Commo CRM setup
TASK
It is necessary to set up a contact database management system (investors / partners) in Commo so that the CRM helps:
— segment contacts
— understand the priority of working with them
— prompt the manager when and whom to write to
— record interactions
— move the contact through the funnel to a deal or rejection
— return to the database for re-contact
WHAT SHOULD WORK
Contacts are divided by types (funds, angels, startups, etc.).
Each contact records the source and the fact of interaction.
The system automatically assigns a priority (hot / warm / cold / archive).
Depending on the priority, the CRM assigns follow-up tasks to the manager.
Communication is conducted manually; the CRM only manages the process (without auto-mailings).
Contacts go through stages in the funnel: from the first touch to negotiations and results.
If a contact has "cooled off" — the system reminds to return to it later.
Rejections are not deleted but go into deferred work (reactivation after some time).
There should be filters showing:
— who to work with now
— where there is no response
— who needs to be warmed up again
All logic should work through automation + tasks so that the manager does not keep records manually.
RESULT
A ready CRM structure with fields, stages, and automatic tasks that manages work with the database as a system, not as a list of contacts.
-
30 days347 USD
1214 8 0 30 days347 USDGood day!
If you need real automation in kommoCRM, I would recommend using kommo + bpm sensei.
For many years, in addition to standard setup and implementation of CRM, I have specialized in such automation. I have been a leader on large projects involving this combination.
I am ready to conduct a free audit of the current processes and the state of the CRM system. This will help to more accurately formulate the list of tasks, deadlines, and budget.
-
30 days405 USD
2259 5 1 30 days405 USDHello! I have reviewed your assignment and believe that I can successfully complete it. I would be happy to collaborate, please write to me personally for further details.
-
14 days463 USD
537 2 0 14 days463 USDGood day!
I would like to draw your attention to the Planfix system (planfix.ua) — it is a powerful CRM and business automation platform that operates on the principle of a constructor. It allows you to create highly customizable solutions tailored to the specifics of your business — from a simple CRM for processing applications to a full-fledged operational system for the company that automates both sales and internal processes.
Planfix combines communication, tasks, client database, finances, document flow, and analytics in one environment.
Among the main advantages:
- Flexibility — the system adapts to the company's processes, not the other way around;
- Integrations — with social networks, messengers, websites, payment and accounting services;
…
- Scalability — solutions can be developed gradually, adding new features without data loss.
I have been a certified business partner of Planfix for over 6 years and work exclusively with this system. Due to my narrow specialization, I have deep expertise, extensive practical experience, and dozens of implemented cases in various niches — from online stores and clinics to educational projects and service companies.
If you are interested in exploring how Planfix can help your business specifically — I would be happy to discuss the details and offer an optimal solution.
-
11 days926 USD
2623 26 0 1 11 days926 USDHello
implementation/setup/support/training for working in the commo system
cases in the profile and on the website
write in private messages, we will discuss your tasks in more detail
Current freelance projects in the category Client Management & CRM
Set up WhatsApp for the company so that it is not blocked, WhatsApp Business API specialist.Set up WhatsApp for the company to avoid being blocked, WhatsApp Business API specialist» * «Configuration of WhatsApp Business for the sales department» * «Integration of WhatsApp with CRM» * «Anti-ban WhatsApp BusinessIt is necessary to set up business WhatsApp to avoid being… Software & Server Configuration, Client Management & CRM ∙ 7 days 3 hours back ∙ 5 proposals |
It is necessary to set up KeyCRM for water delivery.It is necessary to set up KeyCRM for water delivery. There is already an account Pitnavoda24. Tasks: custom role fields (accounting for tariffs — issued/received/remaining), employee roles (owner, dispatcher, driver, warehouse), connecting Viber and Telegram, WhatsApp System & Network Administration, Client Management & CRM ∙ 7 days 6 hours back ∙ 16 proposals |
Respond to Customers (CRM & Communication)
This is a one-week project to see how things go before agreeing on a longer-term arrangement. Key responsibilities would include: Responding to customer emails and text messages promptly with direct, personalized communication rather than relying heavily on templates.… Customer Support, Client Management & CRM ∙ 7 days 13 hours back ∙ 13 proposals |
BaseLinker settings (Base)It is necessary to set up Base Linker for operation. The main focus is on warehouse management. Product sets. Possibly assistance with integration with the website and warehouse. Client Management & CRM ∙ 7 days 23 hours back ∙ 6 proposals |
Integration of 1C with CRM
In the distribution company "broken" 1C, it needs to be integrated with the CRM salesDrive to use the full functionality of the CRM, + upload data processing for 1C, + integration of 1C with the application Payment Systems Integration, Client Management & CRM ∙ 9 days 6 hours back ∙ 9 proposals |
Barcelona