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MokoCRM: The Transparent, Scalable ERP/CRM from Moko Consulting

MokoCRM: Powerful, Affordable, and Built for Real-World Business — But With No Hidden Surprises. Know What You Get (and What You Don’t).
#MokoCRM #Dolibarr #ERP #CRM #SmallBusinessSolutions #NonprofitTech #ClarksvilleTN

MokoCRM is Moko Consulting’s hosted, supported version of Dolibarr, a powerful open-source ERP and CRM platform. Delivered as a Software as a Service (SaaS) solution, MokoCRM gives you full control over your business operations without high license fees or vendor lock-in.

It’s modular. It’s customizable. And it’s transparent — we don’t hide limitations behind buzzwords or sales smoke. Here’s everything you need to know about what MokoCRM does — and what it doesn’t (yet!).

✅ What MokoCRM Does Include

Fully modular and tailored to your needs — activate only the tools you require:

💼 CRM & Sales

  • Directory for customers, prospects, suppliers
  • Sales proposals, orders, and contracts
  • Invoice creation and online payment (PayPal, Stripe, bank transfers)

🛍️ Products & Services

  • Product and service catalog
  • Stock and inventory tracking
  • Shipping and warehouse tools
  • Manufacturing/production management (MRP)

🧾 Accounting & Finance

  • Double-entry accounting
  • Multi-bank and direct debit/credit transfer tools
  • Country-specific tax compliance (EU VAT, India GST, Saudi ZATCA, etc.)
  • E-invoice generation (Peppol, Factur-X, QR-compliant)

🧠 Operations & Administration

  • Project management with timesheets and events
  • HR features: leave requests, expenses
  • Membership and donor management
  • Electronic Document Management System (EDMS)

📣 Communication & Engagement

  • Mass emailing campaigns
  • Custom surveys
  • PDF generation and export/import tools (CSV, Excel)
  • LDAP and API integrations
  • Multi-user and multi-language support
  • POS system for shops, bars, and restaurants

❌ What MokoCRM Does Not Include (Yet!)

We’re up-front about the current limitations of Dolibarr — and by extension, MokoCRM:

🧾 No Native Payroll Module

Dolibarr does not handle payroll processing (salary slips, tax deductions, etc.).
➡️ Use an external payroll provider or integrate with one via API.

⛓️ No Task Dependencies in Projects

You can manage tasks and timesheets, but project tasks cannot be linked with “must start after” or “wait until complete” relationships.
➡️ Manual workarounds or 3rd-party Gantt tools may be used.

📬 No Built-in Webmail

There is no full email inbox feature within Dolibarr.
Emails sent via MokoCRM appear in your Sent folder
Incoming mail can trigger CRM actions via IMAP

📉 Accounting Reports Are Incomplete

Double-entry is supported, but advanced reports (P&L, balance sheets) are limited.
➡️ Data export or third-party accounting tools recommended.

🏢 Multi-Company Requires Add-On

Managing multiple businesses from one installation requires the MultiCompany module from DoliStore.com.
➡️ You can run separate Dolibarr installs without this add-on, but they won’t share customers or data.

☕ Coffee Not Included

MokoCRM won’t brew your morning cup — but it’ll help you track who’s late to the meeting.

🌟 Why Choose MokoCRM?

  • Only pay for what you need
  • Hosted & supported by Moko Consulting
  • Transparent about what’s included
  • Open source & extendable
  • Tailored for nonprofits, small businesses, and growing teams

📞 Schedule your discovery call today
Visit mokoconsulting.tech or call ‪(931) 279-6313‬ to get started with a business platform you can trust.

🛎️ Prefer white‑glove setup?

Moko Consulting can provision the line, port your number, tune policies, and hand you a zero‑drama system with a one‑page runbook.
Find out More Here or Contact us to find out more!
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