CRM & Sales / CRM
One CRM for customers, sales, and conversations
Mojeep CRM connects customer records, conversations, opportunities, activities, and support so employees and agents can continue work from shared, permission-scoped context.
Customer 360
Team follow-up
Team follow-up
- Service inquiry
- Employee note
- Follow-up task
Purpose in your workflow
What is CRM?
CRM coordinates the overall relationship. Customers focuses on the individual record; Sales covers the selling workflow, while Support handles issue resolution.
Capabilities for everyday work
Customer 360
review contact details and interaction history before following up.
Sales context
connect leads to opportunities, stages, and the person responsible for follow-up.
Activities
record notes, tasks, and due dates so the next step is clear.
Support continuity
use customer and ticket context to keep service connected.
How it works
- 1Customer record
- 2Conversations & activities
- 3Opportunities & tickets
- 4Owned follow-up
Illustrative business workflow
From inquiry to clear follow-up
A fictional business asks about a service. An employee reviews its earlier conversation and open opportunity, records a follow-up task, and shares relevant context with support when needed. Authorized colleagues can continue from the same history.
How AI assists
Agents can read permitted CRM context and use enabled customer and deal tools. Changes follow tool permissions and approval policy; access is scoped to the organization.
Explore Mojeep agentsConnected work, clearer follow-up
Clear records, steps, and ownership help teams avoid repeatedly gathering information and hand work over with context. Use the capabilities and workflow above to identify what fits your organization.
Permissions and reviewable controls
Access follows organization scope, user roles, and permissions. Agent actions depend on tool enablement and approval policy; supported execution and audit records help teams review changes. Verify access before expanding use.
Related products
Customers
Mojeep brings customer details, conversation history, activities, opportunities, and related tickets into one record so sales and support can work from the same context.
Sales
Mojeep connects leads, opportunities, conversations, activities, and quotes in the sales workflow; configured agents can assist without replacing employee ownership.
Tickets & Support
Mojeep connects a support ticket with customer context, priority, owner, SLA targets, and escalation, while giving the team related knowledge and interaction history.
Analytics
Mojeep analytics brings together available organization data on usage, leads, opportunities, orders, support, SLA, and CSAT for the selected reporting period.
Frequently asked questions
Does CRM connect conversations to the customer?
Yes. Authorized teams can use connected customer, interaction, and activity context.
Can an agent change customer data?
Only through enabled tools, relevant permissions, and applicable approval policies.
See how Mojeep fits your team
Discuss the workflows, data, and permissions you need, and review the product experience with the Mojeep team.
Book a demo