Can I reset Kommo CRM without canceling the subscription?

Yes. “Reset” here means clearing data (leads/contacts/companies), reconfiguring pipeline and automations within the same account. Canceling the subscription is a different matter and not necessary to start over.

How to bulk delete leads/deals in Kommo?

The practical way is to filter (by date, status, owner, source), export for backup, and then use bulk deletion in batches. The critical point is to pause integrations beforehand to avoid automatically recreating leads.

If I delete leads, do contacts disappear too?

Not always. Lead/deal and contact are different entities. You can delete deals and keep contacts (or vice versa). That’s why I first define the reset goal and only then choose what to delete.

Is it possible to delete phone and other contact data via API/integration?

In many scenarios, not the way people expect. Kommo has limitations and, in practice, much phone/contact cleaning has to be done via the interface (UI) or by preventing bad data from entering (normalization/validation beforehand). I learned this the hard way.

Is it worth resetting the funnel or is just deleting data enough?

In most cases, just deleting data doesn’t solve it. If the funnel is poorly designed (stages without criteria, no next action, and no loss reasons), you’ll recreate chaos in weeks. A reset that works includes redesigning the process and only then implementing it in the CRM.

How to reset Kommo CRM: delete leads, reset funnel, and start over without losing the account

How to reset Kommo CRM (delete leads, reset funnel and restart without losing the account) is basically: back up what matters, clean data (leads/deals, contacts and companies), redefine pipeline(s) and stages, clean fields, tags and automations and validate integrations — all of this without canceling the subscription. The detail that almost no one mentions: in most cases, the chaos is not “dirty CRM,” it is poorly designed funnel. If you “reset” without redesigning the process, you only buy 30 days of peace and return to the same hell.

I see this search stuck at position 16 because the person usually: (1) inherited a messy account; (2) tested Kommo the wrong way (importing anything, creating 5 pipelines without criteria); or (3) wants to start from scratch without losing the account (and without “killing” WhatsApp and integrations in the process). Here is my practical and honest step-by-step: how to bulk delete leads, reset funnel stages, clean fields and tags — and what NO can be undone via API (yes: phone/contact Kommo does not allow deletion via integration in several scenarios; only in the UI. I learned the hard way).

Who this reset is for (and who it is NOT for)

It’s for you if:

You inherited a Kommo account with pipeline(s) without logic, duplicate tags, repeated fields and “dead” leads mixed with real opportunities.
You tested Kommo, imported a bad database and now want to restart with method.
You are going to do a “real” implementation and need to clean beforehand to avoid automating mess.

It’s NOT for you if:

Your problem is commercial performance (low conversion, nonexistent follow-up, lost SDR). Resetting data does not fix the process.
You need to keep history for compliance (LGPD, audit, commercial tracking). In this case, you don't “reset”; you archive and reorganize.
You think “resetting” will make the team sell more without changing funnel, scripts and cadence. It won't.

Before deleting: safety checklist (what to save so you don't regret)

I am an engineer: I don't improvise with data. Before cleaning, I freeze the current state and define exactly what will go away. Do this:

Export leads/deals (with status/stage, value, source, owner) to CSV.
Export contacts and companies (mainly emails, phones and custom fields) to CSV.
List pipelines and stages (screenshot + exact name) and note what will be replaced.
List automations (Salesbot, rules, webhooks, integrations) and mark what will be recreated.
Document the new funnel before the reset (I'll talk about this shortly).

If you are still choosing automation and integration stack, this directly relates to what I teach in how to choose the ideal automation tool. Resetting CRM is a surgical operation: wrong tool + weak process = rework.

The warning no one gives: resetting without redesigning the process only returns the same chaos to you

I'll be annoying because it gives ROI: “resetting Kommo” is not a project. It is at most a stage of a larger project: design a commercial process that works and then implement in the CRM.

If you haven't defined:

what a valid lead is (MQL/SQL or objective criteria),
when it becomes an opportunity,
what the mandatory “next action” is per stage,
what the follow-up cadence is,
and what is won/lost with reason,

… then your reset only erases symptoms. The problem returns in 1 month. And if you want real cadence performance, I recommend you also read automatic sales follow-up: what it is and how to build it.

Execution plan: 7 steps to reset Kommo without losing the account

Here is a sequence I use in implementation and in “rescue” of a messy account. It can be done in 2 to 6 hours depending on volume and number of pipelines/integrations.

1) Define what “reset” means in your case

“Reset” can mean 3 different things:

Reset data: delete leads/contacts/companies and reimport clean data.
Reset funnel: rebuild pipeline(s) and stages, keeping the base.
Reset operation: turn off automations, clear tags/fields and reactivate with method.

In practice, most need a combination: clean bad data + rebuild funnel + reconfigure automations.

2) Pause integrations and automations (to avoid “re-dirtying” while you clean)

This step avoids the classic mistake: you are deleting and, at the same time, a form, bot, Zapier/n8n or webhook is recreating lead and contact.

Temporarily disable input sources: forms, landing pages, importers, WhatsApp/Meta integrations (when applicable), chat gateways.
Pause internal automations: bots, pipeline rules, automatic assignment, task creation.
If you have external integrations, disable them on the external side as well (for example: scenario in Make, flow in n8n, zaps in Zapier).

3) Bulk delete leads/deals (the “core” of the mess)

If your goal is to clean the commercial operation, usually the leads/deals are the first target, because they clog the pipeline, reports, and routines.

Practical strategy:

Create a filter by period (e.g., everything before a date), by status (lost/won), by owner or by source.
Export first (backup).
Perform bulk deletion (multiple selection) with criteria. I prefer deleting “in batches” (for example: 5,000 at a time) to reduce operational risk.

ROI tip: if you use reports for management (and you should), cleaning directly impacts conversion reading and cycle time. If you want to automate and save time with this, see report automation: how to gain strategic time.

4) Delete/merge contacts and companies (where duplication lives)

Duplicate contact is what most destroys WhatsApp operation and follow-up: the agent talks to client “A” on one contact and the history is on contact “B”.

Use native duplicate/merge tools when it makes sense.
If you are going for a “total reset,” bulk delete contacts/companies based on filters (e.g., no active deal, no activity, created in test batch, etc.).

What CANNOT be undone via API (learned the hard way): depending on the scenario and type of integration, Kommo does not allow deleting certain contact data (mainly phone) via integration/API the way people imagine. Many try automated “phone cleaning” and hit a wall. The safest way, when needing to delete/adjust phone at scale, is usually UI (interface) + well-defined operational routine, or data restructuring before entry (validation/normalization in form and middleware). If your strategy was “I’ll clean everything via API,” breathe and plan: the system has limits and you need to work with them, not against them.

5) Reset the funnel: pipelines, stages, and rules (the point that really changes the game)

Now what most do wrong: they delete data and keep the same crooked funnel. Then in 30 days everything is the same. I do differently: I rebuild pipeline with stages that require decision and next action.

Funnel checklist that works:

Stages with operational names (e.g., “Contact within 5 min”, “Diagnosis scheduled”, “Proposal sent”, “Awaiting decision”).
Definition of entry/exit per stage (objective criteria, not feeling).
Next mandatory action: every stage has a standard task (call, WhatsApp, email, schedule).
Reasons for loss standardized (so data becomes insight).

If you want an overview of Kommo “from lead to closing” (to redesign with logic), read how Kommo CRM works in practice. Reset is execution. But without a mental model, you will guess the stage.

6) Clean custom fields, tags, lists, and sources (what clogs segmentation)

Inherited accounts usually have:

Repeated fields (e.g., “Phone”, “Mobile”, “WhatsApp” three times).
Tags that became junk (e.g., “lead”, “new”, “test”, “import 2023”).
Lists and sources without owners (no one knows what they are for).

How I clean without breaking the operation:

I take inventory of fields and tags actually used (in automations, filters, reports).
I standardize nomenclature (a simple pattern solves it: prefixes by area, for example COM_ for commercial, FIN_ for finance, etc.).
I delete what is unused and unify what is duplicated.

7) Reactivate automations with controlled tests (no “big bang”)

After the reset, I reactivate automations in engineering mode: unit test, then integrated test, then production.

Test 10 “fake” leads with standard (name, phone, source) to validate creation, assignment, and tasks.
Validate what happens at each pipeline stage (changed stage? creates task? sends message?).
Only then open the taps (ads, forms, WhatsApp, external integrations).

Quick table: what can be “reset” and the risk of each action

Action	What it solves	Risk	How to mitigate
Bulk delete leads/deals	Clogged pipeline, distorted reports	Lose negotiation history	Export CSV and delete in batches
Delete contacts/companies	Duplication, mess in WhatsApp	Lose relationship and unique data	Merge duplicates first; filter by “no active deal”
Reset pipeline/stages	Clear process, predictability	Break automations and filters	Document the sales funnel and test in a controlled environment
Clean tags/fields	Consistent segmentation and automation	Losing automation triggers	Inventory of what is used + standardization

Real data (without guessing): how much it costs to “not reset” and continue in chaos

I'll provide real data I can state without guessing: Kommo is charged at US$ per user/month (you pay a recurring subscription in dollars, according to the plan and number of users). This means maintaining a stuck operation costs in two ways:

Direct cost: subscription in US$ + (often) additional attached tools.
Invisible cost: team hours lost due to duplication, failed follow-up, inaccurate reports, and rework.

If you want to see the full cost (what people forget to add), I break it down in how much Kommo really costs per month. I’m obsessed with ROI: a cheap tool with expensive operation is not cheap.

Common mistakes when “resetting Kommo” (so you don’t fall into them)

Delete without backup. Seems obvious, but it happens every week.
Not pausing integrations and watch the database “reborn” by itself.
Reset pipeline and forget automations (triggers stop working).
Clean tags/fields without inventory and break segmentation.
Restart without process (the account looks good for 15 days and then turns chaotic again).

My direct recommendation: reset only makes sense if you end up with a simpler funnel than you started with

If you’re inheriting an account, my standard is: fewer stages, fewer fields, fewer tags — and more operational rules. Kommo is great for WhatsApp and automation, but it doesn’t think for you. You need to build the process.

If you want to execute this safely (without disrupting operations, without losing essential history, and already starting with a solid funnel and automations), I can lead this project with you.

request a project.