# CRMown > CRMown is an all-in-one CRM for small businesses: contacts, pipeline, unified inbox (email, SMS, WhatsApp, social), calendar and booking, marketing, websites (Web Studio), finance, and CRMown AI. This site documents how to use it and how to integrate with it. Integrations: the Public API is documented as OpenAPI at https://app.crmown.io/api/v1/docs/json (interactive: https://app.crmown.io/api/v1/docs). Authenticate with an API key from Settings in CRMown. Full text of every article: https://docs.crmown.com/llms-full.txt ## Developers - [Developer Quick Start — API Keys & Authentication](https://docs.crmown.com/developers/developer-quick-start-api-keys-authentication.md): Every integration starts with an API key. - [Public API v1 — Contacts, Companies, Leads & Notes](https://docs.crmown.com/developers/public-api-v1-contacts-companies-leads-notes.md): A small, stable REST API for pushing data into CRMown from enrichment tools, forms, and your own systems. - [Webhooks — Get Notified When Things Happen in CRMown](https://docs.crmown.com/developers/webhooks-get-notified-when-things-happen-in-crmown.md): Webhooks send an HTTPS POST to your URL when something happens — a contact is created, a deal is won, a form is submitted. - [Website Forms — Capture Leads from Any Site](https://docs.crmown.com/developers/website-forms-capture-leads-from-any-site.md): There are four ways to get form submissions from a website into CRMown as contacts: forms on a Web Studio site are captured automatically; CRMown Forms can be embedded anywhere or posted to; the Universal Lead Capture script drops a ready-made form on any site; and an Automation webhook trigger accepts any JSON. - [Website Tracking — Install the CRMown Pixel](https://docs.crmown.com/developers/website-tracking-install-the-crmown-pixel.md): The CRMown tracking snippet records page views on your website and ties them to known contacts, so you can see which pages a lead visited and trigger follow-up. - [Embed the Chat Widget or AI Sales Agent on Any Website](https://docs.crmown.com/developers/embed-the-chat-widget-or-ai-sales-agent-on-any-website.md): Put CRMown's live chat or the AI Sales Agent on a site that is not built with Web Studio. - [Zapier — Triggers & Actions](https://docs.crmown.com/developers/zapier-triggers-actions.md): Connect CRMown to thousands of apps through Zapier. - [For AI Assistants & Agents — Machine-Readable Docs](https://docs.crmown.com/developers/for-ai-assistants-agents-machine-readable-docs.md): If you are an AI assistant or agent working with CRMown on someone's behalf, use these sources instead of guessing from the user interface. ## Troubleshooting - [Speak with a Human — Live Video Support](https://docs.crmown.com/troubleshooting/speak-with-a-human-live-video-support.md): Get a live video session with a CRMown support specialist, right from the help widget. - [Troubleshooting Guide — Start Here](https://docs.crmown.com/troubleshooting/troubleshooting-guide-start-here.md): Something broken? - [Why Don't I See Bob's Contacts / Deals / Meetings?](https://docs.crmown.com/troubleshooting/why-don-t-i-see-bob-s-contacts-deals-meetings.md): CRMown has an org-wide visibility setting (Settings → Privacy → Visibility) that controls whether non-admin users see every record in the org or only ones they own. - [Configuring department-specific AI Personas](https://docs.crmown.com/troubleshooting/configuring-department-specific-ai-personas.md): AI Personas let admins create department-specific AI assistants — a Finance persona, an HR persona, an Ops persona — each with its own tone, system-prompt scope, knowledge corpus, tool allowlist, and disabled-feature carve-outs. ## Dashboard - [Understanding Your Dashboard](https://docs.crmown.com/dashboard/understanding-your-dashboard.md): The dashboard gives you a real-time overview of your business: recent activity, pipeline value, contact growth, tasks due, and upcoming calendar events. - [Onboarding Checklist & Industry Setup](https://docs.crmown.com/dashboard/onboarding-checklist-industry-setup.md): New orgs see a single 12-step "Get started with CRMown" grid on the dashboard. ## Contacts - [Importing Contacts from LinkedIn](https://docs.crmown.com/contacts/importing-contacts-from-linkedin.md): There is no live LinkedIn connection sync (LinkedIn's API does not allow reading your connections). - [CRMown Capture — Save Contacts from LinkedIn, X, Facebook & Instagram](https://docs.crmown.com/contacts/crmown-capture-save-contacts-from-linkedin-x-facebook-instagram.md): The 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 history — then enriches them automatically. - [Merging Duplicate Contacts](https://docs.crmown.com/contacts/merging-duplicate-contacts.md): Find and merge duplicate contacts from Contacts → Data Quality → Duplicates. - [Needs Review — Cleaning Invalid, Junk & Multi-Email Contacts](https://docs.crmown.com/contacts/needs-review-cleaning-invalid-junk-multi-email-contacts.md): Contacts → Data Quality → Needs Review flags contacts with quality problems so YOU decide what to do — nothing is auto-deleted. - [Copy Tracked Link — See a Contact's Website Clicks](https://docs.crmown.com/contacts/copy-tracked-link-see-a-contact-s-website-clicks.md): Every contact page has a "Copy tracked link" button that builds a per-contact website link (yoursite.com/?c=). - [Adding & Managing Contacts](https://docs.crmown.com/contacts/adding-managing-contacts.md): Contacts are the core of your CRM. - [Recording a Talk with Slides (Conference / Training)](https://docs.crmown.com/contacts/recording-a-talk-with-slides-conference-training.md): Record a long session on your phone and photograph the slides as they change. - [Scanning a Business Card](https://docs.crmown.com/contacts/scanning-a-business-card.md): Photograph a paper business card and let CRMown AI read it into a contact, or scan someone’s QR / digital card. - [Exporting Your Data (CSV)](https://docs.crmown.com/contacts/exporting-your-data-csv.md): Download your contacts, deals, tasks, conversations or AI history as CSV. - [Importing Contacts](https://docs.crmown.com/contacts/importing-contacts.md): Bring in contacts from CSV files, Google Contacts, Outlook, or other sources. - [Notes, Quick Notes and Audio Notes — which is which](https://docs.crmown.com/contacts/notes-quick-notes-and-audio-notes-which-is-which.md): Three different things share the word "note". - [Contact Notes & Activity](https://docs.crmown.com/contacts/contact-notes-activity.md): Every interaction with a contact is logged automatically — emails, calls, meetings, and manual notes. - [Contact Enrichment — Find Emails, Phones & Company Data](https://docs.crmown.com/contacts/contact-enrichment-find-emails-phones-company-data.md): CRMown enriches contacts with data from Hunter.io and Apollo.io — finding missing work emails, phone numbers, job titles, company size, industry, and location. - [Smart Views — Saved Contact Filters](https://docs.crmown.com/contacts/smart-views-saved-contact-filters.md): A Smart View is a saved combination of filters + visible columns + sort order on the Contacts page. - [Companies (B2B) — Account Records](https://docs.crmown.com/contacts/companies-b2b-account-records.md): Companies are first-class B2B records distinct from Contacts. ## Pipeline & Deals - [Setting Up Pipelines](https://docs.crmown.com/pipeline/setting-up-pipelines.md): Pipelines represent your sales processes. - [Managing Deals](https://docs.crmown.com/pipeline/managing-deals.md): Deals (pipeline contacts) track opportunities through your sales process. - [Timeline View — Scheduling & Dependencies](https://docs.crmown.com/pipeline/timeline-view-scheduling-dependencies.md): Switch from Kanban to Timeline at the top of the Pipeline page to see deals as a Gantt chart. - [Pipeline Pulse — Continuous Health Monitoring](https://docs.crmown.com/pipeline/pipeline-pulse-continuous-health-monitoring.md): Pulse continuously scores every deal's health (0–100) using stage-stuck time, activity gaps, missing fields, and SLA breaches. - [Transition Playbooks — AI Suggested Next Steps](https://docs.crmown.com/pipeline/transition-playbooks-ai-suggested-next-steps.md): For each deal, the AI generates a Playbook: a short ranked checklist of next steps that move the deal forward (specific email to send, stakeholder to loop in, gating question to answer). - [Pipeline Auto-Enrichment](https://docs.crmown.com/pipeline/pipeline-auto-enrichment.md): When a deal lands in a pipeline, the AI fills in missing custom-field values from the contact record, recent emails, meeting transcripts, and connected enrichment providers — so reps don't have to type the same data twice. - [Pipeline AI Settings](https://docs.crmown.com/pipeline/pipeline-ai-settings.md): Per-pipeline knobs for the AI features (Pulse, Playbooks, Auto-enrichment, Type Intelligence): turn them on/off, set stage SLAs, edit the AI Profile that describes the pipeline's "personality" (sales vs. ## Conversations (Unified Inbox) - [Using the Unified Inbox](https://docs.crmown.com/conversations/using-the-unified-inbox.md): Conversations aggregates messages from all connected channels into a single inbox. - [Connecting Channels](https://docs.crmown.com/conversations/connecting-channels.md): Connect your communication channels so all messages flow into the unified inbox. ## Calendar & Scheduling - [Booking Reschedule & Approval Mode](https://docs.crmown.com/calendar/booking-reschedule-approval-mode.md): Reschedule a booking, or require your approval before bookings confirm. - [Calendar Overview](https://docs.crmown.com/calendar/calendar-overview.md): The calendar shows all your events, meetings, and scheduled tasks. - [Booking Pages (Operations)](https://docs.crmown.com/calendar/booking-pages-operations.md): Create shareable booking pages so clients can self-schedule. - [Operations Events — Ticketing, Registration & Check-In](https://docs.crmown.com/calendar/operations-events-ticketing-registration-check-in.md): Beyond 1:1 booking pages, Operations runs full events: a public registration page, ticket types, a registrant roster, on-site check-in (web + mobile), and AI-drafted promotion. - [Native CRMown Video Meetings (Daily.co)](https://docs.crmown.com/calendar/native-crmown-video-meetings-daily-co.md): Native end-to-end video meetings — no Zoom/Meet/Teams account required. - [Meeting Intelligence — Recording, Transcripts & AI Extraction](https://docs.crmown.com/calendar/meeting-intelligence-recording-transcripts-ai-extraction.md): Open any calendar event's "Start Meeting" action to launch a Meeting Intelligence session: live recording with on-the-fly transcription, then AI extraction of action items, competitors mentioned, objections, buying signals, stakeholders, and a coaching nudge — all logged back to the contact + deal automatically. - [AI Notetaker — Auto-record Teams / Meet / Zoom Calls](https://docs.crmown.com/calendar/ai-notetaker-auto-record-teams-meet-zoom-calls.md): CRMown AI can join your Teams, Google Meet, Zoom, Webex, or CRMown video calls 2 minutes before they start, record audio, and produce a transcript + AI summary you can read at /dashboard/meetings. - [Record a scheduled meeting (yes — start AND record together)](https://docs.crmown.com/calendar/record-a-scheduled-meeting-yes-start-and-record-together.md): Common question: "when a meeting is scheduled, can we start the meeting AND record it?" Yes. ## Tasks - [Task Management](https://docs.crmown.com/tasks/task-management.md): Tasks help you and your team stay organized with follow-ups, deadlines, and assignments. ## Analytics & Reports - [Analytics Overview](https://docs.crmown.com/analytics/analytics-overview.md): The analytics dashboard shows key metrics: contact growth, pipeline performance, revenue trends, team activity, and communication stats. - [Customizing Your Analytics Dashboard — Cards, Views, Layout & Date Range](https://docs.crmown.com/analytics/customizing-your-analytics-dashboard-cards-views-layout-date-range.md): The Analytics page is a HubSpot-style customizable board. - [Custom Reports & AI Generate](https://docs.crmown.com/analytics/custom-reports-ai-generate.md): Reports lets you compose multi-widget dashboards (stat cards, donuts, bars, tables, lists, funnels). ## Messaging & SMS - [Sending SMS — Connect Your Own Twilio Number](https://docs.crmown.com/messaging/sending-sms-connect-your-own-twilio-number.md): SMS is bring-your-own-Twilio per organization. - [SMS Compliance — Generate Your Opt-In, Privacy & Terms Pages (A2P 10DLC)](https://docs.crmown.com/messaging/sms-compliance-generate-your-opt-in-privacy-terms-pages-a2p-10dlc.md): US carriers (A2P 10DLC) require your SMS opt-in form, Privacy Policy and Terms to live on YOUR OWN domain — not a generic SaaS URL. - [SMS Keywords — "Text JM1 to (214) 555-0123"](https://docs.crmown.com/messaging/sms-keywords-text-jm1-to-214-555-0123.md): Let people reach you by texting a short code word to your own SMS number. - [Send Email From Your Own Domain (and Your Own Resend Account)](https://docs.crmown.com/messaging/send-email-from-your-own-domain-and-your-own-resend-account.md): Verify your domain so campaigns and messages come From your real address (e.g. - [Sending Messages](https://docs.crmown.com/messaging/sending-messages.md): Send individual or bulk messages via email, SMS, or WhatsApp directly from the CRM. - [Message Templates](https://docs.crmown.com/messaging/message-templates.md): Create reusable templates for common messages across all channels. - [Tracking Link Clicks in Texts (SMS)](https://docs.crmown.com/messaging/tracking-link-clicks-in-texts-sms.md): Any web link you text a contact is automatically tracked, so you can see exactly who clicked and when. ## Comm Pro (Team Chat) - [Using Comm Pro](https://docs.crmown.com/comm-pro/using-comm-pro.md): Comm Pro is a built-in Slack-style team chat designed to replace your standalone Slack workspace — channels, DMs, threads, file sharing, search, and notifications, all inside CRMown so messages live next to the contacts and deals they're about. - [Attaching Files, Annotating Screenshots & Emoji in Comm Pro](https://docs.crmown.com/comm-pro/attaching-files-annotating-screenshots-emoji-in-comm-pro.md): Send files alongside your Comm Pro messages three ways — the 📎 button, pasting a screenshot, or dragging files onto the composer — mark up an image before you send it, drop in emoji from the 😊 picker, and mention a teammate loudly (@) or quietly (%). ## Website Chat Widget - [Chat Bubble Avatars, Daily Rotation, Knowledge Base & Install](https://docs.crmown.com/webchat/chat-bubble-avatars-daily-rotation-knowledge-base-install.md): Put a person photo on the chat launcher, rotate it by day, bulk-manage the knowledge base, and auto-install the widget on a CRMown site. - [AI Sales Agent — Embed on Any Website](https://docs.crmown.com/webchat/ai-sales-agent-embed-on-any-website.md): Turn a chat widget into an AI sales agent for any website (yours or a site not built in CRMown): a two-line snippet, answers grounded in your AI agent's business knowledge, domain locking, and a daily AI-reply cap. - [Setting Up Website Chat](https://docs.crmown.com/webchat/setting-up-website-chat.md): Embed a chat widget on your website so visitors can message you directly. ## Automation (Workflows) - [Creating Workflows](https://docs.crmown.com/automation/creating-workflows.md): The visual workflow builder lets you automate actions: send emails, SMS, update contacts, wait for conditions, and more — all without code. - [LinkedIn Outreach Cadence (multi-touch follow-up)](https://docs.crmown.com/automation/linkedin-outreach-cadence-multi-touch-follow-up.md): A pre-built workflow template that runs a multi-touch LinkedIn prospecting sequence: it reminds you to message a prospect every few days and tracks responses. - [Screen Recordings — Loom-style walkthroughs](https://docs.crmown.com/automation/screen-recordings-loom-style-walkthroughs.md): Record your screen, microphone, and (optionally) your webcam right inside CRMown. - [Screenshots — capture, annotate, and share](https://docs.crmown.com/automation/screenshots-capture-annotate-and-share.md): Yes — CRMown has a built-in screenshot tool; you do NOT need Snagit, Lightshot, or your OS screenshot key. - [Approval & Review Process — Multi-Stage Approval Chains](https://docs.crmown.com/automation/approval-review-process-multi-stage-approval-chains.md): Multi-stage approval workflows for deals (PipelineItem), quotes, contacts, and proposals. ## Marketing & Campaigns - [Social Listening: Find Buyer-Intent Reddit Threads & Draft Founder Replies](https://docs.crmown.com/marketing/social-listening-find-buyer-intent-reddit-threads-draft-founder-replies.md): Watch subreddits for people asking for recommendations in your category. - [Blog Tool: AI Metadata & Images, HTML/Markdown, and Share to Social](https://docs.crmown.com/marketing/blog-tool-ai-metadata-images-html-markdown-and-share-to-social.md): Write blog posts with AI help, import HTML or Markdown, and push posts to social channels. - [Blog → Website: Write a Post, Publish It, and Show It on Your Site](https://docs.crmown.com/marketing/blog-website-write-a-post-publish-it-and-show-it-on-your-site.md): The full workflow — create a post (AI Write can pick the topic and write it), publish it so it goes live at yourdomain.com/blog/ instantly, and surface posts on your pages with the Blog Posts block. - [Social Media Scheduling](https://docs.crmown.com/marketing/social-media-scheduling.md): Plan, schedule, and publish posts across your social media accounts. - [Competitors: Position Your Posts Against Your Top 5 Rivals](https://docs.crmown.com/marketing/competitors-position-your-posts-against-your-top-5-rivals.md): Save up to 5 competitors, set your business stage and goal, and let CRMown AI build a short positioning brief per competitor from their public website. - [Posting to LinkedIn (and sharing a blog post)](https://docs.crmown.com/marketing/posting-to-linkedin-and-sharing-a-blog-post.md): Personal-profile posting still works for anyone already connected that way. - [Email Campaigns & Drip Sequences](https://docs.crmown.com/marketing/email-campaigns-drip-sequences.md): Send bulk email campaigns or set up automated drip sequences to nurture leads over time. - [Reputation Management — Reviews & Smart Replies](https://docs.crmown.com/marketing/reputation-management-reviews-smart-replies.md): Track customer reviews across Google, Yelp, Facebook, Trustpilot, G2, and Capterra in one dashboard. ## Lead Generation - [Tracking Website Clicks & Purchases Per Contact](https://docs.crmown.com/lead-gen/tracking-website-clicks-purchases-per-contact.md): Tie a contact's website visits and purchases to their record so you can see who clicked your site and who bought. - [Lead Gen Overview — How the 10 Features Fit Together](https://docs.crmown.com/lead-gen/lead-gen-overview-how-the-10-features-fit-together.md): CRMown's Lead Generation suite is 10 features that fan out from one mental model: define who your ideal customer is (F1), find them at scale (F2/F4/F7), reach them (F3/F8), capture them (F5/F6), grow them virally (F9), and measure everything in one dashboard (F10). - [F1 — ICP Builder (Ideal Customer Profile)](https://docs.crmown.com/lead-gen/f1-icp-builder-ideal-customer-profile.md): AI builds your Ideal Customer Profile by analyzing your existing won customers — industries, company sizes, titles, geographies, common signals. - [F2 — AI Prospecting Engine](https://docs.crmown.com/lead-gen/f2-ai-prospecting-engine.md): Search Apollo's 275M+ contact database for leads that match your ICP, with a natural-language search bar or structured filters. - [F3 — Outbound Sequencer](https://docs.crmown.com/lead-gen/f3-outbound-sequencer.md): Multi-step cold email cadences that send from YOUR connected Gmail/Outlook (OAuth) — not from a shared CRMown sender. - [F4 — Website Visitor Identification](https://docs.crmown.com/lead-gen/f4-website-visitor-identification.md): Identify the COMPANIES (not individuals — that's a privacy line we don't cross) visiting your website using IP-to-company reverse lookup via IPinfo. - [F5 — Qualification Chatbot (Website Widget)](https://docs.crmown.com/lead-gen/f5-qualification-chatbot-website-widget.md): Extends the existing CRMown chat widget (ChatWidget model) with AI-driven lead qualification. - [F6 — Lead Magnet Generator](https://docs.crmown.com/lead-gen/f6-lead-magnet-generator.md): One prompt → 6 generated assets: long-form content (Markdown), branded PDF (Playwright), landing page (SitePage), capture form (Form), thank-you email (MessageTemplate), and a 3-step nurture drip (DripSequence triggered by the form submission). - [F7 — Intent Signals](https://docs.crmown.com/lead-gen/f7-intent-signals.md): Real-time scoring of every contact based on intent signals: page visits, email opens, form starts (without finishing), repeat visits, pricing-page hits, and high-value content downloads. - [F8 — AI SDR Agent](https://docs.crmown.com/lead-gen/f8-ai-sdr-agent.md): Autonomous Sales Development Rep that runs daily at 8am: prospect → enrich → score → sequence → digest. - [F9 — Referral & Viral Loop Engine](https://docs.crmown.com/lead-gen/f9-referral-viral-loop-engine.md): Turn happy customers into referrers. - [F10 — Lead Generation Dashboard](https://docs.crmown.com/lead-gen/f10-lead-generation-dashboard.md): Cross-channel funnel + source attribution + AI recommendations. - [Website Capture Hub — Install + Verify on Your Site](https://docs.crmown.com/lead-gen/website-capture-hub-install-verify-on-your-site.md): The Website Capture hub at /dashboard/leadgen/visitors (sidebar: Lead Generation > Website) is the single page that answers "How do I get leads from my website and social media into CRMown?". - [Universal Lead Capture Embed Form](https://docs.crmown.com/lead-gen/universal-lead-capture-embed-form.md): A drop-in capture form that any website can render with a one-line script tag. - [Social Channels — Inbound Lead Capture from DMs / Comments / Mentions](https://docs.crmown.com/lead-gen/social-channels-inbound-lead-capture-from-dms-comments-mentions.md): Every inbound DM, comment, mention, or story reply on Facebook / Instagram / WhatsApp / X / LinkedIn / YouTube becomes part of the unified inbox AND auto-creates a tracked SocialProfile (per platform per person) with engagement counts, referral attribution, and platform-specific identity fields. - [Social Bio Link — Single Shareable Link for Instagram / TikTok / X Bios](https://docs.crmown.com/lead-gen/social-bio-link-single-shareable-link-for-instagram-tiktok-x-bios.md): A branded link-in-bio page at /l/{your-slug} that you put in your Instagram, TikTok, X, LinkedIn (or anywhere) bio. - [Tap Card — Pocket CRM (NFC / QR Business Card)](https://docs.crmown.com/lead-gen/tap-card-pocket-crm-nfc-qr-business-card.md): A physical NFC/QR card that puts a digital profile in your pocket: tap it (or scan the QR) against any phone and the person lands on your public page — name, title, company, links, a Save Contact button, and a "Share your info back" form so THEY can send you their details on the spot. ## Web Studio - [Chat Widgets vs Chat Lead Widget — What's the Difference](https://docs.crmown.com/web-studio/chat-widgets-vs-chat-lead-widget-what-s-the-difference.md): CRMown has two chat surfaces that work together: Web Studio → Chat Widgets builds the widget that lives on your site; Chat Lead Widget adds AI lead-qualification on top of it. - [Duplicating a Site & Republishing It Correctly](https://docs.crmown.com/web-studio/duplicating-a-site-republishing-it-correctly.md): A duplicated site is an independent copy with NO custom domain attached. - [Unpublish, Per-Page SEO, Favicon & Your Public Blog](https://docs.crmown.com/web-studio/unpublish-per-page-seo-favicon-your-public-blog.md): Take a site offline, set SEO per page, upload a favicon, and reach your published blog at /blog. - [Building Landing Pages & Forms](https://docs.crmown.com/web-studio/building-landing-pages-forms.md): Web Studio lets you create landing pages, lead capture forms, surveys, polls, quizzes, and multi-step funnels — no coding needed. - [QR Codes — Trackable Dynamic Links](https://docs.crmown.com/web-studio/qr-codes-trackable-dynamic-links.md): Web Studio > QR Codes generates CRMown-branded, trackable QR codes. - [Sites — Multi-Page Websites with AI](https://docs.crmown.com/web-studio/sites-multi-page-websites-with-ai.md): Sites is the full website builder (distinct from Web Studio's single landing pages). - [Site Templates — Browse and Clone](https://docs.crmown.com/web-studio/site-templates-browse-and-clone.md): A curated gallery of pre-built website templates by industry. - [Forms — Standalone Form Builder](https://docs.crmown.com/web-studio/forms-standalone-form-builder.md): The Forms module is a dedicated form builder for embeddable forms outside of Web Studio (e.g. ## Finance - [Invoicing & Payments](https://docs.crmown.com/finance/invoicing-payments.md): Create and send professional invoices, track payments, and manage expenses. - [Proposals — Send & Convert to Invoice](https://docs.crmown.com/finance/proposals-send-convert-to-invoice.md): Build branded proposals (line items, milestones, terms, signature block) and send to clients. - [P&L Dashboard — Profit & Loss Reporting](https://docs.crmown.com/finance/p-l-dashboard-profit-loss-reporting.md): Real-time P&L view of revenue (paid invoices) minus expenses, broken out by month, quarter, year, and category. - [Bookkeeping — Expense Tracking](https://docs.crmown.com/finance/bookkeeping-expense-tracking.md): Log business expenses, categorize them (software, marketing, travel, payroll, meals, etc.), and feed them into the P&L. - [CPQ — Configure Price Quote](https://docs.crmown.com/finance/cpq-configure-price-quote.md): CPQ is CRMown's structured quoting engine for orgs that sell configurable products: a product catalog with options + bundles, dynamic price rules (volume discounts, percent off, tier-based pricing), versioned quotes with line items, branded PDF rendering via Playwright, public share links, e-signature capture (type or draw), and one-click conversion to a Finance invoice on acceptance. ## Education (Courses) - [Creating Courses](https://docs.crmown.com/education/creating-courses.md): Build online courses with lessons, modules, and enrollment tracking. ## Client Hub (Portal) - [Using Client Hub](https://docs.crmown.com/client-hub/using-client-hub.md): Client Hub provides a branded portal where clients can view shared files, invoices, and project updates. - [Documents Vault & Contracts](https://docs.crmown.com/client-hub/documents-vault-contracts.md): The Documents page is your team's shared file vault; the Client Hub > Contracts tab creates, sends, and tracks contracts with built-in e-signatures (no DocuSign needed). ## Enterprise - [Multi-Location & Territories](https://docs.crmown.com/enterprise/multi-location-territories.md): Enterprise features let you manage multiple business locations, assign territories to team members, and roll up reporting across locations. - [Inventory & Fulfillment — Overview](https://docs.crmown.com/enterprise/inventory-fulfillment-overview.md): Full inventory + fulfillment subsystem. - [Bins & QR Scanning](https://docs.crmown.com/enterprise/bins-qr-scanning.md): Bins are physical storage locations — a shelf, a bay, an aisle slot. - [Purchase Orders & Receiving](https://docs.crmown.com/enterprise/purchase-orders-receiving.md): POs are the in-flow side of inventory. - [Boxes & Fulfillment](https://docs.crmown.com/enterprise/boxes-fulfillment.md): Boxes are outbound packing units — one Box = one customer-bound carton. - [Visual Lookup AI — Match a Photo to an SKU](https://docs.crmown.com/enterprise/visual-lookup-ai-match-a-photo-to-an-sku.md): Snap a photo of a product on your phone, get the top 3 matching inventory items with confidence scores. - [Reorder Report & Manufacturer Emails](https://docs.crmown.com/enterprise/reorder-report-manufacturer-emails.md): The Reorder tab surfaces every inventory item at or below its reorder point, grouped by manufacturer, with a suggested order quantity. - [Inventory Documents — PDFs & Email](https://docs.crmown.com/enterprise/inventory-documents-pdfs-email.md): Four document templates ship with the inventory subsystem: packing slip (US-Letter, FROM/TO + items + totals), box label (4×6" thermal-style with QR + box number), reorder report (paginated table grouped by manufacturer), and sales invoice (full FinanceInvoice template with line items + tax/discount/total stack). - [Real-time Updates & Low-Stock Alerts](https://docs.crmown.com/enterprise/real-time-updates-low-stock-alerts.md): Three real-time/push features keep the inventory subsystem responsive: real-time socket events broadcast every quantity change to all logged-in browser tabs in the org without polling, push notifications fire when an item crosses a critical low-stock threshold, and a daily 9am UTC digest tells admins about everything below reorder point. - [Brokerage Portal — Slot Management & Roster](https://docs.crmown.com/enterprise/brokerage-portal-slot-management-roster.md): Brokerage owners use this to invite agents, manage slots (paid seats), and see analytics across the whole team. - [My Brokerage — Agent Portability & Visibility](https://docs.crmown.com/enterprise/my-brokerage-agent-portability-visibility.md): Agent-side portal: see which brokerage you're part of, control how much of your contact book the brokerage can see (visibility), and exercise your portability rights to leave with your data if you switch brokerages. - [Sandbox Environments — Test Changes Before Production](https://docs.crmown.com/enterprise/sandbox-environments-test-changes-before-production.md): Sandboxes are isolated copies of your org you can use to safely test workflow tweaks, new approval processes, CPQ price rules, email template rewrites, and configuration changes without touching production. ## Real Estate Suite - [Activating the Real Estate Vertical](https://docs.crmown.com/real-estate/activating-the-real-estate-vertical.md): CRMown's Real Estate suite swaps the standard sidebar for an RE-tailored navigation (Properties, Buyers, Sellers/Listings, Transactions, etc.). - [Properties — Listings & MLS-Style Records](https://docs.crmown.com/real-estate/properties-listings-mls-style-records.md): Manage your property database: active listings, off-market deals, and acquisitions. - [Showings — Schedule + QR Check-In](https://docs.crmown.com/real-estate/showings-schedule-qr-check-in.md): Book showings against any property, generate a QR check-in code for the front door, and capture buyer feedback in one tap. - [Open Houses — Sign-In Sheet & Lead Capture](https://docs.crmown.com/real-estate/open-houses-sign-in-sheet-lead-capture.md): Run an open house with a digital sign-in sheet (tablet or phone), capture every visitor as a lead, and automatically follow up with a thank-you and a CMA offer. - [Offer Tracker — Multi-Offer Matrix + AI Counter](https://docs.crmown.com/real-estate/offer-tracker-multi-offer-matrix-ai-counter.md): When multiple offers come in on a listing, the matrix view stacks them side-by-side (price, terms, contingencies, financing, closing date, buyer strength). - [Transactions — Closing Timeline with Auto-Reminders](https://docs.crmown.com/real-estate/transactions-closing-timeline-with-auto-reminders.md): Once an offer is accepted, the Transaction page tracks every milestone to close (EMD due, inspection, appraisal, loan commitment, final walkthrough, COE) with auto-generated reminders for each party. - [CMA Generator — Branded PDF from Comps](https://docs.crmown.com/real-estate/cma-generator-branded-pdf-from-comps.md): Build a Comparable Market Analysis (CMA) for any subject property: pull recent comps, adjust for differences, and export a branded PDF for the seller meeting. - [Buyers & Sellers — RE-Specific Pipelines](https://docs.crmown.com/real-estate/buyers-sellers-re-specific-pipelines.md): Real estate uses contact-stage pipelines tailored to the RE workflow: Buyer pipeline (Lead → Pre-approved → Touring → Offer → Pending → Closed) and Seller/Listings pipeline (Lead → Listing Appointment → Listed → Under Contract → Closed). ## AI Features - [Ask the AI Bar About Custom Fields & Fix a Mis-Mapped Import](https://docs.crmown.com/ai/ask-the-ai-bar-about-custom-fields-fix-a-mis-mapped-import.md): The AI Bar can see your custom fields — the columns auto-created from CSV imports — so it can count them and move a mis-mapped field into the right standard columns. - [AI Provider & BYOK (Bring Your Own Key)](https://docs.crmown.com/ai/ai-provider-byok-bring-your-own-key.md): CRMown's AI features run on a shared monthly token budget by default (the CRMown AI, included in your plan), but you can switch to your own provider — Anthropic, OpenAI, Google, Microsoft Azure, AWS Bedrock, Meta Llama, xAI Grok, DeepSeek, Mistral, Cohere, Perplexity, Groq, Alibaba Qwen, or SambaNova. - [AI Chat Agent (Website Widget)](https://docs.crmown.com/ai/ai-chat-agent-website-widget.md): Configure the conversational AI that lives in your website chat widget. - [AI Actions & Approvals](https://docs.crmown.com/ai/ai-actions-approvals.md): AI Actions are tasks the AI suggests or performs — sending follow-ups, updating contacts, creating deals, routing intake, etc. - [AI Draft & Smart Replies](https://docs.crmown.com/ai/ai-draft-smart-replies.md): The AI can draft messages, suggest replies, and compose content based on conversation context. - [Document Analyzer](https://docs.crmown.com/ai/document-analyzer.md): Attach a document or spreadsheet to the AI Bar and ask about it — summaries, key terms, data extraction — or turn a spreadsheet into contacts. - [AI Command Bar (Ctrl+K)](https://docs.crmown.com/ai/ai-command-bar-ctrl-k.md): The orange "AI" button at the top-right of every page (or press Ctrl+K / Cmd+K) opens a natural-language command bar. - [SOS Helper — In-App Support Chat](https://docs.crmown.com/ai/sos-helper-in-app-support-chat.md): The floating SOS button (bottom-right corner of every dashboard page) opens "Ask the AI" — a help chat that answers questions against this knowledge base. - [Pipeline Coach Sidebar](https://docs.crmown.com/ai/pipeline-coach-sidebar.md): Inside any pipeline, the right-side Coach drawer answers deal-specific questions ("why is this stuck?", "what should I send next?", "who else should I loop in?") using the deal's history, contact notes, and stage thresholds. - [Predictive Lead Scoring](https://docs.crmown.com/ai/predictive-lead-scoring.md): AI scores every lead 0–100 based on what your actual converted customers had in common. - [Deal Win Probability + Risk Signals](https://docs.crmown.com/ai/deal-win-probability-risk-signals.md): Every open deal in your pipeline gets a persistent health score (0–100) and a list of risk + success signals refreshed daily. - [Next Best Action](https://docs.crmown.com/ai/next-best-action.md): For every contact, the AI picks the ONE most impactful thing to do right now — based on the contact's state, recent engagement, open deals, and what's worked for similar contacts. - [Conversation Intelligence](https://docs.crmown.com/ai/conversation-intelligence.md): Per-contact relationship summary extracted from email threads + meeting transcripts. - [Customer Health & Churn Prediction](https://docs.crmown.com/ai/customer-health-churn-prediction.md): Health scores + churn risk for every CUSTOMER and ADVOCATE-stage contact. - [AI Revenue Forecasting](https://docs.crmown.com/ai/ai-revenue-forecasting.md): Monthly revenue forecast that combines pipeline commits with deal health + win probability + historical close rates. - [AI Prediction Builder](https://docs.crmown.com/ai/ai-prediction-builder.md): No-code custom predictions. - [AI Email Insights](https://docs.crmown.com/ai/ai-email-insights.md): Per-contact email intelligence: best time to send, response likelihood prediction, engagement trends, and AI-generated subject lines. - [Autonomous AI Agents](https://docs.crmown.com/ai/autonomous-ai-agents.md): Define an AI agent in plain English ("every morning, find leads not contacted in 48h and create a follow-up task"). - [AI Data Quality Guardian](https://docs.crmown.com/ai/ai-data-quality-guardian.md): Continuous monitoring of CRM data hygiene. - [AI Bar History](https://docs.crmown.com/ai/ai-bar-history.md): Per-user log of every AI command bar interaction (Ctrl+K). - [Knowledge Base](https://docs.crmown.com/ai/knowledge-base.md): Org-shared answers the AI consults BEFORE making a model call. ## Integrations - [Workspace Sync (Google, Microsoft, Apple)](https://docs.crmown.com/integrations/workspace-sync-google-microsoft-apple.md): Sync your email, calendar, tasks, and contacts with Google Workspace, Microsoft 365, or Apple iCloud. - [Stripe Integration](https://docs.crmown.com/integrations/stripe-integration.md): Sync Stripe customers, payments, and revenue data into your CRM contacts. - [Clay → CRMown (push enriched leads)](https://docs.crmown.com/integrations/clay-crmown-push-enriched-leads.md): Send leads from a Clay table into CRMown contacts with Clay's HTTP API column. - [Zapier Integration](https://docs.crmown.com/integrations/zapier-integration.md): Connect CRMown to 5,000+ apps via Zapier. - [Accounting (QuickBooks & Xero)](https://docs.crmown.com/integrations/accounting-quickbooks-xero.md): Sync invoices and customers between your CRM and accounting software. - [Notion Integration](https://docs.crmown.com/integrations/notion-integration.md): Sync databases, search pages for AI context, and log activity to Notion. - [LinkedIn Sales Navigator — Import Leads (CSV)](https://docs.crmown.com/integrations/linkedin-sales-navigator-import-leads-csv.md): Bring Sales Navigator leads and accounts into CRMown today via CSV export/import. - [LinkedIn Sales Navigator API (Partner Integration) — Coming Soon](https://docs.crmown.com/integrations/linkedin-sales-navigator-api-partner-integration-coming-soon.md): Direct, two-way sync with Sales Navigator: push CRMown contacts/accounts in as leads, pull Smart Links engagement and InMail replies back into the unified inbox. - [LinkedIn Lead Gen Ads → Zapier → CRMown](https://docs.crmown.com/integrations/linkedin-lead-gen-ads-zapier-crmown.md): Automatically pipe new leads from LinkedIn Lead Gen Forms (sponsored ads) into CRMown as contacts — in near real-time, no manual export, no scraping. - [ZoomInfo Integration (BYOK)](https://docs.crmown.com/integrations/zoominfo-integration-byok.md): Connect your own ZoomInfo seat to enrich CRMown contacts and companies with ZoomInfo's B2B database — verified direct dials, titles, org charts, and firmographics. ## Settings & Administration - [Account Settings](https://docs.crmown.com/settings/account-settings.md): Manage your personal profile, organization name + logo, brand colors, and timezone. - [Color Scheme & Theme](https://docs.crmown.com/settings/color-scheme-theme.md): Per-user UI theme that follows you across devices. - [Team Management](https://docs.crmown.com/settings/team-management.md): Invite team members, assign roles, and manage permissions. - [Communications Setup](https://docs.crmown.com/settings/communications-setup.md): Connect email/calendar accounts (Gmail, Outlook, iCloud, Calendly, custom IMAP), set up SMS via Twilio (carrier + phone number provisioning), and pick a file storage provider. - [Notifications (Bell, Push, Email)](https://docs.crmown.com/settings/notifications-bell-push-email.md): Per-user notification preferences. - [Billing & Subscriptions](https://docs.crmown.com/settings/billing-subscriptions.md): Manage your plan, add-on suites, boost packs, metered overage, invoices, cancellation, and industry verticals. - [Tour Sandbox — free 7-day trial (Brief 20 Phase 1)](https://docs.crmown.com/settings/tour-sandbox-free-7-day-trial-brief-20-phase-1.md): Anonymous visitors at try.crmown.io enter their email, receive a magic link, and land in a 7-day fully-seeded Tour Sandbox without ever setting a password. - [Sandbox — Learner Mode (training environments)](https://docs.crmown.com/settings/sandbox-learner-mode-training-environments.md): Spin up an Enterprise Sandbox in "Learner Mode" to onboard a brand-new user without giving them real access to your live org. - [Boost Packs & Metered Overage](https://docs.crmown.com/settings/boost-packs-metered-overage.md): Two complementary ways to get more capacity without changing your plan. - [Privacy & Data](https://docs.crmown.com/settings/privacy-data.md): Configure consent tracking, data export, and GDPR/compliance settings. - [Languages & Translation (Multilingual Support)](https://docs.crmown.com/settings/languages-translation-multilingual-support.md): CRMown supports ten languages across the AI Bar, post-meeting summaries, Comm Pro AI helpers, and on-demand message translation: English, Spanish, Portuguese, French, Mandarin Chinese, Hindi, Arabic, German, Italian, and Tagalog. - [Bug Reports & Feedback](https://docs.crmown.com/settings/bug-reports-feedback.md): Report bugs, request features, or send general feedback to the CRMown support team. ## Other Tools - [Uploading Office Files (Word, Excel, PowerPoint, PDF)](https://docs.crmown.com/tools/uploading-office-files-word-excel-powerpoint-pdf.md): Which document types you can upload to Folders and Client Hub. - [Folders](https://docs.crmown.com/tools/folders.md): Organize files and CRM assets (sites, funnels, stores, blogs, forms, surveys, quizzes, chat widgets, workflows, marketing/education content, Comm Pro channels, Client Hub documents) into a folder tree. - [Teams](https://docs.crmown.com/tools/teams.md): Teams are org-internal groupings of users — Accounting, HR, Sales, Engineering, etc. - [Segments](https://docs.crmown.com/tools/segments.md): Dynamic segments automatically group contacts based on criteria (tags, activity, deal stage, etc.). - [Import History](https://docs.crmown.com/tools/import-history.md): Review all past contact imports with detailed results. - [Affiliate Program](https://docs.crmown.com/tools/affiliate-program.md): Refer others to CRMown and earn recurring commissions. - [Developer Tools (API & Webhooks)](https://docs.crmown.com/tools/developer-tools-api-webhooks.md): Create API keys and configure webhook endpoints for custom integrations. - [Storage (BYOS)](https://docs.crmown.com/tools/storage-byos.md): Connect your own storage — Google Drive, OneDrive, Dropbox, Azure Blob, Amazon S3, Cloudflare R2, Backblaze B2, DigitalOcean Spaces, or Wasabi — so every file uploaded into CRMown lands in your own cloud account. - [BYOS Folder Layout — Where Each File Lands](https://docs.crmown.com/tools/byos-folder-layout-where-each-file-lands.md): When you connect Google Drive, OneDrive, or Dropbox, CRMown creates a top-level /CRMown folder in your account and routes every file CRMown writes into a deterministic sub-path under it. - [Mileage Tracker — IRS-Compliant Trip Logs](https://docs.crmown.com/tools/mileage-tracker-irs-compliant-trip-logs.md): Log business trips (auto-detected via mobile GPS or entered manually) with the current IRS standard rate ($0.70/mile for 2026). ## Mobile App (iOS & Android) - [Getting Started with the Mobile App](https://docs.crmown.com/mobile/getting-started-with-the-mobile-app.md): CRMown ships a native iOS + Android app (built with Expo). - [Push Notifications on Mobile](https://docs.crmown.com/mobile/push-notifications-on-mobile.md): CRMown delivers push alerts for inbox messages, calendar reminders, pipeline updates, team chat mentions, automation events, and @mentions. - [Meet Mode — On-Site Capture (Photos, Videos, Voice)](https://docs.crmown.com/mobile/meet-mode-on-site-capture-photos-videos-voice.md): Meet Mode is a mobile-only capture flow for in-person interactions — open houses, property tours, networking events, client visits. - [NFC Tap-to-Share Contacts](https://docs.crmown.com/mobile/nfc-tap-to-share-contacts.md): Use the NFC chip in your phone to swap contact info with another person's phone (or a programmable NFC card / sticker) — no business cards, no QR-code dance, no app required on their end. - [GPS Trip Tracker & Mileage Log](https://docs.crmown.com/mobile/gps-trip-tracker-mileage-log.md): The mobile app tracks business drives via the phone's GPS — start/stop a trip with one tap, distance and duration calculate live (Haversine math), and the trip auto-tags with the IRS deduction rate so the year-end mileage report writes itself. - [Mobile vs Web — What's Different](https://docs.crmown.com/mobile/mobile-vs-web-what-s-different.md): Quick reference for what's mobile-only, what's web-only, and what works in both places. ## Setup Assistant - [Setup Assistant — How It Works](https://docs.crmown.com/setup-assistant/setup-assistant-how-it-works.md): Available on every plan, the Setup Assistant lives at Settings > Setup Assistant. - [Re-Running the Setup Assistant](https://docs.crmown.com/setup-assistant/re-running-the-setup-assistant.md): The Setup Assistant doubles as a "rebalance my setup" tool for existing customers. - [Setup Assistant Inside a Sandbox](https://docs.crmown.com/setup-assistant/setup-assistant-inside-a-sandbox.md): Sandbox-aware end-to-end (per delta decision I).