Your own domain — Help center

Every company already has its own address on the platform, such as yourcompany.rutbacrm.com. With your own domain, your team opens the same workspace on an address of yours, such as crm.yourcompany.com. Your website, your email and anything else on your domain stay exactly where they are.

Before you start

Plan: available when your plan includes Own domain. If it does not, the page shows Not in your plan.
Who can set it: only the company owner. Administrators can open the page and see its state, with the note Only the company owner can set the domain.
What you need: access to the place where your domain's DNS is managed, for example your registrar or Cloudflare.
Use a subdomain, such as crm.yourcompany.com or app.yourcompany.com. Your main domain, such as yourcompany.com, usually serves your website and should stay with it.

Set it up

Select Your plan in the sidebar, then Your own domain.
Enter the domain in Your domain, for example crm.yourcompany.com, and select Save and check. You can paste a full address; https:// and anything after the domain are removed.
The page shows the records to add, each with a Copy button:

Type	Name	Value
CNAME	your domain, for example `crm.yourcompany.com`	your platform address, for example `yourcompany.rutbacrm.com`
TXT	`_crm-verify.` followed by your domain	`crm-verify=` followed by your company's code

Add them where your DNS is managed. Some providers want only the first part of the name, for example crm instead of crm.yourcompany.com. With Cloudflare, turn the orange cloud off (DNS only) for the CNAME.
Back on the page, select Check again.

The TXT record is needed only when the CNAME cannot point to your platform address, for example when another service sits in between. A CNAME to your own platform address already proves the domain is yours.

What happens next

The state at the top of the page tells you where it stands:

State	What it means
Waiting for DNS	The records are not found yet, or not right. DNS changes can take up to a few hours to reach everyone. Select Check again later.
DNS is right, being switched on	Your part is done. The platform team adds your domain to the server and issues its security certificate, usually within one working day.
Working	Your workspace opens on your domain, with its own security certificate.

Under 2. Check you see the last answer and what was found, for example CNAME yourcompany.rutbacrm.com:

Answer	What to do
No record was found for this domain yet.	Add the CNAME, or wait a little for it to spread.
The domain points to another server.	The domain has another record, for example an old A record. Remove it so only the CNAME stays.
The domain points here, but the TXT record that proves it is yours is missing.	Add the TXT record exactly as shown, or point the CNAME to your platform address.
The domain points here and is yours.	Nothing to do.

The platform also checks the domain about once a day by itself, and the Connection status page shows it under Own domain.

Once it works

Sign in once on the new address. Sign-in is kept separately for each address, so everyone signs in again the first time they open your domain.
Your platform address keeps working as a backup. Opening your company from the main site takes you to your own domain.
Links that leave the platform stay on the platform address: links in emails such as password resets and invitations, webhooks, sign-in with Google or Microsoft, booking pages and other public pages.
Only your workspace opens on your domain. The public site, the help center and other companies are never served there, and search engines are told not to list it.

Change or remove it

Change: enter a new domain under Change the domain and select Save and check. The old domain stops working at once, and the new one goes through the same steps.
Remove: select Remove the domain. Your workspace stops opening on it at once. Your platform address keeps working. You can then delete the DNS records.

Troubleshooting

What you see	What it means
Another company already uses this domain.	Each domain belongs to one company. Choose another subdomain.
This address belongs to the platform. Enter a domain your company owns.	You entered the platform's own address or one under it. Enter a domain of yours.
Your domain shows a "Not Found" page	It is not switched on yet, or your plan no longer includes it. If your plan changed, your platform address opens instead.
An alert says the domain stopped working	Its DNS no longer points here. Check the records at your provider, then select Check now on the Connection status page. Your workspace keeps working on your domain meanwhile, as long as visitors can still reach it.