What you’ll need:
Any Kommo plan (Base, Advanced, Pro, Enterprise, or 14-day trial)
A basic understanding of where most new client inquiries come from
Keep in mind:
Start with one main business goal and one lead source
You can add more channels, pipelines, integrations, and automations later
There is no single setup that works for every business. The best starting point depends on how clients find you, how your team communicates with them, and what you need to improve first.
Choose the path closest to your current process. Each path leads to the same basic result: a lead enters Kommo, your team follows up, and the deal moves through a clear pipeline.
Choose your main goal
Manage client messages in Kommo
Choose this path if most clients contact you through WhatsApp, Instagram, Facebook, Telegram, website chat, or another messaging channel.
Start with:
Set up a simple pipeline for new conversations and sales.
Send a test message to confirm that a lead and conversation appear correctly.
Reply from Kommo, create a follow-up task, and move the lead to the next stage.
Best first result: Your team can receive and answer a real client message without switching between tools.
Move an existing client database into Kommo
Choose this path if your team currently manages leads in spreadsheets or another CRM.
Start with:
Review the columns in your current database and remove outdated or duplicate information.
Set up the pipeline where imported leads should appear.
Import a small test file before importing the full database.
Check field mapping, responsible users, pipeline stages, and duplicate handling.
Best first result: A small batch of records appears in the correct pipeline with the information your team needs.
Capture leads from your website
Choose this path if clients submit forms, use website chat, request quotes, or book consultations online.
Start with:
Decide which website action should create a lead.
Set up a pipeline stage for new website inquiries.
Connect the relevant form, website chat button, or lead generation integration.
Submit a test inquiry and confirm that the lead includes the correct contact details and source.
Best first result: A website inquiry creates a lead automatically and assigns a clear next action.
Manage leads from advertising campaigns
Choose this path if your business receives leads from Facebook, Instagram, TikTok, Google Ads, LinkedIn, or other advertising platforms.
Start with:
Create or choose a pipeline for advertising leads.
Connect the platform that generates the highest number of inquiries.
Map the required contact and campaign information.
Submit a test lead and confirm that the source and responsible user are correct.
Best first result: A test lead from your main advertising source reaches the right teammate without manual copying.
Set up Kommo for a sales team
Choose this path if several people will manage leads, conversations, or different parts of the sales process.
Start with:
Define who receives new leads and who manages each stage.
Set up the pipeline and test it before inviting the full team.
Invite a small group of teammates and configure access.
Assign a test lead to each role and confirm that users can see and update the right information.
Best first result: Each teammate knows where to find new work, what action to take, and when to move a lead forward.
Use the smallest setup that solves your first problem
Regardless of the path you choose, begin with:
One pipeline
One main lead source
One test lead
One clear follow-up task
One complete journey from new inquiry to won or lost
Avoid adding every possible field, integration, or automation during the first setup. A smaller workflow is easier to test, explain to your team, and improve based on real use.
Next step
Once you have chosen your path, go back to the Start using Kommo setup checklist to complete and verify your workspace.