Feature 01 · Capture
Lead & pipeline management
Stop losing leads in chat threads. Every enquiry — from WhatsApp, calls, or walk-ins — lands in a single pipeline your whole team can see and act on.
1 pipeline for every lead source your team uses
Replaces: scattered WhatsApp groups, shared spreadsheets, sticky notes
How it works
Four steps from chaos to clarity
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Capture from any source
Add a lead in seconds from WhatsApp, web form, or manual entry — no duplicate data entry across tabs.
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Build stages that match how you sell
Enquiry → quote sent → site visit → negotiation → won. Your pipeline, not a generic template.
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Assign one owner per deal
One person responsible per lead. No more "I thought you were handling this" in the group chat.
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Track value and close dates
Expected revenue and close date on every deal so Monday reviews take ten minutes, not an hour.
The difference
Before and after HokaCRM
Without HokaCRM
- Leads from JD, WhatsApp, referrals tracked in separate chats and sheets
- Two reps following up the same prospect on the same day
- Founder manually asking "where does this deal stand?" every week
- No idea how much pipeline is actually closable this month
With HokaCRM
- Every lead from every source in one visual pipeline
- Each deal has one owner — no overlap, no confusion
- Pipeline visible to the whole team, no status calls needed
- Total pipeline value by stage, always up to date
Works best with
Pair it with these features
Used across industries
See it in your context
Know where your business is headed.
Start free with your team. No credit card. Onboard in under 10 minutes.