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Freight brokers and 3PLs balance shipper relationships with carrier capacity. Most use a TMS (McLeod, Descartes, Truckmate, MercuryGate) for operations — the sales CRM layer is typically bolt-on.
我们看到的共同挑战
- TMS tools are ops-focused; sales CRM is a separate tool
- Shipper relationship context lives outside the TMS
- RFQ handling scatters across email and spreadsheets
- Carrier performance data isn't visible during opportunity pursuit
- Service-recovery cadences aren't systematic
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KamoCRM provides the sales CRM layer alongside your TMS. Calls via RingCentral, email, and documents thread to the shipper or carrier account. The AI assistant answers staff questions from your service catalog and rate cards.
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 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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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 .
- TMS integration (McLeod, Descartes, Truckmate, MercuryGate)
- Shipper relationship management with service-history visibility
- Carrier capacity tracking with performance scoring
- RFQ pipeline with document/spec handling
- Lane and commodity-specific pricing analytics
- Multi-modal support (TL, LTL, intermodal, ocean, air)