Features

LokCRM is loaded with nifty features built to help make your daily work life more tolerable and less annoying. Check em out.

AI Integration

AI search and features are cleverly integrated into all areas of the CRM.

Billing

Automated billing and invoicing so you can focus your attention where it’s most important.

Client Portal

You and your client always on the same page. Eliminate confusion and frustration.

CRM

A simple and easy to use CRM for everyone.

Discussions

Discussions can be found through the entire Lok system like clients, projects, tasks, files and more.

Documents

Create any number of custom document types for attachment to proposals and contracts.

eSignature

Fast, secure and simple eSignature features at no extra cost. Lock-in contracts with ease.

File Management

Files are automatically tagged and organized so you can find anything in one filterable table.

Milestones

Mark tasks and contracts with milestones to help inform your clients on project progress.

Proposals

Proposal creation like you’ve never seen. Generate client proposals in minutes, not hours.

Reporting

Dynamic reporting and live charts so you can keep an eye on what’s up (or what’s down).

Revisions

As clients needs change, LokCRM makes it easy to track and revise projects as needed.

Statement of Work

Easily turn out detailed statements you can put in front of your clients.

Task Dashboard

Your tasks focused and outlined for you at ludicrous speed.

Tasks

Task and project management improved. Eliminate other third party to-do systems.

Time Tracking

Not the creepy kind. This is to make billing and profit monitoring easier.