What you’ll need:
Any Kommo plan (Base, Advanced, Pro, Enterprise, or a 14-day trial)
Admin access if you want to change workspace-wide settings, invite teammates, or connect integrations
You don’t need to set up everything at once. Start with the parts that solve your most important problem first.
Some tools and settings depend on your plan, user role, or connected integrations.
Starting a new CRM can feel like a project of its own. Kommo is easier to understand when you focus on one simple idea: bring your leads, customer conversations, follow-ups, and sales progress into one place, so your team always knows who needs attention and what should happen next.
You don’t need to learn every feature before you begin. This article gives you the big picture, then points you to the right next step based on what you need now.
What Kommo can improve
Fewer lost opportunities: Keep leads, messages, tasks, and deal progress connected instead of scattered across chats, spreadsheets, and personal reminders.
Clearer follow-up: See who is waiting for a reply, what happened before, and what your team needs to do next.
One shared customer history: Give teammates the context they need without asking around or searching through separate tools.
A sales process people can follow: Use pipelines and stages to make your real workflow visible from first contact to final result.
Less repetitive work: Once your process is clear, automate routine follow-ups, tasks, and actions so your team can focus on conversations that need a human touch.
Start with one working flow
A good first Kommo setup does not need to cover every channel, team, and scenario. Start with one real customer journey you want to improve.
For example, a new lead contacts your business, enters the right pipeline, gets a timely follow-up, moves through your stages, and ends with a clear result. Once that flow works, you can expand it with more channels, teammates, pipelines, AI, and automation.
That approach gives you value faster and helps you avoid building a complicated workspace before you know what your team actually needs.
Choose your next step
Use the Start here articles below in this order, or jump directly to the one that matches your situation.
Next step | Why it’s useful |
|---|---|
Turn a new workspace into a usable setup without guessing what to do first. | |
Understand how leads, pipelines, channels, tasks, automation, and AI fit together before you start customizing. | |
Learn where the main tools are and make the workspace easier to navigate in daily work. | |
Choose what to focus on first based on how your business gets leads, talks to customers, and manages sales. | |
Access your workspace and understand your sign-in options. | |
End your session safely when you use a shared or unfamiliar device. | |
Learn with Kommo specialists, see real examples, and ask questions in a live session. |
The best first setup is not the one with the most features. It is the one that solves a real problem, is easy for your team to follow, and gives you a clear foundation to build on.