Upload a PDF, contract, photo, or proposal directly to a contact, a deal, or a job. Find it later by file name or by record context. Preview without downloading. Build a shared template library so the team isn't recreating the same proposal cover from scratch every week. Every download is logged — you always know who saw what. No separate Dropbox or Box seat to pay for.
Included with every plan · Generous storage included · No per-seat fees · Audit log on every file
A customer signs the contract; you save it to Dropbox under /Customers/2026/Q1/Acme/Signed Contracts/. Six months later they ask about a renewal clause. You open the CRM, find the customer, then go open Dropbox in another tab, navigate four folders deep, hope you spelled the customer name the same way, and pray the file is named something searchable. The files exist; the connection between the file and the customer record is held entirely in your folder-naming discipline. New hires inherit the chaos.
$15 to $25 per seat per month. Excellent file sync, generous storage, fast preview. Lives in a parallel folder tree with no link to the CRM record. Finding a customer's contract means knowing how the team agreed to name folders six months ago.
$15 to $35 per seat per month. Strong governance, detailed permissions, real audit logs. Same fundamental problem: the file lives in a folder, not on the customer record. Bridging the two means custom integrations or yet another tab open all day.
"Free with Workspace" — and entirely manual. The file lives in Drive; the link gets pasted into a CRM note. No preview from the CRM, no audit log of who clicked the link, no template library managed inside the CRM. The integration is a paste action.
Every contact, deal, and job has a Files tab. Drop a PDF, image, contract, spreadsheet, or proposal directly onto the record. Preview it in the browser without downloading. Search across every file by name or by the record it's attached to. Maintain an org-wide templates library so the team reuses the same cover page, the same MSA, the same site checklist. Every view and every download is logged.
Every file lives on a contact, a deal, or a job. There is no parallel folder tree to maintain. Open the customer; the Files tab shows everything that's ever been attached — proposals, signed contracts, site photos, screenshots, anything. The connection between file and customer is structural, not naming-convention luck.
Global search hits file names, file types, and the records they're attached to. Type "MSA" and see every signed master service agreement. Type the customer's name and see every file ever attached to them across deals, projects, and the customer record itself. The search is one bar at the top of the app — not a separate place to look.
PDFs, images, common document formats, and spreadsheets render right in the CRM — no need to download to look. Useful for the manager who wants to glance at the signed proposal without filling their Downloads folder, and for sharing a quick view in a screen-share without exposing your local file system.
The Templates section holds files the entire team reuses: proposal cover pages, standard MSAs, site-survey checklists, intake forms, brand assets, photo release waivers. Every team member can pull a template, attach a copy to the record they're working on, and edit the copy without changing the original. No more digging through five reps' personal Drive folders looking for the latest version.
Every time anyone previews or downloads a file, the action is logged with the user, the timestamp, and the source IP. Critical for sensitive documents (signed contracts, NDAs, customer PII). When the question "who looked at this contract last?" comes up, the answer is one click into the file's history.
Reuse the role-based permissions from the rest of the CRM: who can upload, who can download, who can delete, who can share externally. Sales reps get access to their own deals' files; managers see across the team; finance sees signed contracts and invoices. No separate permission system to learn.
A signed contract from the e-signature flow auto-attaches to the deal and the customer. A generated invoice attaches to the deal. A photo uploaded from the mobile app on-site attaches to the active job. Documents land in the right place without anyone manually moving them, because the CRM knows the context they came from.
Files aren't a separate database — they share the same record graph as deals, contacts, contracts, and projects. Reports can include "deals with no signed proposal attached." Tasks can reference a file. Email templates can pull a file as an attachment. The document layer is part of the product, not a sidecar.
No parallel folder tree to maintain. No "did we agree to organize by year or by customer?" debate. The records are the structure, and the search bar finds anything.
Open the contact, deal, or job the file belongs to. Every record has a Files tab. No need to decide where the file goes — the record is the destination.
Drag a PDF, image, contract, spreadsheet, or proposal onto the Files tab. The upload runs in the background; you can keep working. Add an optional note ("signed copy" or "site photo before work").
E-signed contracts, generated invoices, generated quotes, and mobile-uploaded photos all auto-attach to the right record. The bulk of the file library populates itself.
Use the global search bar. Search by file name ("MSA Acme"), by record name ("Acme Corp"), by file type, or by date. Hit enter; results are grouped by record.
Click the file; it opens in an in-browser preview. Multi-page PDFs, images, spreadsheets, and common docs all render. Download is still one click away if you need the original on your machine.
Every preview and download is logged with user, timestamp, and IP. The next time "who saw the signed contract?" comes up, the answer is in the file's history tab.
Most file-storage tools are excellent at folders and oblivious to your customers. Most CRMs treat file uploads as an attachment field. We do storage like it's part of the customer record — because it is.
| Capability | CrawlSpace | Dropbox Business | Box Business |
|---|---|---|---|
| Files attached to CRM records (not folders) | ✅ Native — first-class link | ❌ Folder tree only | ❌ Folder tree only |
| Search by record context (customer / deal / job) | ✅ Built in | ⚠️ File name only (or paid CRM connector) | ⚠️ File name only (or paid CRM connector) |
| In-browser preview (no download) | ✅ PDF, images, docs, sheets | ✅ Yes | ✅ Yes |
| Org-wide template library inside the CRM | ✅ Native | ⚠️ Shared folder workaround | ⚠️ Shared folder workaround |
| Full audit log (views + downloads) | ✅ Per-file, exportable | ⚠️ Higher tiers only | ✅ Yes (Business+) |
| Auto-attach from e-sign / invoice / mobile photo | ✅ Native | ❌ Manual upload | ❌ Manual upload |
| External share links with expiration | ✅ Yes | ✅ Yes | ✅ Yes |
| Reports: "deals with no signed proposal attached" | ✅ Native query | ❌ Not possible — no CRM context | ❌ Not possible — no CRM context |
| Per-seat pricing | ❌ Flat $29.95/mo | ✅ $15-$25/seat/mo | ✅ $15-$35/seat/mo |
| Includes the rest of the CRM | ✅ Deals, quotes, contracts, dialer, calendar | ❌ File storage only | ❌ File storage only |
| Starting price | $29.95/mo total | $15/mo per seat (Standard) | $15/mo per seat (Business) |
Same secure storage. Tied into the records the files are actually about. One flat price for storage + the rest of the product.
A file is a piece of a customer relationship — the proposal you sent, the contract they signed, the photo from the job site. Putting that file in a parallel folder tree means rebuilding the connection by hand every time you need it. The fastest path to "I can find anything about this customer in 10 seconds" is to put the files where the customer already lives.
Every file ever attached to the customer — across all their deals, all their jobs, all their interactions — shows up on the customer record. No "let me check Dropbox too." The next person on the account doesn't inherit a scavenger hunt.
The proposal cover page, the standard MSA, the site checklist — one canonical version in the templates library. Every rep pulls from the same source. The "I think Stacey has the newest one in her folder" pattern disappears.
Who downloaded the signed contract? Who shared the customer's PII document externally? When did that NDA last get viewed? The log answers all three in one click. Critical for SOC 2 reviews, customer security questionnaires, and sensitive HR or legal docs.
A 5-person team on Dropbox Business is $900/year just for file storage. On Box Business it's $900-$2,100. We bundle storage — and the rest of the CRM — for one flat $29.95/month. The trial pays back in week one.
Storage built into the CRM means the file isn't an isolated artifact — it's a piece of the record it belongs to.
Rep generates a proposal PDF from a template. The PDF auto-attaches to the deal and the contact. Manager opens the deal, previews the proposal in-browser without downloading. Customer signs via the e-signature flow; the signed copy auto-attaches alongside the original. Six months later anyone on the team opens the deal and sees the full document trail in one tab.
Tech opens the active job in the mobile app. Snaps three before-photos and two after-photos; each uploads and attaches to the job record on tap. Office staff opens the job that evening, previews the photos inline, attaches them to the invoice that gets sent. Customer asks a year later about the work that was done — the answer is a search away on their record.
Customer signs the annual MSA. The signed PDF auto-attaches to the customer record from the e-signature flow. Eleven months later, the CSM opens the customer to prep for the renewal call. The contract is right there in the Files tab — clauses, pricing, end date, and the audit log showing who's accessed it. No "let me find it in our Box" detour.
CrawlSpace CRM gives you document storage tied to every record, full-text search, in-browser preview, a templates library, audit logs, deals, quotes, contracts, calendar booking, lead search, email sequences, a built-in dialer, inventory, invoicing, project management, and 27+ reports — all for less than two Dropbox Business seats. Same flat $29.95/month. No per-GB fees, no per-seat charges, no upsell tiers.
$29.95/month · Cancel anytime · Works on day one · Generous storage included