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.
Prepare the Monday pipeline breakdown from current team deals.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
Track sent or held follow-ups against each deal's stage.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
Answer sales pipeline questions with 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.
Deduplicate CRM leads and deliver a traceable CSV export.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
Update lead reply statuses and assign outreach tasks to owners.
Your Zoho CRM leads show whether someone sent a first reply, and owners get a clear task when outreach is still due.
Update clear outreach statuses after a lead import.
See which imported leads got a first email and which still need your personal follow-up, with uncertain matches ready for your review.
Reconcile daily ad submissions with sales leads and surface exceptions.
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 first-email dates while preserving prior outreach.
Your lead status reflects confirmed first-email delivery. Your sales team sees the sends that still need attention.
Answer repeated pipeline questions from deal records in team chat.
Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.
Record exact deal-to-quote changes for the assigned approver.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
Record each revised quote's variance against the approved deal amount.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
Check prospect batches and add usable contacts to the sales tracker.
Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.