AI-Powered CRM with Built-In Lead Generation
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.
Effortlessly capture and manage customer enquiries from various channels.
Streamline your sales process, helping you create, manage, and send professional quotes and invoices with ease.
Generate invoices using customizable templates and automatically apply taxes based on location and product, ensuring compliance with local regulations.
Upload documents, images, and files directly to customer records or specific projects.
Streamline your email communications by managing everything directly within your CRM.
Effortlessly manage and analyze your data with our CRM module’s Spreadsheet Integration.
Manage customer support requests with a robust ticketing system that tracks issues from submission to resolution.
Establish targets for individuals, teams, or departments, ensuring alignment with overall business objectives.
Stay focused and productive each day with our daily Planner. Plan your day efficiently, prioritize your tasks, and ensure that you achieve your daily goals.
Track the distance traveled by your team members to optimize resource allocation, manage expenses, and ensure compliance with travel policies.
Record and categorize expenses accurately, facilitating budgeting and financial planning.
Watch video tutorials covering various aspects of the CRM module, providing visual demonstrations of key features and workflows.
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.
Auto-track emails & chats in one place for seamless communication.
KOKA CRM works seamlessly with your favorite apps
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.
