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KOKA CRM

Increase your Sales Potential with
 KOKA CRM

One Platform, Every Business Tool. From Lead Generation to Conversion & Invoicing to Customer Support.Generate Leads, Manage Customers, Provide Support & Streamline Service Delivery.

Simple and Stunning Interface

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All-in-One CRM Features

CRM to streamline sales, automate tasks & grow faster.

Enquiry, Follow up, Remainder

Effortlessly capture and manage customer enquiries from various channels.

Quotations & Proforma Invoice

Streamline your sales process, helping you create, manage, and send professional quotes and invoices with ease.

Invoices & Payments

Generate invoices using customizable templates and automatically apply taxes based on location and product, ensuring compliance with local regulations.

Attachments & Appointments

Upload documents, images, and files directly to customer records or specific projects.

Email & Whatsapp Integration

Streamline your email communications by managing everything directly within your CRM.

Spreadsheet, Live Chat

Effortlessly manage and analyze your data with our CRM module’s Spreadsheet Integration.

Helpdesk, Project & Task

Manage customer support requests with a robust ticketing system that tracks issues from submission to resolution.

Target vs Achievement

Establish targets for individuals, teams, or departments, ensuring alignment with overall business objectives.

Maximum productivity with minimum use

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.

Customize, upscale, and deploy with ease

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.

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Never miss out on a follow-up

Schedule calls, meetings, mailings, or quotations, and KOKA automatically plans the next activity based on your sales script.

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Why is KOKA the best sales solution for your business?

Auto-track emails & chats in one place for seamless communication.

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Automate your workflow with smart integrations

KOKA CRM works seamlessly with your favorite apps

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Quotations in One click

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.”

Koka User
Shalini Raj Director of Sales Operations

Everything sales, powered by AI

Simplify selling and grow your revenue with productivity, collaboration, and insights.

Koka CRM
Koka CRM

Smarter campaigns, superior leads

KOKA CRM helps you run smart sales campaigns to generate more leads, then capture, qualify, route, and track them with the power of AI.

Koka CRM

Great conversations, higher conversions

Understand customers better with a 360° view, meet them on their preferred channels, and engage with context.

Koka CRM

Efficient organizing, expert prospecting

Declutter your sales view and have the key details you need to dive into your day with no wasted time.

Koka CRM

Stronger sales, faster growth

Streamline processes, sew up deals, and score that quarterly bonus with timely insights. Avoid bottlenecks and plan accurately with deal recommendations by AI.

Less busywork, more business

Eliminate manual effort and save time by automating repetitive, mundane tasks. Improve productivity, increase adoption, and raise team morale.

AI-powered assistance and insights

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.

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Turn reporting data into money

Make smart decisions with real-time data, forecasts & dashboards

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Sales

70%

2022
Sales

90%

2023
Sales

110%

2024

Our Clients

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.

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Customer 1

Travel Divas

Scaled to $7 million in annual revenue

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Customer 2

ABC Corp

Improved sales efficiency by 50%

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Customer 3

XYZ Ltd

Expanded to 10 new regions in 1 year

Read the story