Find opportunities. Win more business. Create Value.

Moksha One is the operating platform for VARs and MSPs. Customer intelligence, sales, procurement, service delivery and finance, in one connected system.

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AI and automation layer
Technology estate
3 of 12 core switches are past end of support. Lifecycle data flags them for a recommendation.
Illustrative example with fictional data.

Your customer intelligence is trapped across too many systems.

When estate records, contracts and commercial history sit in separate places, the next customer decision is harder than it should be. Moksha One brings them into one customer record.

CRM exports
PSA exports
Distributor files
Supplier quotes
Contracts
Spreadsheets
Accounting
Customer technology records
One customer record
Example Customer Ltd
Estate and lifecycle
Contracts and renewals
Opportunities and quotes
Orders, delivery and tickets
Invoices, spend and margin
Illustrative example with fictional data.

Every part of the business, working from one customer record.

Built around the whole customer lifecycle, with deliberate handoffs between each step. A person publishes the recommendation, approves the quote and places the order. Support and finance run on the same record.

Customer Intelligence 360Illustrative demo data1 of 6
ProductInstalledSupport status
Core switches123 past end of support
Firewalls4Support renews in 90 days
Wireless access points38Supported
Servers62 reach end of support in 6 months
Recommendation: refresh 3 core switches
Built from lifecycle data. A person reviews and publishes it.
Create opportunity
Included
Customer Intelligence 360Installed baseLifecycle and security advisoriesRecommendationsRenewal alertsThird-party contractsTechnology spend

One shared picture. Two ways to see it.

Your team works in the full platform. Your customers get their own portal, the Customer Control Plane, with their estate and whatever you choose to publish.

VAR/MSP Intelligencefor your team
Example Customer Ltd, internal viewIllustrative demo data
Recommendations ready to review3
Customer tickets awaiting a reply2
Open pipeline£168,000
Renewals due in 90 days£63,450
Quoted margin against kept margin23.9% / 21.2%

Estate, pipeline, purchasing, delivery and finance for every customer, including the margin.

Customer Control Planefor your customer
Example Customer Ltd, customer portalIllustrative demo data
Your technology estate186 assets
Renewals coming up3
Recommendations from your provider2 published
Quotes and orders1 to review
InvoicesPay online

Customers see their own estate and the recommendations you publish.

One record, seen from every seat in the business.

Choose a role to see what the same customer record shows them.

Managing director / CxOIllustrative demo data
Renewals due in 90 days
£63,450
Open pipeline
£168,000
Margin kept on recent jobs
21.2%
Customers needing attention
4
What this role can do
See which customers carry risk and which carry revenue.
Watch quoted margin against the margin kept.
Spot renewals before they lapse.

Quoted margin, next to the margin you kept.

Supplier bills and approved time post against the job. When the work is done you can see where the margin moved, and which customers and projects earn their keep. Try it: change what the job cost.

  • Invoicing, credit notes and aged debt
  • Profit and loss, balance sheet and trial balance
  • Agreement billing and deferred revenue
  • Commission and rebate tracking
See the finance area
Switch refresh, Example Customer Ltd
Illustrative demo data
Hardware cost came in
Installation time came in
QuotedActualVariance
Revenue£18,400£18,4000
Hardware cost£13,200£13,650+£450
Installation time£800£850+£50
Gross profit£4,400£3,900-£500
Margin23.9%21.2%-2.7 pts
The job keeps £3,900 of the £4,400 quoted, a margin of 21.2% against 23.9%.

Actual cost comes from supplier bills and approved time linked to the job. Where cost is not yet linked, the figure shows as unknown, not zero.

Connect the tools you use. Import the data you already have.

XeroStripeGoogle WorkspaceMicrosoft 365 (assistant tools)Monitoring toolsVendorsDistributorsCustom connectors
KeyBuilt in, ready to connectSwitched on by an admin during setup, or coming soon

Bring in contacts and companies, products, supplier quotes and opening balances. Integrations need provider accounts, setup and suitable plans.

See every integration and its status

Your customer estate stays in your organisation.

Each organisation works in its own workspace, with its own people, customers and estates. Access follows the person's role.

Your organisation
Your own workspace
Your team
AdminSalesFinanceOrder adminEngineersMarketing
Your customers
Each signs in to their own portal.
Another organisation
A separate workspace. It has no view of yours.
Role-based access
Menus, pages and record scope (own, team or all) follow the role, and engineers need not see commercial figures.
Two-step sign-in
Required for staff unless a workspace turns it off, and set per user for customer portal users.
Secrets stay hidden
Integration credentials are encrypted and kept out of the portal, exports, emails and AI prompts. Every reveal is logged.
Private customer portal
The portal shows a customer their own records, with your private figures hidden.

See a deal like yours move through it.

Book a demo and we will show how Moksha One handles discovery, quoting, delivery, support and profit in one system.

Pricing is tailored to team size and scope.

We use these details only to arrange your demo. Read the privacy notice.

Platform Provider Certifications
SOC 2 Type IIISO 27001:2022GDPR commitments
Moksha One security
Encrypted at restWeb application firewallNetwork isolationTenant isolationRole-based accessTwo-step sign-inAES-256 encrypted secretsAudit logs
© 2026 Moksha Group Limited, trading as Moksha One. Registered in England and Wales, company no. 13188223. Registered office: 128 City Road, London, EC1V 2NX, United Kingdom.