Mojo CRM: The Comprehensive Guide

Mojo CRM is a cloud-based customer relationship management (CRM) software designed to streamline sales, marketing, and customer support processes for small and medium-sized businesses (SMBs). It offers a suite of features that enable businesses to manage customer interactions, track progress, and nurture relationships throughout the customer lifecycle.

With its intuitive interface and ease of use, Mojo CRM empowers businesses to improve customer engagement, increase sales productivity, and enhance customer satisfaction. It provides real-time insights into customer behavior, allowing businesses to make informed decisions and tailor their strategies accordingly.

In this comprehensive guide, we will explore the key features and benefits of Mojo CRM, as well as provide insights into its pricing, implementation, and best practices for effective utilization.

Mojo CRM

Mojo CRM offers a comprehensive suite of features tailored to the needs of small and medium-sized businesses.

  • Contact Management
  • Sales Pipeline Tracking
  • Marketing Automation
  • Customer Support
  • Reporting and Analytics
  • Mobile Access
  • Integrations
  • Ease of Use

With its user-friendly interface and powerful capabilities, Mojo CRM empowers businesses to streamline their customer-facing operations and drive growth.

Contact Management

Mojo CRM’s contact management capabilities provide a centralized platform to store, organize, and manage customer information.

  • Centralized Database:

    Mojo CRM maintains a comprehensive database of customer contacts, including individuals, organizations, and leads. This centralized repository ensures that all customer data is readily accessible to sales, marketing, and support teams.

  • Detailed Profiles:

    Each contact profile provides a comprehensive view of customer interactions, including contact details, communication history, notes, appointments, and tasks. This detailed information enables businesses to tailor their communication and engagement strategies based on individual customer preferences and needs.

  • Segmentation and Grouping:

    Mojo CRM allows users to segment and group contacts based on various criteria, such as industry, location, or purchase history. This segmentation capability enables businesses to target specific groups with tailored marketing campaigns and personalized messaging.

  • Import and Export:

    Mojo CRM offers seamless import and export functionality, allowing businesses to easily migrate data from other systems or spreadsheets. This flexibility simplifies the transition to Mojo CRM and ensures that existing customer data is preserved.

By providing a robust and user-friendly contact management system, Mojo CRM empowers businesses to build stronger relationships with their customers and deliver personalized experiences throughout the customer lifecycle.

Sales Pipeline Tracking

Mojo CRM’s sales pipeline tracking capabilities provide a visual representation of the progress of sales opportunities through various stages of the sales cycle. This allows businesses to monitor the status of each deal, identify bottlenecks, and forecast future revenue.

Key features of Mojo CRM’s sales pipeline tracking include:

  • Visual Pipeline:

    Mojo CRM presents a customizable sales pipeline that allows users to define and track the stages of their sales process. This visual representation provides a clear overview of the progress of each opportunity.

  • Drag-and-Drop Functionality:

    Opportunities can be easily dragged and dropped between stages, making it simple to update their status and track their progress. This intuitive interface streamlines the sales pipeline management process.

  • Opportunity Details:

    Each opportunity in the pipeline contains detailed information, including contact details, notes, activities, and estimated close dates. This comprehensive view of each opportunity ensures that sales teams have all the necessary information at their fingertips.

  • Sales Forecasting:

    Mojo CRM’s sales forecasting capabilities leverage historical data and current pipeline information to provide accurate revenue projections. This enables businesses to make informed decisions and plan for future growth.

By providing robust sales pipeline tracking tools, Mojo CRM empowers businesses to streamline their sales processes, improve deal visibility, and increase sales productivity.

Marketing Automation

Mojo CRM’s marketing automation capabilities enable businesses to streamline and personalize their marketing campaigns, nurture leads, and drive conversions.

Key features of Mojo CRM’s marketing automation include:

  • Automated Email Campaigns:

    Mojo CRM allows users to create and schedule automated email campaigns that can be triggered based on specific events or customer actions. These campaigns can be used to nurture leads, promote products or services, and build customer relationships.

  • Lead Scoring:

    Mojo CRM’s lead scoring feature assigns points to leads based on their interactions with the business. This allows sales and marketing teams to prioritize qualified leads and focus their efforts on those most likely to convert.

  • Landing Page Builder:

    Mojo CRM provides a drag-and-drop landing page builder that enables users to create high-converting landing pages without the need for technical expertise. These landing pages can be used to capture leads, promote special offers, or generate webinar registrations.

  • Social Media Integration:

    Mojo CRM integrates with popular social media platforms, allowing businesses to track social media engagement, monitor brand mentions, and schedule social media posts. This integration helps businesses extend their marketing reach and engage with customers on multiple channels.

By providing comprehensive marketing automation tools, Mojo CRM empowers businesses to automate repetitive tasks, personalize customer interactions, and increase marketing ROI.

Customer Support

Mojo CRM’s customer support capabilities empower businesses to provide exceptional customer service and build lasting relationships with their clients.

  • Multi-Channel Support:

    Mojo CRM offers multiple channels for customer support, including phone, email, live chat, and a self-service knowledge base. This flexibility allows customers to choose the most convenient method to get the assistance they need.

  • Ticket Management:

    Mojo CRM provides a comprehensive ticket management system that enables support teams to track and resolve customer issues efficiently. Tickets can be assigned to specific agents, prioritized, and tracked through to resolution.

  • Customer Feedback:

    Mojo CRM includes tools for collecting and analyzing customer feedback. Businesses can use surveys and feedback forms to gather insights into customer satisfaction and identify areas for improvement.

  • Reporting and Analytics:

    Mojo CRM offers robust reporting and analytics capabilities that provide valuable insights into customer support performance. Businesses can track key metrics such as average response time, resolution time, and customer satisfaction ratings.

By providing comprehensive customer support tools, Mojo CRM enables businesses to deliver exceptional customer experiences, build loyalty, and increase customer retention.

Reporting and Analytics

Mojo CRM’s reporting and analytics capabilities provide businesses with valuable insights into their sales, marketing, and customer support performance. These insights empower businesses to make data-driven decisions, optimize their strategies, and improve overall business outcomes.

Key features of Mojo CRM’s reporting and analytics include:

  • Customizable Reports:

    Mojo CRM allows users to create and customize reports based on their specific needs. This flexibility ensures that businesses can track the metrics that matter most to them and gain insights tailored to their unique requirements.

  • Real-Time Dashboards:

    Mojo CRM provides real-time dashboards that display key performance indicators (KPIs) and provide a quick overview of business performance. These dashboards can be personalized to show the most relevant metrics for each user.

  • Historical Data Analysis:

    Mojo CRM stores historical data, allowing businesses to analyze trends and patterns over time. This historical data can be used to identify areas for improvement, forecast future performance, and make informed decisions.

  • Integration with Google Analytics:

    Mojo CRM integrates with Google Analytics, enabling businesses to track website traffic, marketing campaign performance, and other online metrics alongside their CRM data. This integration provides a comprehensive view of customer behavior and helps businesses optimize their digital marketing efforts.

By providing robust reporting and analytics capabilities, Mojo CRM empowers businesses to gain actionable insights, measure their progress, and make data-driven decisions to achieve their business goals.

Mobile Access

Mojo CRM offers seamless mobile access, empowering businesses to manage their customer relationships and stay connected on the go.

  • Native Mobile Apps:

    Mojo CRM provides native mobile apps for iOS and Android devices. These apps offer a user-friendly interface and full access to all CRM features, allowing users to manage their sales, marketing, and support activities from anywhere.

  • Real-Time Synchronization:

    Mojo CRM’s mobile apps synchronize data in real-time with the web application. This ensures that users have access to the most up-to-date information and can make informed decisions while on the move.

  • Offline Access:

    Mojo CRM’s mobile apps allow users to access and update their CRM data even when offline. This feature is particularly useful for sales representatives who need to access customer information while visiting clients or attending events.

  • GPS Integration:

    Mojo CRM’s mobile apps integrate with GPS, allowing users to track their location and schedule appointments with nearby customers. This integration streamlines the scheduling process and saves valuable time.

By providing robust mobile access, Mojo CRM empowers businesses to increase productivity, improve customer engagement, and make informed decisions anytime, anywhere.


Mojo CRM offers a wide range of integrations with popular business applications, enabling businesses to connect their CRM with other essential tools and streamline their workflows.

  • Email Marketing:

    Mojo CRM integrates with popular email marketing platforms such as MailChimp and Constant Contact. This integration allows businesses to create and send targeted email campaigns directly from within Mojo CRM, track email performance, and nurture leads.

  • Accounting and Billing:

    Mojo CRM integrates with accounting and billing software such as QuickBooks and Xero. This integration enables businesses to manage invoices, payments, and other financial transactions within their CRM, streamlining their accounting processes.

  • E-commerce:

    Mojo CRM integrates with e-commerce platforms such as Shopify and WooCommerce. This integration allows businesses to track online sales, manage orders, and provide customer support directly from within their CRM, providing a seamless customer experience.

  • Project Management:

    Mojo CRM integrates with project management tools such as Asana and Trello. This integration enables businesses to manage projects, track progress, and collaborate with team members within their CRM, ensuring that all customer-related information is centralized and easily accessible.

By offering robust integrations, Mojo CRM empowers businesses to connect their CRM with their other essential business applications, break down silos, and increase productivity.

Ease of Use

Mojo CRM is designed to be user-friendly and accessible to businesses of all sizes. Its intuitive interface and straightforward navigation make it easy for users to get started and become proficient quickly.

  • Simplified Interface:

    Mojo CRM’s interface is clean and uncluttered, with a logical layout that makes it easy to find the information and features you need.

  • Drag-and-Drop Functionality:

    Mojo CRM utilizes drag-and-drop functionality throughout the application, making it simple to add or remove items and customize your workspace.

  • Guided Setup Wizard:

    Mojo CRM provides a guided setup wizard that walks you through the initial configuration process, ensuring that your CRM is set up correctly from the start.

  • Contextual Help:

    Mojo CRM offers contextual help throughout the application, providing quick and easy access to information and support whenever you need it.

By prioritizing ease of use, Mojo CRM empowers businesses to adopt and implement their CRM system quickly and efficiently, allowing them to reap the benefits of improved customer management and increased productivity.


This Frequently Asked Questions (FAQ) section provides answers to common inquiries about Mojo CRM:

Question 1: What is the pricing for Mojo CRM?
Answer: Mojo CRM offers flexible pricing plans tailored to businesses of different sizes and needs. Contact the Mojo CRM sales team for詳しい情報。

Question 2: Does Mojo CRM offer a free trial?
Answer: Yes, Mojo CRM offers a free 14-day trial that allows you to explore the full functionality of the software before committing to a paid subscription.

Question 3: What types of businesses is Mojo CRM suitable for?
Answer: Mojo CRM is designed for small and medium-sized businesses (SMBs) across various industries, including sales, marketing, customer support, and project management.

Question 4: Can Mojo CRM be integrated with other business applications?
Answer: Yes, Mojo CRM offers a range of integrations with popular business applications, including email marketing platforms, accounting software, e-commerce platforms, and project management tools.

Question 5: Is Mojo CRM easy to use?
Answer: Yes, Mojo CRM is known for its user-friendly interface and intuitive navigation. It offers a guided setup wizard, drag-and-drop functionality, and contextual help to ensure a smooth onboarding experience.

Question 6: What is Mojo CRM’s customer support like?
Answer: Mojo CRM provides comprehensive customer support through multiple channels, including phone, email, live chat, and a self-service knowledge base. The support team is responsive and dedicated to helping customers resolve issues and maximize their use of the software.

Question 7: How can I get started with Mojo CRM?
Answer: You can sign up for a free 14-day trial on the Mojo CRM website. Alternatively, you can contact the sales team to schedule a demo or discuss your specific business needs.

This FAQ section should provide you with a good overview of Mojo CRM’s features, benefits, and pricing. For any further inquiries, please don’t hesitate to contact the Mojo CRM team.

6) Create tailored presentations to showcase the value you offer to potential clients. These presentations should include industry-specific data, customized content, and relevant research. You can also feature testimonials and success stories from clients who have experienced the benefits of using your product or service.
7) Regularly update your website’s content to ensure that it is current with the latest advancements in your space. Highlight your newest features, success stories, and product updates.
8) Leverage social media to its full potential by keeping your brand active and engaged. Post high-quality content and visuals that are relevant to your audience. Use popular hashtags and keywords to extend your reach. Run social media ad campaigns to further expand your target audience.
9) Networking should be a priority for you at all times. Attend industry events and conferences to make key industry connection. Deliver presentations and attend webinars to share your knowledge and stay up-to-date on industry best practices.
10) Collaborate with influencers in your industry to promote your brand. They can spread the word about your product or service and help reach new potential clients.


Mojo CRM is a comprehensive and user-friendly CRM solution designed to empower small and medium-sized businesses in managing their customer relationships, streamlining their sales and marketing processes, and delivering exceptional customer support. Its robust features, seamless integrations, and ease of use make it an ideal choice for businesses looking to improve their customer engagement and drive growth.

By leveraging the capabilities of Mojo CRM, businesses can gain a 360-degree view of their customers, track their progress through the sales pipeline, automate marketing campaigns, provide personalized support, and generate valuable insights to make informed decisions. With its commitment to innovation and customer success, Mojo CRM continues to be a leading CRM solution in the market.