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.
Count open service deals by stage for the weekly sales review.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
Revisit service proposals when a client's deal enters a follow-up stage.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
Count IT service deals and total their value for sales reports.
Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.
Compile service prospect lists from existing CRM leads.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
Flag service inquiries that need an initial or personal sales reply.
Your Zoho CRM leads show whether someone sent a first reply, and owners get a clear task when outreach is still due.
Find client prospects still owed a personal sales follow-up.
See which imported leads got a first email and which still need your personal follow-up, with uncertain matches ready for your review.
Track first-email delivery for prospective service clients.
Your lead status reflects confirmed first-email delivery. Your sales team sees the sends that still need attention.
Calculate pipeline figures for prospective client work in team chat.
Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.
Alert the covering teammate to urgent client support requests.
Customers get a reviewed reply while their usual contact is away. Urgent requests reach the teammate covering for them.
Show where revised service quotes change approved project scope.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
Compare revised service quotes with approved deal amounts.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
Draft a reply when a prospect declines a service proposal.
Get a thoughtful sales email reply in your private chat, with the prospect's reason and offer context close at hand before you send it.