bizandsoft WidgetsPack

The widget enables automatic data export from CRM (deals, contacts, and companies) to Google Sheets. Once the rules are configured, the system will automatically transfer data to the selected sheets when triggers in the digital funnel are activated.

The widget allows you to move leads between stages in batches: leads are moved sequentially from one stage to another, taking into account limits on the number of leads per batch, the interval between moves, and the scenario’s working hours.

The widget enables tracking of the date and time of the latest client communication and ensures that this information is maintained up to date on a continuous basis.

The widget’s purpose is to provide functionality for tracking managers’ activity when working with amoCRM, their work pace and performance against set targets.

The widget is designed to find other leads by the main contact and perform various actions on both the found leads and the current one according to a template set in the settings. This widget can be used to control duplicates or copies of leads for the same contact within selected stages, in one or several funnels.

The widget is designed to add referral leads to kommoCRM by Partners via the Partner Portal interface. It allows tracking the statuses of leads (deals) submitted by the Partner.

The Lead Pool widget is designed for managers to select and assign deals to themselves under limited permissions (managers can only see their own deals and contacts, but with the widget they can assign other deals to themselves).

The Document Generation widget allows you to quickly create and send documents to clients based on information from kommoCRM (deal, contact and company fields). Documents in docx, pdf or Google Doc formats are generated using templates created on Google Drive.

The widget allows you to hide pipeline statuses from selected users. If necessary, you can group users and set up permissions for the entire group.

Analyzes object notes and automatically creates tasks, assigns tags, updates deal statuses, or launches salesbots.

With this widget, you can track task completion on time, which will help increase the discipline and responsiveness of managers. Timely communication with the client is one of the key factors for successful customer work!

The widget allows you to automatically change the responsible person for tasks linked to a Lead when the responsible person for the Lead changes

The Deals Routing widget by bizandsoft enables automatic distribution of leads (deals) coming through various channels to designated employees. With our widget, you get automatic, prompt distribution (within 2 minutes) of leads at any stage of the sales funnel, taking into account individual work schedules and the workload of each employee.

The Merge Leads widget allows you to combine two leads from the same responsible user — either by closing one of the leads (with the “Duplicate” tag applied) or by creating a new lead (in this case, both original leads are closed with the “Duplicate” tag).

While working in kommoCRM, you sometimes need to check when and how many times managers access a lead, a contact record, or a company record. This can only be done if the Monitoring widget is installed. The widget integrates into the kommoCRM interface and checks which user has accessed a lead and/or contact and/or company, collects statistics, and creates a note in the entity (can be disabled).

The widget allows you to quickly enter leads for cold calling and automates the routine process of creating leads for existing contacts/companies.

The widget integrates into the kommoCRM interface and allows you to search for duplicates in contacts and companies by any field, not just email and phone.

The widget checks if a similar lead for this Contact already exists and lets you cancel or continue copying based on the condition.

The widget checks whether a call was made within a specified time and duration since the lead moved to the selected status.

The widget automatically enters the date of status change into the lead field. Settings are configured in the digital funnel. The widget displays statistics for the lead on a separate tab — including the time spent in each stage.

When the widget is installed in Leads, an additional tab called Other Leads appears. It allows you to view other leads associated with Contacts and Companies.

This widget lets you block specific users from modifying key task attributes: due date, assignee, description, and closure status. Ensure tasks stay on track by preventing unauthorized edits.

The integration with your website tracks contact duplicates when automatically creating new contacts via website forms.

The widget helps you find and merge duplicate leads by name, shared contact or company, or any field.

The widget allows you to create a custom report with statistical data and graphs on a single screen for easier information perception.

Automatically analyzes any contact being created or modified (via any method) for duplicates — based on phone number, email address, or any other configured field. If a duplicate is detected, the system merges the contacts without losing any data.