Review the current route
Follow one enquiry through the inbox, CRM and manager. Identify where data is re-entered, the owner is missing or an existing connector already solves the problem.
Kommo implementation and integrations
Connect enquiries, conversation context and the next sales action in Kommo. Start with the pipeline and handoff your team actually needs, then add automation around it.
Scope, price, external costs and acceptance tests are agreed before implementation.
The first useful result
One agreed enquiry route: the right record, relevant context, an assigned person and a clear next action. We confirm the account, available permissions and channel requirements before promising an integration.
Who it is for
For teams introducing Kommo or using it without a consistent route from inbox to manager. A new tool is useful when fields, stages and ownership match how the business handles a real customer.
What can be included
- Pipeline stages and responsibility rules.
- Contact and lead field mapping.
- Website forms and approved messaging connections.
- Duplicate handling and event identifiers.
- Notifications, handoff rules and selected automation.
- Acceptance scenarios, documentation and team handover.
Configure and connect
Agree field mapping, stages, access and provider dependencies. Build a focused path, using native CRM features where they meet the requirement.
Test what the manager receives
Run normal, duplicate and incomplete requests. Check the record, context, notification and recovery route before giving the team the workflow.
Related work
First Line AI
An AI agent for first replies, approved qualification questions and team handoff. Deployed for MOMA LIV.
Related workA practical guide: Why a chatbot alone does not solve lead handlingBefore we start
Do channel connections always work the same way?+
No. Availability depends on the account, provider, API, permissions and channel rules. We confirm those dependencies during discovery.
Can you connect an existing website?+
Yes, when its form or API supports the agreed route. We check the incoming data and define a durable acceptance and handoff path.
Are Kommo licences included?+
Licences, phone numbers, paid messages and external provider usage are separate unless the written proposal explicitly includes them.
Discuss this service
Scope, price, external costs and acceptance tests are agreed before implementation.