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.

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

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

A simple and easy to use CRM for everyone.

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

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

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

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

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

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

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

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

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

Your tasks focused and outlined for you at ludicrous speed.

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

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