A real sales pipeline built into your CRM — not bolted on, not "Enterprise tier only." Drag-and-drop Kanban, configurable stages, weighted forecasting, and the one feature most CRMs forget: when a deal actually closes, the lead becomes a customer and the invoice goes out — automatically.
Included with every plan · Works on day one · No add-ons
A lead status in the CRM. A "deals to follow up on" sticky note. An invoice in QuickBooks that may or may not have been paid. By the time you reconcile them on Friday, you've already forgotten which conversation went where — and your forecast for next quarter is mostly vibes.
One tab per stage. Manual moves. Works fine until you have 30 deals and three reps. Then half the rows are stale and nobody trusts the numbers.
A status field on the contact. But contacts can have multiple deals over time — renewals, upsells, a second project a year later — and a single status field collapses all of that into nothing.
HubSpot Sales Hub Pro: $100/seat/mo. Pipedrive Advanced: $44/seat/mo. Either way, you're paying per-seat for the same pipeline you'd build in an afternoon if it were just a feature.
A deal is one specific sales conversation tied to one specific contact. It moves through your pipeline, generates an invoice when it's time, and converts the lead the moment it closes. Same person, multiple deals over the years? Each one gets tracked separately. Renewal next March? Open a deal for it now and watch the forecast update.
Switch between a sortable list (great for filtering, bulk operations) and a Kanban board (great for stand-ups). Both show the same deals, just laid out differently. Pick whichever matches how you work today.
Default stages match how most teams sell — Prospecting, Qualified, Proposal, Negotiation, Closed Won, Closed Lost. Don't like them? Rename, recolor, add, remove. Each stage has a default close probability so your forecast updates automatically as deals progress.
Add line items to a deal — pick from your inventory or type free-form. Quantity × unit price = total, computed automatically. When you generate an invoice from the deal, every line item flows through. No retyping.
From the deal modal, click "+ Create Invoice" and the invoice form opens pre-filled with the deal's contact, line items, and amount. Send it via Square, Stripe, or mark it paid in cash — your choice. The invoice is linked 1:1 to the deal so payment status flows back automatically.
Toggle "Use deals to manage sales conversion" in Settings, and moving any deal to Closed Won automatically converts the linked lead into a customer — with the right status, contract dates, and onboarding sequence assignment. No double-entry, no "remember to update the lead" sticky note.
Linked Deals card on every contact detail. Aggregated Deals card on every company view. So when you open Acme Corp, you see all five open deals across all three contacts at the company — total pipeline value, weighted forecast, who owns which.
Most CRMs hand you a pipeline and stop there. They leave invoicing to QuickBooks, project management to Asana, and customer onboarding to a Google Doc. CrawlSpace closes the loop end-to-end.
Web form, Lead Search, manual entry, Facebook Lead Ad, LinkedIn Lead Gen — every lead source lands in the Leads tab with status = New. Standard CRM stuff.
Click "+ New Deal" on the lead's detail. The picker pre-selects them, you fill in title + amount + expected close date. The deal joins your pipeline.
Drag the deal across the Kanban board, or change its stage in the modal. Probability and forecast update in real time. Notes, line items, products — all attached to the deal.
When the customer says yes, click "+ Create Invoice" on the deal. Pre-filled with everything. Send via Square or Stripe, or mark it as cash/check.
Webhook fires on Square/Stripe payment (or you click "Mark Paid in Cash"). The invoice flips to paid. The deal moves to Closed Won. The lead converts to a customer. The onboarding sequence kicks off. All of that, automatically.
The new customer shows up on the Customers tab. Their Linked Jobs card lets you spin up the project work directly. The deal lives forever in the customer's history alongside renewals + upsells.
Most CRMs put deal/pipeline management behind a paywall. We don't.
| Capability | CrawlSpace | HubSpot Sales Hub | Pipedrive |
|---|---|---|---|
| Pipeline + Kanban view | ✅ Included | ⚠️ Pro tier ($100/seat) | ✅ Included |
| Configurable stages | ✅ Per-org | ✅ Per-pipeline | ✅ Per-pipeline |
| Auto-conversion on Closed Won | ✅ Built in | ⚠️ Workflow add-on | ⚠️ Workflow add-on |
| 1:1 invoice ↔ deal link | ✅ Native | ⚠️ Quotes add-on | ❌ Separate tool |
| Pre-fill invoice from deal line items | ✅ One click | ⚠️ Quotes only | ❌ Manual |
| Square + Stripe payment integration | ✅ Both, native | ⚠️ Stripe only, paid tier | ⚠️ Marketplace add-on |
| Per-seat pricing | ❌ Flat $29.95/mo | ✅ Per-seat | ✅ Per-seat |
| Linked deals on contact + company view | ✅ Both | ✅ Yes | ⚠️ Contact only |
| Linked jobs/projects on customer view | ✅ Built in | ❌ Separate Service Hub | ❌ Separate tool |
| Annual contract required | ❌ Month to month | ⚠️ Often | ⚠️ Discount only |
| Starting price | $29.95/mo total | $100/mo per seat (Pro) | $44/mo per seat (Advanced) |
Same pipeline. End-to-end automation. One flat price.
Every other CRM treats the sale as the end of the story. CrawlSpace treats it as the middle. The handoff between sales and post-sale is where money usually leaks — forgotten onboarding, missed renewal dates, customers wondering why their kickoff call hasn't been scheduled. We close that handoff inside the same tool.
One deal. One contact. One invoice. One project. They're all linked. Update one, the others see it. No copying numbers between tabs, no swivel-chair sync between QuickBooks and your CRM.
Pipeline value = sum of (amount × probability) for every open deal. Closed amounts are real, not estimates. Because deals are tied to invoices and invoices are tied to actual payment events, your "Closed Won this quarter" number reflects money that actually moved.
Whether your contacts live in Google Sheets or in CrawlSpace's native database, deals work the same way. Pipeline data lives in the database; contact data lives wherever you've configured it. Switch modes anytime — your deals come along for the ride.
Linked Deals on every contact, aggregated Deals on every company. So when a teammate opens an account, they see the full pipeline at a glance — what's open, what closed, what the total value is. No "let me check with the rep" delays.
CrawlSpace CRM gives you deals, lead search, email sequences, a built-in dialer, inventory, invoicing, project management, and 27+ reports — for less than what most CRMs charge for the pipeline alone. Same flat $29.95/month, no matter how many deals you track.
$29.95/month · Cancel anytime · Works on day one