How managed service providers operate
MSPs run on recurring contracts and relationship depth. PSAs (ConnectWise, Autotask, HaloPSA) handle tickets and projects well but are weak on the CRM and marketing side. Typical MSPs use a separate CRM plus a marketing tool, and the handoff drifts.
Common challenges we see
- Sales pipeline and relationship context sit outside the PSA
- QBR scheduling and delivery is inconsistent
- Renewal conversations happen reactively, not on cadence
- Cross-sell opportunities (EDR, backup, compliance) aren't systematized
- Marketing campaigns aren't attributed to resulting clients
How KamoCRM applies to IT & MSP
KamoCRM owns the sales CRM, communications, documents, and AI layer. Calls through RingCentral, email integration, and unified customer records give account managers full context. The AI assistant answers staff questions from your MSP knowledge base. Continue to run your PSA for tickets and projects; KamoCRM connects via API for visibility.
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 managed service providers, 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.
- ConnectWise Manage, Autotask, HaloPSA integration
- QBR workflow (scheduling, prep, delivery tracking)
- Contract renewal forecasting with 120-day lookahead
- Service catalog with cross-sell gap flagging
- Quote-to-contract workflow integrated with ConnectWise Sell or Quoter
- Monthly recurring revenue tracking per client
Questions about KamoCRM for managed service providers
KamoCRM for related industries
Integrations managed service providers rely on
See KamoCRM for IT & MSP
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.