{"id":9079,"date":"2026-10-12T14:02:14","date_gmt":"2026-10-12T19:02:14","guid":{"rendered":"https:\/\/infinitestair.com\/crm\/kommo\/"},"modified":"2026-10-13T16:00:42","modified_gmt":"2026-10-13T21:00:42","slug":"kommo","status":"publish","type":"page","link":"https:\/\/escalerainfinita.com\/es\/crm\/kommo\/","title":{"rendered":"Kommo"},"content":{"rendered":"<p>For service businesses, retailers, and ecommerce teams managing assisted sales.<\/p>\n<p>Connect customer conversations with clear ownership and follow-up. We help configure Kommo around your sales process, selected channels, relevant customer data, and the tasks your team needs to manage.<\/p>\n<h2>A conversation needs context, an owner, and a next action.<\/h2>\n<p>Customer messages may reach the team while follow-up depends on individual memory or separate records. We review how Kommo should connect the conversation with the commercial process. The starting point may be a new Kommo setup or an existing account that needs clearer operating rules.<\/p>\n<ul>\n<li><strong>No clear responsibility<\/strong> Define who receives the inquiry and who continues the conversation.<\/li>\n<li><strong>Missing customer context<\/strong> Identify the information needed for a useful response and next step.<\/li>\n<li><strong>Follow-up outside the process<\/strong> Connect a task and review condition with the opportunity stage.<\/li>\n<li><strong>Automation that repeats or conflicts<\/strong> Review entry rules, active sequences, and the response to a change in context.<\/li>\n<\/ul>\n<h2>Configure Kommo around your sales process and selected channels.<\/h2>\n<p>We agree on the information, responsibilities, and actions the team needs before configuring the pipeline or adding automation. Pipelines, channels, users, bots, data, integrations, and ongoing responsibilities are agreed for each project.<\/p>\n<ul>\n<li><strong>CRM and customer data<\/strong> Define relevant contact information, fields, record relationships, and access.<\/li>\n<li><strong>Pipeline and stages<\/strong> Set up agreed stages with clear criteria and the information needed to move forward.<\/li>\n<li><strong>Messaging channels<\/strong> Connect selected channels and define how incoming conversations reach the team.<\/li>\n<li><strong>Ownership and follow-up<\/strong> Configure agreed responsibilities, tasks, and review conditions.<\/li>\n<li><strong>Salesbot workflows<\/strong> Build selected rule-based sequences for information gathering and process actions.<\/li>\n<li><strong>Integrations and adoption<\/strong> Define supported connections, test representative tasks, and prepare the team handover.<\/li>\n<\/ul>\n<h2>Use Salesbot for defined steps, with a clear path to the team.<\/h2>\n<p>A selected Salesbot flow can gather useful information, update an agreed field, or prepare the next task.<\/p>\n<p>We define what starts the flow, what information is needed, what can happen automatically, what requires a person, and what changes the next action\u2014including replies outside the expected path, missing information, closure, and other active sequences.<\/p>\n<p>Rule-based Salesbot flows and AI agents are different capabilities. Any AI work requires its own scope, information sources, review, and handoff rules.<\/p>\n<h2>A practical method for conversations, configuration, and adoption.<\/h2>\n<p>Measurement runs throughout the work, linking data and process quality with the commercial outcomes the setup is intended to support.<\/p>\n<ul>\n<li><strong>Descubrir<\/strong> Review how inquiries arrive, what the team needs to know, and how conversations become tasks or opportunities.<\/li>\n<li><strong>Definir<\/strong> Agree on the Kommo scope, stages, data, ownership, workflow rules, and acceptance criteria.<\/li>\n<li><strong>Desarrollar<\/strong> Configure the selected setup, connect agreed channels and tools, and test representative paths and exceptions.<\/li>\n<li><strong>Entregar<\/strong> Revisar la aceptaci\u00f3n, documentar la configuraci\u00f3n, capacitar al equipo y transferir las responsabilidades continuas.<\/li>\n<\/ul>\n<h2>Un sistema documentado que tu equipo puede usar y mantener.<\/h2>\n<p>Licenses, channel charges, integrations, service work, and ongoing support are defined separately.<\/p>\n<ul>\n<li>Setup scope: selected processes, priorities, dependencies, and acceptance criteria<\/li>\n<li>CRM configuration: agreed data fields, stages, record relationships, and user access<\/li>\n<li>Channel and ownership rules: connected channels, responsibilities, and handling of incoming inquiries<\/li>\n<li>Salesbot specification, when included: triggers, conditions, actions, exceptions, and the path to a team member<\/li>\n<li>Integration record: supported data, mappings, update rules, and responsibilities for selected connections<\/li>\n<li>Testing and team handover: task-based checks, outstanding issues, operating instructions, and training<\/li>\n<\/ul>\n<h2>Connect commerce data where it supports the conversation.<\/h2>\n<p>When a store connection is part of the project, we define which customer or order information the team needs in Kommo. Supported data and update behavior determine the integration scope.<\/p>\n<p>Measure the process beyond messages sent. Useful checks can include ownership, relevant customer information, follow-up tasks, unresolved conversations, and workflow exceptions. Commercial outcomes need agreed definitions and reliable sources.<\/p>\n<h2>See the decisions behind a real Kommo setup.<\/h2>\n<p>Explore a documented project: the business context, selected channels, pipeline and workflow decisions, testing, and team handover.<\/p>\n<h2>Questions about Kommo CRM setup.<\/h2>\n<ul>\n<li><strong>\u00bfA qui\u00e9n va dirigido este servicio?<\/strong> Businesses and teams managing customer inquiries or assisted sales through messaging. We assess the process, data, and responsibilities to define where Kommo fits.<\/li>\n<li><strong>Can you improve an existing Kommo account?<\/strong> We can review the current configuration, stages, connected channels, tasks, and bots, then define a practical improvement scope. Access and existing dependencies are part of that assessment.<\/li>\n<li><strong>What can be included in implementation?<\/strong> The scope can include data fields, pipelines, selected channels, ownership rules, tasks, Salesbot flows, integrations, testing, documentation, and training. The proposal defines the components and responsibilities.<\/li>\n<li><strong>Can we use WhatsApp with Kommo?<\/strong> We assess the selected WhatsApp connection, account requirements, communication conditions, and team process. Templates, preferences, and the available channel features are part of the setup.<\/li>\n<li><strong>Is Salesbot the same as an AI agent?<\/strong> Salesbot supports flows built around defined steps and rules. An AI agent is a different capability with its own information sources, limits, and review needs. It is not included automatically in a Salesbot implementation.<\/li>\n<li><strong>Can Kommo connect with Shopify?<\/strong> An official integration is available. We assess the supported data, account requirements, update behavior, and changes the connection may introduce to your store before defining the project scope.<\/li>\n<li><strong>How much does Kommo implementation cost?<\/strong> Cost depends on the account, process, data, channels, workflows, connections, and training required. Platform licensing, channel charges, and external services are defined separately from implementation.<\/li>\n<li><strong>How much does the Kommo subscription cost?<\/strong> Check the current offer for your plan, users, billing region, subscription term, and purchase route. The direct subscription and Shopify app offer should be reviewed separately from our service proposal.<\/li>\n<li><strong>Is Kommo related to amoCRM?<\/strong> Kommo announced its rebrand from amoCRM in 2022. This page uses the current Kommo name.<\/li>\n<li><strong>Does connecting the inbox resolve the whole sales process?<\/strong> A connected inbox gives the team access to selected conversations. Useful follow-up also needs defined data, ownership, stages, tasks, and operating rules.<\/li>\n<\/ul>\n<h2>Conectar la plataforma con el trabajo que la rodea.<\/h2>\n<ul>\n<li><strong>CRM<\/strong> The parent service for customer relationships and commercial follow-up.<\/li>\n<li><strong>Ventas por WhatsApp<\/strong> Define conversations, ownership, and continuity of customer context.<\/li>\n<li><strong>Implementaci\u00f3n e integraci\u00f3n de CRM<\/strong> Review the wider data, migration, and integration scope.<\/li>\n<li><strong>Automatizaci\u00f3n de ventas<\/strong> Define stages, assignment, follow-up, and useful prioritization.<\/li>\n<li><strong>Automatizaci\u00f3n de marketing<\/strong> Coordinate selected marketing workflows and data across tools.<\/li>\n<li><strong>HubSpot<\/strong> Explore another platform against your business requirements.<\/li>\n<\/ul>\n<h2>Define a Kommo setup your team can work with.<\/h2>\n<p>Share your current account, messaging channels, and sales process.<\/p>\n<p>Podemos analizar la configuraci\u00f3n, los flujos de trabajo, las conexiones y adaptarnos a las necesidades de su negocio.<\/p>","protected":false},"excerpt":{"rendered":"<p>For service businesses, retailers, and ecommerce teams managing assisted sales. Connect customer conversations with clear ownership and follow-up. We help configure Kommo around your sales process, selected channels,\u2026<\/p>","protected":false},"author":5,"featured_media":0,"parent":8986,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-templates\/template-landing.php","meta":{"postBodyCss":"","postBodyMargin":[],"postBodyPadding":[],"postBodyBackground":{"backgroundType":"classic","gradient":""},"_is_toc":false,"_is_show_updated":false,"_is_effective":"","footnotes":""},"class_list":["post-9079","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Kommo CRM Setup &amp; Messaging Workflows | Infinite Stair<\/title>\n<meta name=\"description\" content=\"Kommo CRM setup for messaging-based sales. 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