All the features your sales team needs
From contact management to AI-powered forecasting, Kamili CRM has everything to help your team close more deals.
Your single source of truth for every relationship
Contact & Company Management
Store unlimited contacts and companies with rich profiles, activity timelines, and custom fields. Every interaction is tracked — emails, calls, meetings, notes, and tasks — giving your team full context.
- Unlimited contacts on all plans
- Rich profiles with activity timelines
- Company profiles with affiliated contacts
- Custom fields (Professional+)
- Smart search and filtering
- Contact-to-company linking
- Tags and segmentation
Visualize your pipeline, drag to close
Deal Kanban Board
Track every deal through customizable pipeline stages with a drag-and-drop Kanban board. See deal values, close dates, and win probabilities at a glance. Create multiple pipelines for different sales processes.
- Drag-and-drop Kanban interface
- Customizable pipeline stages
- Deal values and close dates
- Multiple pipelines (Starter+)
- Stage-based win probabilities
- Deal timeline and activity log
- Filter by owner, amount, date
Send, track, and automate emails from your CRM
Email Integration & Tracking
Send emails directly from contact profiles and track opens, clicks, and replies automatically. Build email sequences to nurture leads on autopilot. All conversations are threaded and linked to the right contacts.
- Send emails from CRM
- Open and click tracking
- Reply detection and threading
- Bounce handling
- Email templates with personalization
- Automated email sequences
- Daily limits from 100 to unlimited
Automate the busywork, focus on selling
Sales Automation
Create trigger-based workflows that automate repetitive tasks. When a deal moves stages, automatically send a follow-up email. When a contact is created, assign a task to the right team member. Complex conditions, simple setup.
- Event-based triggers
- Conditional logic (AND, OR, NOT)
- Time-based delays
- Send email or enroll in sequence
- Create tasks automatically
- Update fields and move deal stages
- Webhook actions for external tools
Sell smarter with AI insights
AI-Powered Features
AI automatically scores leads, predicts deal outcomes, and suggests next actions. Get personalized email drafts, call prep notes, and revenue forecasts — all powered by your CRM data.
- AI lead scoring (all plans)
- Sales assistant recommendations
- Deal win probability
- Close date predictions
- Revenue forecasting by period
- AI-generated email drafts
- Call preparation notes
Data-driven decisions for your sales team
Reporting & Analytics
Pre-built reports for pipeline, revenue, activity, and team performance. On Professional plans, build custom reports with a drag-and-drop builder, schedule automated delivery, and export in any format.
- Pipeline conversion reports
- Revenue and MRR tracking
- Activity reports by user
- Team performance dashboards
- Custom report builder (Pro+)
- Scheduled report delivery
- Export to CSV, XLSX, JSON
Connect your entire sales stack
Integrations
Integrate with Salesforce, HubSpot, Stripe, Google Calendar, Slack, and Zapier. Plus, native integration with all Kamili products — Calendar, Mail, Tasks, Help Desk, and Social.
- Salesforce bidirectional sync
- HubSpot contact and deal sync
- Stripe payment integration
- Google Calendar meeting sync
- Slack notifications
- Zapier (5,000+ apps)
- Native Kamili ecosystem integration
Your data, portable and accessible
Import & Export
Import contacts from CSV or Excel with auto-column mapping and deduplication. Export any data or report in CSV, XLSX, or JSON. Request a full GDPR data export at any time.
- CSV and Excel import
- Auto-column detection
- Smart deduplication
- Bulk background processing
- Multi-format export
- Scheduled exports (Pro+)
- GDPR full data export
Enterprise-ready from day one
Security & Multi-Tenancy
Row-level security with organization isolation, role-based access control (Owner, Admin, Manager, Member), and feature gating by plan. SSO/SAML for enterprise. Your data never leaks between tenants.
- Row-level tenant isolation
- 4-tier RBAC permissions
- TLS encryption in transit
- Encryption at rest
- SSO/SAML (Enterprise)
- Audit logs (Enterprise)
- Central Kamili account security