A Unified Business OS for Real Estate Teams

One platform for your contacts, deals, documents, calls, video, and team communication — fully white-labeled to your brokerage. Anything real-estate-specific you need beyond the core is a request away.

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How real estate teams operate

Real estate teams live on relationships, follow-up, and document velocity. A typical brokerage juggles lead flow from Zillow, IDX sites, and referrals; tracks deals through listing, contract, and close; manages dozens of documents per transaction; and keeps agents in motion with constant calls, texts, and showings. Most teams end up stitching together a CRM, a dialer, a document tool, an e-sign service, and a marketing platform — and reconciling them is a full-time job.

Common challenges we see

Leads come from many channels and slip through the cracks without unified tracking
Agent-to-agent handoffs lose context when tools don't talk
Deal documents scatter across email and shared drives
Post-close customer relationships fade without systematic follow-up
Brand consistency suffers when each agent improvises their own stack

How KamoCRM applies to Real Estate

KamoCRM's core platform — CRM, phone via RingCentral, native video conferencing, email integration, document collaboration, knowledge base, and AI assistant — gives brokerages a unified operating system under their own brand. Agents see every lead, call, meeting, and document on one customer record. White-label branding means client-facing surfaces (portals, emails, meetings) carry your brokerage identity. The AI assistant, grounded in your knowledge base, answers common agent and client questions about your process.

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 real estate teams — 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.

Automated lead routing from Zillow, Realtor.com, or IDX feeds with instant-response workflows
Power dialer, voicemail drop, and local-presence caller ID
Transaction-management module with contingency tracking and closing checklists
Commission split calculation and brokerage payout reporting
MLS integration via RESO Web API

Learn about feature requests

Questions about KamoCRM for real estate teams

Does KamoCRM have a native real-estate workflow like Follow Up Boss?

Not out of the box. The core platform gives you the CRM, communications, documents, and AI substrate; real-estate-specific workflows (MLS routing, transaction management, commission math) are available through our feature request system — you can vote, sponsor, or get priority for the features most important to your brokerage.

Can we white-label KamoCRM for our brokerage?

Yes. Full white-label is standard: your logo, colors, email-sending domain, custom domain, and branded portals. Every client-facing surface carries your brand.

What about phone — do I get a native dialer?

KamoCRM integrates with RingCentral for business phone and SMS. A native power-dialer with voicemail drop is on the request list — agencies have expressed interest and it will be prioritized based on demand.

How are documents handled?

Real-time collaborative document editing, secure file storage, and version history are built in. Full real-estate transaction management (contingency tracking, broker compliance review queues) is a requestable module.

What's included vs. requestable?

Included: CRM, calls via RingCentral, video via KamoMeet, email integration, document collaboration, knowledge base, AI assistant, white-label branding, multi-tenant architecture. Requestable: real-estate-specific workflows, MLS integrations, specialized compliance modules — detailed on our feature requests page.

See KamoCRM for Real Estate

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

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