怎么样 机构 运行
各机构在客户关系和交付质量方面开展工作。 一个不断增长的机构通常会把销售方面的客户关系管理、交付的项目管理工具、计费的时间跟踪器、单独的开具发票的工具、内部的Slack、呼叫的Zoom以及它们之间的整合拼接。 KamoCRM将CRM,通信,文档,和AI层合并为一个白标签平台——各机构也可以将这个平台转售给自己的客户.
我们看到的共同挑战
- 客户数据跨越客户关系管理、首相、时间和计费工具
- 账户管理者拼接了五个标签来回答“ 此客户端的状态 ”
- 客户端的门户因从不同产品缝合而感到脱节
- 售后交付语境从不与销售团队连接
- Reseller在转售他人品牌时的潜力有限
卡莫客户关系管理如何适用于 营销和创意机构
KamoCRM的统一记录取代了您堆栈的 CRM + comms + docs 部分. 账户管理者在一个屏幕上看到每一个客户互动——销售活动,电话,会议,文件,AI助理历史. 全白标签是指你的客户所看到的平台 在每个表面都带有你的代理品牌. Reseller级接入允许您在您的品牌下为自己的客户提供平台,并带有批发-每座价格,所以利润是你的.
每一次KamoCRM部署都包含什么
同样的统一平台赋予每个行业权力. 下面列出的是今天实际建造的东西.
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 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
机构的工业特点——通过请求提供
这些今天不是土生土长的 我们的特性请求系统允许您对优先级投票, 赞助定制开发, 或者为您的部署建造它们 .
- 配备利用率警报和自动超收账单的留存器跟踪
- 项目管理(板子、甘特、能力规划)
- 与留用者应享权利挂钩的时间跟踪
- 自动收取多货币发票
- 创造性验证(逐帧录像反馈、设计注释)