CRM
Articles about the Commo CRM module: leads and deals boards, tasks, finance on deals, team invites, and in-app notifications for your company workspace.
CRMCRM Finance & Notifications — Money on Deals, Alerts for Owners
Post deposits and expenses on a Commo CRM deal, review company totals by currency, and get notified when you become owner, task assignee, or when a transaction hits your deal.
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CRMCRM Tasks & Deadlines — Assignees Linked to Leads and Deals
Run installation follow-ups in Commo CRM Tasks: To do / In progress / Done, assignees from the team, due dates, and links to the deal on the board.
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CRMCRM Leads & Deals Boards — From First Call to Won Job
How Commo CRM kanban boards move work from New lead to Won deal: columns, owners, convert, and a demo pipeline for Balkan Solar Install.
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CRMCommo CRM for Small Teams — Leads, Deals, Tasks, Finance
A practical walkthrough of Commo CRM: create a company, invite the team, run leads and deals on boards, assign tasks, and track money on each deal — with demo screens from a real Balkan installer workflow.
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