The CRM that does its own admin. Instant answers. No guesswork.
Agents keep the pipeline clean, draft the follow-ups and file your email. Underneath, an event ledger records every change as it happened, so every number is explainable and any past day is one click away.
Capture
Leads arrive by form, import or a forwarded email. Nothing typed twice.
1 / 5
Most CRMs decay.
Data goes stale, fields stay empty, and the tool becomes a chore the team works around. The record of your customers ends up half true.
crmSpace is built against that, on infrastructure made for agents: every change is an event, every automation runs exactly once, and every AI action is reviewed by a person before it touches a record. Hygiene rules surface the rot, the housekeeping runs itself, and the history is always exactly what happened.
What it does.
The whole path from first contact to paid invoice, in one place.
Kestrel Pharma Scale
Halcyon Travel Scale
Ashworth Mfg Scale
Ardent Legal Growth
Northwind’s renewal enters its close window this week. Meridian’s invoice is 15 days past due. Pipeline is up 8% on last month.
- Closed Won12 Nov
- Negotiation30 Oct
- Proposal09 Oct
- Discovery23 Sep
A pipeline you can trust
Deals live on a board. Hygiene rules watch it and flag what is stale, missing a close date or missing a value, before it costs you the quarter.
Your morning brief
The day starts with a short brief written from your own numbers, and follow-up drafts for the deals that need a nudge. You review; nothing sends itself.
Leads that capture themselves
Forward or BCC a message and it files itself. Your website form and cal.com bookings land as leads the same way, and the owner is told.
Automations without surprises
When a deal changes stage, notify someone, create a task or send a note. Rules run on new events only, a single hop at a time.
Quote to cash
Quotes from your catalogue, accepted by your customer online or e-signed straight into the Contracts add-on as an order form. UK and EU VAT by rule, invoices as PDF, closed months locked.
Answers as of any date
Every change is an event in a ledger. Ask what the pipeline was on the first of the month and you get what was true then, not what the rows say now.
An hour to a working CRM.
Sign in with a work account. There is no sales call in the way.
Move in from HubSpot or Salesforce
Upload their export, CSV or Excel. Standard columns map themselves; owners, notes, deals and pipelines come with you. Preview first, undo if needed.
Work the pipeline
Drag deals through stages, log calls, let the brief and the hygiene rules keep the board current.
Invoice and report
Accepted quote to issued invoice to payment. Reports read from the same ledger the CRM writes.
Leave HubSpot or Salesforce without leaving your history.
Upload their export and the standard columns map themselves. Owners, notes, deals, pipelines and activity history all come with you. Preview the result before a single record is written, and undo a mistaken import afterwards.
Presets, not spreadsheet surgery
HubSpot and Salesforce exports are recognised column by column. Anything unusual, AI proposes and you approve.
Nothing left behind
Companies, contacts, leads, deals and activities, with owners and notes attached to the right records.
No duplicates
Matching records update in place: companies by domain, people by email.
No lock-in, either
Every record type exports back out as CSV, any time, in a format that re-imports cleanly.
The best CRM is the one that is still accurate in six months.
Your data, treated like it matters.
crmSpace is run by Rated Counsel Limited, a UK company that also advises on data protection for a living. The product is built the way we tell clients to build.
Data in London
Records live in Postgres in London, and both apps run as functions in London.
Access that fits your team
Roles, custom permission grants, territories and field-level masking, enforced in one place on every request.
GDPR in the product
Subject access exports, erasure that cannot resurrect, retention policies, a processing register and an audit log. Built in, not bolted on.
A ledger, not a mystery
Every change records who, what and when. The audit trail is the database, so it cannot drift from reality.
The detail lives on the security page, where each statement is tied to the part of the product it rests on, with the data processing agreement, the sub-processor list and measured accuracy beside it.
Bring your pipeline.
Sign in with a work account and import a spreadsheet. An hour is enough to know if it fits.