Centralized Lead Database

Easily store and manage all your leads and contacts in one place. Access customer details, interaction history, and communication logs in a structured manner to streamline sales and marketing efforts.

Automated Lead Nurturing

Set up automated follow-up emails, reminders, and SMS notifications to engage potential customers at the right time, ensuring no opportunity slips through the cracks.

Lead Scoring & Prioritization

Assign scores to leads based on their engagement, behavior, and purchase intent, allowing your sales team to focus on high-value prospects for better conversion rates.

Seamless Communication

Track and log all emails, calls, meetings, and notes directly within the CRM. Keep a 360-degree view of all interactions to personalize follow-ups and enhance customer relationships.

Visual Pipeline Management

Monitor the progress of each deal using an intuitive drag-and-drop pipeline. Move deals across different stages effortlessly, providing clarity on sales status and bottlenecks.

Automated Follow-ups

Receive reminders and notifications for pending deals, ensuring timely engagement with prospects to maintain sales momentum.

Revenue Forecasting

Predict future sales performance using data-driven insights. Generate reports on potential revenue, helping businesses set realistic sales targets and strategies.

Customizable Sales Stages

Tailor the pipeline stages according to your sales process. Add, remove, or modify stages to align with how your business closes deals.

Quotation & Proposal Management

Easily generate and send professional quotations and proposals to clients. Use pre-designed templates, customize pricing, and send them directly from the CRM. Track when clients view and accept proposals to accelerate sales closure.

Invoicing & Payment Tracking

Create and send invoices directly from the CRM. Automate payment reminders, track outstanding invoices, and integrate with payment gateways for seamless transactions. Keep a detailed log of payments received and pending to manage cash flow efficiently.

End-to-End Sales Process

From capturing leads to closing deals and managing payments, KOKA CRM enables businesses to handle the entire sales cycle within a single platform—eliminating the need for multiple tools.

Email & SMS Campaigns

Create, schedule, and automate personalized email and SMS campaigns to nurture leads and engage customers effectively.

Drip Campaigns

Set up multi-step automated workflows to guide leads through the sales funnel, delivering the right content at the right time.

Lead Segmentation

Segment your audience based on demographics, behavior, or past interactions to deliver targeted marketing messages.

Performance Analytics

Track open rates, click-through rates, and conversion metrics to optimize your marketing efforts for maximum impact.

Centralized Ticket System

Manage all customer inquiries and support tickets in one place. Assign tickets to the right agents, track their status, and ensure faster resolutions.

Multi-Channel Support

Allow customers to reach out via email, chat, and phone, consolidating all interactions into a single platform for better management.

Automated Ticket Assignment

Automatically assign tickets to the right team members based on expertise, workload, or priority, ensuring timely resolutions.

Self-Service Portal

Create a knowledge base with FAQs and guides to help customers find answers on their own, reducing support workload.

Custom Reports

Generate detailed reports on sales performance, marketing campaigns, and customer service metrics. Customize reports based on your business needs.

Real-Time Dashboards

Access live dashboards that provide a snapshot of key business metrics, helping you make data-driven decisions.

Customer Behavior Insights

Analyze customer interactions, preferences, and buying patterns to refine your sales and marketing strategies.

Sales Performance Tracking

Monitor team performance, track individual sales reps’ productivity, and set benchmarks for improvement.

Third-Party Integrations

Seamlessly connect KOKA CRM with ERP systems, email platforms, accounting software, and other business applications.

API Access

Use API functionalities to build custom workflows and integrate CRM features into your existing systems.

Role-Based Access

Define user roles and permissions to restrict access to sensitive information, ensuring security and compliance.

Custom Fields & Modules

Modify CRM functionalities by adding custom fields, forms, and workflows to align with your business processes.

Real-Time GPS Monitoring

Track field sales representatives' locations in real-time to ensure efficiency and accountability.

Check-In & Attendance

Enable sales reps to check in at client locations, providing a transparent record of field visits.

Route Optimization

Analyze movement patterns and sales effectiveness to optimize resource allocation.

Drag-and-Drop Editor

Create professional websites effortlessly with a user-friendly, no-code builder.

Pre-Built Templates

Choose from a variety of industry-specific templates to set up a website quickly.

SEO Optimization

Improve search rankings with built-in SEO tools, meta tags, and keyword optimization features.

Mobile-Responsive Design

Ensure your website looks great on any device, enhancing user experience.

High-Converting Templates

Design stunning landing pages optimized for lead generation and conversions.

Seamless Marketing Integration

Integrate landing pages with email marketing, CRM, and analytics tools for better tracking.

Lead Capture Forms

Embed customizable forms to collect prospect details and automate lead management.

Goal Setting

Set realistic sales targets for individuals and teams, helping align efforts with business objectives.

Performance Tracking

Monitor progress in real-time with detailed sales reports and analytics.

Incentive Management

Motivate sales teams by linking incentives and rewards to target achievements.

Data-Driven Adjustments

Identify sales trends and adjust targets based on real-time data insights.

All-in-One Project Control

Manage projects from initiation to completion within a single platform. Keep track of tasks, deadlines, team progress, and overall project health in real time.

Centralized Dashboard

Gain a 360-degree view of all active and completed projects, ensuring seamless monitoring and efficient execution.

Task Delegation & Prioritization

Assign tasks to team members based on their expertise and workload. Prioritize critical tasks to ensure smooth workflow and timely project completion.

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Structured Project Roadmap

Plan projects effectively by defining key objectives, timelines, and deliverables. Establish a structured approach to meet deadlines and avoid bottlenecks.

Task Scheduling & Dependencies

Break down projects into smaller tasks, set dependencies, and schedule them for efficient execution. Avoid delays by ensuring tasks follow the correct sequence.

Deadline Management

Stay on track with automated reminders and alerts for approaching deadlines, helping teams stay focused on key milestones.

Real-Time Collaboration

Enable seamless collaboration with built-in communication tools. Discuss project details, share updates, and resolve issues in real time.

File Sharing & Documentation

Store and share important files, project documents, and meeting notes in a centralized space, ensuring easy access for all team members.

Internal Messaging & Notifications

Keep everyone informed with real-time notifications on task updates, deadline changes, and project discussions.

Automated Task Assignments

Set rules to automatically assign tasks to team members based on predefined conditions, reducing manual work and improving efficiency.

Process Streamlining

Create and automate workflows for repetitive tasks, ensuring consistency and eliminating bottlenecks in project execution.

Approval Workflows

Define approval stages for critical tasks, ensuring transparency and accountability before moving forward.

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Resource Allocation

Optimize resource utilization by assigning the right personnel and materials to each project based on availability and workload.

Budget Planning & Tracking

Define project budgets, track expenses, and monitor financial performance in real time to prevent overspending.

Cost Analysis & Forecasting

Analyze spending trends and forecast future project costs to maintain financial control and profitability.

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Real-Time Progress Monitoring

Track project progress against predefined milestones and KPIs to ensure timely completion and goal alignment.

Custom Reports & Insights

Generate detailed reports on project status, resource utilization, and team performance to make informed decisions.

Productivity Analytics

Analyze team productivity and identify improvement areas to enhance efficiency and workflow optimization.

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Secure Client Access

Provide clients with limited access to track project progress, review documents, and approve deliverables without compromising internal data.

Vendor & Supplier Coordination

Manage external vendors and suppliers efficiently by tracking deliverables, contracts, and payment schedules within the CRM.

Feedback & Approvals

Facilitate seamless collaboration by enabling clients and vendors to provide feedback, request modifications, and approve completed work.

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Define Key Milestones

Set clear project milestones to track progress and ensure timely achievement of major goals.

Progress-Based Alerts

Receive alerts when milestones are approaching or overdue, helping teams stay proactive and on schedule.

Milestone Dependencies

Establish dependencies between milestones to ensure a logical project flow and avoid delays.

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Visual Project Timeline

Use an intuitive Gantt chart to visualize project timelines, task dependencies, and overall progress at a glance.

Drag-and-Drop Adjustments

Easily modify timelines and adjust task dependencies using a simple drag-and-drop interface.

Critical Path Analysis

Identify and focus on critical tasks that directly impact project completion time to enhance efficiency.

Board-Based Task Management

Manage tasks using an interactive Kanban board, providing a clear overview of project status and progress.

Customizable Workflows

Adapt Kanban boards to fit your team's specific workflow by customizing task stages and categories.

Workload Balancing

Distribute tasks evenly among team members to maintain productivity and prevent burnout.

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Time Tracking & Logging

Record time spent on tasks and projects, enabling accurate billing and productivity assessment.

Automated Work Logs

Generate automatic work logs based on employee activity, providing a clear picture of work hours and project contributions.

Exportable Reports

Export time sheet data for payroll processing, client invoicing, or performance evaluation.

Attendance Tracking

Monitor employee work hours with check-in and check-out features, ensuring accurate attendance records.

Location-Based Check-Ins

Enable GPS-based check-ins for remote teams, ensuring accountability and transparency.

Shift & Overtime Management

Track work shifts, overtime, and employee availability to maintain balanced workloads and compliance with labor regulations.

Effortless Task Management

Create tasks with just a few clicks and assign them to team members based on roles and expertise.

Smart Task Delegation

Ensure workload balance by assigning tasks to available team members, increasing productivity and efficiency.

Task Categories & Tags

Organize tasks using categories, labels, and tags to streamline workflow and enhance visibility.

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Set Task Priority Levels

Categorize tasks as High, Medium, or Low priority to help teams focus on urgent work first.

Deadline & Due Date Tracking

Assign due dates to each task, ensuring timely completion and reducing missed deadlines.

Urgent Task Alerts

Receive instant alerts for overdue and high-priority tasks to take quick action and avoid delays.

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Break Down Complex Tasks

Divide large tasks into smaller, manageable subtasks to improve task clarity and execution.

Progress Tracking with Checklists

Use checklists to ensure each step of a task is completed before marking it as done.

Task Dependencies

Link related tasks together, ensuring that dependent tasks are completed in the right sequence.

Automate Repetitive Tasks

Set up recurring tasks for daily, weekly, or monthly activities to eliminate manual task creation.

Custom Recurrence Rules

Define task repetition schedules based on business needs, saving time on task management.

Auto-Completion & Reminders

Automatically mark completed recurring tasks and receive reminders for upcoming ones.

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Built-In Time Tracker

Log hours spent on tasks for accurate time management and performance evaluation.

Productivity Analytics

Analyze task completion rates and efficiency levels to improve team productivity.

Customizable Reports

Generate reports on task completion, time spent, and overall team performance.

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Instant Task Alerts

Get real-time notifications for new tasks, updates, and approaching deadlines.

Email & Mobile Notifications

Receive task reminders via email and mobile push notifications to stay on top of assignments.

Collaboration Updates

Stay informed when colleagues update tasks, add comments, or complete assignments.