💼 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