How agencies operate
Agencies run on client relationships and deliverable quality. A growing agency typically juggles a CRM for the sales side, a project management tool for delivery, a time tracker for billing, a separate invoicing tool, Slack for internal, Zoom for calls, and a patchwork of integrations between them. KamoCRM consolidates the CRM, communications, documents, and AI layer into one white-label platform — which agencies can also resell to their own clients.
Common challenges we see
- Client data fragments across CRM, PM, time, and billing tools
- Account managers juggle five tabs to answer 'what's the state of this client'
- Client portals feel disjointed because they're stitched from different products
- Post-sale delivery context never connects back to the sales team
- Reseller potential is limited when you're reselling someone else's brand
How KamoCRM applies to Marketing & Creative Agencies
KamoCRM's unified record replaces the CRM + comms + docs portion of your stack. Account managers see every client interaction — sales activity, calls, meetings, documents, AI assistant history — on one screen. Full white-label means the platform your clients see carries your agency's brand on every surface. Reseller-tier access lets you offer the platform to your own clients under your branding, with wholesale-per-seat pricing so the margin is yours.
What's included in every KamoCRM deployment
Every industry gets the same platform. This is what is actually built today.
CRM & Sales
The relationship core, adaptable to your deal flow.
- Leads, contacts, and account management
- Customizable pipelines (Orders, Agreements, Applications, Bookings, Subscriptions, Service Requests, Procurements, Engagements, Commitments, Signups, Allotments)
- Imports, exports, and de-duplication
- Sales analytics and lead reporting
Communications
Calls, video, messaging, email — unified on customer records.
- RingCentral integration for business phone and SMS
- Native HD video conferencing (Janus WebRTC) with recording, screen share, breakout rooms, E2E encryption — KamoMeet
- Email integration with Google Workspace, Microsoft 365, Zoho Mail, Exchange, IceWarp, and custom IMAP/SMTP
- Real-time team messaging with presence
- Calendar sync via CalDAV
Email Marketing
Campaigns and drips that read straight from your CRM, unlimited on Business and Enterprise.
- Broadcast campaigns to leads, accounts, applications or an uploaded list, with merge fields and scheduling
- Automated drips with 14 triggers, send windows in each contact's time zone, and open and click conditions
- Sending domain setup with live DNS checks, DKIM signing and a 14-day warm-up
- Bounce, complaint and unsubscribe handling, with one-click unsubscribe on every email
Documents & Knowledge
Work together on documents, capture institutional knowledge, and put AI on top.
- Real-time collaborative document editing
- Secure file storage (MinIO) and media library
- Knowledge base with approval workflows
- Version control and history
AI
An assistant grounded in your knowledge base, not a generic chatbot.
- AI chat assistant
- RAG-powered semantic search across your knowledge base and data
- Predictive insights and recommendations
Admin, White-Label & Security
Multi-tenant from day one, with your brand on every surface.
- Multi-tenant organizations with department and team management
- Role-based access control (RBAC)
- Single sign-on: Google, Microsoft, Apple
- Full white-label branding (logo, colors, domains, email)
- Per-organization feature toggles
- End-to-end encryption on video and data at rest
- SOC 2 and GDPR aligned; 99.9% uptime SLA
- Kubernetes-native (RKE2) on YugabyteDB
Billing & Commerce
Billing for customers who resell or charge through the platform.
- Stripe billing integration
- Subscription and one-time charge handling
- Commerce and market pipelines
Follow-Up That Runs Itself
Welcome new leads, follow up after a click and send birthday notes automatically. Email campaigns and drips are unlimited on Business and Enterprise.
- Unlimited contacts
- Unlimited sends
- Drips with 14 triggers
Industry-specific features for agencies, available by request
None of these are built today. You can vote on them, sponsor the work, or have one built for your deployment alone.
- Retainer tracking with utilization alerts and automatic overage billing
- Project management (boards, Gantt, capacity planning)
- Time tracking tied to retainer entitlement
- Multi-currency invoicing with automated collection
- Creative proofing (frame-by-frame video feedback, design annotation)
Questions about KamoCRM for agencies
KamoCRM for related industries
Integrations agencies rely on
See KamoCRM for Marketing & Creative Agencies
Start free on the unified platform. Request the industry-specific features you need on top.
Services
Need it built, not just licensed?
We build the applications, websites and campaigns as well as the platform. Same team, same standards, quoted after we understand what you actually need.