Effective sales management is one of the key conditions for business growth and development. The AmoCRM cloud platform will help systematize the work of sales managers and automate work processes. In this article, we will consider how to work with the service, what advantages and disadvantages Amo CRM has.

AmoCRM – what is it

The AmoCRM cloud service is designed to automate customer relationship management; it is positioned as a system for the sales department. It allows you to store information about current and potential clients in one database, makes it possible to automate sales chains, and minimizes the number of errors due to manual data entry.

After installing AmoCRM, sales managers will no longer lose correspondence, forget to make calls, or issue invoices on time. Reducing the time spent on routine manual work will help them increase efficiency and focus on really important issues.

The most significant advantage of implementing AmoCRM is the ability to do more in less time while minimizing the risk of making a mistake. In their personal account, each manager will see all the necessary information on transactions, lists of planned and overdue tasks. The system also has a built-in chat in which managers can communicate to resolve work issues.

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The platform offers three tariffs – basic, advanced, and professional. Payment is charged for each user – 599 rubles/month, 1099 rubles/month and 1599 rubles/month respectively. Tariff plans differ in functionality, the ability to customize a personal account, limits (on the number of contacts, open transactions, buyers, etc.).

Advantages and Disadvantages of AmoCRM for Business

Advantages of AmoCRM

The main feature of AmoCRM is the combination of powerful functionality and an extremely simple interface. All functions are grouped into menu items, access to which is carried out through the desktop. Each item is used in everyday work, there is nothing superfluous on the desktop.

We can highlight the TOP-5 key advantages of AmoCRM, which caused the explosive growth in popularity of this cloud service:

• the ability to customize sales funnels;
• integrated telephony;
• built-in analytics tools;
• open API for integration with other programs;
• business card scanner.

The main tool of Amo CRM is the sales funnel. Visually, it looks like separate stages that the buyer goes through from the first contact to making a payment. It is possible to customize the sales funnel to the specifics of business processes; you can create separate specialized funnels for repeat sales or for key clients.

You can add triggers to the sales funnel – automatic actions (this functionality is available for users of the Advanced tariff and above). For example, you can set up automatic generation of a questionnaire after moving to a specific sales stage, creating a deal or task for an incoming letter or call, sending a letter for any event.

Access to the platform is carried out through a web browser; there is no need to install additional software on the user’s computer. To start using AmoCRM in a company, it is enough to register and send access to employees. To work with Amo CRM, you do not need to undergo lengthy training; it takes no more than two or three hours to master the functionality.

Telephony is integrated into AmoCRM (60+ operators are available), which makes it possible to make and receive calls from clients directly from the system. The platform saves the history of telephone conversations and records conversations.

AmoCRM has built-in analytics functions that allow you to generate reports on transactions and requests for a specific time period. Information can be filtered by managers, tags and other parameters to control sales made by the team. AmoCRM can also be integrated with Yandex Metrica, Roistat and other end-to-end analytics systems.

Amo CRM provides an open API, with which the platform can be integrated with third-party applications and services. This makes it possible to integrate the system into the general IT landscape of the company and significantly expand its capabilities. For example, you can integrate AmoCRM with a website so that online requests are immediately displayed in the system. Today, the marketplace has 500+ ready-made integrations with email clients, social networks, mailing services, website builders and other applications that can be used without involving programmers.

The Amo CRM mobile app has a business card scanner function, which allows you to immediately enter customer and partner contacts into the system. This is very convenient at events where connections are made.

Disadvantages of AmoCRM

AmoCRM is designed for working with clients and sales. The functionality for automating other business processes is poorly developed or completely absent. The problem can be partially solved by installing widgets and integrating with other applications.

Another drawback is the inability to add your own report forms. The platform allows you to build six types of reports, but you cannot add new ones or radically edit existing ones.

AmoCRM functionality

When loading AmoCRM, the system desktop opens, which displays the main sales indicators:

• how many deals are in progress;
• distribution of transactions among managers or sales stages;
• how many deals at each stage and in each funnel.

You can also view a number of additional indicators: how many tasks are in progress, what is the activity during the period, how deals are distributed among managers, what tags do deals have, the latest deals.

The second tab on the desktop is deals. This section contains leads, requests, invoices and sales that were made by the sales department. Deals can be viewed by any of the funnels, in the form of a Kanban board, where deals are grouped by sales stages, and in a list format.

On the Kanban board in Amo CRM, each deal is displayed as a separate card. It specifies the main parameters: name, client name, company name, budget, tasks, creation date, and a note. In the list, each deal is displayed as a separate line, in which all parameters are visible.

Both Kanban and the list have functions for searching and filtering deals by any parameters. In both viewing modes, it is possible to quickly add new deals and edit existing ones.

The third section is tasks. On this tab, you can view tasks in the form of a funnel – first overdue, then tasks for today, tomorrow, a week, a month. Tasks can be filtered by responsible person, author, type and other parameters. In the same section, you can add new tasks by specifying a contact or deal. All added tasks are immediately synchronized with Google Calendar, which is very convenient.

The fourth tab is contact lists. Here, the customer contact database is collected, records can be filtered by the fields filled in the cards. In this section, you can immediately add new contacts and fill in contact information, phone numbers, e-mail and other details. For each client, you can see incoming and outgoing letters, calls, messages in the messenger.

The fifth section is mail. In this tab, you can connect mailboxes, view letters in them, create new contacts or deals based on letters. All incoming and outgoing letters are automatically added to deal cards, which significantly reduces the time it takes to process mail.

The last section is analytical reports, where you can view sales analysis, a summary report, a report on employees, a list of events, calls and goals. In the sales analysis, you can see the conversion for each of the sales funnels and the conversion for each of the stages. The summary report provides information on how many deals are created during the period, what is the distribution of deals and contacts by managers, statistics on tasks.

In the employee report, you can see a summary report for a certain period for specified indicators or a detailed report for any of the employees. The detailed report shows how many deals are in progress, how many buyers, what types of tasks are in progress for a given employee, etc.

The Events report is a list of events that occurred in the system. The Calls report shows how many calls were made, how long they lasted, and also provides access to call records. The Goals report allows you to assess how close managers are to achieving their goals.

Who is AmoCRM suitable for?

The AmoCRM platform is suitable for B2B and B2C businesses with a systematic sales cycle and structured stages of bringing the client to purchase. It can be used both for small companies and for large enterprises with a large and diversified sales department, including specialists working remotely.

AmoCRM has been successfully implemented and is used in a variety of niches. It is used by companies operating in the field of trade and e-commerce, provision of services, sale and rental of real estate, education, equipment supply and many other areas. AmoCRM technical support is always ready to help configure the platform for the specifics of your company’s business processes, support phone number 8-800-555-7364.

What type of business will not benefit from implementing AmoCRM?

AmoCRM is not advisable for companies whose business is not focused on mass sales. The platform is also not suitable for large companies whose sales processes are closely related to the production and development of custom products. AmoCRM does not have the functionality to automate such complex business processes.

If you need to automate specific and complex sales processes, then you should pay attention to Bitrix 24 CRM. The platform has a wider functionality that allows you to automate the work of different departments, including production departments.

Main thoughts

AmoCRM was initially created as a sales automation tool. It has a simple and clear interface, not overloaded with unnecessary elements, and logical navigation. All work is focused on the sales funnel, which can be flexibly customized to suit your requirements.