Works on day one · Unlimited companies