Lead entry
Where will new contacts arrive, and can the team keep their source, status, and last conversation easy to read?
Kommo fit brief
ThewrightLegal frames Kommo around lead intake, owner visibility, task discipline, pipeline clarity, and the amount of structure your team can realistically maintain.
These prompts help decide whether Kommo is worth deeper testing before the team invests time in setup.
Where will new contacts arrive, and can the team keep their source, status, and last conversation easy to read?
Each active deal needs an accountable person, a next step, and a visible reason when progress slows.
The right CRM should add structure without turning daily follow-up into a separate administration project.
| Path | Useful when | Check carefully |
|---|---|---|
| Kommo | Conversation history and deal progress should be reviewed together. | Integrations, plan limits, permissions, and reporting depth. |
| Broad CRM suite | The company needs a wider sales, service, and operations system. | Implementation time, process governance, and admin workload. |
| Basic pipeline tool | The team only needs a lightweight board for stage movement. | Whether follow-up context becomes scattered as volume grows. |
Contact
Share a correction, a missing workflow question, or a detail that should be checked in the review.