CRM - Customer Relationship Manager
Mokonyx CRM is the customer-relationship and commerce platform for Joomla — it manages your customers, products and orders in one place. Sell with product kits & bundles, product variations, gift cards & store credit, multi-currency display and live shipping rates & labels, all from the Mokonyx admin and surfaced to shoppers in your storefront. Add-ons such as MokonyxLicensing extend it further.
🚀 CRM Roadmap – See What’s Coming Next!
- Details
- Category: CRM - Customer Relationship Manager
- Applicable Software: MokonyxCRM
- Min Version Number: In Development
- Max Version Number: Not Applicable
Mokonyx CRM is a customer-relationship-management extension built right into your Joomla site. It brings your contacts, companies, deals and pipelines, activity history, and invoicing together in one place — so sales and support teams can work from a single, connected view without leaving Joomla. It also links up with other Mokonyx products (such as Tickets) so a new order or request can flow straight into the right workspace.
CRM Roadmap (current stable In Development)
- CRM now talks directly to Tickets — a new order can automatically open and link a matching support ticket.
- New CRM ⇄ Tickets email bridge keeps conversations connected across both tools.
- Streamlined setup wizard with a single "Reset to defaults" button and in-wizard reset controls.
- Add-on admin menus now tuck neatly under the CRM menu on install and update.
- Dark-mode polish — the Recent Activities dashboard table header now follows your theme.
- More reliable installation and self-healing on multi-extension updates.
- Cleaner, consistent support links and manifests across the CRM family.
- Payments — capturing and tracking payments against invoices and deals.
- Generate professional PDF invoices directly from a record.
- Moving CRM custom fields onto Joomla's native custom-fields system.
- Polymorphic document links so files can attach to any CRM record type.
- Tightening the admin experience and fixing record-edit edge cases.
- Richer Web Services API for contacts, deals and batch sync with outside systems.
- A hybrid add-on framework so partners can extend CRM cleanly.
- PWA-style push and ntfy notifications for important CRM events.
- Deeper reporting across pipelines, activities and revenue.
- First stable release milestone.
- Deeper ties with Mokonyx Shop, Insight and Social for a unified customer view.
- AI-assisted lead scoring and next-best-action suggestions.
- Automated workflows and sequences triggered by CRM activity.
Items and timing are indicative and may change based on feedback and feasibility.
- Hits: 2
🚀 Licensing Roadmap – See What’s Coming Next!
- Details
- Category: MokonyxLicensing
- Applicable Software: MokonyxLicensing
- Min Version Number: 01.00.26
- Max Version Number: Not Applicable
Mokonyx Licensing is the licensing authority for the whole Mokonyx fleet — issuing and enforcing license keys, seat activations, entitlements, trials and update delivery, all tied into your CRM and Shop. The roadmap below shows what we have recently delivered and where we are heading next.
Licensing Roadmap (current stable 01.00.26)
- Free trials: time-boxed trial keys with one-click trial-to-paid conversion that carries activations forward.
- Anti-abuse guard limiting one trial per customer email or domain.
- Signed offline license files for air-gapped and offline validation — no phone-home required.
- Device and machine fingerprint binding, so seats are counted per distinct device.
- Self-service customer license portal to view keys, activations and download history.
- Renewal and expiry reminder emails with configurable grace periods.
- Cloaked, secure, license-gated download links with single-use tokens.
- Native Joomla update-server delivery driven from the release registry.
- Self-healing installs that keep the licensing database schema in sync automatically.
- Hardening cross-product integration with CRM and Shop under the Mokonyx rebrand.
- Rounding out the competitive-parity feature set against leading licensing platforms.
- Customer self-service license transfer — release and rebind a seat yourself, fully audited.
- Floating / lease-based activations with automatic reclaim of stale seats.
- Upgrade and downgrade flows with seat and tier changes and proration via Shop/CRM.
- Usage metering — feature, seat and API-call metering with reporting.
- Dunning: automatic failed-payment recovery and suspend-with-grace.
- Reseller and sub-account portal with role-based delegation.
Items and timing are indicative and may change based on feedback and feasibility.
- Hits: 2
Mokonyx Licensing: Getting Started
- Details
- Category: Getting Started
- Applicable Software: MokonyxLicensing
- Min Version Number: 1.0 and later
- Max Version Number: Not Applicable
What is Mokonyx Licensing
Mokonyx Licensing is the authority that issues and validates the licenses used by Mokonyx products and delivers gated software updates. It works alongside MokonyxCRM (which holds your subscription/contract) and the software forge (which stores release files).
What it does for you
- Confirms your license is valid when a product checks in.
- Restricts a license to the sites/domains you are entitled to.
- Delivers version updates only to licensed installations.
- Lets companies self-provision users from a purchased pool of seats.
You normally interact with it indirectly — your installed product validates in the background. Administrators and resellers use the admin tools and API described here.
- Hits: 49
Mokonyx Licensing: Administration
- Details
- Category: Guides
- Applicable Software: MokonyxLicensing
- Min Version Number: 1.0 and later
- Max Version Number: Not Applicable
Administration: issuing keys
Administrators (with the *Issue licenses* permission) can mint keys via the admin tools or the REST API.
Key types
- Generated — a new random key (default).
- Imported — record an existing/externally-issued key (kept as a hash).
- Internal — a perpetual in-house key: no expiry and unlimited seats, for
staff, dogfooding, and demo installs that must never lapse.
Options you can set: product, tier/package, expiry (or perpetual), seat limit, owner email, entitled services, and a domain allowlist. The plaintext key is shown once at creation — copy it then; only a hashed form is stored.
To draw a key from a company pool, issue it against an allotment (this consumes a seat and inherits the pool product/expiry).
- Hits: 38
Mokonyx Licensing: Company Accounts & Allotments
- Details
- Category: Guides
- Applicable Software: MokonyxLicensing
- Min Version Number: 1.0 and later
- Max Version Number: Not Applicable
Allotments & self-service
Companies can buy a pool of seats (an *allotment*) and hand out licenses to their own users without contacting support.
How it works
- Your company purchases an allotment (a number of seats for a product), typically
through the Mokonyx Shop. It links to your service contract.
- A company administrator provisions child keys from the pool — one per user or site.
Each child key consumes one seat.
- Optionally restrict each child key to specific domains (see Domain authorization).
- When all seats are used, buy more to grow the pool; removing a user frees a seat.
Ask your account administrator for access to the self-service area.
- Hits: 38
Subcategories
Addons
Add-ons for CRM — Customer Relationship Manager (pending development).