A CRM, document workflow and comms stack built for work where the paper trail matters.
Calls recorded and transcribed, texts and emails threaded on the record.
Document checklists and automated chasing remove most of the waiting.
No personal spreadsheets, because the system is faster than the spreadsheet.
Kore grew out of work for The Federal Savings Bank and People’s Home Equity.
Seven apps, pre-arranged for how this industry works. Start with one or take the whole bundle. The price drops either way when they run together.
Every lead, deal and customer in one workspace.
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A complete business phone system in the browser.
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Every SMS, WhatsApp and email in one inbox.
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Invoicing, billing and payouts in one ledger.
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Every request in one organized queue.
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Turn happy customers into your best marketing.
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SMS & Email Marketing
Sendbat by Kore.co runs SMS, email, and WhatsApp campaigns with automated follow-ups that turn first-time clients into loyal ones.
Social Automation
Schedule posts and review-driven content across every channel from one calendar, brand-wide.
Graphic & Web Design
On-brand websites, reports, and creative built by our in-house design team.
Credit Card Processing
Accept every card and tap-to-pay with transparent, competitive rates across all locations.
Invoicing & Payments
Send invoices, take deposits, and reconcile payouts automatically, brand-wide.
One book you control
Every terminal and channel feeds one live ledger, so the numbers always reconcile.
Online Ordering
Every channel (website, Google, delivery apps, and QR) on one live board, per store or brand-wide.
Reservations
A single book across every location, with a floor view and waitlist your whole team can read.
Warehouse Management
Morsix by Kore.co streamlines inventory, picking, and shipping with real-time stock alerts.
Customer Relations Management
CRM by Kore.co centralizes leads, accounts, and communications with built-in VOIP, calendar sync, and automated follow-ups.
Reputation & Reviews
Collect more 5-star reviews and respond across Google, Yelp, and more from one place.
AI Phone System
An AI phone agent answers, routes, and books appointments, even when the line is busy.
Not in the decisioning. In the chasing and the record-keeping.
A file waits on one missing statement. Checklists per product, a secure client portal and automated chasing collapse the waiting time.
When communication happens across four channels and three personal devices, reconstructing a file for an audit is archaeology. Log it as it happens instead.
Stage-based pipelines with required fields per stage mean the forecast is derived from the file, not from what someone said in a Monday meeting.
Consent tracked, opt-outs honoured instantly, quiet hours enforced, templates approved centrally, so a loan officer cannot accidentally create a problem.
Because the chasing is automated and the client can upload from their phone.
The trail is assembled continuously, with timestamps and no gaps to explain.
Calls, texts and emails run through the platform, which is also the fastest way to do them.
When someone leaves, their book transfers with the entire history intact.
For a community lender or agency, a strong local rating is the marketing budget.
Numbers come from records, with the definition of each metric written down.
From banking to bookkeeping, every branch, client, and transaction connected through one platform you control.
Financial institutions providing banking, lending, payment, and money management services. Secure and reliable financial solutions.
Companies offering coverage and risk protection for individuals and businesses. Protection for every stage of life.
Firms providing investment products, wealth management, and financial growth solutions. Helping build long-term financial success.
Businesses delivering bookkeeping, tax, auditing, and financial reporting services. Accurate and professional financial management.
Kore replaces the disconnected stack most operators duct-tape together, and does it better. Every solution is built to talk to the others.
The company began in 2012 as The Social Plus, building custom loan-application workflows for The Federal Savings Bank and People’s Home Equity. The document handling, the audit trail and the pipeline discipline in Kore today came out of that work.
We do not ask you to rip anything out on day one. Kore connects to your POS, your delivery channels, your accounting and your existing phone numbers, then takes over the parts that were never working.
A named specialist runs your onboarding end to end. Median time from kickoff to daily operations: nine days.
We import your data and connect the systems you are keeping. You watch; we do the typing.
Within a day your whole operation is on one screen, against one set of customer records.
Turn on the automations that matter and let the platform handle the follow-up.
Restaurants, dealerships, clinics and franchise groups run their day on Kore. Here is what they say when we are not in the room.
Talk to someone who sets this up for businesses like yours every week.
Kore provides the controls regulated firms need: encryption in transit and at rest, role-based access, immutable audit logging, retention policies and PCI-compliant payment partners. Compliance itself is a property of your programme, not a vendor checkbox, and we will work through your specific requirements during onboarding.
Yes, with configurable announcement prompts, per-queue recording rules and retention policies to match your jurisdiction. Recordings and transcripts attach to the client record.
Per-product checklists, a secure client upload portal, version history on every file and automated chasing until the checklist is complete. Access is role-based and logged.
Yes. Templates are approved centrally, consent state is enforced per channel, and quiet hours and frequency caps apply automatically.
Yes, SAML and OIDC on enterprise plans, along with enforced MFA and session policies.
From sales to service, every Kore.co platform works together, so nothing slips through the cracks.
Multi-branch institutions running 10+ locations. Full-suite deployment and enterprise support.
Talk to salesGrowing firms managing 2–10 locations, ready to stop duct-taping systems together.
Get in touchResellers, consultants, and technology partners. White-label options available.
Become a partnerTwenty minutes, screen shared, using your real numbers. No slide deck, and we will tell you honestly if it is not the right fit.
A named person from the Frisco team, not a call centre.
What we shipped, what broke, and the occasional customer number. One email a month.
AI By Kore.co