怎么样 建筑公司 运行
建筑销售期为6至18个月,业主、建筑师、总经理和PM利益攸关方参与。 大多数公司使用"Procore","Builderrend"(Builderrend),或"CoConstruct"(CoConstruct)进行项目执行——它们在销售和开工前的一面都很弱.
我们看到的共同挑战
- 竞价追踪在RFP和奖项之间暗淡
- 利益攸关方的背景(所有者与建筑师与GC)难以追踪
- 更改命令从客户记录中逃出到电子邮件线索
- 转诊来源(档案、过去客户)没有得到系统的维护
- 估计到售出的数据不会干净地流向客户关系管理系统
卡莫客户关系管理如何适用于 建筑和承包商
KamoCRM拥有销售,关系,以及开工前地层. 定制管线模式为长周期出价工作流程. 文件和知识库载有建议和坚定的方法。 AI助理回答您 KB 的员工问题。 继续运行 Procore 项目执行 .
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
可请求
建筑公司的工业特点——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 .
- 利益攸关方标书管道(业主、建筑师、总经理、总理角色)
- 估计工具集成(Sage 估计、PlanSwift、Stack)
- 带有电子签名的更改顺序工作流程
- 具有认证跟踪的次级和供应商管理
- Procore 或 Builderrend 移交
- 会计系统的工作成本可见度