How it works
How it works

Overview Features

Productivity
Projects & Tasks Kanban, calendar and reports on projects and tasks. Documents Wikis, playbooks and PDFs from CRM templates. Time Management Team hours, on projects and tasks. Collaboration Teams, roles and guests without oversharing.

CRM
Contacts Contacts and companies linked to sales and tickets. Find Leads Companies and people, already in the CRM. Sales Pipelines and opportunities on contacts—no spreadsheets. Quotes Quotes with catalog, tax and delivery to the client. Orders Orders and jobs with stages, margins and documents. Services & Products Services and products for quotes, orders and bookings. Customer Support Internal and external tickets, replies and full traceability. Appointments Meetings on a calendar, already in the CRM. Bookings Bookings on a calendar, in the CRM.

Marketing
Forms Forms that create contacts, leads and automations. Campaigns Ads in the CRM, with the numbers in the right place. Appointment booking Book a meeting from the site, in the CRM. Service booking Book a service from the site, in the CRM. Custom applications The module you are missing, inside Mokapen. Automations Automatic actions across modules and integrations. Feed Team news, in the CRM.

Human Resources
Shifts Team shifts, on a calendar. Presences Time off and attendance, on a calendar.

Reports, network & integrations
Customer Portal The customer in their portal, you in the CRM. Reports Charts and filters on projects, sales and work. Network Public showcase: get found by clients and partners. Integrations Email, calendars and files connected to Mokapen. Coming soon Roadmap: Gantt, dashboards and frequent updates.

Apps & browser
Mobile app iOS and Android: projects, tasks and CRM always with you. Extensions Chrome extensions for Gmail, LinkedIn and Outlook.
Solutions
Solutions
Network
Network
Prices
Prices
Partner Partner
Become a partner Certified partners Referral Program
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Language

Grain & Mokapen

Save Grain meeting transcripts as documents or notes in Mokapen.

Sync Grain

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Mokapen

Become a partner

Become a partner

Certified partners

Certified partners

Referral Program

Referral Program

Terms & Conditions

Terms & Conditions

Product

Projects & Tasks

Projects & Tasks

Services & Products

Services & Products

Customer Support

Customer Support

Customer Portal

Customer Portal

Resources

Invest in Mokapen

Invest in Mokapen

Work from wherever you want

Work from wherever you want

Developer API Language

Guide

User roles and permissions

User roles and permissions

Tasks, Projects and Workareas

Tasks, Projects and Workareas

Contacts and Companies

Contacts and Companies

Customer Support and Tickets

Customer Support and Tickets

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