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KOKA Books
KOKA-CRM
KOKA ERP
Project & Task Management
Create RFQs, manage suppliers, generate purchase orders, and process invoices.
Generate invoices, track payments, and manage orders with inventory integratio.
Monitor stock levels, automate deductions, and get low-stock alerts.
Track finances, automate invoicing, and manage accounts payable/receivable.
Analyze financial health with balance sheets, P&L, and trial balance reports.
Automate GST calculations, reconcile tax credits, and file returns easily.
Process salaries, tax deductions, and compliance with automated payroll.
Manage finances and inventory across branches with centralized control.
Process sales, track inventory, and accept payments with mobile POS.
Track enquiries, automate follow-ups, and set reminders for timely engagement.
Generate quotations, convert them to proforma invoices, and share instantly.
Create invoices, track payments, and send automated due reminders.
Schedule, manage, and get reminders for client meetings and follow-ups.
Send emails and WhatsApp messages directly from the CRM for quick communication.
Track sales team visits to customer locations in real-time with live tracking.
Record and store client calls for quality checks and reference.
Allow employees to apply for leave and get approvals within the CRM.
Access CRM features on the go with a fully integrated mobile app.
Manage accounts, track transactions, automate invoicing, and generate financial reports.
Streamline supplier management, create RFQs, process purchase orders, and track expenses.
Plan production, manage work orders, track raw materials, and optimize workflows.
Monitor stock levels, automate replenishment, and track movements across locations.
Handle sales and purchase orders, track order status, and manage invoicing efficiently.
Optimize storage, track inventory in real time, and streamline order fulfillment.
Improve logistics, track shipments, and ensure smooth supply chain operations.
Manage leads, track customer interactions, automate follow-ups, and close deals faster.
Plan, assign tasks, track progress, and manage resources effectively.
Automate payroll, manage attendance, track leave, and streamline employee records.
Track, maintain, and optimize asset utilization for improved efficiency.
Manage service requests, schedule maintenance, and enhance customer support.
Manage student inquiries, applications, and enrollment with an automated workflow.
Track student and staff attendance with biometric, RFID, or manual entry options.
Schedule exams, generate report cards, and analyze student performance.
Plan, update, and manage the academic syllabus for each grade and subject.
Automate fee collection, track payments, and send reminders for dues.
Monitor academic progress, manage lesson plans, and track student performance.
Handle staff recruitment, payroll, attendance, and leave management.
Create and manage class schedules, teacher allocations, and room assignments.
Track book inventory, manage lending, and maintain digital and physical catalogs.
Assign rooms, track occupancy, and manage hostel amenities efficiently.
Plan, schedule, and organize school events with participant tracking.
Streamline hiring with job postings, applicant tracking, and interview scheduling.
Track employee attendance with biometric, RFID, or manual entry options.
Automate salary processing, tax deductions, and compliance management.
Manage leave requests, approvals, and balance tracking seamlessly.
Provide employees with self-service access to payslips, leave, and HR updates.
Monitor employee performance with goals, appraisals, and feedback.
Ensure compliance with labor laws, tax regulations, and employee benefits.
Plan training programs, track progress, and enhance employee skills.
Define and manage HR policies for attendance, leave, and workplace guidelines.
Register visitors quickly with digital check-ins and automated data capture.
Allow guests to schedule visits in advance with approval workflows.
Track Employee time off and Visitor Schedules easily.
Generate and print visitor badges for easy identification.
Send instant alerts to hosts upon visitor arrival.
Restrict and grant entry based on predefined security rules
Maintain a digital log of all visitor activities for security and audits.
Manage visitors across multiple branches from a centralized system.
Verify visitor identity with document scanning and authentication.
Ensure safety with emergency notifications and real-time visitor tracking.
Enable check-ins, approvals, and visitor tracking via a mobile app.
Generate detailed reports on visitor frequency, purpose, and time spent.
Assign and manage parking spots with real-time availability tracking.
Automate vehicle check-ins and check-outs with digital logs.
Generate digital tickets and enable cashless payment options.
Automate vehicle identification with RFID tags and number plate recognition.
Register and manage guest vehicles with predefined access rules.
Handle recurring parking plans with automated renewals and invoicing.
Enhance security with CCTV, alerts, and unauthorized access detection.
Allow users to book, pay, and track parking availability via a mobile app.
Generate reports on occupancy, revenue, and usage patterns for insights.
Monitor rule violations and issue penalties for unauthorized parking.
Manage multiple parking locations from a single unified dashboard.
Log, track, and prioritize IT support tickets with automated workflows.
Accept tickets via email, chat, phone, and self-service portals.
Route tickets to the right teams based on category and priority.
Define and track service level agreements to ensure timely issue resolution.
Enable users to find solutions with a searchable knowledge base.
Facilitate real-time support with chat and internal team collaboration.
Identify recurring issues and prevent future disruptions proactively.
Track and manage IT assets linked to support tickets.
Automate escalations and approval processes for complex issues.
Generate reports on ticket resolution times, agent performance, and trends.
Manage and respond to tickets on the go with a mobile-friendly interface.
Seamlessly connect with third-party tools like CRM, ERP, and monitoring software.
Plan projects, set deadlines, and allocate resources for efficient execution.
Log work hours, track productivity, and generate detailed time reports.
Visualize project timelines and manage tasks with drag-and-drop functionality.
Monitor project budgets, track expenses, and optimize resource allocation.
Record work hours with real-time check-in and check-out tracking.
Assign tasks, set priorities, and track progress for better workflow management.
Automate repetitive tasks with scheduled recurrence and reminders.
Monitor task and project progress with real-time updates and reports.
Seamlessly connect with CRM to manage client interactions and project data.
Enable direct communication with clients for updates and collaboration.
Generate project-based invoices and track payments efficiently.
Analyze project performance with insightful reports and real-time analytics.
Enable real-time ride booking, fare estimation, and driver tracking with GPS integration.
Allow users to browse restaurants, place orders, track deliveries, and make online payments.
Offer a seamless shopping experience with product browsing, secure checkout, and order tracking.
Comprehensive CRM platform for customer-facing teams
One Platform, Every Business Tool. From Lead Generation to Conversion & Invoicing to Customer Support.Generate Leads, Manage Customers, Provide Support & Streamline Service Delivery.
CRM to streamline sales, automate tasks & grow faster.
Handle customer queries across multiple channels with ease and clarity.
Create and send quotes or invoices with speed and professional formatting.
Use invoice templates, auto taxes, and track payments with full compliance.
Attach files to records and set reminders for important customer meetings.
Manage email and WhatsApp chats in CRM for faster client communication.
Work with live sheets to edit, share, manage, and track team data in real time.
Track tickets and manage task progress from assignment to resolution.
Set goals for teams or staff and monitor success against key milestones.
Plan and organize your day to maximize productivity and reduce stress.
Track employee location and distance to optimize your team's resources.
Record and manage expenses to help with budgeting and financial clarity.
Access training videos and expert support to master the CRM with confidence.
Automating your workflows, processes, campaigns, customer journeys, and more enables you to focus on building great relationships. KOKA CRM is built to get more done in less time.
KOKA CRM is yours—and we mean it. With a dedicated admin panel, state-of-the-art customization, hassle-free migration, consultant support, and a powerful developer platform, you can truly use KOKA CRM to the fullest.
Schedule calls, meetings, mailings, or quotations, and KOKA automatically plans the next activity based on your sales script.
Create professional-looking quotations in no time with a user-friendly interface. Select your products from the catalog and let KOKA handle the rest.
“This powerfull tool eliminates the need to leave Salesforce to get things done.”
Simplify selling and grow your revenue with productivity, collaboration, and insights.
KOKA CRM helps you run smart sales campaigns to generate more leads, then capture, qualify, route, and track them with the power of AI.
Understand customers better with a 360° view, meet them on their preferred channels, and engage with context.
Declutter your sales view and have the key details you need to dive into your day with no wasted time.
Streamline processes, sew up deals, and score that quarterly bonus with timely insights. Avoid bottlenecks and plan accurately with deal recommendations by AI.
Eliminate manual effort and save time by automating repetitive, mundane tasks. Improve productivity, increase adoption, and raise team morale.
AI makes work smarter and easier, helping you around the clock: highlighting the best leads and deals, offering insights, and even writing emails. Stay a step ahead with AI.
Make smart decisions with real-time data, forecasts & dashboards
Smart decisions are based on accurate and real-time data. Dig deeper into your sales metrics with revenue forecasts, team performance analysis, and custom dashboards.
KOKA CRM is a powerful customer relationship management tool designed to help businesses manage leads, automate follow-ups, streamline communication, and enhance the customer experience—all from a single, centralized platform.
KOKA CRM offers customizable modules, smart automation, and real-time insights tailored for businesses in India and beyond. It’s built to help you convert more leads and retain loyal customers.
KOKA CRM is ideal for startups, SMEs, and large enterprises across industries like manufacturing, retail, service, healthcare, and education.
Not at all. KOKA CRM is used by sales, marketing, customer support, and management teams to centralize customer data and boost productivity.
KOKA CRM includes lead tracking, quotation & invoice generation, follow-up reminders, email & WhatsApp integration, deal pipeline, reports, and much more.
Yes. With lead scoring, automated reminders, and real-time sales dashboards, KOKA CRM helps your team close more deals faster and smarter.
Absolutely. KOKA CRM captures leads from multiple sources (website, ads, WhatsApp) and helps you nurture them with personalized follow-ups.
Yes. KOKA CRM offers customer communication logs, service ticket management, and automated support tracking.
By offering timely follow-ups, loyalty tracking, and automated engagement, KOKA CRM helps keep your customers coming back.
Yes. KOKA CRM seamlessly integrates with your ERP, email systems, WhatsApp, and other marketing and communication tools.
Yes. KOKA uses encrypted cloud storage, role-based access control, and regular data backups to keep your business information safe.
Yes. KOKA CRM is mobile-responsive and also offers app support, so you can access your data on the go.
Definitely. Whether you’re in manufacturing, real estate, or education, KOKA CRM is fully customizable to fit your workflow.
Plans vary, but we offer scalable options—from single-user startups to enterprise-level CRM deployments with unlimited users.
KOKA CRM is cloud-based, but we also provide offline support and auto-sync features in specific modules for areas with unstable internet.
KOKA CRM is affordably priced with flexible monthly and annual plans. We also offer lifetime license options and custom pricing for enterprises.
Yes. Contact our team for a free personalized demo and explore how KOKA CRM fits your business needs.
Yes. We provide onboarding, staff training, and ongoing support to ensure a smooth transition.
We offer dedicated account managers, live chat, phone support, and email assistance during business hours.
Yes. Our team helps you with secure and smooth data migration from spreadsheets or older CRM software.