Cómo operan la industria
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.
Desafíaes comunes que vemos
- 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
Cómo se aplica KamoCRM a la industria.
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.
Qué se incluye en cada despliegue de KamoCRM
La misma plataforma unificada potencia toda la industria. A continuación se muestra lo que realmente se construye hoy.
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
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 CockroachDB
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
Características específicas de la industria para la industria.
Estos no se construyen hoy en día. Nuestro sistema de solicitud de características le permite votar sobre las prioridades, patrocinar el desarrollo personalizado o conseguir que se construya para su implementación.
- 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)
Preguntas sobre KamoCRM para la industria.
KamoCRM for related industries
Integrations agencies rely on
Vea KamoCRM para la industria.
Empieza libre en la plataforma unificada. Solicito las características específicas de la industria que necesita en la parte superior.