Quick Start
Lokom turns your Pipedrive deals into commission payouts. This page gets you from a new account to a first commission number as fast as possible.
You need to be a Lokom admin and have a Pipedrive account that can see every deal you want to pay on. If you don't have Pipedrive admin access, sign up anyway and invite the person who does — Lokom offers you that at sign-up.
Before you start
| You'll need | Why |
|---|---|
| A Pipedrive login that sees all relevant deals | Lokom inherits that account's visibility |
| Your commission period — monthly, quarterly or custom | It sets the window deals are grouped into |
| At least a rough idea of what you pay (e.g. "3% of closed-won") | You need it to build the plan |
Signing up is free and takes no card. The free tier covers 2 billable reps on one live plan, plus 5 rules and 100 deals — enough to walk this page end to end with a pair on the same role, not enough to model a whole team. → Plans and pricing
The seven steps
- Create your workspace. Go to app.lokom.org and choose Continue with Pipedrive (fastest — you'll never need a Lokom password) or Sign up with email. The onboarding wizard then asks for your first name, workspace name, timezone and commission period.
- Connect Pipedrive. Approve the read-only access Pipedrive asks about, then let the first sync finish. → Connect Pipedrive
- Pick your participants. Lokom lists your Pipedrive users, deal owners first. Tick everyone who earns commission. → Manage your team
- Create your first role. Back on the home checklist — Setup, at the top of the left
sidebar, takes you there any time and shows your progress as
3/7— Create your first role walks you through naming a team and the role inside it — plans attach to roles, not to people, so this decides who a plan will eventually cover. This step doesn't add anyone to the role yet: "You'll choose who's in this role later, from Teams & Roles." Do that afterward from Organization → Roles. → Manage your team - Build a plan. Plans → + New plan. Pick the role, then choose a route: Guide me (recommended) if you're still deciding the numbers, or I know what I'm building if you already know them. → Build a plan
- Stress-test, then activate. Plans → Stress Test replays the draft against deals you already closed, so you see what it would have paid. Then Activate. → Stress-test a plan
- Watch the first commission land. As deals close in Pipedrive, reps see their commission inside the deal itself. At period end, go to Review & Close. → Run a period
Everything before activating is free. Publishing a live plan covering a third rep is the moment Lokom asks you to upgrade. → Billable reps
What you should see when it worked
- Organization → Data Sources says Pipedrive connected.
- Your plan shows as active.
- Opening a closed-won deal in Pipedrive shows a Your commission panel with a number.
- Payouts shows a statement per rep for the open period. → Read a payout
If a rep sees nothing, the cause is almost always one of three things — see A rep sees no commission.
Where to go next
- What Lokom is — the two halves of the product
- Key concepts — the nine words the rest of the docs use
- Full setup walkthrough — the same path, in detail
- Glossary — every term, plain language