TENDERATE
// B2B SALES / KOMMO CRM / CUSTOM EXTENSIONS
Proks uses Kommo CRM as a working environment for complex B2B sales across several business directions and pipelines.
The project went beyond standard configuration: corporate customer context, OneDrive documents and specialised extensions had to work together without turning the CRM into a separate administrative burden.
// THE BUSINESS CHALLENGE
A B2B distributor needs the CRM to preserve the context of each business direction, company and opportunity while keeping the next commercial action visible.
Several directions cannot be forced through one generic sequence without losing the stages and responsibilities that matter to each process.
Corporate sales involve companies, several people, opportunities and documents that must remain understandable as the relationship develops.
When standard screens do not support the real task, focused widgets and interface extensions can remove unnecessary steps and expose the right information.
// PLATFORM + ADAPTATION
Kommo supplied the reusable sales platform. Tenderate shaped its structure and extended the parts where Proks needed a more specific B2B workflow.
The project uses Kommo for the shared commercial environment rather than rebuilding standard CRM functions.
The configuration and custom extensions connect the platform to the way the distributor actually organises corporate sales.
The public case describes the business capabilities, not private field structures, authentication details or internal integration endpoints.
// PERSONAL RESPONSIBILITY
The same responsibility connected the commercial process, CRM structure, integrations and custom development.
Identify the business directions, participants, account context and points where the current process loses clarity.
Translate the sales model into pipelines, stages, responsibilities and a usable information structure.
Bring the required OneDrive document context into the working CRM process.
Develop focused widgets and interface improvements where standard Kommo behavior was not enough.
Sales process analysis, CRM architecture, configuration, integrations and custom development.
EXPLORE KOMMO CRM SERVICES ↗// FACTUAL RESULT
The delivered system brings several sales directions, corporate customer context, documents and tailored working tools into Kommo.
The CRM gives the business a shared structure for different B2B sales processes while preserving the information needed around corporate accounts.
The project demonstrates a pragmatic boundary: reuse a mature platform, then invest custom development only where the business process needs it.
// CASE FACTS
This case shows when a focused CRM project can be a complete and economically practical business system on its own.
No. Kommo provided the CRM foundation, while the sales structure, OneDrive integration, specialised widgets and interface enhancements were adapted to the client's process.
Different business directions can have different stages, responsibilities and sales logic. Separate pipelines preserve those differences while keeping management inside one CRM environment.
No. Configuration should be used when it is sufficient. Custom widgets or integrations are justified only when they remove a real process gap or connect important working context.
Private field structures, internal endpoints, authentication details, customer records and other implementation-specific information remain outside this public case.
// START A CONVERSATION
Describe the sales directions, corporate customer journey and where the team loses context or follow-up. I will suggest a realistic CRM boundary.
WHATSAPP / +371 25 123 661 ↗it@tenderate.eu · Tenderate SIA · Latvia, EU