KamoCRM

A Unified Platform for Wedding Planners

CRM, calls, email, documents, and AI. Couple portals, vendor hub, and wedding-day timelines are available through our feature request system.

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Wedding planners manage couples across 12-18 month engagements with 10-15 vendors per wedding. Typical tools: Aisle Planner, HoneyBook, Dubsado — wedding-specific planning platforms with their own tradeoffs.

Le sfide comuni che vediamo

  • Couple communication spans texts, emails, and DMs across channels
  • Vendor coordination across many vendors per event is tedious
  • Wedding day timelines circulate as emailed Word docs
  • Budget tracking for couples is manual
  • Post-wedding referral capture is inconsistent

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KamoCRM unifies couple and vendor records. Documents hold proposals and timelines. Stripe handles deposits and payment schedules. AI assistant answers couple FAQs from your wedding-planning knowledge base.

Ciò che è incluso in ogni distribuzione KamoCRM

La stessa piattaforma unificata alimenta ogni settore. Qui di seguito è quello che è effettivamente costruito oggi.

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
Richiesta

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Questi non sono costruiti in nativo oggi. Il nostro sistema di richiesta di funzionalità consente di votare sulle priorità, sponsorizzare lo sviluppo personalizzato, o ottenere loro costruito per la vostra distribuzione.

  • Couple portal with wedding dashboard and budget tracker
  • Vendor management hub with preferred-vendor lists
  • Wedding timeline with mobile vendor access
  • Multi-payment schedule billing
  • Full/partial/day-of service tier workflows
  • Destination wedding logistics
Scopri le richieste delle funzionalità

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Does KamoCRM replace Aisle Planner or HoneyBook?
For the core client CRM, communications, and AI substrate, yes. Wedding-specific features (couple portals, vendor hubs, wedding timelines) are requestable modules.
Can it handle full planning vs day-of?
Custom pipelines model different service tiers. Dedicated tier-specific workflow templates are requestable.
What about couple portals?
Custom portal access is possible; a dedicated couple-facing dashboard with budget tracker is a top request.
Can assistants collaborate on weddings?
Yes via team-based record access. Role-specific views (lead planner, assistant, day-of coordinator) are requestable enhancements.
What's included vs requestable?
Included: CRM, RingCentral, KamoMeet, email, documents, KB + AI, Stripe, white-label. Requestable: couple portals, vendor hub, wedding timelines, tier-specific workflows.

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Iniziare gratuitamente sulla piattaforma unificata. Richiedi le caratteristiche specifiche del settore di cui hai bisogno in cima.

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Wedding Planner Software: KamoCRM for Wedding Planners (2026) | KamoCRM