CRM

1. General setup of Kommo

Create and configure sales funnels (New → In Progress → Invoice → Payment → Completed).

Set up users and access rights (administrator, managers, accountant).

Connect email and telephony.
2. Integration with Telegram

3. Integration with WhatsApp

4. Integration with AbaNinja

Set up API connection between Kommo AbaNinja. Implement automatic invoice creation when moving a deal to the "Invoice" stage.

Transfer client data from the deal card to AbaNinja (Full name, phone, email, address).

Automatically return payment status from AbaNinja to Kommo.

Synchronize contacts and companies between Kommo and AbaNinja.

5. Process automation

Set up Salesbot scenarios:

greeting and collecting contact information;

FAQ with quick answers;

automatic sending of price list/commercial offer.

Set up triggers:

when a lead is created → notify the manager in the mobile app;

when the stage changes → send an email/message to the client;

when there is no payment for 7 days → automatic reminder to the client.

6. Reports and analytics

Set up standard reports in Kommo (by lead sources, manager effectiveness, deal statuses).

Create a KPI dashboard: number of applications from Telegram, WhatsApp, % of paid invoices.

Set up automatic weekly report mailing to the manager's email.

Requirements for the result

All incoming applications from Telegram and WhatsApp must automatically enter the CRM as new deals.

AbaNinja must automatically issue invoices based on deal data.

Payments must automatically update the deal status.

The system must minimize manual data entry.

Automation and testing — 2 days.
Total time: up to 1 working week.

Technical conditions

CRM: Kommo (cloud version).

Interface language: Russian.

Messengers: Telegram, WhatsApp Business API.

Financial system: AbaNinja. When handing over the project, demonstrate and explain the principles of CRM operation along with integrations.