CRM & Sales
The lead workspace
Everything needed to work a lead is on one page. The record — contact details, identifiers, assignment, quotes, documents, tasks and history — stays where it is while the softphone and the email composer open above it as movable windows. Nothing navigates away, so a call in progress survives whatever gets opened next to it.
Dockable softphoneEmail composed in placeNotes, calls, emails and texts countedQuotes, docs, tasks and history in tabs
What you are looking at
- Call, email, text or book a callback straight from the record.
- A real softphone in the page — dial pad, speed dial, call history and voicemail.
- Write the email beside the record, with department templates and rich formatting.
- Every note, call, email and text counted against the lead.
See it running on your own workflow
A screenshot shows the shape of the product. A walkthrough shows it working — book time with our team and we will run KamoCRM through the way your business actually operates.