Platform Features

Businesses Deserve These Game Changing Features

Powerful tools for everyone. From frontline sales to C-suite executives. OwnYourCRM delivers specialized features that transform how entire organizations work.

SMS

Twilio is built in natively for reliable and scalable SMS communication across multiple countries.

Schedule SMS

Plan your text message campaigns ahead of time with our intuitive scheduling tool, ensuring messages are sent at the perfect moment to maximize engagement.

SMS Template

Save time with customizable SMS templates. Whether it’s a promotional blast or a service reminder, you can store and reuse your favorite designs.

SMS AI

Craft professional, personalized messages in seconds using AI. Perfect for scaling your outreach while keeping a personal touch.

SMS Blast

Quickly send bulk messages to your audience and lists while maintaining a professional tone and delivering key updates efficiently.

SMS Personalization

Use advanced personalization tools to customize SMS messages for individual customers, ensuring higher engagement and satisfaction.

Email

Seamlessly connect with popular email platforms like SendGrid and Mailjet to manage your campaigns efficiently.

Schedule Email

Automate your email delivery to hit inboxes at the right time, boosting open rates and responses..

CC/BCC

Handle complex email communication with flexible CC/BCC options, keeping your team and stakeholders in the loop.

Email Blast

Reach thousands of customers with impactful campaigns designed for maximum visibility.

Email Templates

Build a library of reusable email designs to maintain brand consistency and save time on campaign setup.

Email AI

Let AI craft engaging and personalized email content for marketing, follow-ups, or customer outreach with ease.

AI

AI is built directly into the platform so you'll be able to create content, images and much more.

Prompts

Generate innovative ideas and dynamic content concepts with AI prompts tailored to your needs. 

AI Replies

Automate intelligent responses to customer queries, saving time and improving service quality.

AI Templates

Access pre-designed AI-driven templates for emails, SMS, and content creation, speeding up workflows.

Support Desk

Enterprise level + support desk with
sms, email communication channels.
Everything you need.

Workflows

Create advanced, automated workflows based on the events and processes which work for you.

OmniChannel 

Launch unified campaigns across SMS, email, and social channels to ensure consistent messaging.

Calling

In browser calling with Dialpad, Notes, Transcriptions and Recordings all automated.

SMS

Add products and services with coupons, shipping and custom checkout pages in seconds. 

Direct Mail

Integrate Direct Mail into your communication channel. Automatically send letters and postcards.

Broadcast

Reach thousands or only a couple specific contacts with a few clicks. Email, SMS, Voice or Direct Mail.

Triggers

Run automated events based on actions. These triggers can be set up throughout the CRM for your exact needs.

Tasks

Simple, yet powerful task manager with reminders, tags and much more all built right in.

Support Desk

Enterprise level + support desk with
sms, email communication channels.
Everything you need.

Ticket Management

Organize, prioritize, and track customer support tickets effortlessly with our user-friendly dashboard.

User Management

Assign roles, manage access, and ensure your team has the right permissions for their tasks.

Automated Replies

Deliver instant, automated responses to customers, setting expectations while freeing up your team.

Ticket Timer

Monitor ticket resolution and working times to enhance productivity and meet SLAs effectively.

Notes

Add notes to events, tasks, calls and much more keeping your history clean and organized.

Video Rooms

Create virtual collaboration spaces for seamless brainstorming, planning, or client meetings.

Video Reviews

Capture video reviews from your happy clients with a few clicks and share them on your website with our embed codes.

Video Calls

Host secure and high-quality video calls directly from the platform to stay connected with your team and clients.

Content

Create and upload all of your collateral for use across all departments and users.

Library

Store and organize templates for SMS, emails, and documents.

Social Media

Plan and publish posts across platforms from one dashboard.

Templates

Store and organize templates for SMS, emails, and documents in one accessible place.

AI Prompts

Create and upload prompts specific to your business for hyper-relevant AI outputs.

Files

Keep all your important documents and files in the CRM for easy retrieval and access. 

Buyer Journey

View deals at every stage of the buyer journey with unlimited customizable pipelines.

AI Trained

Langchain built in so you can train and use various LLM's and API's.

Content Creation

Leverage AI tools to create engaging content like blogs, emails, or social media posts effortlessly.

Content Calendar

Plan, organize, and visualize your content strategy with a drag-and-drop calendar designed for efficiency.

Mobile App

Stay connected with your customers and campaigns on-the-go using our fully-featured mobile apps.

Settings

Complete customization of the CRM with simple and easy to use wizards. No more developers needed for the easy things.

Super Admin

Fully manage the entire platform from a single role. Update, add and edit company information or globally. 

Profile Settings

User roles, password reset, phone number provisioning, departments and much more. 

API

Integrate Own Your CRM with your existing systems using our easy-to-use, robust API.

Company Based

Organize and track multiple decision-makers within a company, ensuring all stakeholders are engaged.

Contact Based

Access detailed profiles for each client, including notes, preferences, and communication history.

Ecommerce

Easily upload, edit, and organize your products with detailed descriptions and images.

Checkout Pages

Design customizable checkout pages that enhance user experience and drive conversions.

Products

Selling a single product or a catalog it's all ready to go with our advanced yet simple product manager.

Subscriptions

Easily manage recurring payment plans for memberships or subscription services with unlimited flexibility.

Downloads

Simplify the delivery of downloadable products like eBooks, templates, and software.

User Portal

Offer your customers a branded portal to access their account details, track orders, and interact with your services.

Stripe

Seamlessly handle payments with built-in Stripe integration for quick and secure transactions.

Auth.net

Process reliable payments with Authorize.net, ensuring every transaction is smooth and secure.

Own Your CRM

Pay One Time. Own It Forever!

Disrupting an Entire Industry By Ending Monthly Subscriptions Forever!

View The Developer Documentation