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.
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 powerful tool eliminates the need to leave Salesforce to get things done.”
“KOKA CRM simplified our quotation process and improved our conversion rate.”
“Creating quotations now takes seconds instead of minutes. Love it!”
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.
Frequently Asked Questions