MokoCRM SaaS is your all-in-one business management system — hosted, maintained, and ready to grow with you.
Pick your perfect fit: MokoCRM for core CRM, MokoCRM+ERP for inventory & operations, and MokoCRM+NPO for donor & member management
— all configured to your workflow on secure cloud hosting with SSL, nightly backups, monitored uptime, and US-based support.
🧭 MokoCRM
The essentials for client work, sales, and projects — streamlined and ready on day one.
- 🧾 Proposals, invoicing, recurring billing
- 📇 Contacts, companies, vendors
- 📂 Projects, tasks, time tracking
- 📈 Dashboards and reporting
- 🧠 Knowledge base and ticketing
Contacts & Segmentation
- Companies, contacts, roles; tags, categories, custom fields
- Leads & opportunities with Kanban stages and probability
- Opt-ins, do-not-contact, duplicate detection
Support & Communication
- Ticketing/help desk, knowledge base/wiki, canned replies
- Email templates, SMTP logs, mail-merge, email-to-object
- Customer portal & self-service documents
Sales & Billing
- Quotes with PDF output & versioning; e-signature ready
- Invoices, recurring, credit notes, partial payments, multi-currency
- Price levels, discounts, taxes/VAT, margin tracking
Projects & Admin
- Projects, tasks, milestones; billable timesheets
- Document manager & file versioning
- Imports/exports, REST API, webhooks, role-based ACL
🏭 MokoCRM+ERP Includes POS
Everything in MokoCRM, plus inventory, purchasing, and simple manufacturing.
Includes TakePOS (Point of Sale). POS is included in ERP and NPO packages.
- 📦 Product catalog, variants, supplier pricing
- 🏷️ Barcode labels and SKU management
- 🏬 Multi-warehouse stock & transfers
- 🛒 RFQs, POs, receiving, supplier invoices
- 🧰 BOMs, kitting/assembly, simple work orders
Inventory & Warehouses
- Min/max, reorder points, stock adjustments/transfers
- Lot/serial numbers, expirations, movement traceability
- Stock valuation, availability by location
Sales & Fulfillment
- Sales orders, delivery notes, shipments, returns
- Carrier connectors & labels (via extensions)
- Customer credit limits & on-hold controls
Purchasing & Suppliers
- Approved vendor lists, lead times, scheduling
- Three-way match: PO ⇄ receipt ⇄ invoice
- Supplier performance & cost analysis
Manufacturing & POS
- BOMs (single/multi-level), component consumption
- Finished-goods receipt; basic MRP-lite planning
- TakePOS with barcode scanning & cash drawer
Note: Advanced manufacturing or transport connectors may require marketplace modules.
💙 MokoCRM+NPO Includes POS
Everything in MokoCRM, tailored for nonprofits and associations.
Includes TakePOS (Point of Sale). POS is included in ERP and NPO packages.
- 🎁 Donations, pledges, receipts
- 👥 Memberships, renewals, directories
- 📅 Events & registrations
- 🤝 Volunteers & engagement tracking
- 📊 Campaign reports & board exports
Constituents & Donor CRM
- Individuals, households, organizations with custom fields
- Engagement timelines: donations, memberships, events
- Smart segments for appeals & newsletters
Memberships & Communities
- Levels, renewals, proration, grace periods
- Directories & printable cards/badges
- Automated renewal/lapse emails
Donations, Events & Outreach
- One-time/recurring gifts, in-kind; acknowledgments & year-end
- Event ticketing, quotas, attendance lists
- Mailchimp/SMS basics, LYBUNT/SYBUNT, campaign ROI
Governance & Reporting
- Board-ready exports; audit-friendly activity logs
- Donor pyramids & membership churn
- Locale-aware tax language templates
Note: Jurisdiction-specific tax/compliance language will be tailored during onboarding.