Case Study: Instant Email Campaigns from Kommo CRM

Our client — TheRenaissanceChild — asked us to set up instant email sending.

The company provides educational services for children, and a typical use case looks like this:

1. A parent calls the office to find out which classes are available and suitable for their child.
2. The manager notes in the CRM which classes the parent was interested in.
3. After the meeting, the manager sends the parent emails with detailed descriptions of the courses.

Sending emails directly from Kommo did not suit the company: they needed a customized design and automatic enrollment of the parent into relevant mailing lists.
The process was taking considerable time because after a conversation with the parent, the manager had to go to Mailchimp and manually add the parent’s email to the mailing lists for the classes of interest.

Solution: adding a quick-access button to the Kommo panel that adds the parent’s email to the Mailchimp mailing lists the manager marked in the Kommo deal. The updated use case now looks like this:

1. A parent calls the office
2. The manager notes which classes interest the parent in the CRM and clicks the send button
3. During the call, the parent receives emails with detailed descriptions of the classes they are interested in
   As a result, the company’s manager not only saves time but can also confirm that emails were delivered and that the parent received information about all the classes they were interested in.

Here is how it looks:

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