Customers & sales
Every lead, deal and proposal — in one place
Stop chasing leads across WhatsApp, email and spreadsheets. MOKED.AI keeps every contact, deal stage and proposal together, so your sales process runs itself.
Leads
Leads arrive already organized
Every inquiry — from the site, phone or WhatsApp — lands in one inbox with full history, so no lead is ever lost.
- Step 1
Every enquiry in one place
Whether the customer came from the website, a referral or a message — you see them all together.
- Step 2
You know who is handling it
Every lead has an owner, a status, a task and a date. Fewer questions and less passing responsibility around.
- Step 3
The whole history is kept
Conversations, meetings, proposals, files and tasks stay connected to the same customer.
- Step 4
@moked continues the handling
Summarises an enquiry, sorts it, opens a follow-up task and updates the stage based on what happened.
Deals
A pipeline that shows what needs attention
Move deals across stages, see who owns what, and let the system flag anything that's been sitting too long.
- Step 1
Stages that fit your business
Define your own path: new enquiry, call, proposal, negotiation and closing — and see how long a deal has been sitting in each stage.
- Step 2
Fewer forgotten deals
Deals that stopped moving are highlighted with their age, so nothing quietly goes cold.
- Step 3
One clear picture for the team
Everyone works against the same board instead of private lists or message threads.
- Step 4
A smooth handover to delivery
When a deal closes you can turn it into a project without retyping any of the details.
Proposals & contracts
From proposal to signature, without the back and forth
Build a proposal from existing items and pricing, send it, and know the moment it's viewed and signed.
- Step 1
Prepared without starting from scratch
Customer details, services and prices flow into a tidy proposal built on your business template.
- Step 2
Sent and signed digitally
The customer gets a clear link, reviews the proposal and signs — no printing and scanning.
- Step 3
You know what happened
See whether the proposal was created, sent, opened, viewed or signed.
- Step 4
Everything stays in order
Every version, signature and note is kept alongside the customer and the deal.
Built for how sales actually happens
The moments that usually slip through the cracks — handled by default.
Leads nobody gets back to
Customer management, enquiry sorting, ownership and a reminder to follow up.
Learn moreManual documents and payments
Document intake, checks, reminders and collections follow-up.
Learn moreLess admin. More time to run the business.
Open a workspace, connect one process, and see how much of the daily routine handles itself.
