Find the leaks in your sales funnel without opening amoCRM

The agent calls your account API at the address of your subdomain — amocrm.ru for amoCRM or kommo.com for Kommo — and reads deals, contacts, companies, pipelines, tasks and notes. The first thing it fetches is the list of pipelines together with their stages: without that map there is nothing to measure conversion against. Then it counts the step-to-step transitions, amounts and timings per rep, deals with no movement and the fields left empty — budget, phone, owner.

A deal stage in amoCRM is moved by hand, so on its own it does not tell you whether anyone is working the client. The agent looks at the date of the last change, at open and overdue tasks and at the correspondence in the notes: a deal sitting in negotiations for a third week with not a single task lands in the stalled pile, not the active one. Identically named stages in different pipelines are different entities, and the agent does not merge them into one conversion.

For writes the agent does what the integration is allowed to do: create tasks, move deals between stages, append notes. Before an edit it re-reads the deal so as not to overwrite a rep's fresh change, and a bulk action — moving a dozen deals or handing out tasks — is shown as a list and waits for confirmation. Creations, updates and deletions of deals, contacts, companies and tasks arrive from amoCRM as signed webhooks, so the agent learns about a change without constant polling.

The long-lived token works until the expiry date chosen at issuance and does not renew automatically. When it expires, generate a new token in amoCRM and replace it in the connection. Deals, contacts and tasks come back from amoCRM in pages of 250 records, and the agent reads a selection to the end instead of stopping at the first page. Revoke the integration in the account and access stops immediately, and the agent says the connection has to be restored rather than quietly returning zero. It keeps the request rate within what is allowed, and if a section is closed by permissions or there simply were no deals in the period, it says so directly instead of showing an empty table.