Multi-modules tools
Multi-modules tools
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.
AI
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- Category: Multi-modules tools
The AI Functionalities Module in MokoCRM provides experimental tools to generate content—such as emails, images, audio, and text—using third-party AI services like ChatGPT, Grok, or others. It enhances productivity by allowing users to generate drafts, templates, or media directly from within the interface using configurable AI providers.
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Barcodes
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- Category: Multi-modules tools
The Barcodes Module in MokoCRM allows you to generate, assign, and scan barcodes for products, stock items, and documents. It supports multiple barcode formats, enhances inventory accuracy, and integrates with sales, purchasing, and warehouse operations for streamlined data entry and traceability. For barcode generation to work correctly, the PDF engine must be set to TCPDF.
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Bookmarks & Shortcuts
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- Category: Multi-modules tools
The Bookmarks & Shortcuts Module in MokoCRM allows users to create personalized quick-access links to frequently used pages, records, or modules within the system. This improves navigation efficiency, especially for users managing repetitive tasks or monitoring specific dashboards, documents, or reports.
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Data Exports
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- Category: Multi-modules tools
The Data Exports Module in MokoCRM enables users to extract structured data from various modules (CRM, Accounting, Projects, etc.) into formats like CSV, Excel, or PDF. It allows filtered exports, field selection, and formatted output for analysis, reporting, backups, or integration with external systems.
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Data Imports
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- Category: Multi-modules tools
The Data Imports Module in MokoCRM provides tools to upload and map structured data (CSV, Excel) into core modules such as third parties, products, invoices, and more. It simplifies onboarding, migration, and bulk updates by guiding users through step-by-step import workflows with validation and error handling.
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