Pipeline review
Sarah Chen, sales manager at Acme Ltd, asked which leads had sat in negotiation longest. Memtro listed them with sale value, responsible user and last update, and named two with no next task.
Kommo + Memtro
Which Kommo leads are stuck in negotiation, and who owns them?
Kommo, formerly amoCRM, connects Memtro to your sales. It reads leads with sale value, pipeline, stage, responsible user, dates, tags and linked contacts and companies, contacts with their primary email and phone, companies, pipelines and their stages, tasks with deadlines and the account's users. When asked, and once an administrator has granted the action by name, it can create and update leads, including moving one to another stage, which may run that stage's automations, create and update contacts and companies, add a note, and create, change or complete a task. Note text, chats and other custom fields are never read.
In Memtro
What you can do with Kommo in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Kommo tool, reads what it needs, and answers with the source cited.
What it does
- 01Lists leads with sale value, pipeline and stage by name, responsible user, dates, next task date and tags, filtered by words, pipeline, stage or user
- 02Reads one lead with its linked contacts and company, and searches contacts by name, email or phone
- 03Lists companies, and pipelines with their stages in order
- 04Lists tasks with deadline and status on a lead, contact or company, and the account's users by name and email
- 05When asked and granted, creates or updates a lead, renaming it, setting its value, reassigning it, tagging it or moving it to another stage, where the account's automations may run and may message the contact
- 06When asked and granted, creates and updates contacts and companies, adds a note the customer does not see, and creates, changes or completes tasks
Acts when asked
When you ask it to
These tools change something in Kommo. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Create a lead, optionally in a given pipeline and stage and linked to contacts and a company (stage automations may run)
- 02Update a lead: rename it, set its value, move it to another stage or pipeline, reassign it, or add and remove tags (stage automations may run)
- 03Create a contact, optionally with an email and phone
- 04Update a contact's name, responsible user or tags
- 05Create a company
- 06Update a company's name, responsible user or tags
- 07Add a note to a lead, contact or company
- 08Create a task on a lead, contact or company
- 09Change a task's text, deadline or responsible user
- 10Complete a task with a result
In practice
Ask it like you would a colleague
Once Kommo is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Kommo + MemtroWhich leads are in negotiation this week?
What is the total value of leads in the main pipeline?
Which of my tasks are overdue?
Who is responsible for the BigCo lead?
Move the Northwind lead to Contract sent
Closing a stage
Dan Fletcher, account executive at Northwind, asked Memtro to move the BigCo lead to contract sent and set a follow-up task for Friday. Memtro moved the lead, which ran any automation the account has on that stage, and created the task for Dan.
Teams
Where it fits
The teams that lean on Kommo most, a question each of them asks, and what they connect beside it.
- SalesWalk into every call briefedAccount executive, Account manager, Sales leader, Sales operations“Brief me on BigCo before the 3pm renewal call”Used alongside HubSpot, Help Scout, Xero, Gmail, Google Calendar and 6 more.
- LeadershipOne question across the whole companyFounder, Chief executive, Department head, Board member“What happened with our top ten accounts this week, and is anything at risk?”Used alongside HubSpot, Help Scout, Xero, Stripe, Linear and 6 more.
- SupportAnswer tickets with the whole company behind youAgent, Team lead, Escalation owner, Head of support“Which VIP conversations have been waiting more than a day?”Used alongside Help Scout, HubSpot, Postgres, Xero, Stripe and 8 more.
Better together
Works with
A record in Kommo is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- Finance and commerceKommo with XeroInvoices, bills, contacts and reports, answered in plain English with figures cited to Xero.
- Finance and commerceKommo with StripeCustomers, charges, invoices and subscriptions through a restricted key.
- Finance and commerceKommo with FellohBookings, payments, refunds, chargebacks, supplier payments and payouts from the travel payments platform.
- SupportKommo with Help ScoutAI that reads your support conversations and cross-references the customer everywhere else.
- SupportKommo with ZendeskEvery ticket, reply and internal note, ready to be asked about.
- SupportKommo with IntercomCustomer conversations and the people behind them, in your company memory.
- Email, calendar and chatKommo with GmailSearch and read mail so the last thread with a customer is one question away, and send the reply when you ask.
- Email, calendar and chatKommo with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatKommo with Google CalendarMeetings in a window, event details, and the next two weeks synced into memory, and events it can create, change or cancel when you ask.
Also in CRM and sales
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
- HubSpot
- Twenty CRM
- Salesforce
- Pipedrive
- Apollo.io
- Aircall
- Zoho CRM
- Close
- Attio
- Dynamics 365 Sales
- DocuSign
Capsule CRM
Copper
Freshsales- Salesloft
Dialpad
folk
Insightly- JustCall
Nutshell
Vitally- Agile CRM
Nimble
OnePageCRM
Salesflare
CloudTalk
Hunter
Lusha
Ontraport
Reply
Streak- Dolibarr
EspoCRM
Planhat
Bloomerang
Givebutter- Common Room
- Neon CRM
Raisely
People Data Labs
Planning Center
ChurchSuite
Affinity
Pipeline CRM
Keap
Setup
How to connect
Connect withAccount subdomain and Long-lived token
- 1
In Kommo, as an account administrator, open Settings → Integrations → Create integration → Private integration and create it.
- 2
Open it, go to the Keys and scopes tab, click Generate long-lived token, choose an expiry and copy the token, which is shown once and carries your rights.
- 3
In Memtro, open Connections → Kommo and paste your Account subdomain (acme for acme.kommo.com) and the Long-lived token. Only accounts on kommo.com are supported.
- 4
Ask your first question: which leads are in negotiation this week?
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Kommo tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Kommo?+
Only when you ask, and only what it has been granted: create a lead, optionally in a given pipeline and stage and linked to contacts and a company (stage automations may run); update a lead: rename it, set its value, move it to another stage or pipeline, reassign it, or add and remove tags (stage automations may run); create a contact, optionally with an email and phone; update a contact's name, responsible user or tags; create a company; update a company's name, responsible user or tags; add a note to a lead, contact or company; create a task on a lead, contact or company; change a task's text, deadline or responsible user; complete a task with a result. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a Kommo connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my Kommo data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded. An hourly sync anchors recently changed Kommo records into memory as entities.
How do I connect Kommo?+
Account subdomain and Long-lived token. In Kommo, as an account administrator, open Settings → Integrations → Create integration → Private integration and create it.
Connect Kommo in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.