KamoCRM

本十年产生的成员软件

针对行业协会和成员组织的客户关系管理、电话、电子邮件、文件和AI。 应付账款处理、事件登记和CEU跟踪均可申请.

免费开始订个电话查看定价

怎么样 协会 运行

Associations run on annual dues, event programs, and continuing education. Most use YourMembership, iMIS, or Fonteva — comprehensive but dated. Modern associations want faster UX and flat pricing.

我们看到的共同挑战

  • 现代成员对AMS工具的感想
  • 延期需要人工控制
  • 事件登记和CEU追踪用单独的工具进行现场直播
  • 成员参与评分需要交叉工具调节
  • 多层次成员(个人、公司、学生)的简单客户关系管理

How KamoCRM applies to 协会和成员

KamoCRM provides a modern member CRM foundation. Custom pipelines model dues cycles and event pipelines. The Stripe integration handles dues and event ticketing. The AI assistant answers member questions from your knowledge base. White-label multi-tenant supports chapters.

每一次KamoCRM部署都包含什么

每个行业都得到同样的平台. 这就是今天实际建造的.

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

跟踪它自己运行

欢迎新线索,点击后跟进,自动发送生日笔记. 电子邮件运动和滴滴对企业和企业是无限的.

  • 无限制的联系人
  • 无限制发送
  • 有14个触发器的滴入器
见电子邮件活动和滴入
可请求

协会的工业特性,可按要求提供

这些今天都没有建造。 你可以投票表决,赞助工作, 或者为您的部署建造一个.

  • Multi-tier membership management (individual, corporate, student)
  • Dues processing with renewal automation
  • Event registration and ticketing
  • CEU credit tracking and transcripts
  • Member directory (public/private)
  • Committee and volunteer management
  • YourMembership / iMIS migration tooling
学习特性请求

关于协会的KamoCRM问题

Does KamoCRM replace YourMembership or iMIS?
对于核心成员CRM,通信,和AI的下层,是的. 协会特有功能(CEUs,应答引擎,章节分级)是可请求的模块.
如何应付延期?
Custom pipelines model renewal workflows; Stripe handles billing. A dedicated dues engine with automated 90/60/30-day cadence is requestable.
它支持章节吗?
是的,通过多租户。 与分会合编的国家分会与分会的分会通过分会是可请求的增强.
那CEU追踪呢?
自定义字段今天获取信用 。 需要有一个带有记录誊本和续发周期的专用CEU模块.
包括哪些内容?
Included: CRM, RingCentral, KamoMeet, email, documents, KB + AI, Stripe, white-label multi-tenant. Requestable: dues engine, CEU tracking, event registration, committee management.

相关行业的KamoCRM

NonprofitsA unified platform for nonprofits and fundraisingClubs (Golf, Country, Social)A unified member platform for private clubsChurches & Religious OrganizationsA unified platform for churches and ministries
参见所有行业

集成 协会 依赖

协会和成员 参见 KamoCRM

统一站台免费起步. 请求您在上面需要的行业特性 .

免费开始请求自定义特性

服务

需要建造,而不只是许可证?

我们建立应用程序、网站和运动以及平台。 同样的团队,同样的标准, 引用在我们理解你实际需要.

Application DevelopmentSoftware built by the people who build our own platformWeb DesignSites built to be fast, found and maintainedWeb MarketingSearch, content and attribution from people who built the measurement