Improvement of COMMO CRM

1. Project Goal

Optimize the operation of Kommo CRM, automate the sales department processes, and simplify interaction with clients through messengers.

2. Main Tasks

2.1. Tracking Paid Traffic through Feedback Services

• Integration with Kommo chats, Telegram, Viber.
• Determining the advertising source of the lead when contacting through messengers.

2.2. Sales Funnel Automation

• Setting up automatic actions (triggers) when the deal stage changes.
• Automatic sending of notifications to managers.
• Creating tasks for new leads.

2.3. Requests from the Sales Department Head

2.3.1. Ability to Message Clients in Messengers Directly from CRM

• Add the ability to message in Telegram, Viber, and other messengers directly from CRM, even if the client has not previously messaged.
• Simplify the workflow for managers so they do not have to go through a bot.

2.3.2. Automatic Capture of Contact Data from Applications and Bots

• If a client leaves contact details (name, email, phone) in an application on the website or through a bot, they should be automatically filled in the contact card in CRM.
• If there is a field "How did you hear about us?" in the bot, it should also be pulled into CRM.

2.3.3. Automatic Notification of Order Shipment Status

• When a tracking number (Nova Poshta, Ukrposhta, etc.) appears in the order, a message should be automatically sent to the client notifying them that the order has been shipped, along with the tracking number.
• Ability to send notifications both automatically and manually through a template.

2.3.4. Creation of a Funnel for Refusals

• A separate funnel for clients who refused to purchase ("refusals").
• Automatic transfer of clients with the corresponding status to this funnel.
• Ability to analyze the reasons for refusals.