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Less manual work. More time to manage and grow.

Solutions that work for you

Less manual work. More time to manage and grow.

MOKED.AI organizes the work and helps your team move every process forward in one place.

Administration dashboard

120

Third-party services

86

Open treatments

34

Overdue activities

0

Open tasks

Recent activity
Update customer details10 minutes agoSuccess
Check documents25 minutes agoSuccess
Send documents to customer40 minutes agoSuccess

Reduce administrative work

Track updates and repetitive tasks automatically in the background, so your team can focus on higher-value work.

Email / upload

PDF document

Data extraction

Supplier Invoice details 20.05.2024 £1,250

Document handled

Sent to the accounting inbox

Automated document handling

Documents are received, identified, organized and processed — without manual data entry or scattered files to chase.

Email
WhatsApp
Upload

Invoices

NumberCustomerDateAmountStatus
INV-1042Acme Corp.May 20, 2024$3,450.00Received
INV-1041Beta Ltd.May 19, 2024$2,150.00Pending
INV-1040Gamma Inc.May 18, 2024$1,980.00Received

Invoice collection and handling

Invoices are collected from email, WhatsApp and uploads, then brought into one organized view with every detail easy to find.

Collections

CustomerDateStatusDays overdue
Acme Solutions Ltd.May 10, 2024Paid0
Brightway ConsultingMay 20, 2024Paid0
Summit Retail GroupMay 30, 2024Late5
Northfield PartnersJune 5, 2024Late10
Blue Horizon SystemsJune 1, 2024Overdue25

Improve collections

Automatic reminders and a clear view keep every payment moving from overdue to collected, without relying on memory or manual follow-up.

Leads

CustomerStatusNext action
Acme Corp.NewSend intro email
Bright SolutionsIn progressSchedule demo
Vertex SystemsWonPrepare onboarding

Lead management and follow-up

Every incoming inquiry is captured, classified and followed through to the next sales action, so promising opportunities do not get lost.

Proposal

Proposal #10023

Created: May 15, 2024

Valid until: Jun 15, 2024

Total: $5,800.00

Customer link

buy.moked.ai/q10023

Status

Sent

Viewed

Accepted

Create and track proposals

Create, send, sign and manage proposals — everything in one place, with a clear view of what happens next.

May2024
SunMonTueWedThuFriSat282930123456789101112131415161718192021222324252627282930311

Meetings

May 20, 2024

10:00

Sales meeting

Appointment scheduling and calendar management

Match availability and schedule meetings without unnecessary back-and-forth, while keeping everyone aligned on the time and next step.

Tasks

TaskOwnerDue dateStatus
Prepare performance reportNoa CohenMay 22, 2024In Progress
Review landing page copyOmer LeviMay 20, 2024Completed
Approve ad creativesDani FogelMay 23, 2024In Progress
Set up GA4 trackingMaor BarMay 18, 2024Overdue

Task management and due dates

Keep responsibilities, priorities and deadlines clear, so work keeps moving forward and nothing important falls through the cracks.

Service tickets

#3182341

Replace faucet

Main bathroom

10:15 AM

#3254678

AC not cooling

Living room

10:15 AM

#3241095

Leaking pipe

Under sink

10:15 AM

Service ticket management

Every issue is recorded, assigned and managed through to a complete resolution and ticket closure, with the full history in one place.

Projects

Website Redesign

May 30, 2024 – Jun 19, 2024

78%

+3

CRM Implementation

Apr 15, 2024 – Jul 15, 2024

52%

+3

Customer Analytics

Apr 20, 2024 – Jun 10, 2024

92%

+3

Project management and delivery

Manage delivery, teams, dates and progress in one organized, real-time view, so you always know what is moving and what needs attention.

Unified inbox

WhatsApp12
Email8
Instagram6
Messenger4
Website3

WhatsAppChat with customer

Hi, I’d like to check the status of my order.
10:30 AM
Hello! Your order has been shipped and will arrive tomorrow.
Type a message...

Centralize customer communication

Keep every conversation and message from every channel together in one organized inbox, giving your team the context to respond quickly.

One solution. Your whole business in one place.

Analytics
Operations
Moked.AI
Administration
Customer communication

Choose the solutions that fit your business today and expand as you grow, with one connected workspace for the work ahead.

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