After the request of the customer, on the basis of the previously completed brief, we interviewed the head of the company, found out the details of the business processes, and after the formalities, we got to work.
First, based on the results of the brief, we set up sales funnels, fields, and automatic tasks. After an intermediate audit of the work done, we started setting up the integration of Kommo with the Monalico website and social networks.
Now, after filling out the forms, the request immediately goes to the right CRM funnel, depending on the type of request. We then set up the Digital Sales Funnel. When a request is received from the site, the system assigns it to a free manager (the appointment of a responsible manager depends on the number of open deals for him). As soon as the manager becomes responsible for the lead, the system automatically creates a deal card and sets the first task.