CRM & sales
8 screensPipeline, quotes and follow-up, with live company research built into every account.
- Contacts
- Companies
- Opportunities
- Tasks
- Sales sequences
- Quotes
- Jobs
- Apollo.io prospecting
Moksha One · for UK SMEs
CRM, marketing, quoting, purchasing, delivery, renewals and full accounting in one system. A quote becomes an order, a purchase order, a delivery, an invoice and a renewal without anyone retyping it.
The problem
Deals sit in the CRM, stock in spreadsheets, contracts in email and the numbers in the accounts package. Every handover means retyping, and nobody can see the whole business in one place. Moksha One replaces the stack with one system.
The platform
Each module works on its own and gets more useful with the others. A contact in the CRM is the same customer on the invoice, the renewal and the portal.
Pipeline, quotes and follow-up, with live company research built into every account.
Campaigns you can trace to revenue, from the first web form to the signed quote.
Buy against real orders. Supplier quotes flow into POs, goods in and dispatch.
Recurring revenue you don't lose track of. Licences are created from the sale itself.
Know exactly what each customer owns, where it is and when it's due for refresh.
Plan people, log time against jobs and see which work actually makes money.
Invoicing and credit control that already know what was sold, bought and delivered.
A full ledger with management accounts, so month end is a report, not a project.
Sales and margin reporting straight from live data, with nothing to export.
NDAs, credit applications and supplier forms generated from your records, reviewed and signed online.
Your customers log in to see their quotes, orders, invoices, contracts and assets.
Company settings, invite-only users and roles, automations, data import and headcount.
AI in the workflow
Other tools bolt a chatbot onto one department. Moksha One's assistant works across sales, stock, contracts and cash at once, so it can say what actually needs your attention.
A Green, Amber or Red read on pipeline, renewals, overdue invoices, late tasks and unclaimed rebates, with the actions for this week.
Reviews each opportunity's stage, age and activity, then suggests next steps, flags risks and gives you the question to ask at the next meeting.
Describe what the customer needs and get draft quote lines from your own product catalogue and price list.
Upload a supplier's quote and it's read into lines, matched to the customer deal and ready to become a PO.
A CFO-style summary of working capital from aged debtors and creditors, with risks called out.
Draft renewal emails for licences, support and managed services, written from the contract record.
Recognises exports from HubSpot, Salesforce and Zoho and maps the columns for you.
How we compare
CRMs stop at the signed deal. Enterprise ERPs cover everything but take months and a partner to implement. Moksha One is built for the SME in between.
| Capability | Moksha One | HubSpot | Salesforce | Zoho One | Odoo | NetSuite |
|---|---|---|---|---|---|---|
| Win the work | ||||||
| Contacts, companies & pipeline | ||||||
| Sales sequences | ||||||
| Email campaigns, forms & landing pages | ||||||
| Quotes that become orders and jobsAutomatically, on acceptance | ||||||
| Deliver it | ||||||
| Supplier quotes, POs & goods received | ||||||
| Courier dispatch & tracking | ||||||
| Timesheets, resources & job profitability | ||||||
| Asset register & installed base | ||||||
| Keep it | ||||||
| Licences, renewals & support contractsCreated from the original sale | ||||||
| Vendor rebates & special pricing | ||||||
| Customer self-service portal | ||||||
| Count it | ||||||
| Full accountingLedger, P&L, balance sheet, VAT, bank reconciliation | ||||||
| Deferred revenue schedules | ||||||
| Commissions & GP targets | ||||||
| Documents, versions & e-signature | ||||||
| Run it | ||||||
| AI across every departmentNot just the CRM | ||||||
| Live in weeks without an implementation partner | ||||||
Based on publicly available product information as of September 2026. Features vary by edition, and competitors' plans change often, so check with each vendor.
They're excellent at winning the deal, and that's where they stop. Orders, purchasing, contracts and accounts still live somewhere else. Moksha One covers the whole sale, from opportunity to renewal.
They're broad suites made up of dozens of apps you assemble yourself. Moksha One is a single product with one data model, designed around how a quote turns into cash and recurring revenue.
It's a powerful enterprise ERP, priced and implemented for larger firms. Moksha One gives an SME the same end-to-end view without a six-month project.
Your own workspace
Moksha One runs as a multi-tenant cloud platform. Each business has its own data, its own people and its own branding, completely separate from everyone else's.
Each workspace's records are separated at the database level. Nobody sees another business's numbers.
Logo, address, VAT and company numbers, bank details and footers on quotes, POs and invoices, with your own numbering.
Connect your own Xero, Google or Microsoft mailboxes and couriers. Keys and sign-ins stay inside your workspace.
Invite-only access. People see only the modules their role allows.
Connected
Switching
Upload exports from HubSpot, Salesforce or Zoho. AI recognises the source and maps contacts, companies and deals.
Chart of accounts, customers, suppliers, products and open invoices come across. Or keep Xero and sync with it.
Add your company details and document footers, then invite staff by email with the right role for each person.
Who it's for
Moksha One was built first to run a UK technology reseller. It suits any SME with a similar rhythm.
Vendor pricing, rebates, licences, support contracts and managed services in one place.
Supplier quotes, purchase orders, goods in, dispatch and margin on every line.
Quotes that become jobs, timesheets against them, and profitability you can see.
One system to replace the CRM, the accounts package and the spreadsheets in between.
We'll walk through Moksha One using a workspace set up for your kind of business, from the first quote to the P&L.