CRM Audit for Kommo — Check‑up & Action Plan

Independent audit of your Kommo CRM: funnels, automations, data quality and integrations. Get a clear plan with timelines and cost ranges.

🩺

Kommo Health Check

Funnels, automations and data quality overview

Audit Scope

We run a comprehensive assessment of your Kommo setup and processes.

🧭

Funnels & Stages

Structure, criteria, SLAs, lost reasons

⚙️

Automations

Triggers, robots, notifications, edge cases

🔗

Integrations

Channels, Make.com scenarios, data flows

📊

Data & Reporting

Fields, segments, dashboards, export

🔐

Access & Security

Roles, permissions, audit trail

👥

Team Usage

Adoption, training needs, process adherence

How the Audit Works

Sequential steps with clear deliverables and realistic timelines.

Intake & Access

0.5 day

Clarify goals, freeze scope, collect access and data sources; set audit checklist.

Diagnostics

1–3 days

Deep technical check of pipelines, automations, permissions, data quality and usage bottlenecks.

Report & Plan

1–2 days

Structured findings with prioritized actions, effort ranges, risks; quick wins list and ownership.

Review Call

0.5 day

Walkthrough the report, finalize scope, Q&A; agree timelines and next steps.

What You Get

Clear, actionable outcomes to guide your improvements.

✓Prioritized plan: actions by impact/effort, quick wins first

✓Timeline and cost ranges: realistic delivery windows and budgets

✓Risks and dependencies: what can block progress and how to mitigate

✓Training gaps: knowledge required for team success

What Makes Our Audit Valuable

Concise, business‑oriented deliverables

Independent assessment focused on outcomes, not tools
Documented action plan with responsibilities and deadlines
Cost and timeline ranges for decision‑making
Risks and dependencies clearly outlined
Training gaps and onboarding recommendations
Roadmap that can be executed by any qualified partner

CERTIFICATE OF PARTNERSHIP

Who we are

Setmee — Certified Kommo Partner

We are a team of specialists specialising in workflow automation and Kommo-based sales. We are committed to solving complex problems and interesting cases.

10 YEARS

CRM IMPLEMENTATION EXPERIENCE

320+

OF SUCCESSFUL PROJECTS

4000+

MANAGERS WHO HAVE RECEIVED OUR TRAINING

30+

DEVELOPED INTEGRATIONS

Why choose Setmee?

Certified Kommo partnership

Complex problem-solving expertise

Custom integration development

CRM Audit — FAQ

Funnel analysis, lead sources, automations, integrations, data quality, access model, reporting and KPIs.

A prioritized improvement plan with scope, timelines and cost ranges, plus quick wins list and risks.

Yes. We can implement improvements step‑by‑step or as a project with fixed outcomes.

No. We work safely in read‑only where possible and agree on any test actions beforehand.

Temporary admin access to Kommo and access to key integrations (telephony, messengers, email, website forms) to verify data flows.

Yes. We work under NDA upon request.

We score each item by impact and effort and provide a quick‑wins shortlist for immediate action.

Request CRM Audit

Tell us about your current setup and goals — we'll estimate timelines and cost ranges for improvements.

✓Kommo health check summary within 72–96 hours

✓Prioritized action plan with quick wins

✓Timeline and cost ranges for each recommendation