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