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Solutions tailored to your business

Every business is different. MOKED.AI fits the way you work.

Choose your field and see how sales, operations and administration come together in one clear workspace.

Solutions by industry

Choose your industry

Every field has its own rhythm. MOKED.AI gives your team a ready-to-use starting point that still adapts to the way you work.

New client

First consultation

New business

You

Task

First consultation

May 20, 2024

Paid
Quote #1048

New business consultation

$3,450Sent

Professional service businesses

From the first inquiry to service completion

Manage sales and quotes, work and delivery, client follow-ups, payments and documents — all in one place.

Follow up with clientsManage work and deliveryDocuments and collection
Email
WhatsApp
Upload

Invoices

ClientDateStatus
John Smith20.06.2024Paid
Acme Ltd19.06.2024Processing
Sarah Cohen18.06.2024Pending

Accounting and bookkeeping

Less manual collection, more order with clients

Automatically collect documents, process invoices and send smart reminders — all in one place.

Track documentsProcess invoicesClient reminders

Clients

Dana Cohen
Avi Levi
Ron Chen

Policy renewal

20.06.2024

30 days before renewal

Documents

policy.pdfPaid

Insurance agencies

Every inquiry, renewal and agent stays on track

Manage inquiries, policy renewals, documents and client reminders — all in one place.

Manage inquiriesTrack renewalsClient reminders
This month
2024
SuMoTuWeThFrSa12345678910111213141516171819202122232425262728
Client appointment
Maya Cohen
Client appointment
09:30
Tracking

20.06.2024

Completed

Clinics and healthcare practices

Organized scheduling and service from start to finish

Coordinate appointments, track inquiries and serve clients on time — for a better experience.

Schedule appointmentsTrack inquiriesCommunication and service

Leads

Noah Cohen
Maya Levi
Ron Kim
Deal

Property purchase

NewViewingOffer
Active
Appointment

22.05.2024

15:00

Real estate businesses

From a new lead to deal progress

Manage leads, track deals, appointments and reminders — all in one place.

Manage leadsTrack dealsMeetings and reminders

Projects

Site inspection

Renovation project

Installation

Tasks

Submit quote
Crew assignedAssigned
Materials checkCheck

Service call

Client request

In progress

Construction and field services

The field, team and delivery stay in sync

Manage projects, team tasks and available service calls — for smoother work.

ProjectsTeam tasksService tickets
Client conversation
Eric Lee

Following up on your project

11:20

Projects

New website

60%

Design

Development

Launch

Client quote

New website

$7,850

Sent

Agencies and consulting firms

Sales, client work and delivery in one place

Manage leads and quotes, projects and tasks, and client communication — all in one place.

Leads and quotesProjects and tasksClient communication
Sales

New deal

$4,680

Expected revenue

Tasks

Quote

Purchase

Follow-up

Overview
MOKED
Client channels

WhatsApp

Email

Phone

Small and medium businesses

One system that fits the way your business works

Manage sales, operations, administration and customer service — all in one place.

SalesOperationsAdministration
Sales
Operations

Can’t find your industry?

MOKED.AI is flexible enough to match your process. Tell us how your business works and we’ll show you what it can look like.

Management
Customer communication
WhatsApp