One Platform, Every Business Tool. From Lead Generation to Conversion & Invoicing to Customer Support.Generate Leads, Manage Customers, Provide Support & Streamline Service Delivery.
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Effortlessly capture and manage customer enquiries from various channels. Collect enquiries from email, web forms, social media, and more. Set up automatic reminders for follow-ups based on customizable schedules and triggers.
Upload documents, images, and files directly to customer records or specific projects. Set automated reminders for upcoming appointments, Save time and reduce the risk of missed appointments.
Manage customer support requests with a robust ticketing system that tracks issues from submission to resolution. Automatically route tickets to the appropriate team members based on predefined criteria, ensuring quick responses.
Track the distance traveled by your team members to optimize resource allocation, manage expenses, and ensure compliance with travel policies. Our Kilometers Traveled feature provides accurate mileage reports.
Access your CRM data in real-time, including contacts, accounts, leads, opportunities, and more, ensuring that you have the latest information at your fingertips. View, create, and update tasks and appointments, keeping track of your schedule and staying organized.
Streamline your sales process, helping you create, manage, and send professional quotes and invoices with ease. Easily convert quotations into Proforma Invoices without re-entering data, saving time and reducing errors.
Streamline your email communications by managing everything directly within your CRM. Our Email Integration feature ensures that you never miss a message and have all relevant information at your fingertips.
Establish targets for individuals, teams, or departments, ensuring alignment with overall business objectives. Sales revenue, lead generation, project completion rates, or customer satisfaction scores.
Record and categorize expenses accurately, facilitating budgeting and financial planning. Reconcile bank statements with accounting records seamlessly, ensuring accuracy and integrity of financial data. Generate customizable reports and analyze key metrics to make informed decisions and drive growth.
Generate invoices using customizable templates and automatically apply taxes based on location and product, ensuring compliance with local regulations. Send automated reminders to customers for upcoming or overdue payments.
Effortlessly manage and analyze your data with our CRM module’s Spreadsheet Integration. This feature allows you to work with your data in a familiar and flexible format, ensuring accuracy and engage with your customers in live chat interface.
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. Access your planners on the go with our mobile-friendly interface.
Watch video tutorials covering various aspects of the CRM module, providing visual demonstrations of key features and workflows. Access our comprehensive knowledge base, which includes documentation, tutorials, how-to guides, and troubleshooting tips.
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.
Communication is key. Incoming emails are automatically added to your pipeline, and all contact with your team and customers is made from a single place, ensuring easy access to information at all times.
KOKA CRM works seamlessly with your favorite apps–or find the right app for your needs.
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. Focus on valuable leads with intent scores from AI.
Declutter your sales view and have the key details you need to dive into your day with no wasted time. Plan your entire sales process with kanban views, and configure and control with drag-and-drop cards.
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.
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.
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.
who grow their business with KOKA