KamoCRM

销售和客户成功,同名记录

CRM,电话,支持票,电子邮件,文件和AI覆盖整个客户生命周期. 健康分数、CS游戏本和基于使用费的帐单集成是可申请的单元,而不是运出单元.

免费开始订一个SaaS电话查看定价

怎么样 SaaS公司 运行

SaaS companies live on recurring revenue, expansion, and retention. Typical stacks combine Salesforce or HubSpot (sales), Intercom or Zendesk (support), Gainsight or ChurnZero (CS), and Stripe (billing). Data fragments across four tools and reconciliation costs real ops time.

我们看到的共同挑战

  • 客户数据碎片跨越客户关系管理、客户关系管理平台、支助工具和账单
  • 您产品中的使用信号不会在 GTM 工具中浮出水面
  • 健康评分需要一个单独的CS平台
  • 电子表格中的更新预测寿命
  • 支持,销售,和CS背景 不共享一个记录

How KamoCRM applies to SaaS公司

KamoCRM's unified data model puts sales, support, documents, and AI on one customer record. The Stripe integration handles subscription billing and surfaces MRR/ARR on the customer profile. The AI assistant, grounded in your KB, can answer customer FAQs and internal staff questions with the same retrieval engine. Multi-tenant and white-label work for reseller or partner models.

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

SaaS公司的工业特性,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.

  • Product-usage ingestion (webhook or Segment destination) tied to customer records
  • Composable health scoring from usage, NPS, tickets, and engagement
  • CS playbooks triggered by health changes
  • Renewal pipeline with 120-day lookahead and forecasting
  • Expansion-opportunity flagging per account
  • Gainsight or ChurnZero migration tooling
学习特性请求

关于SaaS公司的KamoCRM问题

Does KamoCRM replace Salesforce + Gainsight + Intercom?
对统一的销售/支持/docs/AI基质,是的。 对于深层的CS特有功能(健康分数,游戏本,续作预测),这些功能是可请求的模块——团队可以投票或赞助者优先.
我们产品中的使用数据是如何流入客户关系管理系统的?
今天通过 REST API 或 Webhoks 。 正式的部分目的地和摄取管道是可以请求的.
Can we bill usage-based pricing through KamoCRM?
The Stripe integration supports subscription and charge-based billing. Metered billing with rate-card tiering is handled on the Stripe side; deep integration (surfacing metered usage on customer records) is requestable.
AI助理对支援偏移有帮助吗?
对 RAG引擎从您的 KB 文章中取回并解答上下文中的问题—— 对工作人员和客户的偏移都有用.
包括哪些内容?
Included: CRM, RingCentral calls, KamoMeet, email integration, documents, KB + AI, Stripe billing, white-label. Requestable: health scores, CS playbooks, renewal pipeline, usage-ingestion pipeline.

相关行业的KamoCRM

Ecommerce & DTCA unified customer platform for DTC brandsTech StartupsA unified platform for early-stage tech companiesIT & MSPA unified CRM for MSPs alongside their PSA
参见所有行业

集成 SaaS公司 依赖

SaaS公司 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