Case Study: King Invest Solutions Inc achieves 50% annual revenue growth with Kommo

How King Invest Solutions achieved 50% annual revenue growth with Kommo

King Invest Solutions Inc., a financial consulting firm in Chicago, needed a better way to manage growing client volume after relying on Google tools, paper files, and manual tracking became hard to control. To streamline lead handling and improve service, the company turned to Kommo’s CRM for financial consulting firms, using amoCRM and amoFORMS to capture and organize incoming client information.

Kommo implemented a system with website forms feeding directly into the CRM, plus multiple pipelines and tags to track clients from intake through credit and financing stages. The results were significant: King Invest Solutions Inc. grew revenue from about $180,000–$200,000 in 2018 to $1.1 million the following year, with a target of another $1 million in 2020. The company credited Kommo with making its process more efficient and helping support continued growth.

King Invest Solutions Inc

Richard Simmons

President