What you’ll need:
Any Kommo plan (Base, Advanced, Pro, Enterprise, or 14-day trial)
Administrator (Admin) access in Kommo (required for workspace-wide settings)
Stable internet connection and a modern browser
Some advanced tools (e.g., AI agent, WhatsApp Business) require activation or separate integrations
Access to specific settings may depend on user roles
Kommo is your all-in-one messenger-based CRM designed to help you grow relationships and close more deals. From capturing new leads to automating sales, it centralizes all your communication and gives you a clear view of every opportunity — right inside one workspace.
Messenger-based sales (MBS) is the core of Kommo’s approach — it’s a sales strategy built around using messengers to connect with customers in a more personal, trusted way. Since prospects chat with your business in the same apps they use with friends and family, MBS helps you build stronger relationships and close deals faster.
Whether you’re managing marketing campaigns, sales pipelines, or repeat customers, Kommo keeps your entire team aligned and your process seamless.
If you’re new to Kommo, this guide helps you move from understanding the platform to actually using it in your daily work.
Key benefits
Organize your sales flow: Track every lead through customizable pipelines.
Communicate smarter: Manage chats, emails, and calls from one shared inbox.
Automate tasks: Let Salesbot handle routine messages and follow-ups.
Collaborate easily: Invite teammates, assign tasks, and share context instantly.
Use AI tools: Get smart recommendations, summaries, and automated replies with Kommo AI.
What you’ll learn in this guide
By the end of this onboarding path, your workspace will be ready for real conversations and real deals.
Here’s the recommended order:
Topic | What you’ll do |
|---|---|
Understand how leads, pipelines, channels, automation, and AI fit together. | |
Learn the main sections, dashboards, and where to find everything. | |
Add users, assign roles, and collaborate in one workspace. | |
Link WhatsApp, Instagram, Facebook Messenger, or another channel to centralize conversations. | |
Build and manage stages to match your real sales process. | |
Add your first deal or contact and start tracking progress. |