Knowledgebase & Support

Manage your workforce with ease — from employee records and contracts to leave requests and recruitment tracking. MokoCRM's HRM modules help streamline internal operations and maintain compliance.

Track leads, manage contacts, and grow client relationships from prospect to payment. MokoCRM's CRM module centralizes all customer interactions—calls, emails, proposals, contracts, and follow-ups—so your team stays aligned and responsive.

Vendor Relationship Management (VRM) in MokoCRM centralizes the way you manage suppliers, purchase orders, vendor proposals, and deliveries. It enables you to track pricing, request quotes, receive goods, and reconcile supplier invoices—all from a unified interface. With VRM, your procurement workflows become more efficient, auditable, and fully integrated with your inventory and accounting systems.

Financial Modules (Accounting/Treasury) in MokoCRM provide essential tools for managing your organization's financial operations, including invoicing, payments, banking, and basic double-entry accounting. These modules support tax configuration, journal entries, reconciliation, and real-time financial reporting. Seamlessly integrated with sales, purchases, and HR functions, they give you a unified view of your cash flow, balances, and financial health.

Product Management (PM) in MokoCRM allows you to create, categorize, and track products and services across your business operations. Whether managing physical inventory or intangible offerings, the module supports pricing, stock levels, barcoding, and supplier associations. Integrated with sales, purchasing, and invoicing, Product Management ensures consistency and accuracy throughout your supply chain and customer transactions.

Projects/Collaborative Work in MokoCRM enables you to plan, execute, and monitor projects with task assignments, milestones, and linked resources. Each project can include third parties, documents, timesheets, and budget tracking, offering full visibility into progress and team collaboration. Integrated with CRM, billing, and HR modules, it supports coordinated work across departments and improves accountability and delivery timelines.

Electronic Content Management (ECM) in MokoCRM provides a centralized repository for storing, organizing, and retrieving documents related to customers, vendors, projects, and internal operations. Users can upload files, assign permissions, and link documents to specific modules such as invoices, proposals, or HR records. With ECM, your team gains secure, version-controlled access to critical information, ensuring compliance and streamlined collaboration.

Multi-Modules Tools in MokoCRM are cross-functional utilities that enhance productivity by connecting features across multiple modules. These tools include calendars, notifications, document templates, dashboards, and mass actions that operate across CRM, HR, Accounting, and other systems. Designed to streamline workflows and reduce redundancy, they provide a unified user experience and help automate complex business processes.

Miscellaneous Applications in MokoCRM include supplementary tools and utilities that support specialized or non-core functions across the platform. These may cover features like barcode generation, data import/export wizards, module testing environments, or integrations with third-party services. While not tied to a specific operational area, these applications enhance system flexibility, customization, and administrative efficiency

Interfaces with External Systems in MokoCRM enable seamless integration with third-party platforms such as payment gateways, email servers, cloud storage, and APIs. These connectors facilitate real-time data exchange between MokoCRM and tools like OpenAI, Google Workspace, Stripe, or accounting software. By bridging internal operations with external services, this interface layer supports automation, scalability, and a more connected digital ecosystem.

System in MokoCRM encompasses core configuration tools for managing the platform’s behavior, performance, and security. This includes user rights, environment settings, scheduled tasks (cron jobs), backups, logs, and module activation. Designed for administrators, the System area ensures that MokoCRM runs smoothly, securely, and in alignment with organizational policies and infrastructure requirements.