Organizations
Powerful features for a simple and complete CRM.
Projects & Tasks
Reach your targets with order. Keep under control all activities and allocate your resources in one place.
Cards
Monitor tasks and projects before they expire. Organize them, assign them and let Mokapen informing you on the agenda.
Filter by member or team for your review meetings.
Board
Like post-its, but that don't come off. View all your tasks into their projects, graphically together in a Kanban view. Move them and work in a clear and interactive view.
Calendar
Activate the calendar view for your tasks. It will be easier plan activities by day, week or month. You can also integrate it with Google Calendar!
See also
Contacts
Keep in touch with all people of your network. You will easily know what to do to enstabilish new collaborations with them.
Contacts & Companies
Upload your contact book to find rapidly who you are looking for. Connect your activities to customers, leads, suppliers, partners and anyone can bring growth to your business.
See also
Sales
Boost the conversion of leads ito customers, reduce sales timing, view all progresses and close more contracts. Rapidly.
Sales Pipeline
Create sales leads on saved contacts, define the amount and the sales phase. Through different pipelines you will have everything under control and the follow-up with contacts will be immediate.
See also
Quotes
Speed up sales quotes processing and send them quickly to your customers. Track progress and manage taxation for an unbeatable sales strategy.
Quotes Pipeline
Create quotes with items from the service and product catalog and update the progress status. With multiple pipelines, everything stays under control, and your sales team will always be aligned.
Create & Send document
Manage amounts, automatic or dedicated discounts, and tax rates for your country. Generate the quote document and send it directly to the customer.
See also
Orders
Centralize the management of orders and projects, reduce processing time, and track progress and taxation effectively.
Orders Pipeline
Create orders with items from the service and product catalog and update the progress status. With multiple pipelines, you will always be in control, and customer updates will be immediate.
Fiscal Management
Manage amounts, automatic or dedicated discounts, and tax rates for your country. We take care of analyzing the margin and markup for you!
See also
Customer Support
Customer proximity first of all. Exploit the digital automation to get your customers' requests through internal tickets, opened into your organization, or external tickets opened directly by your customers.
Internal Tickets
Manage product bugs of support requests by creating tickets to your dedicated team. Keep track of requests by priority and status. Solve issues rapidly and focused on solutions.
External Tickets
Exploit your external tickets landing page allowing your customers to open a support ticket to your organization. Getting customers' requests becomes automatic, tracked and organized.
See also
Documents
Create and organize internal documents, operational procedures, and online wikis, even with dynamic variables linked to other modules.
Company Knowledge
Create online documents with an advanced editor, categorize them, and connect them to anything you want.
Documents with variables
Create documents from templates with variables connected to other data. You’ll get the final document with all values automatically replaced!
Forms
Automate your marketing with public online forms to receive new contacts and requests.
Contacts
Automatically collect new leads and potential clients by saving them as contacts through pages with online forms, which you can also integrate into your website.
Automations
Automate processes and save time by saving the contact with more details, creating opportunities, activities, and support tickets for your teams with data from the online form.
Collaboration
Collaborate in many organizations, create your teams, invite members and guests. Create your working environment and get contributions into a clean and shared plan.
Organizations
Create your organization, inviting users to manage projects and tasks with visibility based on owner, member or guest role. Joining more organizations you will follow your activities in each of them.
Team
Organize your teams to manage its activities. Members of each team have in fact all its tasks and projects in common view. Each team has a manager and members with different roles.
Visibility
Invite other users in your organization with dedicated roles. Guests will have access only to projects you choose. Your customers and suppliers will collaborate in your teams without getting access to your confidential data.
Reports
All your data in interactive dashboards. Define views and filters for your reports, measure your team's performance and plan the best strategy.
Charts
Numbers of your organization. View reports of projects and tasks in interactive charts by year, status, workarea, priority and accountable. Ehi, there's also the Gantt chart!
List
From the chart to the detail. Order in list, filter, and find rapidly projects and tasks. You will have the strategic analysis for any type of review meeting.
Network
We have created an area where you can connect potential customers with the most innovative organizations. The Mokapen Network is their showcase.
40+ Organizations
As in a marketplace, anyone on the web can find the right customer, partner or supplier for their needs among the organizations created. The more they use Mokapen, the more their innovation rank increases, improving their visibility.
Pages
Each organization has its own page for attracting customers, showing their level of innovation and providing contact details.
See also
Integrations
Better to have all the apps in one place, right? Connect Mokapen to your favorite apps and access your content quickly without opening 13 different pages.
Coming soon
We have a intense program to grow Mokapen. We develop day and night to publish new features every week. Stay tuned on news!
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What exactly is Mokapen?
Mokapen is a collaboration and automation platform for small businesses and freelancers, with which you can completely digitize your office: contacts, companies, tasks, projects, sales and support, and many integrations with your favorite apps.
How easy is it to use Mokapen?
Mokapen is designed to be intuitive: clean interface, clear buttons, simplified flows and zero technical complications. You can start working in minutes, even without experience with other CRMs.
How can I migrate from my current CRM to Mokapen?
You can easily import contacts, companies and activities from CSV files or integrate Mokapen with your current CRM via available APIs and connectors. Our support team can assist you step by step in the migration.
Where are my data stored?
Your data is securely stored on our servers in Italy, compliant with GDPR, with automatic backups and advanced security protocols to ensure protection and confidentiality. Your data is yours and we don't share it with any partner without your explicit consent.
How much does Mokapen cost?
Mokapen is free forever with basic features to get started. Premium plans are affordable and designed for the entire organization, maintaining all the power and quality of the platform.
What benefits would I have using Mokapen?
With Mokapen you can get many benefits:
- Reduce up to 30% of time spent on manual operations
- Save on average up to 2 hours per day per person
- Recover over 40 hours per month of work
- Generate up to €500 per month in productivity value for each collaborator
- Reduce up to 50% of lost opportunities thanks to reminders and centralized contact management
How can I digitize my processes with Mokapen?
We support you 100% in analyzing and digitizing business processes, so you can have in Mokapen a single platform that centralizes contacts, sales, projects, support and automations, transforming your way of working.
I don't have a CRM, how can I start having Excel?
You can start immediately by importing your contacts and data from Excel in a few clicks. Mokapen organizes them automatically and allows you to start working immediately with advanced features like reminders, sales pipeline and project management.
Can I automate processes and activities with Mokapen?
Yes, you can create automatic rules for reminders, status updates, email sending, task assignment and much more, saving time and reducing errors.
Why is Mokapen considered modern compared to other CRMs?
Because it combines a minimal and intuitive design with next-generation cloud technologies, smart integrations and ready-to-use automations, all without unnecessary complexity.
What kind of support does Mokapen offer me?
We offer support via chat, email and tickets, with guides and video tutorials always available. For advanced plans, we also provide personalized onboarding and dedicated consulting.
Is Mokapen's support really that fast?
Yes! Our team responds quickly and follows you until problem resolution, because we believe that an excellent CRM must also offer excellent support.
If I need help setting up my CRM, how do I do it?
You can count on our support for initial setup, with step-by-step guides and direct assistance. In a few steps you'll have your CRM ready and working.
Does Mokapen also work on smartphones and tablets?
Of course! Mokapen is optimized for every device and you can access it anywhere you are, with responsive layout and complete functions even from mobile.
Mokapen is actually an XRM. What does that mean?
XRM means Anything Relationship Management. Unlike a traditional CRM, which focuses only on customers and contacts, an XRM allows you to manage and connect any type of relationship or data: suppliers, partners, projects, internal activities, support and much more. In Mokapen every piece of information is connected, giving you a clear, complete and updated view of your entire organization in a single platform.
Can I earn with Mokapen? Do you have a referral program?
Yes! Mokapen has a Referral Program where you can earn 20% for each customer you bring to the platform. A simple way to earn by sharing a service you already use and appreciate.
How can I become a Mokapen partner?
Mokapen offers a dedicated Partner Program: partners receive 30% lifetime commissions for each activated customer. Additionally, the Whitelabel option is also available to offer Mokapen with your brand.
Is Mokapen also available in Whitelabel version?
Yes! With the Whitelabel version you can have Mokapen completely customized with dedicated domain, transactional emails and custom design, so you can offer a unique and branded experience to your customers.
