CRM app

A CRM tailored for your business

Contacts, companies and deals in one record — with custom objects, lists and boards, connected to inbox, projects and email.

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Why YOWO7 CRM?

A flexible database for contacts, deals and your own objects — lists, boards and the customer record in the same workspace.

Your own objects

Contacts, companies and deals are there. You add more object types and fields in admin — no code.

Static and dynamic

Fill lists by hand or let filters do it. You see the criteria live.

Boards and deals

Multiple pipelines as Kanban — deals stay in CRM, not in a separate product.

One customer record

Properties, notes, associations and the timeline sit on the record. One file for everything.

Objects that match your business

Contact, company and deal are given. You add more object types and properties in admin — fields, groups, relations, no code.

  • System objects contact, company and deal are ready
  • Custom object types with text, number, date, select and file
  • Group properties, edit the schema in admin

No off-the-shelf grid

Contracts, sites or machines become objects of their own — with the same lists, boards and record.

Lists that fill themselves

You maintain static lists by hand. Dynamic lists pull members from filters — with a live preview of the criteria.

  • Static: add and remove members
  • Dynamic: AND/OR filters, preview before you save
  • Email and automations use the same lists

Deals belong in CRM

Pipeline and close sit with the contacts. Each board hangs off a select property — as many pipelines as your processes need.

  • Several boards in parallel — sales, onboarding, your own flows
  • Card layout per board, drag and drop between stages
  • Quotes and invoices stay in Sales — deals stay here

No extra sales product

Deals are a system object with boards. Sales is quotes and invoices.

Everything in one record

Properties, owner, notes, associations and the timeline sit on the record. Forms, page views and projects appear where you open the contact.

  • Overview, properties, notes, associations, subscriptions, timeline
  • Search and pin notes, follow property history
  • Associations across contact, company, deal and custom objects

The website on the contact

After identify or a form submit you see page views, time on page, scroll depth and link clicks on the contact — plus original and latest source.

  • Page views after a form or identify — a visit alone does not create a contact
  • Time on page, scroll depth and link clicks in the activity
  • Original source and latest source as fields on the contact

Consent through your CMP

Add track.js and the yowo7_vid cookie to your cookie notice. YOWO7 does not add its own banner on the customer site.

Data lands where you work

Forms write to an object and update via an identity property. You import CSV and Excel with mapping. Companies come from a website or email domain.

  • CSV and Excel import with column mapping and upsert
  • Create a company from a website or link it from the email domain
  • A form submission becomes a record, not a separate list

Deal moves to Offer

When

Deal stage changes

Then

Create onboarding project

Then

Note on the contact

When a record changes

Workflows react to new and changed records, lists and boards. That becomes a project, a note or the next email — in the same workspace.

  • Triggers for record, note, association, list and board
  • Link a record to a project when the deal moves on
  • The same records are on the Public API and MCP

Everything in detail

The YOWO7 CRM feature set, scannable — so you can see if your flow fits.

Objects and schema

  • System objects contact, company and deal
  • Custom object types in admin
  • Properties for text, email, number, date, select and file
  • Property groups on the object
  • The team edits the schema, not an agency

Records and table

  • Search, filter groups with AND and OR, sort
  • Column picker and inline edit
  • Create, edit, archive
  • Bulk delete and bulk edit
  • Owner on the record

Lists

  • Static lists with manual members
  • Dynamic lists from filters
  • Live preview of the criteria
  • Add and remove members
  • Lists for email and workflows

Boards and pipelines

  • Kanban on a select property
  • Several boards in the workspace
  • Card layout per board
  • Create a column in the create dialog
  • Deals as a system object, not a separate app

Record detail

  • Overview and properties on the open record
  • Search and pin notes
  • Associations across object types
  • Subscriptions and marketing confirmation on the contact
  • Timeline with field changes, forms and projects

Origin and tracking

  • Page views after identify or a form submit
  • Time on page and scroll depth on the contact
  • Link clicks in the activity
  • Original source and latest source
  • track.js with the yowo7_vid cookie, consent via the customer CMP

Data in

  • CSV and Excel import with mapping and upsert
  • Forms write to a CRM object
  • Prefill a company from a website scan
  • Create a company from the email domain
  • Upsert through an identity property

Tied to the workspace

  • Link records to projects
  • Contact preview in the inbox
  • Tickets on the contact in Support
  • Campaigns to the same lists
  • Workflows on CRM events

API, permissions and mobile

  • Public API and MCP with scope crm
  • Read for viewers, edit from member
  • Mobile: search, create and edit records
  • Not on mobile: boards, lists, schema admin
  • Retention for contacts, companies and deals from Enterprise

Missing something for your flow? Ask us — we will tell you plainly whether and how it works.

And this is one module

CRM is part of YOWO7

Inbox, forms, projects, files and more live in the same workspace. One login, one data set, no hand-off between tools.

Core apps

More apps

See what else belongs here — or start with CRM.

FAQs about the CRM

No. Contacts are unlimited in every plan and never cost extra. Billing is based on users, emails sent, automations and storage — never on the size of your contact list.

Yes. Each board hangs off a select property with its own stages. Create as many boards as your processes need — sales and onboarding, for example — and move cards with drag and drop.

Besides contact, company and deal you define more object types in admin: fields, groups and relations, no code. Lists, boards and the record work the same on every object.

Yes. CSV and Excel with column mapping and upsert. There is no record export in the CRM app.

A list whose members come from filters. You see the matches live before you save. You still fill static lists by hand.

No. Deals and pipelines live in CRM. Sales is quotes and invoices. Both apps share the same contacts, without a second sales tool.

Through track.js. A visit alone does not create a contact. After a form submit or identify you see pages, duration, scroll depth and clicks on the contact. Add the script URL and the yowo7_vid cookie to your CMP; YOWO7 does not add its own banner on the customer site.

Yes. A form is bound to an object and updates the record through an identity property, for example email. The submission appears on the timeline.

Yes. Records, notes, associations, form submissions, page views and the summary are on the Public API and MCP (scope crm). Same Private App as HTTP. Details on the developers page.

Search, create and edit records. Boards, lists and schema admin stay on the web.

Ready for a CRM that adapts to you?

Start today and build the database your team really needs.

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Contacts at no extra price. Deals stay in CRM.