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Moud One · Barcelona

Your whole business, as one.

Moud One isn't a CRM or an ERP. It's your company's brain: sales, projects, clients, invoices and conversations in one place, connected to each other, so everything moves as one. And with AI agents that automate processes, write your reports and take the tedious tasks off your plate.

Book a demo See how it works

Online shop

Forn Albada, client since March

  1. LeadFrom an email, 3 MarchSales
  2. Proposal signedQuote P-0218, accepted onlineSales
  3. Project under way4 phases, 3 team membersCore
  4. Conversations18 emails and WhatsApps linked to the projectCommunication
  5. Deliverable viewedThe client opened “Home page design” 2 h agoClient space
  6. Invoice F-0412Sent on 2 May, paid on the 12thFinance
  7. Support ticketChange the rye bread photoSupport
How it works

How it works: one job, from start to finish.

We follow a made-up job at Estudi Nord, a design studio that uses Moud One. Anything underlined is data carried over from the previous step: nobody types it in again.

MPMarta, from Forn Albada (the client) JSJordi, sales LRLaia, project lead

  1. CommunicationSales

    An email arrives from a new client

    Marta writes to the studio's inbox: the bakery wants to sell bread online. The email lands in Moud One and, from that same message, Jordi turns it into a lead.

    Carried to the next step: company, contact, email and the message text, which becomes the initial brief.

    MP
    Marta Puig marta@fornalbada.cat
    Online shop for the bakery

    Hi! We're Forn Albada, a bakery in Poblenou. We'd like to sell bread and pastries online before Christmas. Could you send us a proposal?

    New lead from this email

    Company
    Forn Albada
    Contact
    Marta Puig
    Email
    marta@fornalbada.cat
    The email stays in the lead's threadCreate lead
  2. SalesAI

    The lead enters the pipeline

    It shows up in the new leads column. Jordi moves it across as it progresses. The sales agent drafts the follow-up email, and he decides whether to send it.

    Carried to the next step: the whole lead, with the original email and everything discussed since.

    New
    Forn Albada
    Llibreria Cel
    Contacted
    Hotel Garbí
    Proposal sent
    Escola Ítaca
    Vins Roure
    Won
    Bici Sants
    Sales agent
    Suggests replying to Marta today with two online shop examples and a call on Thursday.
    Review and sendDismiss
  3. Sales

    The quote is drawn up

    Jordi opens the quote from the lead. He picks services from the catalogue, which already include the description and price, and adjusts whatever he needs to.

    Carried to the next step: client, contact and quote lines.

    Quote P-0218
    For Forn Albada, attention of Marta Puig
    Draft
    ServiceAmount
    Online shop designFrom catalogue€3,200
    Product photography, 30 photosFrom catalogue€900
    Training for the bakery teamFrom catalogue€350
    Total excl. VAT€4,450
  4. Sales

    The proposal goes out and the client signs it

    The quote is presented in a templated proposal with the studio's branding. Marta opens it online and signs it. At that moment, the lead moves to won on its own.

    Carried to the next step: the signed quote, with the services that were sold.

    Proposal for Forn AlbadaThe bakery's online shopEstudi Nord
    SignatureSigned
    Marta Puig, 14 October
    LeadWon
  5. Core

    It becomes a project, with tasks and a team

    Moud One asks whether you want to create a project from the won lead. Laia adds the phases, the tasks and who does what. Everyone sees their own tasks in the calendar.

    Carried to the next step: client, quote and services sold, plus the conversation thread.

    Online shop
    Forn Albada, quote P-0218
    Kick-off meeting with the bakeryLaia
    Home page designPau, Fri
    Product photo shootNora, 22 Oct
    Team trainingLaia, Nov
  6. Client space

    The client follows it from her own space

    Marta logs in to her space, branded with the studio's identity. She sees the project, downloads the deliverable and leaves a comment. In Moud One, Laia sees that she opened it and reads the comment on the record.

    Carried to the next step: nothing to copy. The client and the team look at the same project.

    Estudi Nord, client space
    Online shop
    Home page design
    PDF, version 2

    “Love it. Can we make the bread photo bigger?”

    Forn Albada

    Marta opened “Home page design”

    5 minutes ago, viewed 3 sections

    New comment on the project

    “…make the bread photo bigger?”

  7. Finance

    Invoicing and getting paid

    The invoice comes out of the project with the lines that were sold, is issued with Easor and sent by email. Marta also has it in her space. Once it's paid, the project's finances are up to date.

    Carried to the next step: the invoice status, visible on the client record.

    Invoice F-0412 for Forn Albada€5,384.50From the project Online shop, VAT included
    Paid
    IssuedSentIn portalPaid
  8. Support

    A question comes in as a ticket, in the same thread

    Weeks later, Marta wants to change a photo. She asks from her space, or by email, and it comes in as a ticket linked to the client and the project. Whoever answers has everything in front of them.

    All together: the first day's email, the proposal, the project, the invoice and now the ticket.

    Change the rye bread photoOpen
    Forn AlbadaProject Online shopF-0412 paid

    Hi! Can we use the new rye bread photo?Marta, from the client space

    Done! It's live now.Laia, sent by email and to the client space

Why it works as one

Why it works as one: it's not a CRM or an ERP.

A CRM stops when the sale closes. An ERP starts when the invoice is issued. In between, work runs through spreadsheets, forwarded emails and data copied by hand. In Moud One, as you've just seen, it's the same record from end to end.

With separate tools

Each tool keeps its own copy of the client.

  1. Lead
  2. Quote
  3. Proposal
  4. Project
  5. Invoice
  6. Payment
  7. Support
  • The project is recreated by hand
  • The invoice is typed out again
  • Support doesn't know what was sold
EmailsWhatsAppTelegramForms

Three breaks where data is copied by hand. Conversations sit elsewhere.

With Moud One

A single record, from first contact to support.

  1. Lead
  2. Quote
  3. Proposal
  4. Project
  5. Invoice
  6. Payment
  7. Support

Coming in, linked to the client: EmailsWhatsAppTelegramFormsVoice notes

No breaks. Conversations land in the same thread.

One piece of data, end to end

Lead, quote, proposal, project, invoice, payment and support are the same record. Nobody copies data from one tool to another.

In a CRM or an ERP: the CRM stops at the sale and the ERP starts at the invoice.

The client is inside the system

In their space they see projects, deliverables, invoices and tickets, and they can write and comment. Your team knows when they log in and what they look at.

In a CRM or an ERP: the client is left outside and everything reaches them as attachments.

Every conversation in its place

Emails from your inboxes, WhatsApp, Telegram and forms are linked to the client, the project or the ticket, with the full thread and attachments.

In a CRM or an ERP: email lives in another tool and the thread gets lost.

AI agents that work for you

Sales, production and marketing agents automate processes and suggest the next step. They prepare project reports and take the tedious tasks off your plate. A voice note becomes a lead, a task or a project.

In a CRM or an ERP: the assistant is a separate chat that knows nothing about your day-to-day.

The system pushes the work forward

Alerts, reminders and automatic emails let you know when something stalls or when it's time to act. No need to go looking.

In a CRM or an ERP: a database someone has to remember to check.

Modules that work together

You only pay for what you use. When you have two that complement each other, each one shows what comes from the other.

In a CRM or an ERP: a closed bundle, with parts you'll never use.

Your brand, on every screen

With your logo, your colours and your domain, on desktop, iPad and mobile. It's your tool.

In a CRM or an ERP: the tool, and what the client sees, carry the vendor's brand.

Built by a company that uses it every day

MOUD runs its whole operation on it. What we offer you is exactly what we use.

In a CRM or an ERP: software designed from outside the daily work.

AI agents

AI agents that take work off your hands.

As well as keeping everything together, Moud One has artificial intelligence agents that work with your company's data. They automate processes, prepare reports and handle the tedious tasks. You review and decide.

  • Sales agent

    Reviews the pipeline, drafts the follow-up email for each lead and prepares prospecting emails for new companies. Nothing goes out until you approve it.

  • Production agent

    Keeps track of ongoing projects and suggests the next step and the missing tasks, so nothing stalls.

  • Marketing agent

    Helps you with the editorial plan and calendar, and drafts posts and content in your brand's tone of voice.

  • Reports and analysis

    Analyses finished projects and reports on what worked, what drifted and where time and money were gained or lost.

  • Voice notes and automations

    Dictate a voice note and it becomes a lead, a task or a project. Automatic emails, alerts and reminders take care of the repetitive work.

For your company

How it works for your company

You choose the core and the modules you need, and you get your own platform at your-company.moud.app, with your logo and your colours.

Getting started

Four steps, and from day one you're working with your company's data.

  1. Book a demo

    We show it to you on a video call, with cases similar to yours.

  2. Choose the core and the modules

    Based on what you need, we prepare a tailored quote.

  3. We set up your platform

    Brand, domain and users. If you have data in Easor, Trello or Gmail, we bring it over. For other sources, we'll look at it with you.

  4. Start working

    And add modules whenever you need them.

The core and the modules

The core is already a complete tool. Each module switches on within the same platform, with nothing to migrate, and modules that complement each other talk to each other. If you remove one, it disappears from the menu, but the data isn't deleted: it's all there again if you switch it back on.

  • CRM for companies and contacts
  • Projects with phases and team
  • Calendar and tasks
  • Meetings with agreed actions
  • Alerts
  • Team and external collaborators
  • Product and service catalogue

Switch modules on and off to see what each one adds to a company record.

2 modules on top of the core, with 1 connection between them.

Forn Albada

Client, Barcelona

ProjectOnline shop, design phaseFollow-up meeting Thursday at 10:00
SalesNew lead: catering for the openingProposal P-0218 signed 6 emails linked to the lead The sales agent suggests a follow-up email
CommunicationWhatsApp: “Can we move the photo shoot?”20 min ago, with 2 attachments

How your team and clients get in

Each person logs in with their own user and sees what's relevant to them.

  • Administrators

    Manage users, branding and modules, and can download all company data in Excel or CSV.

  • Team

    Works with all the modules the company has: leads, projects, tasks, inbox, invoices.

  • External collaborators

    Only see the projects or leads they're involved in. For each project, you decide whether they see the financials.

  • Clients

    With the client space, you create a user for them and send them access by email. Within the client company, only its administrators see the invoices.

Your brand, your domain, on every screen.

  • In your name. Each company has its own platform at your-company.moud.app, with its logo, its colours and its typeface. We can also set it up on your own domain.
  • Desktop, iPad and mobile. The same tool, designed for each screen, in the office or on the go.
  • Your client sees your brand. If you have the client space, they log in to your identity, not ours.
Moud One is the tool MOUD uses for all of its work, every day.

MOUD is a creative tech agency based in Barcelona. We run the leads, projects, clients, invoices and conversations of the whole team on it.

Every improvement comes from a real need in our work, and reaches every company that uses it.

Questions

Frequently asked questions

How do I bring in the data I already have?

If you use Easor, clients and the catalogue are synced. Leads can be imported from a Trello board and from Gmail. If your data is in another tool, we'll look at it with you during setup.

What can each person on the team do?

There are three types of user. Administrators manage users, branding and modules. The team works with all of the company's modules. External collaborators only see the projects or leads they're involved in, and for each project you decide whether they see the financials.

What does the client see in their space?

Their projects and services, deliverables to download, invoices as PDFs and their tickets. They can comment on projects with attachments, open tickets and keep their company details up to date. Invoices are only visible to the client company's administrators.

Will I know when the client logs in to their space?

Yes. On the client record you can see when they logged in and which sections they looked at, as well as who is there right now.

What happens if I remove a module?

It disappears from the menu and stops working, but the data isn't deleted. If you switch it back on, everything is there as it was.

Can I start with just the core?

Yes. The core includes the CRM for companies and contacts, projects, calendar, tasks, meetings, alerts, team and catalogue. It's a complete tool on its own.

Is the data mine? Can I export it?

Yes. An administrator can download the company's data at any time (leads, clients, contacts, proposals, projects, tasks, messages and more) in Excel or CSV.

How much does it cost?

It depends on the core and the modules you choose. Tell us what you need and we'll prepare a tailored quote.

Does it work on mobile and iPad?

Yes. Moud One is designed for desktop, iPad and mobile, with the same information on every screen.

Can I use my own domain?

Yes. Each platform has a moud.app address with the company's name, and we can also set it up on your own domain.

What's used for invoicing?

The Finance module works with Easor: it issues and receives invoices, sends them, tracks them and assigns them to projects.

See it with your own cases.

Tell us how you work. We'll give you a demo with examples from your business, or a quote with the modules you choose.

You can also email us at hola@moud.app.

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