Skip to content
KAMOUniverse

Wealth Management

Business Phone System for Wealth Management

A cloud phone system that works with the VoIP carrier you choose, logs every call and text, and lets SI members pick up when your team can't. Deliver high-touch client service with a complete history.

Start freeOpen this universe in the builder

Business Phone System

  • Works with your VoIP provider — or ours
  • Click-to-call and two-way SMS from any record
  • Automatic call logging
  • SI members can answer overflow and after-hours calls

Common challenges

  • Speed-to-lead decides who wins the client
  • Sensitive documents need careful handling
  • Compliance needs a complete communication history
  1. 1

    Connect or port your numbers

  2. 2

    Assign numbers to people and SI members

  3. 3

    Set business hours and routing

Your recommended universe

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.

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.

New

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.

KamoChat

Team Messaging

Real-time chat with presence built in.

Instant team messaging with presence awareness, chat history and deep links into every other product.

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.

KamoDocs

Documents

Create, collaborate and get it signed.

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

More for Wealth Management

Your universe is waiting.

Start free in minutes. Add products whenever you are ready — no migration, no new logins.

Start freeBuild your universe

Free forever — no credit card required