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You’ll get full access to all features and 10GB storage. No credit card required.
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Knowledge base
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CRM
Manage your dashboard
Monitor your business performance and key activities with Kommo’s dashboard, providing a comprehensive overview to keep you informed.
Set up advanced dashboard widgets
Set up advanced widgets in Kommo to visualize data and monitor important metrics, enhancing your analytical capabilities.
Create custom widgets on your dashboard
Design and personalize custom widgets in Kommo’s dashboard to display the data that matters most to your business operations.
Manage leads in Kommo
Efficiently track, organize, and advance your leads through Kommo’s intuitive sales pipeline to boost your sales process.
Handle incoming leads
Automatically capture and process new leads to streamline your sales workflow and ensure timely follow-ups.
Lead profiles
Learn to view and manage lead details, interactions, and history in one centralized location within Kommo.
Customize fields in lead profiles
Customize and organize fields to store pertinent information for your leads and contacts effectively.
Manage tags in Kommo
Categorize and organize leads, contacts, and companies with tags for easier management and retrieval.
Customize your lead card layout
Adjust the layout of lead cards to display the most relevant information at a glance for better lead management.
Manage lists in Kommo
Organize leads, contacts, and companies into lists for improved segmentation and efficient management.
Find and merge duplicates
Identify duplicate leads, contacts, and companies, and merge them to ensure data accuracy.
Set up duplicate control
Prevent duplicate entries by enabling automated duplicate detection to maintain a clean database.
Import data into Kommo
Easily import leads, contacts, and deals from external sources using Kommo’s user-friendly import tool.
Configure import settings
Adjust import settings to ensure data is correctly mapped and processed during the import process.
Manage advanced import options
Explore additional settings and tools to fine-tune your data import process for accurate data integration.
Export data from Kommo
Download your leads, contacts, and sales data for backup purposes or external analysis with Kommo’s export feature.
Leads FAQs
Get answers to frequently asked questions about managing leads in Kommo to enhance your CRM experience.
Manage chats in Kommo
Manage all customer conversations in one place with Kommo’s chat section, enabling faster responses and improved communication.
Dynamic fields
Personalize messages and automate workflows in Kommo using dynamic fields, enhancing engagement and operational efficiency.
Ensure your broadcasts comply with WhatsApp guidelines
Learn WhatsApp’s broadcast rules, restrictions, and messaging limits to avoid account penalties and ensure compliance with Meta’s guidelines.
Create and set up chat templates
Chat templates in Kommo let your team insert pre-written messages, with auto suggestions from template name keywords for faster, consistent replies.
Connect your mail in Kommo
Integrate your email with Kommo to send, receive, and track messages directly from your CRM for streamlined communication.
Manage tasks in Kommo
Create, assign, and monitor tasks within Kommo to stay organized and maintain control over your workflow.
Sync Google Calendar with Kommo
Connect your Google Calendar to Kommo for seamless scheduling and efficient meeting management within your CRM.
Edit your pipeline
Learn how pipelines in Kommo help you visualize and manage your sales process effectively for better deal tracking.
Set up a pipeline
Customize a sales pipeline in Kommo to align with your business processes and enhance sales management.
Edit your leads in bulk
Efficiently update multiple leads simultaneously in your Kommo pipeline to streamline your sales workflow.
Set up digital pipeline triggers
Discover how to automate your sales pipeline in Kommo using triggers. Send emails, create tasks, assign leads, and more—automatically and based on rules.
Send emails automatically
Automate email sending in Kommo based on specific lead actions and pipeline stages to enhance engagement.
Manage webhooks in Kommo
Connect Kommo with external services using webhooks to automate workflows and enhance CRM functionality.
Meet Kommo AI
Get an overview of Kommo’s AI capabilities and how they can enhance your sales and customer relationship management.
Set up Kommo AI
Learn how to integrate and configure Kommo AI in your account to leverage artificial intelligence in your CRM processes.
Set up and use Kommo Copilot
Learn how to set up and use Kommo Copilot to automate tasks, answer questions, and enrich lead data. Available on all plans and optimized for six languages.
Kommo AI agent overview
Discover Kommo’s AI agent and how it can assist in automating customer interactions and providing intelligent responses.
Broadcasting overview
Reach multiple contacts simultaneously with Kommo’s broadcasting feature, streamlining your communication efforts effectively.
Set up and customize broadcasts in Kommo
Learn to set up broadcasts in Kommo, use filters, pick channels, create messages, schedule, use templates, and manage campaigns in one place.
Customize broadcasts: Advanced settings and channel options
Learn to set up broadcasts in Kommo, use filters, pick channels, create messages, schedule, use templates, and manage campaigns in one place.
Create a Salesbot in Kommo
Learn to design and implement a Salesbot in Kommo to automate client interactions and streamline your sales process.
Track Salesbot analytics
Monitor your Salesbot’s performance in Kommo by analyzing key metrics to optimize automated customer engagements.
Configure your Salesbot triggers
Adjust Kommo Salesbot settings to fine-tune its responses and behavior for more effective customer interactions.
Salesbot overview
Explore various step and action types in Kommo’s Salesbot to create dynamic and responsive automated workflows.
Salesbot triggers overview
Set up triggers in Kommo’s Salesbot to automate actions based on specific customer behaviors and lead status changes.
Use Salesbot templates
Utilize pre-designed Salesbot templates in Kommo to quickly set up bots for common customer interactions.
Manage Salesbot interruptions
Learn why Salesbot interruptions happen, how Kommo’s update fixes them, and how to easily prevent interruptions in your existing bots.
Round Robin in Salesbot overview
The Round Robin feature in Kommo’s Salesbot allows you to distribute actions evenly, such as sending messages or assigning tasks, ensuring balanced customer engagement.
AI power-up overview
Enhance your CRM with Kommo’s AI power-up to automate tasks and improve customer engagement through intelligent features.
Filling custom field data
Learn how to use Kommo’s Salesbot to request and fill custom field data like email, phone, IDs, and client messages in chats.
Send voice messages via Salesbot
Send voice messages and audio files using Salesbot in Kommo. Record messages or upload audio to create more engaging, dynamic automated conversations.
