We feature at

All advanced features and Key Benefits in one powerful platform.

Increased Sales Efficiency

Time-Saving Automation

Email/SMS/WhatsApp Integration

Better Customer Experience

Enquiry, Follow up, Remainder

Effortlessly capture and manage customer enquiries from various channels.

Quotations & Proforma Invoice

Streamline your sales process, helping you create, manage, and send professional quotes and invoices with ease.

Invoices & Payments

Generate invoices using customizable templates and automatically apply taxes based on location and product, ensuring compliance with local regulations.

Attachments & Appointments

Upload documents, images, and files directly to customer records or specific projects.

Email & Whatsapp Integration

Streamline your email communications by managing everything directly within your CRM.

Spreadsheet, Live Chat

Effortlessly manage and analyze your data with our CRM module’s Spreadsheet Integration.

Helpdesk, Project & Task

Manage customer support requests with a robust ticketing system that tracks issues from submission to resolution.

Target vs Achievement

Establish targets for individuals, teams, or departments, ensuring alignment with overall business objectives.

Daily, Weekly, Monthly Planner

Stay focused and productive each day with our daily Planner. Plan your day efficiently, prioritize your tasks, and ensure that you achieve your daily goals.

Employee live location, Kilometer travelled

Track the distance traveled by your team members to optimize resource allocation, manage expenses, and ensure compliance with travel policies.

Accounts, Reports & E-Invoices

Record and categorize expenses accurately, facilitating budgeting and financial planning.

User Training and Support

Watch video tutorials covering various aspects of the CRM module, providing visual demonstrations of key features and workflows.

All-in-One

CRM Features

CRM to streamline sales, automate tasks & grow faster...

Why Our CRM?

Manage leads, customers, and support—from one clean and powerful dashboard.

Lead Management

Lead management helps organize leads and boost conversions.

Customer support

Our support provides quick help and a hassle-free experience.

Sales Pipeline

A sales pipeline tracks deals for faster closing.

Streamline workflows to save time and boost productivity.

Automation & Workflows

Reporting & Analytics

Turn real-time insights into smarter business decisions.

Never miss out on a follow-up

Schedule calls, meetings, mailings, or quotations, and KOKA automatically plans the next activity based on your sales

Quotations in One click

Create professional-looking quotations in no time with a user-friendly interface. Select your products from the catalog and let we handle the rest.

“This powerfull tool eliminates the need to leave Salesforce to get things done.”

Shalini Raj

Director of Sales Operations

Automate your workflow with smart integrations

Our CRM works seamlessly with your favorite apps

Everything sales, powered by AI

Simplify selling and grow your revenue with productivity, collaboration, and insights.

KOKA CRM helps you run smart sales campaigns to generate more leads, then capture, qualify, route, and track them with the power of AI.

Smarter campaigns, superior leads

Declutter your sales view and have the key details you need to dive into your day with no wasted time.

Efficient organizing, expert prospecting

Great conversations, higher conversions

Stronger sales, faster growth

Understand customers better with a 360° view, meet them on their preferred channels, and engage with context.

Streamline processes, sew up deals, and score that quarterly bonus with timely insights. Avoid bottlenecks and plan accurately with deal recommendations by AI.

FAQs

What is this CRM?

Our CRM streamlines your workflow with a clean, modern interface designed for efficiency.

Can I book a demo?

What integrations are available?

Is there a free trial option?

How secure is my data?

Yes, simply click the ‘book a demo’ button to schedule a personalized session.

Our CRM supports popular tools like email platforms, calendar apps, and industry-specific software to keep your data connected.

Yes, you can try the CRM free for 14 days with full access to all features and no credit card required.

We use industry-standard encryption and regular audits to keep your information safe and private.

Contact Us

Have questions? We're here to help.

Tackits Technologies

1st floor, 80/3, Palla St, Annai Nagar, Agraharam, Korattur, Chennai, Tamil Nadu 600076

Contact

+91 9944331741

+91 9566170051

info@tackits.com

enquiry@tackits.com

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