👥 Contacts

Manage your contacts, companies, and leads in one place.

• Importing Contacts from LinkedInThere is no live LinkedIn connection sync (LinkedIn's API does not allow reading your connections). Instead, import from LinkedIn's data-export CSVs — CRMown handles both your full connections and jus…
• CRMown Capture — Save Contacts from LinkedIn, X, Facebook & InstagramThe CRMown Capture Chrome extension saves the person whose profile you are looking at as a CRMown contact in one click — name, photo, job title, company, profile link, bio and (on LinkedIn) work histo…
• Merging Duplicate ContactsFind and merge duplicate contacts from Contacts → Data Quality → Duplicates. The scanner groups contacts that share an email, a phone (when the name/email also match), or the same name + company.
• Needs Review — Cleaning Invalid, Junk & Multi-Email ContactsContacts → Data Quality → Needs Review flags contacts with quality problems so YOU decide what to do — nothing is auto-deleted. Reasons: Invalid email, Fake/placeholder email, Bad phone, Name-only jun…
• Copy Tracked Link — See a Contact's Website ClicksEvery contact page has a "Copy tracked link" button that builds a per-contact website link (yoursite.com/?c=<id>). When the contact clicks it, their visit attributes to their record.
• Adding & Managing ContactsContacts are the core of your CRM. Each contact stores personal info, communication history, tags, notes, and deal associations.
• Recording a Talk with Slides (Conference / Training)Record a long session on your phone and photograph the slides as they change. Each photo is stamped with how far into the recording it was taken, so the slides line up with the transcript afterwards.
• Scanning a Business CardPhotograph a paper business card and let CRMown AI read it into a contact, or scan someone’s QR / digital card. Works on the phone in Meet Mode and on the web.
• Exporting Your Data (CSV)Download your contacts, deals, tasks, conversations or AI history as CSV. Each export is a button on that section's own page — there is no central export screen.
• Importing ContactsBring in contacts from CSV files, Google Contacts, Outlook, or other sources.
• Notes, Quick Notes and Audio Notes — which is whichThree different things share the word "note". This is what each one is for and where it lives.
• Contact Notes & ActivityEvery interaction with a contact is logged automatically — emails, calls, meetings, and manual notes.
• Contact Enrichment — Find Emails, Phones & Company DataCRMown enriches contacts with data from Hunter.io and Apollo.io — finding missing work emails, phone numbers, job titles, company size, industry, and location. An AI fallback fills remaining gaps with…
• Smart Views — Saved Contact FiltersA Smart View is a saved combination of filters + visible columns + sort order on the Contacts page. Useful for "my hot leads", "stuck for 30 days", "VIP customers in Texas" — opens with one click inst…
• Companies (B2B) — Account RecordsCompanies are first-class B2B records distinct from Contacts. One Company can have many Contacts (decision-maker, champion, billing, etc.); deals/invoices/tasks roll up to the Company level for accoun…