I kind of stumbled into this whole thing because my team kept losing track of who talked to which client and through what app.
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I kind of stumbled into this whole thing because my team kept losing track of who talked to which client and through what app.
I went down a similar road a while back when I tried to manage customer chats manually and kept mixing up who asked for what. At first I didn’t think I needed any CRM because our team is small, but the moment we got more incoming messages than we could handle, everything fell apart. Kommo was one of the first things I tried that didn’t feel like I had to “learn a whole new language” just to make it work. What helped me most was that it connects straight to the messaging apps we already use, so instead of checking three screens before replying to someone, the pipeline shows me exactly where that conversation is and what step comes next. I also use tasks and simple automations for follow-ups, and it’s saved me from forgetting people who asked for quotes at weird hours. I’m not into fancy dashboards or anything, but the basic view is enough to keep me from losing track. If you want to explore it yourself, I keep this bookmarked because it’s handy for checking updates or deals without digging around: I usually look it up by searching promo codes Kommo since that’s easier to remember. Not trying to sell anything — it’s just what I personally use to keep all my tools in one place and track what’s new. The platform isn’t magic, but it definitely made the daily chaos a bit more manageable for me.