Projects/Collaborative work
Projects/Collaborative work
Projects/Collaborative Work in MokoCRM enables you to plan, execute, and monitor projects with task assignments, milestones, and linked resources. Each project can include third parties, documents, timesheets, and budget tracking, offering full visibility into progress and team collaboration. Integrated with CRM, billing, and HR modules, it supports coordinated work across departments and improves accountability and delivery timelines.
Event Organization
- Details
- Category: Projects/Collaborative work
The Event Organization Module in MokoCRM is designed to manage the planning and execution of organized events such as conferences, workshops, webinars, and fundraisers. It supports participant registration, scheduling, resource allocation, and integration with agenda, CRM, and invoicing modules for full event lifecycle management.
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Events / Agenda
- Details
- Category: Projects/Collaborative work
The Events / Agenda Module in MokoCRM provides a centralized calendar for scheduling and managing appointments, tasks, calls, meetings, and other time-based activities. It integrates with user assignments, third-party contacts, and CRM modules to provide full visibility and coordination across your organization.
- Hits: 35
Projects or Leads
- Details
- Category: Projects/Collaborative work
The Projects or Leads Module in MokoCRM offers flexible tracking of both structured projects and early-stage sales or service opportunities. It allows users to manage project milestones, assign tasks, track progress, and optionally treat projects as sales leads, integrating CRM, billing, and time tracking into a unified workflow.
- Hits: 35
Resources
- Details
- Category: Projects/Collaborative work
The Resources Module in MokoCRM allows you to manage shared assets such as meeting rooms, equipment, vehicles, or tools that need to be booked and tracked. It supports availability calendars, conflict detection, and integration with the agenda and project modules for scheduling and utilization management.
- Hits: 33