"Processes" widget

User-Friendly BPMN Editor for Your Sales Process in Kommo

Digitize your sales regulations to make them more systematic and reduce errors. Managers will operate strictly within the process, routine tasks will be handled by the system, and some responsibilities will be taken on by AI.

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The "Processes" widget is a sales process constructor that digitizes regulations to make sales more systematic. It simplifies adherence to standards for managers, ensures clients receive more attention, and ultimately results in increased number of leads to work with. You can transfer existing processes, build new ones, test hypotheses, and boost sales.

How the widget enhances sales department efficiency

Focus on core activity — client communication

Managers operate within a defined process, eliminating guesswork and maintaining focus on clients.

Consistent high performance across the team

Unified regulations reduce improvisation and errors, enabling both experienced and new salespeople to perform effectively.

Accelerated onboarding for new managers

New hires can immediately engage in sales activities without extensive training, quickly contributing to business revenue.

Simplified and secure sales department scaling

Digitized processes prepare your business for growth, reducing chaos as the team expands.

Design and automate any sales processes, for example:

Handle leads differently based on the source or client type.

Generate and send tailored Commercial Offers and price lists for wholesale and retail clients.

Distribute clients among managers based on workload, application source, or other criteria.

Qualify new clients and direct them to different pipelines based on the outcome.

Everything You Need to Build Processes of Any Complexity

Tasks with Result

For each task, the manager selects the result, and based on this, the process follows the necessary branch.

Example: If the manager cannot reach the client, they automatically receive a new task to call back.

Forms with Quick Buttons

Configure form filling by managers. Routine actions — call back, create an invoice, remind — can be integrated in the form of quick buttons.

Example: The manager calls a new client and, at the end of the meeting, either fills in the necessary fields or selects when to call back.

Conditions and Multi-Conditions

Launch the process along the required branch depending on one or several conditions.

Example: Depending on the budget, the lead is assigned to different sales agents, and particularly large clients are forwarded to the senior managers.

15+ Additional Elements

Form

Request data via the form from the employee

Chat AI

An AI manager that can sell

Salesbot

Send a message in the messenger

Timer

Postpone execution for the specified time

Lead

Create/change fields: budget, counterparty, etc.

Contact

Create/change fields: phone, company, etc.

Company

Create/change fields: contacts, legal entity, etc.

Change Stage

Change the status of the lead

Note

Important information about the client, the lead, etc.

Change the responsible user

for the lead, contact, etc.

Send a Webhook

to the service URL and process the response

Variable

Change the status of the lead

Special Element of "Processes"

Chat AI — An AI sales consultant capable of selling in chats

Chat AI is an AI functionality based on ChatGPT. It communicates with clients in messengers, identifies needs, answers questions, makes notes, and performs other functions of a sales person.

Capabilities of Chat AI in Processes:

Requests contacts and records them in Kommo
Proposes convenient date and time for demonstrations or meetings
Changes the status of the lead and forwards it to the sales manager
Calls the manager into the chat upon request from the client

And all this without human involvement.

By implementing the "Processes" widget, your sales operations become more structured, efficient, and scalable, leading to improved performance and profitability.

The price for the widget

We offer a free 14-day trial for our paid plans so you can try our paid feature before you subscribe.

One price

for 1 user per month*

$25

6 months or 10 months subscription periods are available

If you pay for 6 months, get +1 month as a gift
If you pay for 10 months, get +3 months as a gift

Request

*A minimum payment for 5 users. All users of Kommo are counted.

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