Customer Relationship Management (CRM)
Customer Relationship Management (CRM)
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.
Commercial Proposals (Customer Quotes)
- Details
- Category: Customer Relationship Management (CRM)
The Commercial Proposals Module in MokoCRM allows users to create, send, and manage sales quotations for prospects and customers. Proposals can include products, services, pricing, terms, and can be converted into invoices or orders once accepted.
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Contracts / Subscriptions
- Details
- Category: Customer Relationship Management (CRM)
The Contracts Module in MokoCRM enables you to manage service contracts and recurring subscriptions linked to customers or third parties. It provides tools for tracking start and end dates, activating services, and generating recurring invoices for ongoing commitments.
- Hits: 34
Interventions (Field Support)
- Details
- Category: Customer Relationship Management (CRM)
The Interventions Module in MokoCRM helps manage service activities performed at customer locations, such as on-site support, maintenance, or installations. It tracks time spent, resources used, and client signatures, and integrates with contracts, users, and billing.
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Knowledge Management
- Details
- Category: Customer Relationship Management (CRM)
The Knowledge Management Module in MokoCRM enables organizations to create and manage a structured internal or public knowledge base. It allows teams to write, categorize, and publish articles, FAQs, and documentation to assist staff, partners, or customers.
- Hits: 36
Partnership Management
- Details
- Category: Customer Relationship Management (CRM)
The Partnership Management Module in MokoCRM allows organizations to track and maintain relationships with external partners such as affiliates, resellers, sponsors, or collaborators. It provides structured tools for managing agreements, statuses, and engagement activities tied to third-party entities.
- Hits: 34