Sales & customers
Manage leads, conversations, proposals and customers so every opportunity keeps moving forward.
Your business in control. Anywhere. 24/7.
Your entire business managed in one place.
One system that brings together customers and sales, operations and projects, documents and billing, with AI that understands you and helps work move forward in the background.
- Easy to get started.
- Easy to work with.
- Accessible for every need.
Through WhatsApp too
Your whole business, clearly organized
Three connected areas that reflect how your business works.
Operations & projects
Connect service, tasks and projects so your team always knows what is happening and what comes next.
Administration
Handle documents, invoices and billing in one place — without manual follow-ups.
More inquiries become work
Inquiries from WhatsApp, forms and other channels arrive in one place. Leads enter the sales pipeline and move forward to a proposal and a meeting.
New leads
Sales
Quotes
Meetings
WhatsApp follow-up
Hi Tom
Just following up on our conversation.
Sales pipeline
New lead
Jacob Tran
₪4,200
In progress
Emily Tran
₪4,200
Proposal sent
Jacob Tran
₪1,000
Closed deal
David Tran
₪5,500
Every job moves forward in an organized way
After the sale comes the work: projects, tasks and service requests stay connected with clear timelines and status.
Tasks
Service
Projects
Conversations
Project timeline
May 1May 10May 20May 30
In progressCompletedCompletedIn progressCompleted
Service board
Project milestonesCompleted
Client approvalCompleted
Team coordinationCompleted
Work comes in from every channel
After the sale, documents, invoices and payments stay connected with customers and a clear status.
Employees
Billing
Invoices
Proposals
Document inbox
New document
communication-proto
15/04/2024
Document approved
environmental-proto
10/04/2024
Send for approval
infrastructure-proto
5/04/2024
Timeline
New document
Document approved
Send for approval
Payment received
Invoice
Payment received
€1,500
Other
Want to see how everything connects in your business?
The demo shows the workflow that fits the way your business works.
One inquiry can become an action
The AI hub understands what is happening in your business and automatically carries out actions in the system.
WhatsApp
Instagram
Messenger
Email
Website
MOKED.AI
Customer message
Meeting booking
Send proposal
Payment reminder
Document intake
Create task
Choose where to start
Sales & customers
Turn every inquiry into a customer.
To the productIndustries
See how AI can work for your business.
For industriesSolutions
Solve a specific business challenge.
All solutionsOperations & projects
Make work flow and stay on track.
To the productAdministration
Keep documents and payments organized.
To the productFrequently asked questions
Ready to take the load off your business?
Let’s see how MOKED.AI can fit into the way you work.
Talk to us on WhatsApp