Start in Kommo
Active-call views on Kommo web accounts.
Trellus for KommoBring real-time Trellus coaching to Kommo calls
Keep the lead and connected phone workflow in Kommo. During web calls, Trellus recognizes the live conversation and keeps the visible lead name or phone number with the coaching session.
Where it works: Active-call views on Kommo web accounts.
KommoLive call
Rep workspaceActive-call views on Kommo web accounts
ConversationCall active
Trellus live coaching
Workflow illustrationThe visible lead or participant name and phone number stays close while the rep talks.
Start inKommo
Call withYour existing Kommo workflow
AddTrellus live coaching and context
Finish inKommo
Built around Kommo
Keep the Kommo workflow. Add Trellus to the live call.
Reps stay in Kommo for the call itself. Trellus recognizes the live browser call, adds coaching, and keeps the visible contact details with the conversation.
Keep the current workflow
Continue using Kommo and your connected phone provider for lead context, the phone line, call controls, results, recordings, tasks, and CRM history.
Add Trellus coaching
Trellus keeps the visible lead or participant name and phone number with the live session and brings guidance into the conversation.
Rep workflow
From Kommo call to coached conversation
Open the lead or dialer in Kommo
Use the team's connected phone provider and normal Kommo lead context.
Place the call through the configured phone path
Kommo and the provider continue to control the line and active call.
Use Trellus coaching
Trellus retains the displayed lead name or number with the supported session.
Finish the CRM work in Kommo
Use the configured Kommo integration for the call result, recording, note, task, and follow-up.
During the call
Keep useful context beside the conversation
Trellus uses the visible lead or participant name and phone number from the live-call view.
- The lead or participant name shown on the active call
- The dialed phone number when Kommo displays it
- The live-call state on supported Kommo web controls
Good to know
Continue using Kommo and your connected phone provider for lead context, the phone line, call controls, results, recordings, tasks, and CRM history.
Continue using Kommo and your connected phone provider for lead context, the phone line, call controls, results, recordings, tasks, and CRM history.
A typical call
What this looks like for a rep
Maya opens a Kommo lead and calls through the team's connected phone provider. Trellus keeps the visible lead name or phone number with the live coaching session. After the conversation, Maya continues the usual result and follow-up workflow in Kommo.
Why teams add Trellus
Make each Kommo conversation easier to navigate
Keep the operating flow
Continue using Kommo and your connected phone provider for lead context, the phone line, call controls, results, recordings, tasks, and CRM history.
Add the Trellus coaching experience
Give reps live guidance and keep the visible lead or participant name and phone number close while the conversation is happening.
FAQ
Using Trellus with Kommo
How does Trellus work with Kommo?
Reps keep using Kommo for the call. Trellus recognizes the live-call view, adds coaching, and keeps the visible lead or participant name and phone number with the session.
Where does the integration work?
Active-call views on Kommo web accounts.
What context appears in Trellus?
Trellus can keep the visible lead or participant name and phone number when those details are available on the active call view.
Where do call controls and follow-up live?
Continue using Kommo and your connected phone provider for lead context, the phone line, call controls, results, recordings, tasks, and CRM history.
See Trellus coaching on a Kommo call
Bring the Kommo browser workflow your reps use today. We will show how Trellus fits into a live conversation.
