System of Record · Revenue & Growth
OwnCRM
Pipeline. Forecast. Coverage. Execution.
The revenue operating system for sales organisations. Unifies pipeline management, forecasting, account coverage, and rep execution into one surface, purpose-built for the leader accountable to the board.
In week one. Not year one.
01
The forecast rolls up board-ready on its own — no spreadsheet post-processing the night before.
02
Deals at risk surface in the cockpit before the pipeline review, not during it.
03
Reps stop costing per seat — one licence covers the whole team on your infrastructure.
And the Salesforce renewal stops being a line item — the replacement is an asset you own. Run your numbers →
What sets it apart
Board-ready forecasts without spreadsheet post-processing
Pipeline coverage and deal risk signals in a single dashboard
Marketing campaigns and ROI tracking built into the CRM — no separate tool
Key Capabilities
Revenue Cockpit
Pipeline coverage, deals at risk, win-rate, and commit visibility in a single dashboard for board-ready forecasting without post-processing.
Kanban Pipeline
Stage gates with drag-to-advance, saved filters, owner rollups, and sortable pipeline list view for keyboard-first rep adoption.
Forecast Module
Commit, best-case, and pipeline projections rolled up by team and month — with deal-risk signals surfaced before the review call.
Marketing Campaigns
ROI tracking, campaign management, and automations integrated directly into the CRM. No separate marketing tool required.
Who it’s for
Eliminate forecast calls — every deal, risk, and commit is visible in real time.
Unify pipeline, territory, and comp data in one model. No ETL from three SaaS tools.
Board-ready revenue analytics without a BI team stitching Salesforce reports together.
Perpetual Licence
OwnCRM is available as a perpetual licence. You own the software forever. Deploy on your infrastructure. No annual renewals, no per-seat pricing, no vendor lock-in. Prefer OpEx? A managed subscription is available too — switch between the two anytime, nothing to re-buy.
Every screen here also works without the screen.
OwnCRM implements the Own360 headless spec: a standard /api/v1 surface with OpenAPI, cursor pagination, idempotent writes, and entity.changed events — drivable from its own CLI, any HTTP client, MCP tools generated straight from its OpenAPI, and the OwnAgents runtime.
$ owncrm entities # 11 entities
$ owncrm contact list --limit 20
$ owncrm contact create --data '{…}'
$ owncrm domain advance_dealThe generated OwnCRM CLI — every entity and domain op, OwnAuth-authenticated, idempotent by default.
Entities
Domain ops
15 verified agent tasks · 4 cross-app workflows
- OwnCRM → OwnTasks — OwnCRM deal in negotiation → OwnTasks follow-up task that carries the deal id
- OwnCRM → OwnERP → OwnBooks — Quote-to-cash: OwnCRM contact + deal -> OwnERP sales order -> OwnBooks invoice + payment, ids chained end-to-end
- OwnCRM → OwnSocial → OwnChat → OwnBI — Marketing funnel: OwnCRM campaign -> OwnSocial post -> OwnChat notification -> OwnBI funnel dashboard
- OwnCRM → OwnChat — OwnCRM deal closed -> OwnChat announcement carrying the deal id
Inside OwnCRM
The full story — why it exists, what it replaces, every capability in detail, and real product screens.