One Unified Platform Your Agency Can Resell Under Your Brand

Client CRM, communications, document collaboration, and AI — fully white-labeled so your agency can operate and resell under its own brand. Retainer-specific and PM-specific modules available via feature request.

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How agencies operate

Agencies run on client relationships and deliverable quality. A growing agency typically juggles a CRM for the sales side, a project management tool for delivery, a time tracker for billing, a separate invoicing tool, Slack for internal, Zoom for calls, and a patchwork of integrations between them. KamoCRM consolidates the CRM, communications, documents, and AI layer into one white-label platform — which agencies can also resell to their own clients.

Common challenges we see

Client data fragments across CRM, PM, time, and billing tools
Account managers juggle five tabs to answer 'what's the state of this client'
Client portals feel disjointed because they're stitched from different products
Post-sale delivery context never connects back to the sales team
Reseller potential is limited when you're reselling someone else's brand

How KamoCRM applies to Marketing & Creative Agencies

KamoCRM's unified record replaces the CRM + comms + docs portion of your stack. Account managers see every client interaction — sales activity, calls, meetings, documents, AI assistant history — on one screen. Full white-label means the platform your clients see carries your agency's brand on every surface. Reseller-tier access lets you offer the platform to your own clients under your branding, with wholesale-per-seat pricing so the margin is yours.

What's included in every KamoCRM deployment

The same unified platform powers every industry. Listed below is what's actually built today.

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

Requestable

Industry-specific features for agencies — available via request

These aren't built natively today. Our feature request system lets you vote on priorities, sponsor custom development, or get them built for your deployment.

Retainer tracking with utilization alerts and automatic overage billing
Project management (boards, Gantt, capacity planning)
Time tracking tied to retainer entitlement
Multi-currency invoicing with automated collection
Creative proofing (frame-by-frame video feedback, design annotation)

Learn about feature requests

Questions about KamoCRM for agencies

Can we resell KamoCRM to our clients?

Yes. The reseller tier gives you wholesale-per-seat pricing with full white-label capability — your brand, your domain, your pricing. Client-facing surfaces carry your brand, not KamoCRM's.

Does it replace our project management tool (Asana, ClickUp, Monday)?

Not today. KamoCRM has tasks, but full project management (Gantt, capacity planning, resource leveling) is a requestable module. Many agencies keep a dedicated PM tool alongside KamoCRM.

What about retainer tracking and time billing?

Retainer-aware time tracking isn't built in natively; it's a top item in our feature request queue. Clients can sponsor or prioritize it through the request system.

How does white-label work in detail?

Per-tenant branding: logo, colors, custom domain, email sending domain, branded email templates, branded client portal. No 'Powered by KamoCRM' marks on any client-facing surface.

What's included vs requestable?

Included: CRM, calls via RingCentral, native video (KamoMeet), email integration, document collaboration, knowledge base, AI assistant, white-label reseller. Requestable: retainer tracking, deep PM, time billing, creative proofing, finance-specific workflows.

See KamoCRM for Marketing & Creative Agencies

Start free on the unified platform. Request the industry-specific features you need on top.

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