CrawlSpace CRM is the only small business CRM with a complete inventory and pricebook system built in. Build your product catalog once. Drop items into quotes with one click. Track stock automatically. Get margin reporting out of the box. No second tool, no Zapier, no extra subscription.
All features included · Cancel anytime
Every quote is a fresh chance to get something wrong. The wrong price. A typo in the name. A discount you didn't mean to give. A product you forgot you stopped carrying. And then you find out three months later that you've been quoting old prices for half a year.
You keep your products in a Google Sheet. Every time you build a quote, you tab over, copy the row, paste it into your CRM as text, and hope you got the price right. Nothing connects to anything.
You buy a separate inventory tool. Now you have a CRM, an inventory tool, and a quoting tool. You're paying $200/month for three subscriptions that don't talk to each other. Reconciliation is a part-time job.
One tool. Inventory IS the CRM. Your products live next to your contacts. Add products to quotes with one click. Stock deducts automatically when deals close. Margin reports run themselves.
Three steps. Total setup time: about 15 minutes for a typical small business catalog.
Add products one at a time, OR import your existing catalog from CSV. The importer auto-detects column names like "Product Name," "SKU," "Wholesale Cost," "Reorder Point" - works with exports from Square, Shopify, QuickBooks, or any spreadsheet.
On any lead, scroll to the new Quote Items panel. Click + Add Product, search by name or SKU, click to add. Edit quantity, override the price, apply a discount - all inline. The contact's quote amount updates automatically.
Mark the lead as Closed Won. All line items flip to "sold," the contact's revenue field updates, and inventory decrements for tracked products. Low stock alerts fire if anything crosses its reorder threshold. Done.
Use the custom report builder to slice your sales data: revenue by product, top vendors, margin by category, recent sales by product, low stock by location, recurring vs one-time mix. All without writing a single SQL query.
The pricebook supports both physical products and recurring services in the same catalog. Build whatever your business needs.
Anything you sell once and bill once: physical inventory, service hours, project work, trade-in items, accessories.
Anything you sell as an ongoing relationship: maintenance plans, retainers, subscription services, SaaS-style billing.
Every contact has a Quote Items panel where you build itemized quotes by dropping in products from your catalog. No copy-pasting. No retyping. No forgetting which version of the price list you're on.
When you mark a lead as Closed Won, several things happen at once - automatically:
Anyone who sells products or services with discrete line items. Examples:
Plumbers, electricians, HVAC, landscapers - quote bundles of materials + labor hours, track which jobs used which inventory items, never run out of common parts.
Build itemized estimates for homeowners with specific quantities of materials. Track margin per project. Re-quote variations without rebuilding from scratch.
Bundle services into packages (Strategy + Audit + Implementation) and quote them as line items. Track what's included in each retainer.
B2B buyers need quotes for bulk orders. Build them in the CRM, track stock against the quotes, deduct when they convert. Skip the standalone quoting tool.
Sell packages, supplements, or recurring memberships. Mix one-time products with ongoing subscriptions in the same patient/client record.
Sell programs, sessions, and add-ons as discrete products. Quote prospects with the right combination. Track which packages convert best in your custom reports.
For inventory + CRM in one tool, you usually have to go up several pricing tiers - or buy a second product entirely.
| What You Need | CrawlSpace CRM | Typical Small-Business CRM |
|---|---|---|
| Inventory & pricebook included | ✅ Yes - at the base price | ❌ Add-on or higher tier ($50–$150/mo extra) |
| Itemized quote line items | ✅ Built into every contact | Quoting module add-on |
| Inventory tracking with low stock alerts | ✅ Built in | Separate inventory tool needed |
| Recurring billing structure | ✅ Per-product billing interval | Subscription module add-on |
| Margin reports (price vs. cost) | ✅ Custom report builder | Export to Excel manually |
| CSV import for bulk catalog setup | ✅ With auto-detection | Limited or paid feature |
| Auto-deduct stock at Closed Won | ✅ Automatic | Manual or not supported |
| Total monthly cost (CRM + inventory) | $29.95/mo | $150–$400/mo combined |
Same job. One tool. A fraction of the cost.
Already have a product list in Excel, Google Sheets, Square, Shopify, QuickBooks, or any other system? Use the built-in CSV importer to bulk-load everything in one shot.
CrawlSpace CRM gives you a complete inventory and pricebook system as part of your CRM - for one price, with no add-ons, no separate logins, and no syncing two databases. Stop fighting your tools and start closing more deals.
$29.95/month after trial · Cancel anytime · All features included