Kommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.
Send the sales lead a weekly pipeline report with the filters used.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
Apply stage follow-up rules and keep each result on the deal.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
Reply to pipeline questions with checked CRM figures and filters.
Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.
Flag conflicting lead statuses for a rep to review.
See which imported leads got a first email and which still need your personal follow-up, with uncertain matches ready for your review.
Keep daily lead records current and surface uncertain matches.
Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.
Spot delivery gaps and failed lead updates for review.
Your lead status reflects confirmed first-email delivery. Your sales team sees the sends that still need attention.
Share current pipeline totals with the sales team in chat.
Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.
Surface changed quote terms to the assigned reviewer.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
Keep quote price changes visible in the deal notes.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
Keep prospect entry results and review needs visible to the team.
Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.
Keep prospect contact details complete across the CRM.
Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.
Apply the team's company and role rules to incoming ad leads.
Your outreach register gets qualified lead ad contacts with checked details. Each contact carries the campaign or form that brought them in.