Enquiry, Follow up, Remainder

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.

Attachments & Appointments

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.

Helpdesk, Project & Task

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.

Employee live location, Kilometer travelled

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.

Mobile Application

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.

Quotations & Proforma Invoice

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.

Email & Whatsapp Integration

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.

Target vs Achievement

Establish targets for individuals, teams, or departments, ensuring alignment with overall business objectives. Sales revenue, lead generation, project completion rates, or customer satisfaction scores.

Accounts, Reports & E-Invoices

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.

Invoices & Payments

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.

Spreadsheet, Live Chat

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.

Daily, Weekly, Monthly Planner

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.

User Training and Support

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.

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.

Great conversations, higher conversions

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.

Efficient organizing, expert prospecting

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.

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.