Client workspaces
Keep each client's contacts, campaigns, pipelines, reporting, and settings scoped to their own workspace.
Crownvo for 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.
Connected workflow
What Crownvo brings together
These capabilities map to live modules in the Crownvo customer 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.
01 · Capture
Start with the customer record
Forms, sites, imports, conversations, and Lead Finder can all feed the contact context your team works from.
02 · Coordinate
Move the next step forward
Pipelines, calendars, campaigns, automations, AI agents, and team workflows keep follow-up visible.
03 · Learn
Measure the outcome
Reporting connects marketing, calls, appointments, attribution, ads, and revenue back to the work.
See Crownvo for agencies
Walk through the modules that match your real customer workflow.
Credit card required · Trials of at least 14 days on paid plans