Mokapen CRM

What is Mokapen CRM?

Mokapen CRM is a collaborative, web-based platform designed for small businesses, freelancers, and teams that want to manage relationships and day-to-day work in one place. It goes beyond classic contact management by combining CRM with task and project management, sales workflows, customer support ticketing, and practical integrations. Mokapen also positions itself as an xRM (Anything Relationship Management) solution, meaning you can manage not only customers but also suppliers, partners, and internal collaborations, while keeping information connected across modules.

Why organizations choose Mokapen

Mokapen helps teams centralize operational work: contacts and companies, tasks and projects, sales opportunities, quotes and orders, and customer requests. Instead of switching between multiple tools, teams can coordinate activities, track progress, and keep context around every relationship. Role-based access (for example administrators, members, and guests) supports collaboration with internal colleagues and external stakeholders while controlling what each person can see.

Highlights

• Unified workspace for CRM, projects, tasks, sales, and support
• Multiple pipelines for deals, quotes, and orders to keep work structured
• Internal and external ticketing for customer support and service workflows
• Automation rules for reminders, assignments, status updates, and more
• Dashboards and reports to monitor performance with filters and charts

Key features

• Contacts and companies: Organize and connect customers, leads, suppliers, and partners to activities and history.
• Projects and tasks: Kanban board, calendar views, assignments, and reminders to manage execution.
• Sales: Deal pipeline management to improve follow-ups and conversion tracking.
• Quotes and orders: Create pipelines, generate documents, and handle discounts and tax rates.
• Customer support: Internal tickets for teams and external ticket pages for customers.
• Documents: Knowledge base and templates with variables linked to CRM data.
• Online forms: Capture leads and requests and trigger automations based on submissions.

Integrations and scalability

Mokapen supports integrations with common tools for email, calendars, contacts, file storage, messaging, and e-commerce. This includes options such as Gmail and Outlook email, Google Calendar and iCalendar, Google Contacts, Slack, Microsoft Teams, Google Drive, OneDrive, Shopify, and WooCommerce. For partners and agencies, a whitelabel option can support branded delivery and a customized experience. If you are evaluating Mokapen CRM for your organization, contact the vendor to discuss onboarding, best-practice setup, and the right plan for your teams.