When Your CRM and Approvals Actually Get Along
Let's be real: most CRMs are great at tracking leads but terrible at getting shit done. Kommo keeps your sales pipeline moving, but what happens when your team needs sign-offs on discounts, contracts, or client onboarding? You're stuck with Slack pings, lost emails, and that one VP who takes three business days to click "approve."
ApproveThis cuts through the bullshit. We automate approvals for anything that needs a green light - contracts, budgets, custom quotes, you name it. Connect it to Kommo via Zapier, and suddenly your CRM isn't just tracking deals, it's actively pushing them forward.
Why This Combo Doesn't Suck
Kommo's strength is managing relationships. ApproveThis's strength is killing bottlenecks. Together, they handle the two biggest leaks in your sales process: missed follow-ups and decision paralysis.
What Changes Today
For Sales Teams: Stop babysitting contracts. When Kommo shows a lead at "90% closed," ApproveThis automatically routes the final proposal to legal and finance. No status meetings required.
For Operations: New client added? Approval requests for onboarding checklists fire instantly. Denied a request? Kommo automatically tags the lead as "needs review" so nothing falls through.
Big Win: Approvers only need ApproveThis access - no Kommo license required. Perfect for external partners or execs who shouldn't have full CRM access anyway.
Real-World Use Cases That Don't Feel Forced
1. Expense Approvals That Don't Tank Morale
The Problem: Your sales team closes a big deal that requires client dinners, travel, maybe even some swag. But getting those expenses approved feels like submitting tax returns to the IRS.
The Fix: When a Kommo lead status changes to "Closed-Won," ApproveThis automatically generates an expense approval request with all deal details pre-filled. Finance gets one click to approve or flag issues.
Who Cares: Mid-market SaaS companies using tiered pricing. Example: A $50K deal gets auto-approved for up to $1K in expenses. Over that? Routes to the CFO. No more "I didn't know the limit" excuses.
2. Client Onboarding That Doesn't Make You Look Amateur
The Problem: New client gets added to Kommo, but now six departments need to confirm they're ready (legal checks contracts, IT provisions access, accounting sets up billing).
The Fix: New Kommo contact triggers an ApproveThis workflow with parallel approvals. Legal gets the contract, IT gets the access list - all from the same request. Everyone approves in their own time, but you see real-time progress.
Pro Tip: Use approval thresholds. If 3/5 departments approve, client onboarding starts automatically. No waiting for stragglers.
3. Discount Requests That Don't Annoy Everyone
The Problem: Sales reps promise 15% off to close deals, but finance needs to approve anything over 10%. Cue endless emails and missed profit margins.
The Fix: Reps submit discount requests directly through Kommo. ApproveThis routes based on amount: 10-15% goes to regional managers, 15-20% needs VP sign-off. Approved? Kommo auto-updates the deal terms. Denied? Sales lead gets notified without finance playing bad cop.
Cool Factor: Calculated fields in ApproveThis auto-flag requests that push deals below target margins. No math required for approvers.
Setup That Doesn't Require an IT Degree
If you can make a sandwich, you can connect these tools:
- Log into Zapier (you have an account, right?)
- Choose Kommo as your trigger app (we're using "Lead Status Changed")
- Pick ApproveThis as your action app ("Create Request")
- Map Kommo fields to your approval template (deal size → approval threshold)
- Test with a real lead (try a 10% discount request)
Total time: 12 minutes if you're slow. Kommo experts can set up custom fields if you need special triggers.
Features You'll Actually Use
We know you hate bloated software. Here's what matters when connected to Kommo:
- Email Approvals: Execs live in Outlook? They can approve directly from email without logging into anything.
- Vacation Delegation: Karen from legal is OOO? Requests automatically reroute to her backup. No more "Waiting on Karen" status.
- Approval Groups: Need consensus from the entire client success team? Or sequential approvals from junior → senior staff? Set it once.
When to Steal These Ideas
For Marketing Teams
Campaign budgets approved the same day requests come in. Kommo tags high-value leads from approved campaigns automatically.
For Professional Services
New project request in Kommo? Auto-route for capacity approval from department heads. No overbooked teams.
For Manufacturing
Custom order requests trigger material cost approvals. Kommo updates lead status only after production greenlights the specs.
Why This Beats "Just Using Kommo"
Kommo's task management works for simple stuff. But when you need:
- Conditional logic (different approvers based on deal size)
- Audit trails (who approved what and when)
- Escalations (auto-remind after 24hrs)
...that's where ApproveThis picks up the slack. It's approvals actually built for grown-up businesses.
No-BS Next Steps
If you have Kommo and more than 20 employees, you need this. Here's how to proceed without wasting time:
1. Register for ApproveThis (free 14-day trial)
2. Connect to Kommo via Zapier (1-way sync first)
3. Clone our pre-built templates:
- Discount approvals
- Client onboarding checklists
- Contract reviews
4. Schedule a 15-minute demo if you want our team to optimize workflows
Waiting just means another quarter of deals stuck in approval purgatory. You're better than that.
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