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Run Mosaik. Module by module.

A user guide for every Mosaik module: set up your workspace, configure each module, and follow the workflows that get the most from it. Each guide ends with a link pattern to open that module in your own workspace.

Modules.

Part II
  1. 01
    Dashboard

    See what is closed, what is still in play, and what needs you today, for yourself or for the whole team.

  2. 02
    Companies

    Keep one record for each organisation you work with, with its brief, contacts, deals, income, and activity.

  3. 03
    Contacts

    Keep a record for each person, with their role, deals, email history, lead source, score, and sequences.

  4. 04
    Deals

    Track each opportunity through your pipeline stages, as a table or a board, with amounts in any supported currency.

  5. 05
    Finance

    Track invoices, subscriptions, and payments against your companies and deals, send invoices and receipts, and download each document as a PDF.

  6. 06
    Inbox

    Read, assign, and reply to email, website forms, and live chat in one shared inbox, with sequences, signatures, routing, and reports.

  7. 07
    Legal and e-signature

    Draft proposals and contracts with an agent, prepare signature fields, send for e-signature, and keep the signing evidence with the record.

  8. 08
    Marketing

    Create posts, carousels, blogs, and reviews in a chat, plan them on the release calendar, publish to connected accounts, and find every piece in Artifacts.

  9. 09
    Agents

    Chat with the assistant, then build General, Marketing, and Inbox team agents with exact permissions, triggers, and run history.