¿Cómo funciona la industria
Construction sales span 6-18 months with owner, architect, GC, and PM stakeholders. Most firms use Procore, Buildertrend, or CoConstruct for project execution — they're weak on the sales and pre-construction side.
Desafíos comunes que vemos
- Bid follow-up goes dark between RFP and award
- Stakeholder context (owner vs architect vs GC) is hard to track
- Change orders escape the customer record into email threads
- Referral sources (architects, past clients) aren't systematically maintained
- Estimate-to-sold data doesn't flow to the CRM cleanly
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KamoCRM owns the sales, relationship, and pre-construction layer. Custom pipelines model long-cycle bid workflows. Documents and the knowledge base hold proposals and firm methodology. The AI assistant answers staff questions from your KB. Continue to run Procore for project execution.
Lo que se incluye en cada implementación de KamoCRM
La misma plataforma unificada potencia cada industria. A continuación se enumera lo que 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
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Hoy no se construyen nativamente. Nuestro sistema de solicitud de características le permite votar sobre las prioridades, patrocinar el desarrollo personalizado, o construirlas para su implementación.
- Stakeholder-mapped bid pipeline (owner, architect, GC, PM roles)
- Estimating tool integration (Sage Estimating, PlanSwift, Stack)
- Change-order workflow with e-sign
- Sub and vendor management with certification tracking
- Procore or Buildertrend handoff
- Job-cost visibility from the accounting system
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Empieza libre en la plataforma unificada. Solicite las características específicas de la industria que necesita arriba.