Can I bring my customer list over?
Yes. Spreadsheet import is live today. Bring customers and past work in from CSV or Excel files, update rows that already exist, and export any list whenever you want.
Build your ownUpdated
Build your own CRM
If you want a CRM that fits how your business already works, you can build your own with Corwen instead of renting one and changing your process to match it. Describe what you do, answer a few questions about the tools you use and who's on your team, and Corwen picks the pieces you need from a menu of 240 and builds the app. You try it on made-up records first, and if you keep it, you own the app and the data.
If you only use part of the CRM you pay for each month, building your own means you get the parts you use, laid out the way your team talks about the work.
Corwen's engine builds it and our team checks it. Every build is checked automatically before anyone sees it, and people at Corwen approve every app before it goes live.
From the menu
The pieces that make it
These are the pieces Corwen usually picks for a CRM. Your app shows them as tiles, and you can take any of them out or add more from the menu. See every piece on the menu.
| Piece | What it does | Today |
|---|---|---|
| Customer list for people and companies | One list of everyone the business serves, with contact details, tags, source, and status. Each customer page shows their history, open work, and balance. | Live today |
| Leads with status, source, and auto-reply | Track prospects from new to won or lost with where they came from, and send a templated reply when someone fills in a form. A report shows conversion by source. | Live today |
| Deals with products and amounts | Track each deal's customer, amount, stage, and expected close date, with products added as line items that sum into the amount. | Live today |
| Pipeline board | See deals, intakes, or cases as cards in stage columns and drag them to change stage, with totals and days in stage on each card. | One part not live yet |
| Tasks with owners, due dates, and reminders | To-dos with an owner, due date, priority, and status, linked to a customer or record, with reminder emails and a personal queue. | Live today |
| Call, email, and meeting log | Log calls, meetings, and emails against a customer by hand, set follow-up dates, and see every message the app sent. | Live today |
| Spreadsheet import and export | Bring customers, items, and past work in from CSV or Excel files, update rows that already exist, and export any list. | Live today |
| Find and merge duplicates | Spot customers or leads that look like the same person and merge them, keeping their history together. | One part not live yet |
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Questions owners ask
Do I have to use every piece?
No. Corwen shows the pieces it picked as tiles. Tap one to see what it does or take it out, and add more from the menu.
Who owns the app and the data?
You do. Each business gets its own app and its own database, and you can leave with your code and your data.
What if I need something that isn't on the menu?
Book a backlog review. We write down what you need, and you get a fixed price and a date in writing before any work starts.
Start
Try the builder.
Describe your business and Corwen builds your app. Try it on made-up records, and keep it with an email and a password.