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.
Pull current team deals into a dated stage-by-stage report.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
Answer sales inbox questions with the matching deal count or value.
Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.
Resolve repeat leads before sending the manager a CSV.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
Keep lead email history current and assign the next owner task.
Your Zoho CRM leads show whether someone sent a first reply, and owners get a clear task when outreach is still due.
Reconcile CRM lead status with verified sent email history.
See which imported leads got a first email and which still need your personal follow-up, with uncertain matches ready for your review.
Keep ad inquiries on the sales list without duplicating leads.
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.
Update lead delivery dates and flag follow-up needs.
Your lead status reflects confirmed first-email delivery. Your sales team sees the sends that still need attention.
Find matching deals and post a checked pipeline figure in chat.
Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.
Record deal-to-quote differences for the approval handoff.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
Add each revised quote's variance to the linked deal.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
Enter clean prospects into the sales tracker and flag exceptions.
Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.
Catch missing details and duplicates before creating CRM leads.
Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.