Turn every lead into a customer.
Crownvo connects contacts, conversations, pipelines, campaigns, automations, calendars, payments, sites, AI agents, and reporting in one customer workspace.
Client and agency plans available. Trials of at least 14 days on paid plans.
Built around the way your team works
See how Crownvo connects the customer journey for different operating models.
Agencies
Run every client from one agency console.
Create isolated client workspaces, manage agency access, reuse proven setups, and control reselling and white-label configuration without juggling separate systems.
See how Crownvo works for agenciesClient workspaces
Keep each client's contacts, campaigns, pipelines, reporting, and settings scoped to their own workspace.
Templates and snapshots
Reuse successful account structures and campaign assets across new client setups.
Team controls
Manage agency members and workspace roles from a central operating layer.
Reselling and branding
Configure SaaS plans, usage billing, margins, and white-label settings from the Agency Console.
One workspace. The full customer journey.
From the first contact to the next campaign, appointment, invoice, review, or report, Crownvo keeps the work connected.
Contacts & audiences
Keep customer profiles, lists, segments, tags, imports, and form submissions in one workspace.
Email marketing
Create templates, schedule campaigns, send tests, and follow performance from the same marketing workspace.
Sites, funnels & forms
Build websites, funnels, stores, blogs, forms, surveys, quizzes, webinars, and customer-facing portals.
Reporting & attribution
Measure marketing, calls, appointments, ads, attribution, and revenue with standard and custom reports.
Sales pipelines
Move leads through opportunity stages, keep deal context visible, and give the team one place to manage follow-up.
Multi-channel marketing
Plan social content, manage ads and affiliates, reuse brand assets, and create trackable trigger links.
Payments & commerce
Manage products, invoices, estimates, subscriptions, payment links, orders, transactions, and customer documents.
Lead Finder
Search, import, enrich, deduplicate, suppress, and export workspace leads with plan-aware credit controls.
How teams evaluate the workflow
Representative role-based perspectives grounded in Crownvo's product workflows—not attributed endorsements or performance claims.
Client delivery stays separated and repeatable
“The value for an agency is having distinct client workspaces while still managing access, reusable setups, billing, and branding from one operating layer.”
Agency operations lead
Representative perspective, Multi-client agency
The pipeline keeps its customer context
“Contacts, conversations, appointments, and opportunities make more sense when the team can move between them without rebuilding the customer story in separate tools.”
Revenue operations manager
Representative perspective, Sales team
Campaign work connects to the CRM
“Segments, campaigns, trigger links, automations, and reporting are easier to operate when they use the same contact and workspace context.”
Lifecycle marketing lead
Representative perspective, Marketing team
Follow-up can continue after conversion
“Forms, payments, conversations, reviews, and reporting create a more useful customer workflow when the handoffs remain visible after a lead converts.”
Customer operations lead
Representative perspective, Service business
Security controls, with status attached
Review the controls available today and the independent certifications Crownvo does not currently claim.
Contact export, deletion, consent, suppression, and data-processing materials support customer privacy workflows. Crownvo does not describe this as third-party GDPR certification.
Unsubscribe handling, suppression, sending-domain controls, bounces, complaints, and feedback loops support responsible commercial email operations.
Crownvo publishes privacy, DPA, cookie, and subprocessor information for customer review and contracting discussions.
Crownvo does not currently claim a completed SOC 2 audit. Contact security for the current readiness position and available control evidence.
Crownvo does not currently claim ISO 27001 certification. Any future certification will be published only after independent confirmation.
Prospective customers can contact security for current architecture, control, data-handling, and vendor information relevant to their evaluation.
Questions, answered.
The questions teams ask before bringing their customer work into Crownvo.
Pricing that scales with you
Client plans for growing teams and agency plans for multi-client operations. Start with a trial of at least 14 days.
Prices in USD. Annual plans are billed upfront.
Starter
For small teams building a connected customer workspace.
Billed annually
Two months free compared with monthly billing
Start 14-day trial- Contacts· 2,500
- AI credits· 500
- File storage· 1 GB
- Contacts, workflows, email, and AI
- Lead Finder and frontend builder
Growth
For teams adding prospecting, automation, and published experiences.
Billed annually
Two months free compared with monthly billing
Start 14-day trial- Contacts· 15,000
- AI credits· 2,000
- File storage· 10 GB
- Lead Finder, email finder, links, and frontend builder
Enterprise
For larger teams running marketing at scale.
Billed annually
Two months free compared with monthly billing
Start 14-day trial- AI credits· 50,000
- Lead credits· 10,000
Want to explore the workspace first? Start a trial of at least 14 days or book a guided demo with the team.
Bring your customer journey together
Start with CRM, marketing, or client operations and build from one connected source of customer context.
Credit card required · Trials of at least 14 days on paid plans