Kommo CRM Audit: find out what's failing in 5 days
Most of the Kommo accounts we review have something in common: they weren't poorly chosen, they were poorly configured. Pipelines that don't reflect the real sales process, automations that create more noise than help, fields nobody fills in and reports that are useless for decision-making. Our Kommo audit identifies exactly what's failing and gives you a concrete plan to fix it, in 5 business days.
What is the Kommo audit?
It's a complete technical and commercial review of your current Kommo account, carried out by specialists who implement this platform every day. It's not a generic checklist: we go into your account, review it setting by setting, and compare what we find against how your sales process really works.
When we finish, you receive a report with findings prioritized by impact and an action plan that your team can execute on its own, or that we can implement for you.
What exactly do we review?
- Pipeline structure: whether the stages reflect the real sales process or are a generic setup.
- Automations and Salesbot: whether automated flows help the team or create friction and lost leads.
- Custom fields: whether the information requested is what's actually used later in reports.
- Roles and permissions: whether each user sees and can edit only what they should.
- Integrations: WhatsApp, Instagram, web forms, telephony and other active connections.
- Data quality: duplicates, leads with no follow-up, overdue tasks and misused loss reasons.
- Reports and analytics: whether the dashboards show actionable metrics or just decorative numbers.
How does the process work?
- 01
Day 1 — Access and initial assessment
You give us access to your Kommo account and answer a short questionnaire about your sales process.
- 02
Days 2-3 — Technical review
We analyze pipelines, automations, integrations and data quality.
- 03
Day 4 — Cross-check with the real sales process
We compare the technical configuration against how your team actually sells.
- 04
Day 5 — Report delivery
You receive a document with findings, priorities and a 30-minute call to review it together.
Who is this audit for?
It's designed for companies that have been using Kommo for at least a few months and feel that "something isn't working," but don't know exactly what. It's also useful if you inherited a Kommo account set up by someone else or another agency and need to understand its state before investing more time in it.
If you don't have Kommo implemented yet and are about to start from scratch, you're better off going straight to our Kommo implementation service.
What if you don't use Kommo?
The logic of a CRM audit is the same regardless of the platform. If your company uses HubSpot, Pipedrive, Salesforce or another CRM, check out our generic CRM audit, which applies the same review method adapted to any tool.
After the audit
Many clients, once they have the diagnosis, ask us to carry out the fixes directly. That's what our Kommo implementation service is for: we take the audit report as the starting point and rebuild whatever is needed in 15 days.
If your team already has a solid foundation and you want to take the leap toward AI automation, also take a look at AI agents for Kommo.
In 5 days you'll know exactly why Kommo is losing sales
Leave your details and we'll coordinate account access. In 5 days you'll have the report.
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