Finance & insurance

The business operating system for Wealth Management.

Deliver high-touch client service with a complete history. KamoUniverse for Wealth Management: 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

Speed-to-lead decides who wins the client
Sensitive documents need careful handling
Compliance needs a complete communication history

What SI members can do for you

Call new leads within seconds
Collect and organize client documents
Send renewal and review reminders

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.

KamoLeads

Lead Distribution

The right lead to the right rep, instantly.

Capture leads from every source and route them automatically by rules, rotation, territory or availability.

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Kamo SI Members

SI Members

Teammates who are human — or SI.

Add SI members to your organization with the same abilities as human members: calls, email, SMS, meetings, the KamoIoT devices you allow and everything else in KamoUniverse. An SI seat costs the same as a human seat.

KamoPhone

Business Phone & SMS

Calls and texts, logged automatically.

Make and receive calls and texts from the browser through the VoIP and SMS providers you choose — or KamoUniverse Voice — with every conversation logged to the CRM.

KamoDocs

Documents

Create, collaborate and get it signed.

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

KamoInsights

Analytics

See the whole business at a glance.

Dashboards and reports across every product, from pipeline velocity to call volume and revenue.

Related industries

Your universe is waiting.

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