Professional services

The business operating system for Consulting Firms.

Run engagements, proposals and client meetings in one place. KamoUniverse for Consulting Firms: a white label, cloud-based business operating system with CRM, calls, texts, email, SI members, KamoIoT devices and more — using the providers you choose.

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Common challenges

Client communication spread across inboxes
Documents and signatures slow down engagements
Billable work is hard to track and invoice

What SI members can do for you

Handle intake calls and schedule consultations
Draft follow-up emails from meeting notes
Chase signatures and overdue invoices

Your recommended universe

KamoCRM

CRM

Contacts, pipelines and deals — in real time.

Manage clients and leads with intelligent filtering and customizable pipelines for orders, agreements, applications and more.

KamoDocs

Documents

Create, collaborate and get it signed.

Collaborative documents and secure storage with sharing controls, redaction and signatures.

KamoMeet

Video Conferencing

HD meetings under your own brand.

Native HD video with screen sharing, recording, breakout rooms and end-to-end encryption — no third-party app required.

KamoMail

Email

Shared inboxes that know your customers.

Connect any email provider — Google, Microsoft, IMAP/SMTP and more — or use KamoUniverse Mail, then work from shared mailboxes with templates and CRM context.

KamoKnowledge

Knowledge Base

Answers your whole team can find.

Organize internal and client-facing knowledge with semantic search that understands what people mean.

KamoPay

Billing & Payments

Get paid without leaving the platform.

Invoicing, subscriptions and payments through the payment processor you choose, connected to your customers and documents.

Related industries

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