KommoGEN

Service

CRM and Business Process Audit

We don't just 'check the settings.' We dive into how your business actually works — and find where it loses money. The KommoGEN audit methodology: first we analyze the real picture (how leads come in, how customers are handled, where deals and time are lost — no assumptions, only facts); then we compare it with proven cases from dozens of implementations across industries; next we design the business logic — and we don't touch Kommo until the workflow is agreed upon, the gaps and errors are closed, and it's clear how everything should work properly. Only after that do we strengthen the system with Kommo's tools: CRM doesn't replace the business — it strengthens a well-built system.

See case studies

report and improvement plan in 5–10 days

An audit of your current CRM is included free of charge when you renew your Kommo license through KommoGEN

Kommo CRM interface — CRM and Business Process Audit

Challenges

What we solve

  • Chaotic processes and lost deals and time
  • 'Cosmetic' CRM configuration with no business value
  • No clarity on where exactly money is lost in the pipeline

Scope of work

What's included

Analysis of the real picture: how leads come in, how customers are handled, where deals and time are lost

Comparison with proven cases from dozens of implementations across industries

Business logic design before system configuration

A list of concrete improvements and automation recommendations

Process

How the work goes

  1. 01

    Real picture analysis

    Step 1. We analyze the real picture — no assumptions, only facts

  2. 02

    Benchmarking against cases

    Step 2. We compare it with proven cases and show where things can be simpler, faster, and more efficient

  3. 03

    Business logic

    Step 3. We build the business logic: agree on the process, eliminate gaps and errors

  4. 04

    System reinforcement

    Step 4. Only then do we strengthen the process with Kommo's tools

Case studies

Project examples

Lumber and timber sales company — KommoGEN clientLumber and timber sales

Kommo Implemented for Lumber and Timber Sales

The client had been working with Kommo for a long time — after a thorough audit, bottlenecks were identified and the system was fine-tuned.

16 business daysRead the case
Federal sales and service network for Karcher equipment — KommoGEN clientSales and servicing of equipment (B2B, B2C, service)

Kommo for a Federal Sales and Service Network for Karcher Equipment

To unite the full sales and equipment servicing cycle in a single window for a network of companies across Russia — the country's largest distributor of Karcher equipment.

10 to 30 business days per branch · $780 per branchRead the case
Alcaplast factory — KommoGEN clientManufacturing and sales of plumbing products

Kommo for a Plumbing Products Manufacturer

To configure Kommo for the Alcaplast factory's sales and procurement departments and automate processes.

25 business daysRead the case
All case studies

Frequently asked questions

A CRM audit is a detailed analysis of your CRM system to evaluate how effectively it supports sales, marketing, and customer management processes.

A CRM audit usually includes reviewing pipelines, automation rules, integrations, data quality, and user activity inside the CRM system.

Depending on the complexity of the system, a CRM audit usually takes from several hours to a few days.

Yes, most CRM audits can be performed remotely with secure access to the CRM system.

Shall we discuss your task?

We'll review your processes, propose a solution and estimate timelines and budget — free of charge.

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See also

Kommo CRM ImplementationKommo Technical SupportKommo Licenses