Kommo CRM for Accounting
We set up in Kommo a capture funnel that separates 'new company', 'changing accountant', and 'MEI becoming an LLC', with automatic follow-up until contract signing. We connect WhatsApp and website forms into a single pipeline and create an onboarding with a document checklist (power of attorney, digital certificate, balance sheet) that the client receives and returns without you manually charging.
Accounting firms rely on referrals and lose leads that request proposals because no one follows up. Changing accountants is hindered by fear of migration and paperwork, and onboarding new clients is just loose WhatsApp without a checklist.
Capture pipeline with 3 entries (new company, changing accountant, regularization) and qualification by size and tax regime
Automated onboarding funnel with document checklist (articles of incorporation, A1 digital certificate, power of attorney, latest balance sheet) triggered by stage
WhatsApp + website form integration in Kommo with lead distribution by partner or area (fiscal, accounting, labor)
Recovery Salesbot that re-engages those who requested a proposal and disappeared, with reminders of migration deadlines and monthly closing
Does Kommo serve for a firm that relies on referrals and hardly does active prospecting?
Yes, and it's where most results are unlocked. Referrals arrive hot but die out because no one responds quickly or follows up. In Kommo, each referral becomes a card with responsible person and deadline, WhatsApp is integrated into the funnel, and Salesbot prompts for response. You stop losing good clients due to disorganization, without turning into a cold call machine.
How does Kommo help with changing accountants, which is a slow process full of objections?
The change is hindered by fear of migration and bureaucracy. We create a specific 'transition' stage in the funnel with automatic tasks: request the previous accountant's documentation, termination, certificate transfer, and legal communication deadline. The lead sees a clear and secure process, objections drop, and the firm doesn't forget any pending issues along the way.
Can onboarding of new clients be organized without manually requesting documents via WhatsApp?
Yes. We set up an onboarding funnel with a checklist for each stage: as soon as the contract is signed, the client receives a list of what to send (articles of incorporation, digital certificate, access credentials) and the system tracks what is missing. The charges are automatic until completion. Your team starts managing the accounting with everything in hand, without the endless back-and-forth of messages.
Shall we set up the Kommo CRM for your accounting firm?
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