怎么样 管理下的服务提供者 运行
卫生部根据经常性合同和关系深度运作。 PSAs(ConnectWise,Autotask,HaloPSA)处理好门票和项目,但在CRM和营销方面却很弱. 典型的MSPs使用单独的CRM外加一个营销工具,交接漂移.
我们看到的共同挑战
- 销售管道和关系背景位于《公共服务协定》之外
- QBR 调度和交付不一致
- 恢复对话是被动进行的,不是空谈
- 交叉销售机会(EDR、备份、合规)没有系统化
- 推销活动不归结于由此产生的客户
卡莫客户关系管理如何适用于 信息技术和公共卫生部
KamoCRM拥有销售CRM,通信,文档,以及AI层. 通过RingCentral的呼叫,电子邮件集成,以及统一的客户记录为账户管理人员提供了全面的背景. 人工智能助理回答你MSP知识库的员工问题. 继续运行您的 PSA 门票和项目; KamoCRM 通过 API 连接以获取能见度 .
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
管理下的服务提供者的工业特点——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 .
- ConnectWise 管理、 自动任务、 HalopSA 集成
- QBR工作流程(时间安排、准备、交付跟踪)
- 预测合同续期120天
- 带有跨销售间隙标记的服务目录
- 引文至合同工作流程与 ConnectWise 销售或引文集成
- 每个客户每月经常收入追踪