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Click “Start CRMown” from any page, enter your email, and you’re in. No credit card is required to explore, and setup takes about five minutes — create your account, import your contacts, and you have a working CRM.

Most teams are fully running the same day. Account creation is instant, importing contacts is a drag-and-drop of your CSV, and connecting email or a calendar is a one-click OAuth. There are no onboarding calls or implementation fees.

Yes. Describe what you want in plain English and CRMown AI handles it — import contacts by dropping a file, build automations by describing the trigger, and generate reports by asking a question. No certifications, consulting calls, or onboarding fees.

Yes. Export a CSV from HubSpot, Salesforce, Pipedrive, Zoho, or any spreadsheet and drop it into Contacts → Import. CRMown AI automatically maps your columns to the right fields, and any unmatched columns become custom fields you can filter and segment on.

Yes. Any column in your import that doesn’t match a standard field is preserved as a custom field. You can filter, segment, and build views on those imported columns just like native data.

You can explore the platform and the interactive demo for free. For a full hands-on trial with a real workspace, a one-time $14 trial gives you a live org to load your own data into before committing to a plan.

Start with three things: import your contacts, connect your email or calendar, and open the AI command bar (Ctrl/⌘+K) to try a request like “show me contacts I haven’t followed up with.” From there the platform guides you.

The product is built to onboard itself, but our AI assistant is available 24/7 in-app for any question, and a human follows up within 24 hours if AI can’t resolve it. There are no paid onboarding tiers or gated setup services.

Three SaaS plans: Starter ($80/mo) is the full core platform, Pro ($180/mo) adds 4 add-on suites of your choice, and Max ($397/mo) includes all 9 suites plus access to vertical industry modules. Each is also available as a one-time Own purchase.

Starter includes the full core platform: Dashboard, Contacts, Pipeline, Segments, Conversations, Calendar, Tasks, AI Actions, Analytics, the affiliate program, and Settings. AI is built in — not an add-on. Add-on suites become available on Pro and above.

Nine feature bundles you activate when ready: Automation, Marketing, Web Studio, Finance, Growth, Education, Client Hub, Comm Pro, and Operations. Pro includes 4 of your choice; Max includes all 9.

After subscribing to Pro, go to Settings → Billing and pick your 4 suites. Need more? Add extra suites at $50/mo each. Once you need 5 or more extras, Max at $397/mo becomes the better deal.

Yes. Add or swap suites anytime from Settings → Billing. Additional suites beyond your included 4 are $50/mo each, prorated to your billing cycle.

Industry-specific premium add-ons available on the Max plan — specialized features for Real Estate, Healthcare, Legal, and more. Pricing is $150/mo per vertical, or $5,000 one-time for Own customers.

Yes. Change plans from Settings → Billing at any time. Upgrades take effect immediately with proration; downgrades apply at the end of your current billing period so you keep what you paid for.

No. AI is built into every plan, including Starter — it is not a metered add-on or a separate subscription. The AI command bar, AI drafting, AI reports, and AI actions are all included.

Yes. The iOS and Android apps are free on every plan, including Starter. There is no separate mobile fee. Only GPS Field Ops requires the Operations suite.

SaaS is month-to-month and we host everything. Own is a one-time purchase — you deploy on your own server and never pay a monthly fee again. Both include the same features and the same mobile app.

Own is a one-time purchase: Starter $5,000, Pro $10,000, Max $20,000. Pro Own customers can add suites for $2,000 each (one-time), and vertical modules are $5,000 one-time.

Yes — it’s a perpetual license. Once purchased, you can run CRMown on your own infrastructure indefinitely with no recurring fee. You control the data, the server, and the uptime.

Yes. Own purchases qualify as off-the-shelf software under Section 179 with 100% bonus depreciation, so you can write off the full price in Year 1. SaaS subscriptions are deductible as ordinary business expenses. Consult your tax professional.

Anywhere you can run a container and a PostgreSQL database — your own cloud account (AWS, GCP, Azure), a VPS, or on-premise hardware. You keep full control of where your data lives.

Own includes updates for the current major version. You control when to apply them, so you’re never forced into an upgrade that disrupts your team. Major version upgrades may be offered separately.

Yes. Many teams start on SaaS to move fast, then move to Own once they want to eliminate recurring costs. Your data exports cleanly and imports into your self-hosted instance.

Yes. Own referrals earn a 10% one-time commission on each Own purchase you refer, in addition to the standard referral perks.

Press Ctrl/⌘+K anywhere and describe what you want in plain English — “add these five contacts to the Q3 pipeline,” “draft a follow-up to everyone I met last week,” or “show me deals stuck for 30+ days.” CRMown AI understands your data and executes the action.

You’re in control. Bulk or sensitive actions surface a preview first, and higher-risk actions can require explicit approval before they run. You always see exactly what will change before it happens.

Yes. Every AI action produces a receipt, and reversible actions (like moving deals or updating contacts) can be undone from the AI history with a single click, restoring the prior state.

No. AI is included on every plan with no per-action credits to buy. We optimize the platform’s AI usage behind the scenes so you get fast answers without a metered bill.

No. Your CRM data is used only to answer your requests. It is not used to train foundation models, and it stays isolated to your organization.

With the Automation suite you build visual workflows — a trigger (like a new contact or a stage change) followed by actions (send email, send SMS, wait, update a field, create a task). You can also describe an automation in plain English and let AI build it.

Yes. CRMown AI can draft emails, SMS, and social replies in your voice, summarize long threads, and suggest smart replies right in the unified inbox. You review and edit before anything sends.

Yes. Analytics supports natural-language queries — ask “what’s my win rate this quarter by source?” and get a chart and a plain-English answer. No report-builder expertise required.

Yes. All customer-facing AI is CRMown AI — it’s tuned to your workspace, your knowledge base, and your brand, so responses are consistent with how your business communicates.

Go to Contacts → Import and drop a CSV. CRMown AI maps your columns automatically, flags duplicates, and lets you review before finalizing. Wide files with many columns are handled without timing out.

Yes, anytime. Export any view or segment to CSV from the Contacts page. Your data is never locked in — you can take it with you whenever you want.

Yes. Duplicates are detected on import and can be merged in-app. The data-hygiene tooling helps keep your list clean over time.

Enrichment fills in missing details — company, role, social profiles — from public data sources, with an AI fallback when a lookup comes up empty. It helps you reach contacts with complete records.

Yes. Any imported column becomes a custom field, and you can add your own from Settings. Custom fields are fully usable in filters, segments, and saved views.

Segments are dynamic lists defined by rules — for example, “contacts in Texas with an open deal.” They refresh automatically (about every 15 minutes) so membership always reflects your latest data.

Yes. Contacts and team members can have avatars, which appear across the contacts list, pipeline, inbox, and team chat so records are easier to recognize at a glance.

Each contact has a consent status and a preference center so you can honor opt-outs and communication preferences. This helps you stay compliant with email and SMS regulations.

Build stages that match your sales process, then drag deals between them. Each deal is tied to a contact, and the board gives you a live view of everything in flight.

Yes. Create separate pipelines for different products, teams, or processes, each with its own stages. Switch between them from the Pipeline page.

Yes. Add, rename, reorder, and remove stages to fit how your team actually sells. Changes apply instantly to the board.

Each deal carries a value and stage, and Analytics rolls those up into forecasts, win rates, and stage breakdowns. You can also ask AI questions like “what’s my expected revenue this month?”

Yes. Use the AI command bar to move or update multiple deals at once — “move all deals from Demo to Proposal for the enterprise segment” — with a preview and an undo receipt.

Stage changes can trigger notifications and automations (with the Automation suite), so the right people are alerted and follow-up tasks are created automatically.

Yes. Ask Analytics or the AI bar for deals with no recent activity, and it surfaces aging deals so nothing slips through the cracks.

Email, SMS, WhatsApp, Facebook, Instagram, X, LinkedIn, and YouTube all land in one inbox, threaded by contact, so you reply to every channel from a single place.

SMS runs through Twilio. Provision a phone number in Settings, and you can send and receive texts directly from a contact or the inbox. Carrier registration is guided in-app.

Yes. With the Comm Pro suite you can send WhatsApp messages and manage approved WhatsApp templates that sync with Meta.

Yes. Connect Gmail or Outlook for two-way sync, or use the built-in sending for campaigns and transactional messages. Replies thread back to the right contact automatically.

Yes. Save reusable email and SMS templates, and let CRMown AI personalize them per contact. WhatsApp templates are supported through Comm Pro.

Comm Pro is the internal, Slack-like team chat suite — channels, DMs, threads, and file sharing — plus VoIP, voicemail, and WhatsApp Business. It keeps team collaboration inside your CRM.

Yes. Web Studio includes a chat widget you can embed on your site, routing conversations into the same unified inbox as every other channel.

Yes. The inbox offers AI-drafted replies, thread summaries, and smart-reply suggestions across email, SMS, and social so you clear your inbox in less time.

Google Workspace (Gmail, Calendar, Tasks, Contacts, Drive), Microsoft 365 (Outlook, Calendar, To Do, Contacts, OneDrive), Apple iCloud (Calendar and Contacts), Calendly, and any custom IMAP/SMTP provider.

Go to Settings → Integrations and click connect — it’s a one-click OAuth flow. Once connected, email and calendar sync two-way automatically.

Yes. Stripe sync brings customers, payments, and revenue into your CRM as contact activity, so you see billing history alongside every relationship.

Yes. QuickBooks and Xero sync invoices and customers bidirectionally, keeping your CRM and books aligned.

Yes. Zapier REST hooks let you trigger flows from CRM events and run inbound actions like creating a contact, deal, or task, or sending an SMS.

Yes. Notion sync connects databases and lets AI search your Notion pages, with activity logged back to CRMown.

Yes. CRMown has a REST API, webhook endpoints with HMAC-SHA256 signing and retry, and API key management. It’s an open platform you can extend.

BYOS lets you store files in your own Google Drive, OneDrive, or S3/R2 bucket instead of ours, so your documents stay in infrastructure you control.

Yes. iOS and Android are included on every plan. You get contacts, pipeline, inbox, calendar, tasks, push notifications, offline mode, and biometric lock. Only GPS Field Ops requires the Operations suite.

Search “CRMown” on the Apple App Store or Google Play, or use the download links on the site. Sign in with the same credentials as the web app.

Yes. Core records are available offline and sync automatically when you reconnect, so you can keep working in the field without a signal.

Yes. It supports biometric lock (Face ID / fingerprint) and the same encryption and per-organization data isolation as the web app.

Yes. New messages, task reminders, deal updates, and mentions can push to your phone so you never miss a time-sensitive event.

Part of the Operations suite, GPS Field Ops adds location check-ins, field forms, and mileage tracking for teams working on-site. It’s the one mobile feature that requires a suite.

Yes. The app stores per-user data keyed to your account and clears it on sign-out, so switching accounts never leaks another user’s data.

Data is isolated per organization on every query, and sensitive tokens and passwords are encrypted with AES-256. Access is gated by authenticated sessions on every request.

Yes. Enable MFA from Settings for an extra layer of login security. We recommend it for every account with access to customer data.

Yes. Enterprise SSO via OIDC (for example, Google Workspace) is supported, including enforced SSO so your team signs in through your identity provider.

Yes. Every record is scoped to your organization ID, and queries are enforced per-org so one customer’s data can never appear in another’s workspace.

CRMown provides the tools you need — consent tracking, preference centers, data export, and account deletion — to meet GDPR and similar obligations. A DPA and sub-processor list are published on the site.

Yes. Self-service account deletion is available in-app. Deletion pseudonymizes and cascades your data; after cancellation, data is retained for 30 days in case you change your mind, then removed.

On SaaS, data is hosted in our managed cloud infrastructure. On Own, it lives entirely on servers you control. Either way you can export your data at any time.

Yes. Live platform health for the API, database, and marketing site is at crmown.com/status, checked in real time.

Go to Settings → Billing to add or change your card. Changes take effect on your next invoice.

Go to Settings → Billing and click “Cancel Subscription.” Access continues through the end of your current billing period, and your data is retained for 30 days after cancellation.

You can cancel anytime and you’re never locked in. Because you can try the platform fully before committing, we generally don’t issue refunds on subscription charges — but reach out to support if something’s wrong.

SaaS plans bill monthly on the date you subscribed. Upgrades are prorated immediately; downgrades apply at the start of your next cycle.

Not immediately. After cancellation your data is retained for 30 days so you can export it or reactivate, then it’s removed. Own customers keep their data indefinitely since it’s on their own server.

Early customers lock in their current rate — your price won’t increase as we add features and raise list prices later. It’s our thank-you for joining early.

Yes. Every charge generates a receipt available in Settings → Billing, suitable for expense reports and accounting.

Pricing is per organization by plan, not a per-seat tax that punishes you for growing. Team member limits vary by plan — see the pricing page for specifics.

Every customer gets a built-in affiliate link. Commissions scale with referrals: 15% (1–9), 20% (10–24), 25% (25–49), 30% (50–99), and 35% (100+).

Yes. At 3 active referrals your Starter is free, 9 referrals covers Pro, and 25+ covers Max. Refer enough and CRMown effectively pays for itself.

Your link is in the affiliate area of your dashboard. Share it anywhere — the system tracks signups and attributes commissions automatically.

Commissions accrue on qualifying referrals and are paid out on a regular schedule to your connected payout method. You can track earnings in the affiliate dashboard.

Yes. Own referrals earn a 10% one-time commission on the purchase, in addition to counting toward your referral tier.

No. It’s included free for every customer — there’s no separate signup or fee. If you have an account, you can refer.

The built-in affiliate program lets you refer CRMown itself. The Growth suite is a broader toolset for managing your own reviews, referrals, and affiliate tracking for your business.

Go to Settings → Team and send an invite by email. Invited users set a password and join your organization with the role you assign.

Roles control what each member can see and do. Assign permissions per member so, for example, reps see their own pipeline while managers see everything.

Visibility mode (open, owned, or brokerage) controls how records are shared across your team — from fully shared to strictly owner-only — across contacts, pipeline, tasks, calendar, and conversations.

Yes. Deactivate a member from Settings → Team to revoke access immediately while preserving their historical activity. Their records can be reassigned.

Yes. Each person gets their own account and password (and can enable MFA/SSO), which keeps activity attributable and access controllable.

Yes. Between roles and visibility mode, you can scope a member’s access down to only their own records, or open it up to the whole org.

Yes. Activity is logged across the platform, so you can see who did what and when — useful for accountability and troubleshooting.

Use the in-app AI assistant 24/7 for instant answers, or email [email protected]. If AI can’t resolve your issue, a human follows up within 24 hours.

Yes. AI support and human follow-up are included on every plan, including Starter. There are no paid support tiers to unlock help.

The Documentation and Knowledge Base are linked from the Support page and are fully searchable. Start with Docs for setup and the KB for troubleshooting specific features.

Use “Forgot password” on the login screen to receive a reset link. Team admins can also help with account recovery.

Yes. Update your profile email and your organization name from Settings → Account. Changes propagate across the app immediately.

It escalates to a human. You’ll get a follow-up by email or SMS within 24 hours, and the AI assistant hands over full context so you don’t repeat yourself.

Visit crmown.com/status for live health of the API, database, and site. The status banner on the support page also reflects current system state.