Review checkout sessions that did not become completed orders.
Complete capability directory
Crownvo features, from A to Z.
Browse the headline modules and the smaller controls that make daily work move: mailbox rules, reports, imports, permissions, publishing tools, billing actions, and more.
One index for the large modules and the details between them.
19 entries
Account single sign-on
Move between authorized Crownvo products from one account session.
Connect supported accounting workflows to invoices and payment activity.
Keep paid campaign activity and channel reporting in the marketing workspace.
Define and track commission activity for workspace affiliate programs.
Review pending, approved, paid, and failed affiliate payouts.
Create, open, and manage separate client workspaces without mixing data.
Compare team and client performance across the agency portfolio.
Review cross-client operational and campaign performance.
Reuse proven workspace configurations for faster client onboarding.
Build customer-facing agents with dedicated voice and conversation tools.
Draft and refine marketing content inside the workspace.
API keys
Manage credentials for approved programmatic access and integrations.
App marketplace
Discover and add approved extensions to a workspace.
Measure bookings and appointment outcomes over time.
Connect customer and revenue outcomes to acquisition activity.
Review important workspace and agency configuration changes.
Split journeys using customer data and workflow conditions.
Inspect workflow activity, failures, and operational follow-through.
7 entries
Review plans, subscriptions, payment methods, and billing status.
Create and organize workspace blog content alongside sites and funnels.
Prepare social content for connected Bluesky accounts.
Share customer-facing booking pages for calendars and services.
Process delivery failures and protect sender reputation.
Keep reusable brand references close to campaigns and content.
Business profiles
Store company identity, contact, address, timezone, and branding details.
24 entries
Control bookable hours, services, and scheduling rules.
Review call activity alongside other customer outcomes.
Inspect delivery, engagement, links, and subscriber outcomes.
Choose when a prepared email campaign should be delivered.
Canva media import
Bring approved Canva designs into the workspace media library.
Issue course and membership credentials from the client portal.
Embed customer chat entry points on websites and funnels.
Give customers a branded place for content, courses, and account access.
Create supported hosted-mail records through an authorized Cloudflare zone.
Group products into customer-facing commerce collections.
Run member discussions and channels inside the portal experience.
Track spam complaints and feedback-loop signals for sending infrastructure.
See customer context and recent activity on the contact record.
Bring structured audience records into a workspace from CSV.
Organize audiences into reusable lists for operations and campaigns.
Generate and improve workspace content with governed AI tools.
Configure AI-driven customer conversations and review agent activity.
Create discount codes for products and checkout flows.
Build structured learning experiences for customers and members.
Model business records that extend beyond standard contacts and opportunities.
Add business-specific data fields to supported workspace records.
Add approved destinations to agency navigation.
Build focused reporting views when standard dashboards are not enough.
Reuse workspace-level values across customer and marketing operations.
10 entries
Dashboards
See current workspace activity, priorities, and performance in one view.
Authenticate a business domain for trusted outbound email.
Inspect email delivery activity and operational send outcomes.
Sign outgoing mail so receiving providers can verify domain identity.
Publish a policy for handling messages that fail domain authentication.
Reuse standard customer documents and agreements.
Prepare customer documents alongside revenue workflows.
Manage supported domain purchasing workflows from agency settings.
Configure workspace URL redirects for connected domains.
Save incomplete campaigns until content and delivery settings are ready.
8 entries
Create, test, schedule, and measure customer broadcasts.
Discover eligible business email addresses with plan-aware credits.
Create and manage sender addresses for CrownvMail and verified domains.
Reuse approved layouts and content across campaigns.
Check address quality before eligible outreach workflows.
Keep reusable social content available for repeated publishing.
Connect approved external models to premium workflow actions.
Configure supported tracking scripts and attribution signals.
6 entries
Plan and publish content for connected Facebook accounts.
Process provider feedback signals for deliverability operations.
File manager
Organize workspace files, folders, and reusable media.
File uploads
Upload and scan business files before using them in the workspace.
Capture customer details directly into workspace records.
Build multi-step customer journeys for campaigns and offers.
4 entries
Create and manage gift-card products for commerce workflows.
Review Google Ads performance beside customer outcomes.
Prepare social updates for connected Google Business profiles.
Google Drive integration
Connect supported Drive-based file workflows.
3 entries
Health monitoring
Track the public health of Crownvo applications and services.
Send and receive business email through CrownvMail.
Compose formatted campaign and business email content.
10 entries
Use eligible CrownvMail mailboxes in compatible mail clients.
Import data
Bring supported business records into the workspace in bulk.
Organize webmail into primary, social, promotions, and updates views.
Choose whether each mailbox can receive mail, send mail, or both.
Plan and publish content for connected Instagram accounts.
Integrations
Connect approved services to workspace and agency operations.
Track product stock and catalog availability.
Configure business defaults used by generated invoices.
Reuse approved invoice presentation and line-item defaults.
Create, send, and track customer billing documents.
1 entry
Coordinate customer follow-up across triggers, waits, conditions, and actions.
1 entry
Ground AI agents in approved business information.
11 entries
Labs controls
Enable eligible preview capabilities at workspace or agency level.
Reduce duplicate records before sales and outreach work begins.
Add useful company and contact context to imported leads.
Export prepared lead results for approved downstream use.
Search and prepare business leads inside a workspace.
Move selected search results into workspace lead workflows.
Exclude records that should not enter outreach workflows.
Compare agency or team activity using a shared performance view.
See campaign and trigger-link interactions in context.
Group contacts into reusable operational and campaign audiences.
Review local marketing health from the reporting workspace.
9 entries
Manage domains, users, mailbox plans, and mail security from one console.
Create dedicated credentials for eligible IMAP and SMTP clients.
Assign free or paid capacity and sending limits per mailbox.
Marketplace apps
Install approved first-party and partner extensions.
Media storage
Review workspace file usage and available storage capacity.
Deliver courses, communities, and credentials behind a branded login.
Review Meta campaign performance alongside customer data.
Coordinate email, social, ads, affiliates, and trackable links.
Move between authorized companies without mixing workspace data.
2 entries
Create send-only identities for notifications that should not accept replies.
Notifications
Receive operational, billing, campaign, and automation alerts.
4 entries
Configure custom business objects used by workspace workflows.
Assign deals to the people responsible for the next step.
Move deals through stages that match the sales process.
Review commerce orders and their current operational state.
12 entries
Discover approved specialists and services around the platform.
Share direct customer payment experiences for eligible offers.
Configure supported phone services for business communication.
Plan social content for connected Pinterest accounts.
Define the milestones used to organize sales opportunities.
Capture visitor information through website and funnel overlays.
Private integrations
Connect organization-specific services without publishing them to the marketplace.
Manage products, pricing, descriptions, and availability.
Organize commerce products into manageable catalog groups.
Moderate and display customer feedback on commerce products.
Run agency lead-generation work across target client markets.
Review scheduled social and campaign activity by date.
7 entries
Schedule repeat billing documents for ongoing services.
Schedule approved social content on a repeating cadence.
Keep review activity and customer feedback visible to the team.
Package platform access and services for agency clients.
Build repeatable follow-up that asks customers for feedback.
Roles and permissions
Control which team members can view and change workspace areas.
Create social publishing workflows from approved RSS sources.
22 entries
Define agency offers, limits, and entitlements for client accounts.
Keep deal stages, values, owners, and customer context together.
Prepare business email for delivery at a chosen time.
Queue social content for future publication.
Configure workspace scoring rules for contacts and business activity.
Build dynamic audiences from contact data and behavior.
Deliver a campaign preview before the final audience send.
Allow outbound mail while disabling inbound delivery for an identity.
Apply daily and monthly safeguards to outbound mailboxes.
Choose supported providers and SMTP routes for outbound delivery.
Give the team a common view of customer conversations.
Configure commerce delivery defaults for eligible products.
Review customer activity across published workspace sites.
Create customer-facing pages without leaving the workspace.
Send authenticated CrownvMail messages through compatible clients.
Plan, draft, schedule, and review multi-network content.
Authorize approved sending infrastructure for a domain.
Mark important CrownvMail conversations for quick return.
Connect supported Stripe checkout and subscription workflows.
Track recurring customer products and billing state.
Collect structured customer feedback through published forms.
Configure approved sender identities for platform notifications.
9 entries
Apply reusable labels to supported workspace records.
Invite users and assign workspace or agency roles.
Connect a Telegram bot to eligible AI and conversation workflows.
Reuse approved assets and configurations across workspaces.
Prepare social content for connected Threads accounts.
Plan social content for connected TikTok accounts.
Review payment activity and provider references.
Use trackable links as signals inside campaigns and automations.
Two-factor authentication
Add a second verification step to eligible Crownvo accounts.
3 entries
Work customer email, chat, and connected channels from one context.
Track billable agency usage and client rebilling inputs.
User roles
Assign access based on a person's responsibilities.
2 entries
Generate tax-aware platform invoices using configured business details.
Configure voice agents with approved knowledge and behavior.
11 entries
Increase sending volume gradually to protect reputation.
Connect supported external events to workspace workflows.
Create and manage webinar experiences from the sites workspace.
Publish branded customer experiences on connected domains.
Connect WhatsApp to eligible AI and customer communication workflows.
Configure eligible agency branding and client-facing experiences.
Manage supported WordPress connections from the sites workspace.
Assemble customer journeys on a visual automation canvas.
Route automation runs according to customer and business context.
Pause automation paths until a duration, date, or event condition is met.
Move between companies and agency contexts from one account.
1 entry
Plan social content for connected X accounts.
1 entry
Prepare social content for connected YouTube accounts.
1 entry
Check hosted-mail records against the correct DNS zone before activation.
See how it connects
Explore the product areas behind the directory.
Start with the connected platform view, then open the workspace that matches the work your team needs to do.