CRMown Docs
Guides for every part of CRMown, and everything you need to integrate with it.
Developers
API keys, the Public API, webhooks, forms, tracking and embeds. Machine-readable: OpenAPI spec · llms.txt.
Developer Quick Start — API Keys & AuthenticationEvery integration starts with an API key. CRMown has two kinds: Public API keys for the partner API at /api/v1 (safe to …Public API v1 — Contacts, Companies, Leads & NotesA small, stable REST API for pushing data into CRMown from enrichment tools, forms, and your own systems. Writes are ups…Webhooks — Get Notified When Things Happen in CRMownWebhooks send an HTTPS POST to your URL when something happens — a contact is created, a deal is won, a form is submitte…Website Forms — Capture Leads from Any SiteThere are four ways to get form submissions from a website into CRMown as contacts: forms on a Web Studio site are captu…Website Tracking — Install the CRMown PixelThe CRMown tracking snippet records page views on your website and ties them to known contacts, so you can see which pag…Embed the Chat Widget or AI Sales Agent on Any WebsitePut CRMown's live chat or the AI Sales Agent on a site that is not built with Web Studio. Chats land in Conversations an…Zapier — Triggers & ActionsConnect CRMown to thousands of apps through Zapier. CRMown sends events to Zaps (triggers) and accepts Zap steps that cr…For AI Assistants & Agents — Machine-Readable DocsIf you are an AI assistant or agent working with CRMown on someone's behalf, use these sources instead of guessing from …
Help Center
🚑 TroubleshootingDecision tree + per-area common-issue catalog. Start here when something's broken. · 4 articles⊞ DashboardYour home base — activity feed, key metrics, and quick actions. · 2 articles👥 ContactsManage your contacts, companies, and leads in one place. · 15 articles◈ Pipeline & DealsVisual deal tracking with drag-and-drop stages. · 7 articles💬 Conversations (Unified Inbox)All your messages in one place — email, SMS, WhatsApp, social media, and webchat. · 2 articles📅 Calendar & SchedulingManage events, booking pages, and availability. · 8 articles☑ TasksTrack to-dos, follow-ups, and assignments. · 1 article◱ Analytics & ReportsInsights, charts, and AI-powered natural language queries. · 3 articles📱 Messaging & SMSSend emails, SMS, and WhatsApp messages to contacts. · 7 articles📞 Comm Pro (Team Chat)Internal Slack-like chat for your team, with shared and client channels. · 2 articles🌐 Website Chat WidgetAdd a live chat widget to your website. · 3 articles⚡ Automation (Workflows)Build visual workflows to automate repetitive tasks. · 5 articles📣 Marketing & CampaignsSocial media scheduling, email campaigns, and drip sequences. · 8 articles📊 Lead GenerationAI-powered lead generation — ICP, prospecting, outbound, visitor ID, intent, chatbot, magnets, AI SDR, referrals, and a unified dashboard. As of 2026-04-30 Lead Gen is core on every plan; per-feature usage is capped per month and the Marketing suite removes every cap. · 17 articles🌐 Web StudioBuild landing pages, forms, surveys, and funnels. · 8 articles💰 FinanceInvoices, proposals, payments, expenses, and P&L reports. · 5 articles🎓 Education (Courses)Create and sell online courses. · 1 article📁 Client Hub (Portal)A secure client portal for file sharing and collaboration. · 2 articles🏢 EnterpriseMulti-location management and territory assignments. · 12 articles🏘️ Real Estate SuiteVertical-specific tools for real estate agents: properties, showings, open houses, offers, transactions, CMA generator, buyers + sellers + leads, and AI deal-analyzer / objection coach. Active when your org has the Real Estate vertical enabled. · 8 articles◆ AI FeaturesAI agent, actions, drafts, analysis, and memory. · 21 articles🔗 IntegrationsConnect third-party services: Google, Microsoft, Stripe, Zapier, and more. · 10 articles⚙ Settings & AdministrationAccount settings, team management, billing, communications, and privacy. · 12 articles🛠 Other ToolsFolders, import history, affiliate program, segments, and storage. · 10 articles📱 Mobile App (iOS & Android)Native iOS and Android app — same login as the web, with hardware features (NFC, camera, GPS) the desktop can't do. · 6 articles✨ Setup AssistantConversational AI that interviews new admins and configures CRMown — pipelines, workflows, custom fields, dashboards, and more — in roughly five minutes. · 3 articles