Platform Features

Everything you need.
Built in. Expandable.

AI-powered core platform on every plan. 9 add-on suites when you're ready. Vertical modules for your industry. Mobile app included.

Core Platform Add-On Suites Bring Your Own Mobile App Industry Verticals
Core Platform — Every Plan

The foundation. AI included.

Every CRMown plan includes the full AI-powered core platform. No feature gating. No "upgrade to unlock AI." This is what $80/mo gets you.

📊
Core
Dashboard
Your command center. Activity feed, AI insights, quick actions, 8-step onboarding checklist, and real-time stats.
  • Activity timeline with smart filtering
  • Quick action buttons for common tasks
  • Onboarding progress tracker
  • AI-powered "This Week" summary
👥
Core
Contacts + Segments
60+ fields per contact. Company management with AI enrichment. Lead scoring, duplicate detection, import conflict resolution. Smart segments with rule builder.
  • AI-mapped CSV import with 3 conflict modes (merge, overwrite, skip)
  • Smart Views with multi-condition filters
  • Behavioral tracking (opens, clicks, visits)
  • Unified activity timeline per contact
  • Company model with AI enrichment (Hunter → Apollo → AI fallback)
  • Soft delete with Trash, restore, and scheduled purge
🔀
Core
Pipeline
Visual kanban boards with drag-and-drop. Multi-currency deals, forecasting, AI-powered stage advancement.
  • Deal values, probability, expected close
  • Revenue forecasting by stage
  • Field-level permissions per role
  • Custom pipeline stages
💬
Core
Conversations + Messaging
Unified inbox for email + SMS. AI-drafted replies. SPF/DKIM/DMARC auto-setup. Tracking pixels and link click tracking.
  • Google Workspace + Microsoft 365 sync
  • AI drafts based on conversation context
  • Automated email open + click tracking
  • Twilio SMS integration
📅
Core
Calendar + Booking
Scheduling links, booking pages, availability management. Calendly built in — free on every plan.
  • Public booking page with custom slug
  • Google Calendar + Outlook sync
  • Email confirmations + reminders
  • Business hours configuration
✅
Core
Tasks + AI Agent
Kanban task board with AI-suggested tasks. AI approval queue with audit log — AI never acts without your oversight.
  • Drag-and-drop task kanban
  • AI suggests follow-up tasks
  • Approval queue for AI-initiated actions
  • Calendar sync for task deadlines
📈
Core
Analytics
29 report widgets across 6 categories. Custom dashboards, scheduled reports, data health metrics. Ask questions in plain English — AI generates the report.
  • AI natural language queries
  • Scheduled email reports
  • Pipeline conversion metrics
  • Contact growth + stage breakdown
  • 29 report widgets across 6 categories
  • Permission-gated export (PDF/CSV)
🤝
Core
Affiliate Program
Built-in affiliate dashboard. Earn 15–35% recurring. 3 referrals = free Starter. Track earnings and payouts.
  • 5-tier commission structure
  • Free plan rewards at 3/9/25 referrals
  • Own referral bonuses ($500–$2,000)
  • Real-time earnings dashboard
Add-On Suites

Expand when you're ready.

Pro includes 4 suites ($50/mo per additional). Max includes all 9. Activate from Settings → Billing.

🤖
Suite
Automation
Visual workflow builder — or describe it in plain English. "When a lead books a call, send a case study and notify the team."
  • 13 action types (email, SMS, webhook, notify, tag, score, move, assign...)
  • 100+ pre-built workflow templates
  • Execution history + debugging
  • Scheduled triggers (cron-based)
  • AI visual workflow editor — describe in English, get a complete workflow
  • 60+ trigger types across all modules
📣
Suite
Marketing
Email campaigns, drip sequences, social planner (6 platforms), blog CMS, AI content generation.
  • Campaign editor with A/B testing
  • Drip sequences with step conditions
  • Social post scheduler (Facebook, Instagram, X, LinkedIn, YouTube, TikTok)
  • Blog CMS with AI SEO optimization
  • Newsletter scheduling
💬
Suite
Communication Pro
Team chat, VoIP calling + recording, voicemail drops, WhatsApp Business, BYOC carrier switching.
  • Internal team chat channels
  • VoIP with call recording + logs
  • WhatsApp Business message templates
  • BYOC: Twilio, Plivo, Telnyx, custom SIP
  • Advanced call routing rules
📅
Suite
Calendar Pro + Field Ops
Events + ticketing, group booking (round-robin, collective, first-available), GPS field ops, drive logging, geofencing, branded booking pages.
  • Event management with QR/NFC check-in
  • Group booking with round-robin assignment
  • Real-time GPS team tracking
  • Drive logging with IRS $0.725/mi calc
  • Geofenced check-in/check-out
  • Multi-stop route optimization
  • Recurring events + recurrence rules
  • Video meeting integration
  • Payment collection on booking
  • Waitlists + branded booking pages
🌐
Suite
Web Studio
AI-powered site builder, funnels, forms, surveys, polls. Generate entire websites from a description. Built-in chatbot and form→CRM integration.
  • Website builder with AI generation
  • Funnel builder with step tracking
  • Form builder with conditional logic
  • Survey + poll creators
  • Lead capture without Leadpages
  • AI generates complete sites from descriptions
  • Form submissions auto-create CRM contacts
  • AI chatbot embeddable on any site
  • Per-site SEO (robots.txt, sitemap, meta tags)
  • Review monitoring + automated review requests
  • AI-powered review reply suggestions
  • Referral program management
💳
Suite
Finance
Invoicing, proposals, e-signatures, payment collection, P&L tracking. Multi-currency.
  • Invoice creation + tracking
  • Proposal builder with templates
  • Online payment collection
  • Recurring invoices
  • P&L reporting + expense tracking
  • Referral program management
🎓
Suite
Education
Course builder, memberships, communities. Create and sell digital products.
  • Drag-and-drop course builder
  • Membership tiers + access control
  • Community forums + discussions
  • Progress tracking + certificates
🏠
Suite
Client Hub
Branded client portal. Document vault, contracts, access logs. Your customers log in to see everything.
  • White-labeled client portal
  • Document vault with version control
  • Contract management + expiry alerts
  • Client activity tracking
🏢
Suite
Enterprise
Territory management, multi-currency, SSO/SAML, product catalog, custom brand theming, rate limiting, and guided onboarding.
  • Territory management + assignment rules
  • Multi-currency with auto-conversion
  • SSO / SAML authentication
  • Custom brand theming (9 presets + custom)
  • Three-layer API rate limiting
  • 8-step guided onboarding wizard
Every Plan

Bring Your Own AI.

Use your own API keys for unlimited AI, data enrichment, and image generation. 18 providers across 3 categories — LLMs, enrichment, and creative. No vendor lock-in, no per-query charges.

AI / LLM Providers — 15
🤖
CRMown AI
Default provider. CRMown AI. No setup needed — works out of the box.
DEFAULT
🧠
Claude (Anthropic)
Sonnet, Opus, and Haiku. Advanced reasoning, coding, and creative writing.
💚
OpenAI (GPT-4o)
GPT-4o, GPT-4, and future models. The most widely used AI provider.
💎
Google Gemini
Gemini Pro and Ultra. Deep Google ecosystem integration.
🔷
Microsoft Copilot
Azure AI. Enterprise-grade with Microsoft ecosystem integration.
📦
Amazon Bedrock
Nova models via AWS. Enterprise cloud-native AI infrastructure.
🦙
Meta Llama
Open-source models you can self-host. Full data sovereignty.
⚡
xAI (Grok)
Real-time data access. Unfiltered reasoning for business intelligence.
🔬
DeepSeek
Cost-efficient reasoning. Strong math and coding performance at lower cost.
🌊
Mistral AI
European AI provider. Strong multilingual and enterprise compliance.
🧬
Cohere
Enterprise search and RAG specialist. Optimized for business documents.
🔍
Perplexity
AI with real-time web search built in. Always up-to-date answers.
⚙️
Groq
Ultra-fast inference. Sub-second responses for real-time AI workflows.
🌏
Alibaba (Qwen)
Leading Asian AI. Exceptional multilingual and cross-cultural performance.
🚀
SambaNova
Custom silicon for AI. High-throughput enterprise inference at scale.
Data Enrichment — BYOK
🔎
Hunter.io
Email finder and domain search. Auto-discover professional email addresses.
🚀
Apollo.io
Contact and company enrichment. 275M+ contacts for prospecting.
✨
AI Fallback
No enrichment key? CRMown AI fills in company data from public sources automatically.
Creative / Image Generation — BYOK
🎨
Stability AI
AI image generation for marketing assets, social posts, and listing photos.
How BYOK works
Every CRMown plan includes AI powered by our default provider. Want to use a different model? Paste your API key in Settings → AI Configuration. Your key, your usage, your cost — CRMown never marks up AI calls. BYOK customers get unlimited AI with no monthly caps.
Every Plan

Bring Your Own Storage.

Choose where your files live — on our servers, your cloud, or your own infrastructure. 9 storage providers supported. Connect in Settings, and every upload routes to your chosen destination.

Cloud Storage — 5 Providers
📁
Google Drive
Store files in your Google Workspace Drive. Connects via Google OAuth. Files sync to a CRMown folder automatically.
☁️
OneDrive
Store files in your Microsoft 365 OneDrive. Connects via Microsoft OAuth. Ideal for Microsoft-first businesses.
💎
Azure Blob Storage
Microsoft Azure Blob Storage. Enterprise-grade with geo-redundancy and compliance certifications.
📦
Dropbox Business
Store files in your Dropbox Business account. Connects via Dropbox OAuth. Team sharing built in.
🪣
Amazon S3
The industry standard for object storage. Unlimited scale, pay for what you use.
S3-Compatible — 3 Providers
🔥
Backblaze B2
S3-compatible cloud storage at 1/4 the cost of AWS. Free egress with Cloudflare.
🌊
DigitalOcean Spaces
S3-compatible object storage. Simple pricing, built-in CDN. Great for startups.
🟢
Wasabi
Hot cloud storage. S3-compatible with no egress fees and no API call charges.
Default — No Setup Required
💾
Local Server
Files stored on the CRMown server filesystem. Works out of the box — no configuration needed. Best for getting started.
DEFAULT
How BYOS works
Every CRMown plan stores files on our servers by default. Want your files in your own cloud? Connect your storage provider in Settings → Storage and all future uploads route there automatically. Your existing files stay accessible — CRMown handles the routing transparently. Own customers can point storage to their own S3-compatible infrastructure for complete data sovereignty.
Mobile App

Your CRM in your pocket.

Full CRM access from iOS and Android. Same data, same AI, same pipeline — just smaller screen.

📊Dashboard with activity feed and stats
👥Full contact management + AI summaries
🔀Pipeline kanban with drag-and-drop
📅Calendar + booking management
💬Messaging inbox (email + SMS)
📍GPS mileage tracking + expense logging
🏷️NFC contact sharing at events
📷QR code scanning for check-ins
🔒Face ID / fingerprint authentication
🔔Push notifications for deals, tasks, and messages
🎨Custom brand theming synced from web
Industry Verticals

Built for your industry.

Vertical modules are purpose-built for specific industries — replacing $500–$3,000/mo in specialized tools. Max plan only. $100/mo.

Available Now
🏗️
Real Estate
The only CRM where you drop an address and get a fully scored deal, or snap a business card and have a signed buyer rep in under 60 seconds. Built for agents, not adapted from a generic CRM.
  • Property Intel — type an address, AI fills 20+ fields
  • Deal Analyzer — flip/hold/wholesale/BRRRR verdict
  • Next Best Action — AI recommends exact follow-up
  • Objection Coach — grounded responses from deal context
  • Business card scanner + smart CSV import
  • Closings workspace — checklist, docs, net proceeds
  • Built-in e-signature — no DocuSign needed
  • One-click onboarding + branded client portal
  • Buyer + seller pipelines, rentals, comps, splits
  • IDX integration — MLS listings to pipeline
Agents own their data. Leave the brokerage? Take your contacts, deals, and conversations with you.
$100/mo per user
Coming Soon
🏥
Healthcare
Practice management, patient intake, appointment flows, and HIPAA-ready data handling.
  • Patient intake forms + consent
  • Appointment scheduling with insurance
  • Treatment plan tracking
  • HIPAA-compliant data handling
Join Waitlist →
Coming Soon
⚖️
Legal
Case management, client intake, trust accounting, document automation for law firms.
  • Matter management + case timeline
  • Client intake with conflict checks
  • Trust accounting + IOLTA
  • Document templates + e-signatures
Join Waitlist →
Under the Hood

Built like enterprise software.
Priced for small business.

Every number below is counted directly from the source code — not estimated, not inflated.

180+
Database models
1,200+
API endpoints
123
App pages
69
AI features
14
Background workers
Email, SMS, AI, sync, drips, notifications
40
Real-time socket events
Live updates across contacts, deals, messages
25
Webhook events
HMAC-signed, auto-retry, delivery log
47
Report widgets
Stats, bars, donuts, tables, funnels, pies, lists
8
AI providers supported
Claude, GPT, Gemini, Llama, Grok, DeepSeek, Mistral, Alibaba
100
Workflow templates
Pre-built automations or AI generates custom
32
Permission controls
10 categories, granular per-role toggles
10
Built-in roles + custom
Owner to Client, plus unlimited custom roles
Built for scale
→ PostgreSQL + Prisma with 180+ indexed models
→ Redis + BullMQ for async processing (14 workers)
→ Socket.io for real-time collaboration (40 events)
→ Docker Compose for reproducible deployments
→ Cloud storage: Google Drive, OneDrive, or S3/R2
AI architecture
→ 69 distinct AI tasks routed to optimal model tiers
→ BYOK: bring your own API key for unlimited usage
→ AI command bar for natural language operations
→ AI approval queue with risk scoring + audit log
→ Per-org usage tracking with Redis rate limits
Enterprise ready
→ 10 built-in roles + unlimited custom roles
→ 32 granular permission controls
→ GDPR, CCPA, PIPEDA compliance built in
→ SSO, territories, multi-currency, CPQ
→ Full audit log: views, edits, shares, exports
Open platform: 1,200+ REST API endpoints · HMAC-signed webhooks · API key auth · Rate limiting by plan · Developer documentation

Ready to own your CRM?

Start at $80/mo with AI included on every plan. Or buy it once and own it forever from $5,000.

Start CRMown — $80/mo → See All Plans
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