Plumber & electrician

Manage your customers', suppliers', and partners' contacts, cataloging them in a simple and immediate way. Save contact information, privacy preferences, billing, marketing, sales, and activity history.

Record privacy and marketing consent for each contact: manage GDPR preferences, opt-in and opt-out, and keep a clear trail for your team.

Quickly analyze contacts with aggregated data in interactive reports. A page with charts, colors, and filters provides an overview of your network faster than an Excel file!

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.

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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.

Create quotes by adding items from the service or product catalog or custom items. Manage VAT and customer discounts while keeping everything under control through different phases.

Monitor the progress of quotes through interactive reports. View performance and various stages in the sales process, providing the team with a clear and detailed overview to optimize operations and achieve customer satisfaction.

Record sales to customers with orders, entering items from the service or product catalog or customized items. Manage VAT and customer discount, keeping everything under control through different stages.

Monitor the progress of sales through interactive reports. View performance and the best-selling items to optimize the catalog and the offer to customers.

Organize appointments for meetings or events in the monthly, weekly, or daily calendar. Filter by user or team to check the availability and activities of other users.

Invite contacts and other users to physical or online appointments. Assign labels according to the type of appointment, add comments to note updates, and synchronize your agenda with the calendars of other applications.

Monitor your team's due activities with the Kanban view. Organize them, move them to update, and receive progress updates. Filter by member or team to manage your progress meetings efficiently.

Set deadlines and keep track of monthly, weekly, or daily activities with the calendar view. Managing the team's workload will be easier!

Easily view tasks, deadlines, and priorities to achieve goals through intuitive charts. Explore details and filter information to get an immediate overview of your team's performance with interactive charts.

Track deadlines, durations, and task dependencies with the Gantt view. Achieve efficient task management thanks to the clear representation of relationships and workloads.

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.

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.

Start from public forms or internal events: when something important happens, Mokapen can create or update contacts, deals, tasks, and tickets using the rules you define.

Extend the flow to sales opportunities and other modules: move data across pipeline stages, assign work to the team, and keep your CRM aligned with how you operate.