If you're wondering How to reset Kommo CRMPlease note that this process is simpler than it seems. "Resetting" Kommo means clearing all data — leads, contacts, deals, and pipelines — to start from scratch or reorganize your CRM.
Many business owners and sales teams choose to reset their Kommo CRM when:
- They are migrating from a test version to the final plan.
- They changed their sales structure and need new pipelines.
- Test data was imported that needs to be removed.
- They want to completely reorganize the customer base.
Step by Step: How to Reset Kommo CRM
1. Access Settings
Log in to your Kommo CRM account and click the gear icon in the upper right corner. Then, go to “Settings” → “Import and Export”.
2. Export your data (Optional, but recommended)
Before resetting Kommo CRM, export your current data as a backup. In the “Export” section, select the elements you want to save (contacts, deals, companies) and click “Export”. Kommo will send a CSV or XLSX file to your email.
3. Bulk Lead and Contact Cleaning
To reset Kommo CRM, remove leads and contacts: go to "Leads" ou "Contacts"Select all items using “Select all”, click on “Bulk Actions” → “Delete” and confirm. Repeat if there are many items.
4. Remove Custom Pipelines
Go in “Settings” → “Pipelines”To remove a pipeline, click the three dots next to it and select "Delete". The default pipeline cannot be deleted, only renamed.
5. Contact Support for a Full Reset
If you require a more thorough cleanup, contact Kommo CRM support for a complete account reset.
Tips Before Zeroing Kommo CRM
- Back up: Export all data before deleting.
- Notify the team: Inform them that the CRM will be reset.
- Plan the restructuring: Have a new pipeline before cleaning.
- Test first: Try it on a secondary account.
FAQ
Does resetting Kommo CRM erase everything?
Yes. Leads, contacts, deals, and companies are permanently deleted. That's why backups are essential.
Can I zero out just one pipeline?
Yes, you can delete individual pipelines without affecting the others.
How long does it take?
The manual process takes anywhere from 30 minutes to a few hours. Bulk deletion via API is faster.
More about Kommo CRM
Check out other articles in our complete guide to Kommo CRM:
- How to Configure Kommo CRM to Maximize Sales Complete setup guide
- What is the best Kommo CRM plan? Choose the ideal plan.
- Kommo CRM: Price and Benefits — Updated prices
- Kommo CRM integration with WhatsApp Practical guide
- Kommo CRM for Small Businesses - It is worth it?
- Kommo for E-commerce How it works
- CRM for Marketing Agencies Why have your own?
- I love CRM (Kommo CRM) — Complete guide to the old name
CRM and Lead Generation: From Capture to Closing
Generating leads is just the first step. The biggest problem for most companies isn't a lack of contacts—it's a lack of processes to convert those contacts into customers. A well-implemented CRM with a structured sales funnel transforms chaos into predictability: you know exactly how many leads are at each stage, what the conversion rate is, and how much revenue you'll generate each month.
How Kaizen Agency structures its CRM and lead generation operation.
- CRM implementation (Kommo, PipeRun, ActiveCampaign) configured for your sales process.
- CRM + WhatsApp integration for fast and seamless customer service.
- Lead qualification automation with scoring and segmentation.
- Customized nutrition flows by funnel stage.
- Real-time pipeline and conversion tracking dashboards.
- Training the sales team on the correct use of CRM.
Companies that grow predictably have something in common: a structured sales process and reliable data about their operations. Kaizen Agency doesn't just generate leads—we implement a complete system for lead generation, qualification, nurturing, and conversion, integrating marketing and sales into a single, results-oriented operation. Our methodology has already helped dozens of companies reduce CAC by up to 40% and increase lead conversion rates by more than 2x.
FAQ
What is a qualified lead and how can you generate more?
A qualified lead (SQL — Sales Qualified Lead) is one that has the profile, need, and purchase intent that are right for your product. You generate more qualified leads with precise segmentation across media channels, landing pages optimized for the ideal customer profile, and automated qualification via forms and chatbots.
Which CRM is best for small and medium-sized businesses?
It depends on the sales process. For teams that work extensively via WhatsApp, Kommo (formerly amoCRM) is excellent due to its native integration. For operations with a long sales funnel and integrated marketing automation, ActiveCampaign is a great choice. For larger sales teams with complex B2B processes, PipeRun offers a high degree of customization.
How do I integrate WhatsApp into my CRM process?
The most efficient integration is via WhatsApp Business API with tools like Kommo or Wati. This allows you to manage all WhatsApp contacts within the CRM, automate initial responses, distribute leads among salespeople, and have a complete conversation history linked to the customer.
What is the difference between MQL and SQL?
MQL (Marketing Qualified Lead) is a lead that marketing has qualified as interesting—downloaded material, visited strategic pages, opened emails. SQL (Sales Qualified Lead) is one that the sales team has evaluated and confirmed has real purchase potential. The transition from MQL to SQL should be based on clear criteria agreed upon between marketing and sales.
How long does it take to implement a CRM and structure the sales funnel?
The basic technical implementation of a CRM takes 1 to 2 weeks. Full customization (funnels, automations, integrations, dashboards) takes 30 to 60 days. The adoption process by the team and refinement of automations is continuous—generally, within the first 90 days, the system is already operating at maximum efficiency.
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