🛠 Other Tools

Folders, import history, affiliate program, segments, and storage.

• Uploading Office Files (Word, Excel, PowerPoint, PDF)Which document types you can upload to Folders and Client Hub.
• FoldersOrganize 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…
• TeamsTeams are org-internal groupings of users — Accounting, HR, Sales, Engineering, etc. Create a team, add members, and they share folders, Client Hub document access, and shared work streams. A user has…
• SegmentsDynamic segments automatically group contacts based on criteria (tags, activity, deal stage, etc.).
• Import HistoryReview all past contact imports with detailed results.
• Affiliate ProgramRefer others to CRMown and earn recurring commissions.
• Developer Tools (API & Webhooks)Create API keys and configure webhook endpoints for custom integrations.
• Storage (BYOS)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 cl…
• BYOS Folder Layout — Where Each File LandsWhen 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. The path enco…
• Mileage Tracker — IRS-Compliant Trip LogsLog business trips (auto-detected via mobile GPS or entered manually) with the current IRS standard rate ($0.70/mile for 2026). Exports to a deduction-ready report at year end.