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.