KamoCRM

A Unified Customer Platform for Home Service Businesses

CRM, calls via RingCentral, documents, and AI — one platform for HVAC, plumbing, electrical, and residential contractors. Field dispatch, route optimization, and review automation are available through our feature request system.

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How home services businesses operate

Home service businesses win on speed and repeat customer relationships. Typical shops run a field service tool (ServiceTitan, Housecall Pro, Jobber), a dialer, a reviews tool, and a marketing tool. Customer data fragments across them; repeat visits lose context.

Common challenges we see

  • Customer call handling is slow during peak seasons
  • Technician notes and photos scatter across tools
  • Recurring service customers (maintenance plans) aren't systematically contacted
  • Review volume and Google Local Pack ranking are under-managed
  • Multi-location or franchise operations can't see unified customer history

How KamoCRM applies to Home Services

KamoCRM unifies the customer record: every call (via RingCentral), email, photo, and document lives on one profile. The AI assistant answers common staff questions about pricing and service menus from your knowledge base. Multi-tenant architecture supports franchise networks with brand-consistent setup per location.

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 home services businesses — 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.

  • Technician dispatch and scheduling with skill-matching
  • Route optimization for drive-efficient daily schedules
  • Post-job review automation with rating gating
  • Maintenance plan / recurring service tracking
  • Mobile technician app with quote builder and e-sign
  • Google Local Service Ads (LSA) integration
  • ServiceTitan, Housecall Pro, or Jobber data migration
Learn about feature requests

Questions about KamoCRM for home services businesses

Does KamoCRM replace ServiceTitan or Housecall Pro?
Not today. Those tools handle dispatch, mobile-tech workflow, and POS. KamoCRM covers CRM, communications, documents, and AI. Dispatch and routing are requestable modules.
What about review automation?
Post-job review campaigns can be assembled with current tools. A dedicated review-automation module with rating gating is a top feature request.
Can technicians use a mobile app?
The platform has mobile web access. A dedicated technician app with offline support is requestable.
How are calls handled?
Through the RingCentral integration. Native AI receptionist for after-hours is a requestable enhancement.
What's included vs requestable?
Included: CRM, RingCentral, KamoMeet, email, documents, KB + AI, white-label multi-tenant. Requestable: dispatch, routing, review automation, maintenance plans, mobile tech app.

See KamoCRM for Home Services

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

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Home Services CRM: KamoCRM for HVAC, Plumbing, Electrical (2026) | KamoCRM