Organizations
Powerful features for a simple and complete CRM.
Projects & Tasks
Reach your targets with order. Projects live on workareas, tasks in projects: Kanban, calendar and reports in one place.
Projects on workareas, tasks in projects. Kanban, calendar and reports, without leaving the CRM.
See also
Contacts
Keep in touch with everyone in your network. You will easily know what to do to enstabilish new collaborations with them.
Contacts and companies linked to sales, tickets and work: who’s who, one click away.
See also
Sales
Boost the conversion of leads to customers, reduce sales timing, view all progress and close more contracts. Rapidly.
Pipelines and opportunities on contacts: amounts, stages and follow-up without spreadsheets.
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 with catalog, tax and client delivery: from first touch to signature.
See also
Orders
Centralize the management of orders and projects, reduce processing time, and track progress and taxation effectively.
Orders and jobs with stages, margins and documents: fulfillment under control.
See also
Services & Products
Your offer in one catalog. Services and products feed quotes, orders and bookings.
Services
List
| Service | Code | Duration | Price |
|---|---|---|---|
| Haircut & styling | SRV-01 | 30 min | € 35 |
| Wellness treatment | SRV-02 | 45 min | € 45 |
| Initial consultation | SRV-03 | 60 min | € 50 |
| Haircut & styling | SRV-04 | 90 min | € 60 |
| Wellness treatment | SRV-05 | 30 min | € 80 |
| Initial consultation | SRV-06 | 45 min | € 95 |
| Haircut & styling | SRV-07 | 60 min | € 35 |
| Wellness treatment | SRV-08 | 90 min | € 45 |
| Initial consultation | SRV-09 | 30 min | € 50 |
| Haircut & styling | SRV-10 | 45 min | € 60 |
Services and products in one catalog: quotes, orders and bookings pick from here.
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 and external tickets: customers ask, your team answers, everything tracked.
See also
Appointments
Every meeting in its place. A shared calendar for calls, visits and video, linked to who you see and who you work with.
Call with Rossi & Co.
Aug
28
Fri
10:00 - 10:30
Friday 28 August
30 min
Video conference
Google Meet
https://meet.google.com/abc-defg-hij
Organizer
Sara Bianchi
Participants
Marco B., Sara R.
Start
28/08/2026 10:00
End
28/08/2026 10:30
Video conference
Google Meet
Location
Studio Milano, Via Roma 12
Invites, Google Calendar and Meet or Teams on the card. The team sees the week, you stop chasing email.
Bookings
From request to confirmation, without chasing messages. The customer picks, the calendar fills, the team knows what is next.
Haircut & styling
Aug
27
Thu
10:30 - 11:15
Thursday 27 August
Your booking is confirmed
Owner
Sara Bianchi
Sales consultant
Owner
Sara Bianchi
Start
27/08/2026 10:30
End
27/08/2026 11:15
Location
Studio Milano, Via Roma 12
Service, time and owner in a list or on the calendar. From the team or the form on your site, it is already in the CRM.
Documents
Create and organize internal documents, operational procedures, and online wikis, even with dynamic variables linked to other modules.
Wikis, playbooks and PDFs from templates with CRM data variables.
Time Management
Team hours do not vanish at month end. Clear actuals on projects and tasks, when you need them, not when it is too late.
Time Management
24 Aug / 30 Aug
| User | Mo 24 | Tu 25 | We 26 | Th 27 | Fr 28 | Sa 29 | Su 30 | Hours |
|---|---|---|---|---|---|---|---|---|
| Marco B. | 8h | 8h | 8h | 6h | 4h | 0 | 0 | 34h |
| Sara R. | 8h | 7h | 8h | 8h | 8h | 0 | 0 | 39h |
| Luca V. | 4h | 8h | 8h | 8h | 6h | 0 | 0 | 34h |
| Sara Bianchi | 8h | 8h | 4h | 8h | 8h | 0 | 0 | 36h |
A day timesheet or a week calendar: who worked, on what, and for how long.
Forms
Automate your marketing with public online forms to receive new contacts and requests.
Online forms that create contacts, leads and automations for your team.
Custom applications
If your work does not fit a standard module, build it. Same filters, same pipelines, same links: it is still Mokapen.
Create custom application
Pick a template to prefill fields, views and pipeline — everything stays editable.
Assets & inventory
Operations
Vehicles
Fields included in this template
Title
Ford Transit
License plate
AB 123 CD
Brand
Ford
Model
Transit
Mileage
42 500 km
Use this template
An app of your own, with CRM behaviour. Not a spreadsheet on the side.
Automations
Connect triggers and actions across forms, sales, and integrations in Mokapen: less manual work, more consistency for your team.
Automatic actions across modules and integrations when something important happens.
Feed
The team catches up in the same place they work. Publish, comment and attach: the right people find it, the others do not.
Posts
Sara R.
Feed
Rossi project kickoff: goals and dates in the CRM.
A post for the organisation or a team, with files and comments. It stays in the work, not in a chat that vanishes.
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, teams, roles and guests: work together without oversharing.
Shifts & Presences
Organise people the way you organise projects. Who is on duty, who is on leave, who is on site: one picture, for everyone.
New User Shift
Aug
24
Mon
08:00 - 16:00
24 Aug / 28 Aug
Milan office
Person
Marco B.
Shift 08:00 / 16:00
Person
Marco B.
Location
Milan office
Start Time
08:00
End Time
16:00
Start date
24/08/2026
End date
28/08/2026
Save
Assign shifts, collect leave requests, open the week and see who is in.
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 and filters on projects, tasks, sales and more: numbers for your meetings.
Network
We have created an area where you can connect potential customers with the most innovative organizations. The Mokapen Network is their showcase.
A public showcase for organizations: get found by clients and partners.
See also
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
klaviyo link your klaviyo contacts and subscribers. marketing marketing marketing klaviyo
marketing
Klaviyo
Link your Klaviyo contacts and subscribers.
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.
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.
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.
microsoft onedrive share your files from onedrive. cloud_storage cloud storage cloud_storage microsoft-onedrive
cloud_storage
Microsoft OneDrive
Share your files from OneDrive.
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.
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.
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.
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.
shopify power your shopify store with marketing automation. ecommerce e-commerce ecommerce shopify
ecommerce
Shopify
Power your Shopify store with marketing automation.
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.
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.
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.
woocommerce boost your woocommerce store with marketing automation. ecommerce e-commerce ecommerce woocommerce
ecommerce
WooCommerce
Boost your WooCommerce store with marketing automation.
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.
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.
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productivity
Alexa
feature.amazon-alexa-subtitle
box share your files from box. cloud_storage cloud storage cloud_storage box
cloud_storage
Box
Share your files from Box.
calendly view calendly meetings into mokapen. calendar calendar & scheduling calendar calendly
calendar
Calendly
View Calendly meetings into Mokapen.
dropbox share your files from dropbox. cloud_storage cloud storage cloud_storage dropbox
cloud_storage
Dropbox
Share your files from Dropbox.
google assistant feature.google-assitant-subtitle productivity productivity productivity google-assitant
productivity
Google Assistant
feature.google-assitant-subtitle
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.
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.
zapier connect mokapen to any other app via zapier. automation automation automation zapier
automation
Zapier
Connect Mokapen to any other app via Zapier.
zoom connect zoom meetings with mokapen tasks. meetings meetings & video meetings zoom
meetings
Zoom
Connect Zoom meetings with Mokapen tasks.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!
1044
27893
Projects
58575
Tasks
51247
Deals
4042
Tickets
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.
Don't want to waste time?
We offer you one hour of free training to help you organize your processes!
Need help?
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