The Crownvo platform
One customer journey. Four connected layers.
Crownvo connects CRM, engagement, conversion, and operations so every team works from the same customer context.
CRM
Know the customer
Engage
Coordinate the next action
Convert
Complete the transaction
Operate
Run and improve the system
Build the customer record your team can actually use
Keep identity, conversations, appointments, ownership, and pipeline movement close enough to guide the next action.
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Contacts & audiences
Keep customer profiles, lists, segments, tags, imports, and form submissions in one workspace.
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Contacts & audiences
Organize
Bring data in
Keep context
Sales pipelines
Move leads through opportunity stages, keep deal context visible, and give the team one place to manage follow-up.
Unified conversations
Work customer conversations from a shared inbox instead of piecing together context across separate tools.
Calendars & appointments
Publish booking links, define availability, manage appointments, and connect scheduled meetings to customer records.
Turn customer context into coordinated follow-up
Create campaigns, run multi-channel programs, automate journeys, and put AI agents to work from shared customer data.
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Email marketing
Create templates, schedule campaigns, send tests, and follow performance from the same marketing workspace.
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Email marketing
Create
Check and schedule
Measure
Multi-channel marketing
Plan social content, manage ads and affiliates, reuse brand assets, and create trackable trigger links.
Workflow automation
Build trigger-based customer journeys on a visual canvas and inspect each workflow after it goes live.
AI agents & knowledge
Create voice and conversation agents, connect knowledge bases, generate content, and review agent activity.
Connect the experience before and after the sale
Publish customer-facing experiences, collect revenue, deliver member value, and make reputation part of the lifecycle.
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Sites, funnels & forms
Build websites, funnels, stores, blogs, forms, surveys, quizzes, webinars, and customer-facing portals.
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Sites, funnels & forms
Publish
Collect
Connect
Payments & commerce
Manage products, invoices, estimates, subscriptions, payment links, orders, transactions, and customer documents.
Courses & communities
Deliver courses and communities through a branded client portal, with credentials and member experiences in one module.
Reputation management
Keep review activity and customer feedback visible alongside the rest of the customer journey.
Give the system an operational layer
Measure performance, find and prepare leads, control sending infrastructure, and run multiple client workspaces.
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Reporting & attribution
Measure marketing, calls, appointments, ads, attribution, and revenue with standard and custom reports.
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Reporting & attribution
Measure outcomes
Inspect channels
Build the view
Lead Finder
Search, import, enrich, deduplicate, suppress, and export workspace leads with plan-aware credit controls.
Sending infrastructure
Configure sending servers, authenticated domains, routing, limits, warm-up schedules, and deliverability controls.
Agency operations
Run multiple client workspaces with team controls, reusable snapshots, reselling, and white-label configuration.
Connect the rest of your stack
Keep Crownvo at the center without closing the door on other tools.
Use supported sending providers, connected services, APIs, webhooks, and workspace integrations to extend the customer journey.
Frequently asked questions
Everything you need to know. Can't find what you're looking for? Contact us.
Build around the customer journey you already run
Start with the workspace your team needs now, then connect more of the operation when you are ready.
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