How to book a demo with Kommo

July 30, 2024

Welcome to Kommo, the world’s first Messenger-Based Sales CRM! We’re happy you found us, and we’re here to show you how to book a demo with our team. A demo is a 30 minute screen sharing session on Zoom in which one of our expert team members will clear any of your questions about the product and help you discover everything Kommo can do for your business.

In this article, you’ll learn how to:

Book a demo from our homepage

To schedule a demo directly from our Homepage, follow these steps:

  1. Go to our homepage and simply click on Get a demo.

  1. We have multiple types of specialists. Pick the scenario that best fits your reality.
  • Answer ‘No, I’m not a partner’ if you are a regular customer interested in learning more about Kommo and click Submit to continue your way to schedule a demo.
  • Answer ‘Yes, I’m a Kommo partner’ if you are already part of our Partner program and you’ll be redirected to schedule a call with a Partnerships Manager who will help you with any questions you have about the program.
  • Answer ‘I’m interested in becoming a partner; I’m not a potential customer’ in case you want to help others implement Kommo in their business in the near future and you’ll be redirected to our Become a Partner website. Interested in the program? Check our How to become a partner article to find out more.

  1. You will see a calendar with available dates. Then, you just have to check your schedule and pick the date and hour that best fits you.

  1. When you pick a date and hour, you’ll need to fill out a form and provide your contact details and a few information about your business. This will help the Sales agent to prepare better for the call. When you’re done, press Schedule Event.

  1. And there you go! You’ll be automatically assigned to someone from our team and you’ll be provided a link for the call on Zoom.

Book a demo from Kommo CRM

To schedule a demo directly from our CRM, follow these steps:

  1. Click on Help Center and then click on Book a free 1:1 demo.

  1. You will see a calendar with available dates. Then, you just have to check your schedule and pick the date and hour that best fits you.

  1. When you pick a date and hour, you’ll need to fill out a form and provide your contact details and a few information about your business. This will help the Sales agent to prepare better for the call. When you’re done, press Schedule Event.

  1. And there you go! You’ll be automatically assigned to someone from our team and you’ll be provided a link for the call on Zoom.

Note: If you already had a demo before and want to have another demo with the same person that presented the first one please ask for their personal Calendly link via support chat. They will know how to better assist you based on your previous call.

If you need more help with setup or troubleshooting, feel free to reach out to our support chat or contact us via WhatsApp. You can also hire a Kommo partner to do all the hard work for you.

Not a user yet? Sign up for our 14-day free trial or book a free live demo.

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