Long Quotes, Longer Relationships

CRM, calls, email, documents and AI for industrial manufacturers and OEMs. RFQ pipelines, rep and distributor channel management, and ERP integration (SAP, NetSuite, Epicor) are requestable.

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How manufacturers operate

Industrial manufacturers sell through complex channels β€” direct key accounts, independent sales reps, and distributors β€” with 6-36 month cycles featuring engineering spec-in, sampling, and volume PO stages.

Common challenges we see

  • Channel conflict between rep, distributor, and direct sales
  • Long-cycle engineering-gate pipelines don't fit transactional CRMs
  • RFQ handling scatters across email and spreadsheets
  • Customer-specific pricing lives in the ERP, invisible to reps
  • Commission logic per channel is complex

How KamoCRM applies to Manufacturing

KamoCRM provides a unified B2B CRM with custom pipelines for long-cycle sales. Calls via RingCentral, email, and documents thread to the account. The AI assistant answers staff questions from your product catalog and spec sheets in the knowledge base.

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 β€” 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 β€” 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
See email campaigns and drips
Requestable

Industry-specific features for manufacturers, 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.

  • Channel-aware opportunity management (rep, distributor, direct)
  • RFQ pipeline with document/drawing handling
  • Engineering-gate pipeline stages (spec-in, sample, approval, PO)
  • Partner portals for reps and distributors
  • Commission rules per channel
  • ERP integration (SAP, NetSuite, Dynamics 365 F&O, Epicor, Infor)
  • Product configurator integration
Learn about feature requests

Questions about KamoCRM for manufacturers

Does KamoCRM replace Salesforce Manufacturing Cloud?
For the core CRM, communications, and AI layer, yes. Manufacturing-specific features (channel-aware pipelines, ERP integration) are requestable modules.
How does channel management work today?
Custom fields track channel designation. Formal channel-conflict resolution workflows are requestable.
Can reps see customer-specific pricing?
Not today β€” pricing lives in the ERP. ERP integration with customer-specific pricing surfaced in the CRM is a top feature request.
What about product configurators (CPQ)?
Not natively. Integration with Tacton, PROS, or similar CPQ tools is requestable.
What's included vs requestable?
Included: CRM, RingCentral, KamoMeet, email, documents, KB + AI, white-label. Requestable: channel management, RFQ handling, ERP integration, CPQ integration.

KamoCRM for related industries

Wholesale & DistributionA unified CRM for B2B distributorsLogistics & FreightA unified CRM for freight brokers and 3PLsRecruiting & StaffingA unified CRM for recruiting firmsFranchise BusinessesA unified CRM for franchise systems
See all industries

Integrations manufacturers rely on

See KamoCRM for Manufacturing

Start free on the unified platform. Request the industry-specific features you need on top.

Start freeRequest custom features

Services

Need it built, not just licensed?

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