Trainers
Company courses: classes, seats, rooms and materials. Quotes, hours and the portal keep trainers and clients aligned.
The HR representatives and teachers are in the contact list: who registers the team, who comes to the classroom, for which session of the course.
| Contact | Tag | Type | Job role | Company | Source | |
|---|---|---|---|---|---|---|
| SR | Sara Riva | Classroom | Customer | Training manager | Nord Logistics | Site |
| MB | Marco Bianchi | Online Follow-up | Customer | Teacher | Clinica Costa | |
| LF | Luca Ferri | In house | Teacher | Tutors | Beta Retail | Word of mouth |
See which companies send the most people and which teachers are already full in the month.
Reports
Charts
Type
Source
Companies
Each company has its open courses, the contact person and how many sessions of the course it has already purchased.
| Company | Tag | Type | Industry | Contact | Source | |
|---|---|---|---|---|---|---|
| SR | Nord Logistics | Classroom | Customer | Industry | Sara Riva | Site |
| MB | Clinica Costa | Online Follow-up | Customer | Services | Marco Bianchi | |
| LF | Beta Retail | In house | Teacher | Healthcare | Luca Ferri | Word of mouth |
The request for a course arrives from the site: theme, people and period, already on the customer's file.
Sign up your team
Course, number of people and possible dates. We will reply to you with the course session.
Email
Name
Surname
16/04/2026
How can we help you?
Send
Book an appointment
Course, number of people and possible dates. We will reply to you with the course session.
Sara Riva
Training manager
Select a date
November 2026
Mo
Tu
We
Th
Fr
Sa
Su
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
Saturday 14 November
09:00
10:00
11:00
14:00
15:00
16:00
The contact person chooses the day of the brief. The appointment is made on contact, not in an email.
Confirm your registration and the programme, location and reminder to the teacher will be sent.
100%
Add action
Fixed schedule
Registration confirmed
ForEach Loop
Send program and room
A negotiation is a course to sell: leadership, security, onboarding. Phase and value remain in sight.
New lead 2
6.500,00 €
1.750,00 €
20%
Leadership, 2 days
€ 2.000
Nord Logistics
26 Nov
30%
Safety at work
€ 4.500
Clinica Costa
4 Dec
Lead qualified 2
15.000,00 €
8.500,00 €
50%
Excel for the sales team
€ 5.000
Beta Retail
22 Nov
60%
Onboarding new hires
€ 10.000
Nord Logistics
19 Nov
Negotiation 1
10.000,00 €
8.000,00 €
80%
Retargeting
€ 10.000
Beta Retail
17 Nov
Which courses are closing and how much is the training calendar for the quarter worth.
Reports
Charts
Status
Amount
Companies
The estimate indicates the course session, places and whether the teaching is in house or in an open classroom.
Draft 2
4.280,00 €
Leadership course offer
#PREV-5-2026
€ 2.440
Nord Logistics
24 Nov
Package of 4 course sessions
#PREV-3-2026
€ 1.840
Clinica Costa
30 Nov
Sent 2
5.700,00 €
In house teaching
#PREV-6-2026
€ 3.900
Beta Retail
20 Nov
Q2 Acme partnership
#PREV-4-2026
€ 1.800
Nord Logistics
18 Nov
Accepted 1
20.023,00 €
Package of 4 course sessions
#16-2026
€ 20.023
Beta Retail
12 Nov
Estimates open and courses already confirmed, so as not to promise two classrooms on the same day.
Reports
Charts
Status
Amount
Companies
Each session of the course is a project: materials, classroom, teacher, delivery of certificates.
Editions late on materials and those already closed with attendance.
Reports
Charts
Status
Projects
Tasks
Handout, classroom confirmation, attendance dispatch: the week's work, with a manager.
08:00
09:00
10:00
11:00
12:00
13:00
14:00
15:00
16:00
17:00
18:00
Mo
9
Close the pantry
Confirm the classroom
Tu
10
Send attendance
Rossi project kickoff: goals and dates in the CRM.
We
11
Close the pantry
Confirm the classroom
Th
12
Maintenance contract expiry
Call with Rossi & Co.
Fr
13
Send monthly report
Rossi project kickoff: goals and dates in the CRM.
Classrooms and briefs do not overlap with the teacher's week.
Understand if the team is full with course sessions or if there is room for another course.
Reports
Charts
Status
Projects
Tasks
Programs and handouts stay with the course, not in a folder that only one knows.
Data
Type
Procedure
Stakeholders
MB
Marco B.
SB
Sara Bianchi
Content
What does the participant take home?
Goal
Align the team on dates, owners and the first deliverable.
Next steps
1. Rossi project kickoff: goals and dates in the CRM.
Registration confirmed: the participant receives the program and timetable, the teacher the list.
Registration confirmed, send the program
Condition
Yes
Create Task
No
100%
Add action
Fixed schedule
Registration confirmed
ForEach Loop
Send program and room
See which course sessions have already sent the materials and which are still stopped.
Briefs and lectures on the week, linked to the company that bought the course.
Appointments
Calendar
08:00
09:00
10:00
11:00
12:00
13:00
14:00
15:00
16:00
17:00
18:00
Mo
9
Brief with HR Nord
11:00
15:00
Tu
10
Leadership classroom
14:00
17:00
We
11
08:00
Sara Bianchi
16:00
Th
12
09:00
11:00
Marco B.
Fr
13
10:00
12:00
16:00
Call with Rossi & Co.
Nov
16
Mon
10:00 - 10:30
Monday 16 November
30 min
Video conference
Google Meet
https://meet.google.com/abc-defg-hij
Organizer
Sara Bianchi
Participants
Marco B., Sara R.
Company
Nord Logistics
Start
16/11/2026 10:00
End
16/11/2026 10:30
Video conference
Google Meet
Location
Milan Hall, Via Roma 12
Status
Confirmed
Each appointment has a date, location and contact person, which can be opened from the card.
Classroom and online courses and follow-up coaching: the quote is taken from this price list.
Services
List
| Service | Code | Duration | Price |
|---|---|---|---|
| Classroom course | SRV-01 | 30 min | € 35 |
| Online course | SRV-02 | 45 min | € 45 |
| Follow-up coaching | SRV-03 | 60 min | € 50 |
| Classroom course | SRV-04 | 90 min | € 60 |
| Online course | SRV-05 | 30 min | € 80 |
| Follow-up coaching | SRV-06 | 45 min | € 95 |
| Classroom course | SRV-07 | 60 min | € 35 |
| Online course | SRV-08 | 90 min | € 45 |
| Follow-up coaching | SRV-09 | 30 min | € 50 |
| Classroom course | SRV-10 | 45 min | € 60 |
Each registration has a course session, time and status: confirmed, in class or completed.
Classroom course
Nov
15
Sun
10:30 - 11:15
Sunday 15 November
Your booking is confirmed
Owner
Sara Riva
Training manager
Owner
Sara Riva
Contact
Marco B.
Service
Classroom course
Start
15/11/2026 10:30
End
15/11/2026 11:15
Duration
45 min
Location
Milan Hall, Via Roma 12
Status
Confirmed
Bookings
Calendar
08:00
09:00
10:00
11:00
12:00
13:00
14:00
15:00
16:00
17:00
18:00
Mo
9
Classroom course
Follow-up coaching
Online course
Tu
10
Online course
Classroom course
Follow-up coaching
We
11
Follow-up coaching
Classroom course
Online course
Th
12
Online course
Follow-up coaching
Classroom course
Fr
13
Classroom course
Online course
Follow-up coaching
The week of the classrooms: full places and holes, without a second calendar.
The teaching and preparation hours remain on the course session, the day you do them.
Time Management
9 Nov / 15 Nov
| User | Mo 9 | Tu 10 | We 11 | Th 12 | Fr 13 | Sa 14 | Su 15 | Hours |
|---|---|---|---|---|---|---|---|---|
| Marco Bianchi | 8h | 8h | 8h | 6h | 4h | 0 | 0 | 34h |
| Sara Riva | 8h | 7h | 8h | 8h | 8h | 0 | 0 | 39h |
| Luca Ferri | 4h | 8h | 8h | 8h | 6h | 0 | 0 | 34h |
| Sara Riva | 8h | 8h | 4h | 8h | 8h | 0 | 0 | 36h |
Time Management
Calendar
08:00
09:00
10:00
11:00
12:00
13:00
14:00
15:00
16:00
17:00
18:00
Mo
9
09:00 Project
Marco B.
14:00 Task
Sara R.
Tu
10
08:00 Task
Sara R.
11:00 Project
Luca V.
16:00 Task
Sara Bianchi
We
11
10:00 Project
Luca V.
15:00 Task
Marco B.
Th
12
09:00 Task
Sara Bianchi
13:00 Project
Sara R.
17:00 Task
Luca V.
Fr
13
08:00 Project
Sara R.
12:00 Task
Marco B.
15:00 Project
Sara Bianchi
Sa
14
Su
15
See who is already in the classroom and who can prepare the handout.
The company sees the course session, materials and certificates without writing to the teacher.
Customer Portal
Sara R.
Hi Sara R.! Welcome to your dedicated customer portal.
3
Ticket Balance
€ 2.480
Total Orders Value
Open tickets (3)
| Date | # | Ticket |
|---|---|---|
| 13 Nov 2026 | TK-104 | Classroom date change |
| 10 Nov 2026 | TK-098 | Missing certificate |
| 5 Nov 2026 | TK-087 | Slides to be corrected |
New Ticket
Title
Classroom date change
Topic
Customer Support
Priority
High
Status
New
Company
Acme Systems
Contact
Marco B.
Owner
Sara R.
Due date
16/11/2026
Description
I cannot access the order page after the last update.
I already tried clearing the cache and another browser.
File
screenshot.png
File
error_console.png
Send
If a certificate is missing, the request is created on the portal and arrives on the project.
Course sessions have places, city and start date. Not a sheet next to the CRM.
Courses
Training editions — seats, location, dates.
| Title | City | Seats | Start date | Owner | Status |
|---|---|---|---|---|---|
| Leadership, April, 12 places | Milano | 12 | 07/04/2026 | Marco B. | Scheduled |
| Security, May, Milan | Torino | 8 | 14/04/2026 | Sara R. | In progress |
| Excel sales, online | Bologna | 16 | 21/04/2026 | Luca V. | Scheduled |
| Onboarding Beta, June | Roma | 10 | 05/05/2026 | Fleet team | Done |
Integrations
Better have all the apps in one place, right? Connect :app to your favorite apps and access your content quickly without opening 13 different pages.
facebook ads connect your facebook ads for campaigns and leads. advertising advertising advertising facebook-ads
advertising
Facebook Ads
Connect your Facebook Ads for campaigns and leads.
google ads connect your google ads for campaigns and leads. advertising advertising advertising google-ads
advertising
Google Ads
Connect your Google Ads for campaigns and leads.
linkedin ads connect linkedin campaign manager for lead gen forms and campaigns. advertising advertising advertising linkedin-ads
advertising
LinkedIn Ads
Connect LinkedIn Campaign Manager for Lead Gen Forms and campaigns.
zapier connect mokapen to any other app via zapier. automation automation automation zapier
automation
Zapier
Connect Mokapen to any other app via Zapier.
google calendar view mokapen's appointments in google calendar, and vice versa. calendar calendar & scheduling calendar google-calendar
calendar
Google Calendar
View Mokapen's appointments in Google Calendar, and vice versa.
microsoft outlook calendar view mokapen's appointments in microsoft outlook calendar, and vice versa. calendar calendar & scheduling calendar microsoft-outlook-calendar
calendar
Microsoft Outlook Calendar
View Mokapen's appointments in Microsoft Outlook Calendar, and vice versa.
google drive share your files from google drive. cloud_storage cloud storage cloud_storage google-drive
cloud_storage
Google Drive
Share your files from Google Drive.
microsoft onedrive share your files from onedrive. cloud_storage cloud storage cloud_storage microsoft-onedrive
cloud_storage
Microsoft OneDrive
Share your files from OneDrive.
email imap/smtp read and send emails from your email account directly with mokapen. communication communication communication email-imap
communication
Email IMAP/SMTP
Read and send emails from your email account directly with Mokapen.
gmail read and send emails from your gmail account directly with mokapen. communication communication communication gmail
communication
Gmail
Read and send emails from your Gmail account directly with Mokapen.
icloud email read and send emails from your icloud mail account directly with mokapen. communication communication communication icloud
communication
iCloud Email
Read and send emails from your iCloud Mail account directly with Mokapen.
microsoft outlook email receive and send emails from your microsoft outlook account directly with mokapen. communication communication communication microsoft-outlook
communication
Microsoft Outlook Email
Receive and send emails from your Microsoft Outlook account directly with Mokapen.
sms send sms to your contacts and manage conversations from mokapen. communication communication communication sms
communication
SMS
Send SMS to your contacts and manage conversations from Mokapen.
3cx connect your 3cx phone system for contact popup, call logging and click-to-call in mokapen. communication communication communication threecx
communication
3CX
Connect your 3CX phone system for contact popup, call logging and click-to-call in Mokapen.
3cx contacts sync the 3cx company phonebook with contacts in mokapen. communication communication communication threecx_contacts
communication
3CX Contacts
Sync the 3CX company phonebook with contacts in Mokapen.
yahoo! mail read and send emails from your yahoo! mail account directly with mokapen. communication communication communication yahoo
communication
Yahoo! Mail
Read and send emails from your Yahoo! Mail account directly with Mokapen.
corporate data download corporate data of italian and foreign companies from official sources. crm_sales crm & sales crm_sales corporate-data
crm_sales
Corporate Data
Download corporate data of Italian and foreign companies from official sources.
credit score check the credit reliability of companies. crm_sales crm & sales crm_sales credit-score
crm_sales
Credit Score
Check the credit reliability of companies.
execusbi company download commercial and financial information on millions of companies and people with the power of execusbi artificial intelligence. crm_sales crm & sales crm_sales execusbi-company
crm_sales
ExecusBI Company
Download commercial and financial information on millions of companies and people with the power of ExecusBI Artificial Intelligence.
find leads search companies by industry, hq and size, find the right people and emails, and bring them straight into the crm. crm_sales crm & sales crm_sales find-leads
crm_sales
Find Leads
Search companies by industry, HQ and size, find the right people and emails, and bring them straight into the CRM.
google contacts connect your google contacts and make them leads. crm_sales crm & sales crm_sales google-contacts
crm_sales
Google Contacts
Connect your Google contacts and make them leads.
microsoft outlook contacts connect your microsoft outlook contacts and turn them into sales opportunities. crm_sales crm & sales crm_sales microsoft-outlook-contacts
crm_sales
Microsoft Outlook Contacts
Connect your Microsoft Outlook contacts and turn them into sales opportunities.
shopify power your shopify store with marketing automation. ecommerce e-commerce ecommerce shopify
ecommerce
Shopify
Power your Shopify store with marketing automation.
woocommerce boost your woocommerce store with marketing automation. ecommerce e-commerce ecommerce woocommerce
ecommerce
WooCommerce
Boost your WooCommerce store with marketing automation.
gmail on chrome create contacts, tasks, deals and tickets from gmail with the chrome extension. extensions extensions extensions chrome-gmail
extensions
Gmail on Chrome
Create contacts, tasks, deals and tickets from Gmail with the Chrome extension.
linkedin on chrome save linkedin profiles as contacts and create tasks from linkedin with the chrome extension. extensions extensions extensions chrome-linkedin
extensions
LinkedIn on Chrome
Save LinkedIn profiles as contacts and create tasks from LinkedIn with the Chrome extension.
outlook on chrome create contacts, tasks, deals and tickets from outlook webmail with the chrome extension. extensions extensions extensions chrome-outlook
extensions
Outlook on Chrome
Create contacts, tasks, deals and tickets from Outlook webmail with the Chrome extension.
fatture in cloud connect your sales and customers for invoicing to your fatture in cloud. finance_invoicing finance & invoicing finance_invoicing fattureincloud
finance_invoicing
Fatture in Cloud
Connect your sales and customers for invoicing to your Fatture in Cloud.
activecampaign campaigns sync your activecampaign email campaigns and subscriber actions. marketing marketing marketing activecampaign-campaigns
marketing
ActiveCampaign Campaigns
Sync your ActiveCampaign email campaigns and subscriber actions.
brevo connect your brevo marketing campaigns and audience. marketing marketing marketing brevo
marketing
Brevo
Connect your Brevo marketing campaigns and audience.
klaviyo link your klaviyo contacts and subscribers. marketing marketing marketing klaviyo
marketing
Klaviyo
Link your Klaviyo contacts and subscribers.
mailchimp link your mailchimp's marketing campaigns and audience. marketing marketing marketing mailchimp
marketing
Mailchimp
Link your Mailchimp's marketing campaigns and audience.
mailchimp campaigns sync your mailchimp email campaigns and subscriber actions. marketing marketing marketing mailchimp-campaigns
marketing
MailChimp Campaigns
Sync your Mailchimp email campaigns and subscriber actions.
mailerlite link your mailerlite contacts and subscribers. marketing marketing marketing mailerlite
marketing
MailerLite
Link your MailerLite contacts and subscribers.
mailerlite campaigns sync your mailerlite email campaigns and subscriber actions. marketing marketing marketing mailerlite-campaigns
marketing
MailerLite Campaigns
Sync your MailerLite email campaigns and subscriber actions.
mailup link your mailup contacts and subscribers. marketing marketing marketing mailup
marketing
MailUp
Link your MailUp contacts and subscribers.
whatsapp business reach your contacts on whatsapp and manage conversations from mokapen. communication communication marketing waba
communication
WhatsApp Business
Reach your contacts on WhatsApp and manage conversations from Mokapen.
zoho campaigns sync your zoho campaigns email campaigns and subscriber actions. marketing marketing marketing zoho-campaigns
marketing
Zoho Campaigns
Sync your Zoho Campaigns email campaigns and subscriber actions.
fathom save fathom meeting transcripts as documents or notes in mokapen. meetings meetings & video meetings fathom
meetings
Fathom
Save Fathom meeting transcripts as documents or notes in Mokapen.
fireflies save fireflies meeting transcripts as documents or notes in mokapen. meetings meetings & video meetings fireflies
meetings
Fireflies
Save Fireflies meeting transcripts as documents or notes in Mokapen.
grain save grain meeting transcripts as documents or notes in mokapen. meetings meetings & video meetings grain
meetings
Grain
Save Grain meeting transcripts as documents or notes in Mokapen.
jamie save jamie meeting transcripts as documents or notes in mokapen. meetings meetings & video meetings jamie
meetings
Jamie
Save Jamie meeting transcripts as documents or notes in Mokapen.
meetgeek save meetgeek meeting transcripts as documents or notes in mokapen. meetings meetings & video meetings meetgeek
meetings
MeetGeek
Save MeetGeek meeting transcripts as documents or notes in Mokapen.
read.ai save read.ai meeting transcripts as documents or notes in mokapen. meetings meetings & video meetings read-ai
meetings
Read.ai
Save Read.ai meeting transcripts as documents or notes in Mokapen.
tl;dv save tl;dv meeting transcripts as documents or notes in mokapen. meetings meetings & video meetings tldv
meetings
tl;dv
Save tl;dv meeting transcripts as documents or notes in Mokapen.
calendly view calendly meetings into mokapen. calendar calendar & scheduling calendar calendly
calendar
Calendly
View Calendly meetings into Mokapen.
icalendar view mokapen's tasks in apple icalendar, and vice versa. calendar calendar & scheduling calendar apple-icalendar
calendar
iCalendar
View Mokapen's tasks in Apple iCalendar, and vice versa.
box share your files from box. cloud_storage cloud storage cloud_storage box
cloud_storage
Box
Share your files from Box.
dropbox share your files from dropbox. cloud_storage cloud storage cloud_storage dropbox
cloud_storage
Dropbox
Share your files from Dropbox.
microsoft teams convert your team's conversation into mokapen tasks. communication communication communication microsoft-teams
communication
Microsoft Teams
Convert your team's conversation into Mokapen tasks.
slack convert your conversations into mokapen tasks. communication communication communication slack
communication
Slack
Convert your conversations into Mokapen tasks.
zoom import zoom webinar registrants into mokapen as contacts. meetings meetings & video meetings zoom
meetings
Zoom
Import Zoom webinar registrants into Mokapen as contacts.
alexa feature.amazon-alexa-subtitle productivity productivity productivity amazon-alexa
productivity
Alexa
feature.amazon-alexa-subtitle
google assistant feature.google-assitant-subtitle productivity productivity productivity google-assitant
productivity
Google Assistant
feature.google-assitant-subtitleNeed help?
is handmade
Secure payments with
|
Mokapen Srl - Startup Innovativa - Via Francesco Arese 12, 20159, Milano (Italy) - C.F./P.IVA 12021740969 - R.E.A. 2635193 - info@mokapen.com
© 2026 Mokapen. All rights reserved.