MokoCRM
MokoCRM
Explore guides on using, customizing, and troubleshooting your Dolibarr-based CRM system.
Application Android - DoliDroid
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- Category: MokoCRM
📱 Use Dolibarr on Android with DoliDroid — the mobile companion app that lets you manage your ERP/CRM from anywhere. #Dolibarr #DoliDroid #MokoConsulting
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CRM Mobile App Guide
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- Category: MokoCRM
📱 Take Dolibarr on the go — learn how to install and use the mobile CRM app to manage tasks, clients, and invoices from anywhere.
#MokoConsulting #DolibarrCRM #MobileAppGuide
📱 CRM Mobile App Guide
Stay connected to your Dolibarr system from anywhere using the mobile CRM app. Whether you're in the field, at a meeting, or working remotely, the Dolibarr mobile app gives you the flexibility to manage your operations from your phone or tablet.
📥 Installing the App
Dolibarr’s mobile apps are available for both Android and iOS:
- 📲 Android: Search for Dolibarr ERP CRM in the Google Play Store
- 🍎 iOS: At this time their is not a compaitabel app for Dolibarr, however it is accessble through the Safari and Google Chrome browsers.
💡 Note: You may need your CRM web address and API key to configure the app. These can be found in your user profile or obtained from your admin.
🔐 Logging In
To log in:
- Enter your CRM URL (e.g., https://crm.mokoconsulting.tech)
- Input your username and password
- If required, enter the API key found in your web account settings
🔒 Two-factor authentication (2FA) may be enabled by your admin for added security.
🧭 What You Can Do in the App
Most common functions are available in the mobile app, including:
- 🧾 View and create proposals or invoices
- 📇 Manage third parties (clients, prospects, vendors)
- 📂 Review project statuses and tasks
- 📊 Access dashboards and quick stats
- ✍️ Log notes and attach files while on the go
- 🛟 Open tickets or request support
🔁 Syncing with the Web Version
Changes made in the app automatically sync with the main system:
- Create a task in the app — it appears on the web dashboard
- Update a client’s contact info — instantly synced
💡 Pro Tip: Use the app offline, and it will sync once reconnected to the internet (if supported by the version you're using).
⚙️ App Settings and Shortcuts
From the mobile menu, you can:
- Adjust language, currency, or theme
- Bookmark favorite modules
- Enable push notifications for task updates or due dates
📶 Performance Tips
- Use a strong internet or Wi-Fi connection
- Log out when not in use on shared devices
- Keep your app updated for security and performance enhancements
With the Dolibarr mobile app, your business is always in your pocket — accessible, secure, and ready whenever you are.
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CRM: First setup
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- Category: MokoCRM
Step 1: Company/Organization Setup
Menu path: Home → Setup → Company/Organization
- Name: Enter your company or organization name.
- Logo: Upload a PNG/JPG/GIF (130px height, max 800px width recommended).
- Squared Logo: PNG or JPG used in top-right corner.
- Fiscal Year: Choose the starting month.
- Country: Sets localization features like taxes and IDs.
- Professional IDs: Up to 6 supported, customize via
Setup → Translation. - Sales Tax (VAT): Enable or disable.
- Second/Third Tax: Optionally enable additional tax types.
Step 2: Activate Modules
Menu path: Home → Setup → Modules
- Toggle modules ON using the "Status" column.
- Recommended modules: Third Party, Invoices, Products.
- Use the gear icon for module-specific settings.
- After activation, assign user permissions.
Step 3: Display Settings
Menu path: Home → Setup → Display
- Language: Default is Auto Detect; enable multi-language for client documents.
- Skin: Choose between Eldy and MD themes. More on Dolistore.
- Dark Mode: Append
&THEME_DARKMODEENABLED=2to URL to force dark mode. - Misc: Set week start, list length, message of the day (supports variables).
Step 4: Login Page Customization
- Customize login message and background image.
- Show/hide the “Need help or support” link.
Step 5: Menu Configuration
Menu path: Home → Setup → Menus
- Menu Handlers: Choose:
- Eldy: Default, some customization possible.
- Auguria: Fully customizable database menu.
- Menu Editor: Customize Auguria or add to Eldy.
- Misc: Unauthorized entries can be hidden or grayed out.
Step 6: Advanced Options (Optional)
- Widgets
- Alerts & Notifications
- Security
- PDF Templates
- Email and SMS Configuration
- Dictionaries (e.g., payment terms)
- Precision, default filters, etc.
Step 7: User and Permissions Setup
Menu path: Home → Users & Groups
- Create users and assign permissions per module.
- Set default permissions via
Setup → Security. - Important: Without permissions, features will be hidden.
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CRM: Included Modules
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- Category: MokoCRM
MokoCRM delivers a modular and flexible CRM experience for managing your entire customer lifecycle. Built on the Dolibarr ERP/CRM foundation, MokoCRM brings together essential tools for sales, support, and relationship management—all in one place.
This guide outlines the core CRM modules included with MokoCRM and how they help streamline your business operations.
🧑💼 Human Resource Management (HR)
- Users & Groups: Manage employees and group permissions.
- Members: Handle foundation or association members.
- Leave Requests: Track and manage time-off requests.
- Expense Reports: Submit and review reimbursement claims.
- Recruitment: Manage job openings and candidate tracking.
- HRM Core: Manage departments, contracts, and employee satisfaction.
🤝 Customer Relationship Management (CRM)
- Third Parties: Contacts and company/client database.
- Proposals: Generate and manage commercial proposals.
- Sales Orders: Create and track customer sales orders.
- Shipments: Manage delivery of goods.
- Contracts/Subscriptions: Handle service contracts and recurring subscriptions.
- Interventions: Log and manage service interventions.
- Tickets: Issue tracking system.
- Knowledge Base: Helpdesk or support content.
- Partnerships: Partnership program management.
🏬 Vendor Relationship Management (VRM)
- Vendors: Supplier and purchase order management.
- Vendor Proposals: Request and manage supplier quotes.
- Reception: Manage goods receipt.
- Incoterms: Support for international shipping terms.
💰 Financial Modules (Accounting & Treasury)
- Invoices: Manage customer and supplier invoices.
- Taxes & Special Expenses: Handle taxes, dividends, and fees.
- Salaries: Record employee payments.
- Loans: Track company-issued or taken loans.
- Donations: Accept and manage donations.
- Banks & Cash: Manage bank and cash accounts.
- Credit Transfers / Direct Debits: SEPA payment support.
- Margins: Calculate and monitor profit margins.
- Accounting (Simplified & Double Entry): Journals, ledgers, and export.
- Intracomm Report: DEB/DES support for French compliance.
- Asset Module (In Development): Asset tracking and depreciation.
📦 Product Management (PM)
- Products/Services: Define and manage offerings.
- Stocks: Inventory management.
- Lots/Serials: Batch and expiration tracking.
- Product Variants: Manage options like color/size.
- BOM (Bill of Materials): Define manufacturing inputs.
- Manufacturing Orders: Production workflow.
- Dynamic Pricing (Experimental): Auto-calculate prices.
- Workstations: Manage production resources.
- Advanced Stock Transfer (In Development): Track inventory moves.
📅 Projects & Collaboration
- Projects/Leads: Task and opportunity tracking.
- Agenda: Calendar and meeting logs.
- Resources: Book items like rooms or equipment.
- Event Organization: Plan events via projects.
📄 Document Management (ECM)
- DMS/ECM: Auto-classify and share documents.
🛠️ Multi-Module Tools
- Tags/Categories: Organize items by metadata.
- WYSIWYG Editor: Rich text editing with CKEditor.
- Multicurrency: Manage prices in multiple currencies.
- RSS Feed, Bookmarks, Barcodes, Stickers (some in development).
- Inter-Module Workflow: Automate status changes.
- Data Import/Export: Tools to manage data flows.
- Data Privacy (GDPR) (Experimental).
- Module Builder & AI Tools (Experimental).
🌐 Websites & Frontal Applications
- Polls/Surveys: Run public questionnaires.
- Website CMS: Create and host websites via Dolibarr.
- Collab (In Development): Shared documents and sheets.
- TakePOS: Touchscreen POS system for retail/food service.
🔌 External System Interfaces
- Social Networks Fields: Twitter, Facebook, etc.
- Notifications: Trigger emails on business events.
- Mass Emailings: Run email campaigns.
- Email Collector: Auto-create leads or logs from inbox.
- APIs: REST and (deprecated) SOAP.
- Webhooks, Zapier, LDAP, OAuth, FTP, GeoIP: Connectivity options.
- Payment Gateways: PayPal, Stripe, PayBox.
- ClickToDial: VOIP integration.
- Receipt Printers, One-Click Printing: POS integrations.
- Mailman/SPIP: Member communications.
- Gravatar: Profile pictures via email.
- WebDAV: Document access via file explorer.
⚙️ System and Administration
- Scheduled Jobs: Cron-like automation.
- Debug Tools: Logs, debug bar.
- Unalterable Archives: Real-time immutable logs for compliance.
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CRM: User Documentation
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- Category: MokoCRM
💼 What Is a CRM?
A Customer Relationship Management (CRM) system is a software tool that helps businesses manage their interactions with customers, leads, and contacts. Its purpose is to improve customer service, drive sales growth, and streamline operations.
With a CRM, you can:
- 📇 Store contact and company information
- 📞 Track communication history (calls, emails, meetings)
- 📊 Monitor your sales pipeline
- 📬 Automate reminders and follow-ups
- 📈 Analyze customer trends and sales data
- 👥 Collaborate across teams
CRM systems are used in sales, marketing, customer support, and service delivery — essentially anywhere customer interaction occurs.
🧰 What Can MokoCRM Powered by Dolibarr Do?
MokoCRM powered by Dolibarr (Latest stable version: 21.0.1) is a cloud-based Software-as-a-Service (SaaS) platform that delivers a flexible, modular business management system for modern organizations. It combines CRM functionality with ERP, MRP, and HRM features. It’s designed for freelancers, small businesses, manufacturers, and nonprofits.
Dolibarr (Latest stable version: 21.0.1) is an all-in-one open-source suite that combines CRM functionality with ERP, MRP, and HRM features. It’s designed for freelancers, small businesses, manufacturers, and nonprofits.
Here’s what MokoCRM powered by Dolibarr can handle:
🔹 CRM Features
- Third Parties: Manage customers, leads, vendors, and their contact details
- Proposals and Opportunities: Send quotes, track deal stages, and convert leads
- Sales Orders & Invoices: Generate and track quotes, orders, invoices, and recurring bills
- Contracts: Manage service contracts and subscriptions
- Support Tickets: Handle customer service or internal requests
- Email Templates & Alerts: Automate follow-ups and notifications
- Document Management: Store files and attachments for each customer
🔹 ERP & Business Management Features
- Products & Inventory: Track stock, manage warehouses, and define pricing rules
- Purchasing: Issue and track supplier orders, manage vendor relationships
- Accounting & Finance: Log income and expenses, reconcile bank records, and generate financial statements
- Projects & Tasks: Assign, monitor, and log progress across departments
- Point of Sale (POS): Process sales in retail or event settings with barcode and payment integration
- Multi-company & Multilingual: Operate across global teams with dedicated configurations
🏭 MRP (Manufacturing Resource Planning)
- BOM Management: Define multi-level Bills of Materials for manufactured products
- Work Orders: Create and track manufacturing orders from sales or stock demand
- Production Planning: Allocate raw materials, track WIP (Work in Progress), and manage lead times
- Inventory Sync: Automatically update stock levels for components and finished goods
🧑💼 HRM (Human Resource Management)
- Employee Directory: Manage staff records, positions, and departments
- Leave & Absence Requests: Track time off and approvals
- Timesheets: Log hours worked on tasks or projects
- Recruitment: Manage job postings, applications, and interviews (with add-ons)
- Expense Reports: Track employee reimbursements and approval workflows
⚙️ Modular Architecture
- Activate only the modules you need
- REST API for integrations with external systems
- Compatible with third-party plugins, dashboards, and UI themes
❌ What MokoCRM Powered by Dolibarr Can’t Do (Out of the Box)
Even with its robust feature set, MokoCRM powered by Dolibarr has some limitations without extensions or customization:
❌ 1. Advanced Marketing Automation
- No built-in lead scoring, funnel visualization, or behavioral tracking
- Email campaign tools are limited unless integrated with external services like Mailchimp
❌ 2. Customer Experience Tools
- No native live chat or chatbot integration
- Lacks customer satisfaction tools like NPS or feedback forms
- No omnichannel messaging (e.g., SMS, WhatsApp, Facebook Messenger) built in
❌ 3. Business Intelligence & Reporting
- Basic table-style reports only
- No drag-and-drop dashboard builder
- No predictive analytics or advanced data visualization tools
❌ 4. Workflow Automation
- Basic triggers are available, but complex automation logic (e.g., conditional workflows) is not supported natively
- No visual workflow editor like BPMN-style drag-and-drop tools
❌ 5. Modern UI/UX and Collaboration
- Interface is functional but not as modern or intuitive as cloud-native tools
- No built-in team chat, real-time document collaboration, or discussion threads
❌ 6. Mobile Limitations
- Mobile app lacks full feature parity with desktop
- Some modules may not render or function well on mobile devices
❌ 7. Multi-Tenant SaaS Usage
- Not intended for isolated multi-client environments under one install
- Shared resources limit flexibility for SaaS providers without heavy customization
❌ 8. Compliance & Privacy Tools
- No out-of-the-box tools for GDPR/CCPA compliance
- Consent tracking, data export, and right-to-erasure must be configured manually
❌ 9. Built-in E-Commerce
- No native web store module
- Relies on external integrations like Prestashop, WooCommerce, or Magento for online selling
🧠 Who Should Use MokoCRM Powered by Dolibarr?
MokoCRM powered by Dolibarr is an excellent fit if you:
- ✅ Run a small to midsize business or nonprofit
- ✅ Want a self-hosted, open-source CRM solution
- ✅ Prefer a modular system that you can tailor to your needs
- ✅ Want to avoid monthly subscription fees and vendor lock-in
You may need a different solution if you:
- ❌ Require enterprise-grade marketing automation
- ❌ Need advanced mobile or AI-driven analytics
- ❌ Rely on deep integrations with a broad SaaS ecosystem
📊 Dashboard Overview
The Dashboard is the default landing page when you log into MokoCRM powered by Dolibarr. It provides a centralized overview of your business, helping you track metrics, activity, and tasks in real time.
🧭 What You’ll Find on the Dashboard
- ✅ Quick access buttons for common actions
- 📈 Graphs and stats showing sales, stock, and project progress
- 🔔 Alerts for overdue items, unread messages, or approvals
- 📋 To-do lists and task reminders
- 🧾 Summary tables (top clients, open proposals, unpaid invoices)
- 📅 Calendar view linked to events and interventions
🛠️ Customizing the Dashboard
- Enable/disable blocks via user/admin preferences
- Use plugins for KPIs, charts, or custom visuals
- Assign dashboards by role (e.g., Sales, Accounting, Support)
👥 Multi-User Dashboards
- Sales reps: See proposals, leads, and follow-ups
- Accountants: View financial summaries and due invoices
- Warehouse teams: Monitor deliveries and stock alerts
🔄 Real-Time Data
- Most dashboard elements reflect live system data
- Some widgets auto-refresh or allow manual reloads
🧩 Extending the Dashboard
- Add-ons from Dolistore
- Integrate with Grafana, Power BI via API
- Build custom widgets for unique KPIs
📌 Tips for an Effective Dashboard
- Only show what you use
- Use role-based views
- Review daily for decision-making
📦 Included Modules
MokoCRM powered by Dolibarr’s flexibility comes from its modular architecture. You can activate only the features you need — CRM, ERP, MRP, HRM, and more.
To view the full list of included modules, visit:
👉 https://mokoconsulting.tech/support/crm/crm-included-modules
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Subcategories
Customer Relationship Management (CRM) Article Count: 9
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.
Electronic Content Management (ECM) Article Count: 1
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.
Financial Modules (Accounting/Treasury) Article Count: 11
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.
Human Resource Management Article Count: 6
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.
Interfaces with external systems Article Count: 15
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.
Payment Processing Article Count: 3
Payment Processing in MokoCRM centralizes how your organization collects funds from clients, members, or donors. This subcategory includes integrations with trusted payment gateways like PayPal, Stripe, and PayBox, enabling secure online payments for invoices, orders, donations, or subscriptions. Each module provides automatic payment confirmation and CRM updates, streamlining your receivables and reducing manual reconciliation. Whether you're accepting one-time payments or recurring billing, MokoCRM's payment tools help you maintain cash flow and improve client convenience.
Miscellaneous Applications Article Count: 4
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
Multi-modules tools Article Count: 12
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.
Product Management (PM) Article Count: 9
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 Article Count: 4
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.
System Article Count: 5
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.
Vendor Relationship Management (VRM) Article Count: 4
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.