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CRMown Free

CRMown Free is a personal, one-seat CRM for the people you meet — the account behind a CRMown Tap card. It has no AI and only uses things that cost nothing per use: your own Gmail or Outlook for email, your calendar, tasks and follow-ups. Anything Free doesn't include opens an upgrade sheet offering the $14 30-day trial.

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Steps

  1. Claiming a Tap card creates a CRMown Free account automatically — set your password from the link in the card's welcome email (valid 7 days; after that, use "Forgot password" on the sign-in page).
  2. Free includes: up to 1,000 contacts, 1 pipeline with 4 stages, 50 open tasks, 10 tags, 25 MB of files, 1 seat, and CSV export any time.
  3. Not included on Free: CRMown AI (including with your own AI key), texting/WhatsApp/social messages, phone numbers, teammates, automations, suites, booking pages and video meetings. Trying to use one opens the upgrade sheet instead of an error.
  4. To upgrade, open the sheet (or Settings > Billing, where a "You're on CRMown Free" banner appears) and click "Start 30-day trial — $14". Everything on your Free account carries over.
  5. If a trial ends without upgrading, the account moves to CRMown Free — nothing is locked or deleted. Free is one seat, so teammates are paused (not removed) and come back automatically when you upgrade.

Good to know

  • Each account gets one $14 trial. If you already had one, Settings > Billing asks you to pick a plan instead.
  • Over a limit after a trial ends? Nothing is removed — you can keep viewing and editing everything; you just can't add more past the Free limit until you upgrade.

Troubleshooting

An upgrade sheet opens when I try to add a contact, task, pipeline stage or tag
You reached a CRMown Free limit (1,000 contacts, 50 open tasks, 4 stages, 10 tags, 1 pipeline, 25 MB of files).
Fix: Remove or complete something to make room, or start the $14 30-day trial from the sheet.
CRMown AI buttons open an upgrade sheet
CRMown Free has no AI, even with your own AI key.
Fix: Start the 30-day trial to use CRMown AI.
The "Set your password" link from my Tap card email doesn't work
The link is valid for 7 days, and only once.
Fix: Use "Forgot password" on the sign-in page with the email you claimed the card with.
A teammate can't log in after our trial ended
The workspace moved to CRMown Free, which has one seat, so teammates were paused.
Fix: The owner upgrades in Settings > Billing; paused teammates are restored automatically.

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