Agency Software FAQ
We have compiled a FAQ from various standard questions that immediately answer the most common checklist points for interested parties.
We have compiled a FAQ from various standard questions that immediately answer the most common checklist points for interested parties.
Product Name | MOCO (MObile COmpany) |
How long has the product been on the market? | Since 2014 |
Number of corporate clients | Approximately 6,000 (as of August 2024) |
Number of employees in development | 8 |
Standalone system | Yes |
Mac & PC compatible | Yes, system and platform independent. |
Web-based, cloud software | Yes. |
Mobile version available for smartphones | Yes. For iOS and Android |
Extensions and integrations | Yes. API, Webhooks, and custom extensions for task management and collaboration: Trello, Asana, Jira, Meistertask, Github & others; options for 5000+ apps via Zapier or Make: e.g., Slack (internal company communication), Google Drive, Dropbox, etc.; direct DATEV connection, CSV or DATEV accounting export. |
Multi-user capability | Yes |
One-time purchase | Not possible |
Rental or subscription | Yes |
Modules priced separately and orderable later? | No, the subscription includes the entire feature set. |
Users orderable/cancelable later? | Yes - easily add or (temporarily) deactivate yourself. Only active users are billed. |
Price per license | 15 EUR/CHF per month per user |
Setup costs | No |
Update and maintenance costs | Included |
Trial options | Yes. Personal account created in 5 minutes. The full feature set can be tested for 30 days without obligation. |
Data location | Data center Basel, Switzerland |
DSG/DSGVO | DSG/DSGVO compliant. AVV contract upon subscription. |
Backups | Data backup at least twice daily |
Installation on own server possible? | No |
Email Support | Yes + In-App service directly from the product team. Included in the subscription. |
Phone Support | No |
Training, consulting, workshops on-site at the client | Training not necessary as the software is very intuitive. Online training or consulting is available upon request. There is an introductory video that replaces a standard online demo - as well as a complete online manual. Individual online sessions can be booked if needed. |
Personal Online Q&A | Individual online sessions – one free for 20 or more users. |
Custom extensions, custom programming | Yes and No. Requests can be communicated, but implementation must make sense for all users. This ensures the software remains easily maintainable and user-friendly. |
Unlimited contacts per client | Yes |
Search options | Yes |
Unlimited custom fields per client and contact | Yes |
Address can be both client and supplier | No. Company is recorded separately for both purposes (or can be filtered by tagging) |
Clients and contacts can be exported with all details | Yes (Excel), API |
Collaborative work on notes possible | Yes: Shared access and mention functionality |
Free text in proposals possible | Yes |
Different layout for each proposal | Yes and No. Different letterheads with various sender information can be stored. The formatting of proposal elements remains the same. |
Proposal, product, and service templates | Yes: Predefinable service catalog |
Proposal creation without a project possible | Yes |
Proposals can be copied | Yes |
Proposals have a conceptual character | Yes and No. Descriptions and design options - but more geared towards cost breakdowns |
Attachments and external content possible | Yes |
Calculation (profit determination) in proposals possible | Yes |
Status control as a function | Yes |
Linking proposals to projects, clients & suppliers possible | Assignment to company, project, and lead possible |
Lead management | Yes |
Telephone acquisition control | Manually representable via sales stages or set appointments. Otherwise, the sales funnel in MOCO starts from successful contact initiation (lead). |
Follow-ups | Yes |
Proposal conversion to project | Yes |
Communication stream in the project | Yes |
Planning potential projects with probabilities | Yes |
Automated email to clients with certain restrictions | No |
Communication history with the client | Yes |
Linking to long-term and mid-term planning | Yes |
Dashboard, forecasting function (graphics, numbers, etc.)? | Yes. |
Campaign function | No. Email lists can be exported via contact management (tagging possible) |
Project possible without proposal | Yes |
Project can be invoiced flexibly | Yes. Effortless, flat rate, combinations, via client together with other projects |
Target-Actual controls for times and external services | Yes. Budgeting for the entire project, services, personnel, and external services possible. Budget progress control in the project report |
Linking invoices to projects | Yes |
Project status report | Yes |
Determination of project profit and loss | Yes. Via project report or profitability report |
Calculation of the average hourly rate per project | No |
Overview of all projects | Yes. Projects with budget progress and billable amount. Excel export for all projects. Profitability comparison. |
View of all project dates and phases | No. No detailed project planning available. We recommend covering this through integrated project management systems (Trello, Jira, etc.) |
Warning when reaching certain values | Yes. Info email about consumed project budget (progress percentage adjustable) |
Timeline view of employees and teams regarding workload | Yes. Integrated capacity planning (staff deployment planning) |
Project templates available | Yes. Projects can be copied, certain standard values can be set globally |
Consideration of third-party costs | Yes |
Automated repetition of third-party costs | Yes |
To-do lists | No. |
Collaborative work on project documents | Documents such as proposals, invoices can be edited/supplemented by multiple people. Simultaneous editing is not intended and is displayed live. |
Time tracking per employee with a click | Yes |
Tracking by project and type of service | Yes |
Tracking on planned projects | Yes |
Daily overview of all employees | Yes |
Monthly overview of all employees | Yes |
Annual overview of all employees | Yes |
Recording of internal tasks | Yes (Internal projects and services that can be booked) |
Integration of time tracking and invoicing system | Yes |
Vacation planning and application | Yes |
Recording of sickness and absences | Yes |
Individual hourly rates by employee and service type | Yes |
Individual price lists per client | Yes and No. Current method: Projects are copied within the client including services and hourly rates. (Optional different price list per client planned by mid-2019) |
Definable payment terms per client | Yes |
Unlimited invoicing per client | Yes |
Different billing address per client | Yes |
Invoicing without project | Yes |
Differentiation of hourly and daily rates per client | Work is done with hourly rates. Proposals and invoicing for the client can, however, be entirely based on daily rates. |
Weekly and monthly hours can be customized | The target weekly hours can be defined. Further adjustments can be made via the time account. |
Customizable vacation entitlement | Yes |
Vacation and absence calendar linked to deployment planning (employees/projects) | Yes |
Vacation and absences visible to all employees | Yes, with appropriate access rights or via export to, for example, Google Calendar |
Planner export | Yes. Google Calendar and iCal |
Individual dashboard/homepage | No. Time tracking is automatically the homepage. |
Configurable list view | Yes |
Customizable menus | Yes. By assigning different access rights to each employee for the respective areas, the user sees a personalized menu. |
View favorites, bookmarks | Yes. Possible via labels |
Client view available | Yes. The project report (reduced view) can be shared with the client. |
Chat, channels, etc. | Direct messages/requests and tool notifications – but does not replace a communication tool like Slack |
Ticket System | Integration with Trello, Asana, Meistertask, Jira, etc. |
Automated Invoice Creation | Yes and No |
Automated Reminder Creation | Yes and No. Can be created with one click by default and adjusted if necessary. |
DATEV Interface | Yes. MOCO is a DATEV partner and offers, among other things, direct transmission. |
Incoming Invoices Can Be Managed | Yes. Digital invoice receipt. |
Account and Cost Center Management | Available options. Further options in development. |
Liquidity Planning | Yes |
File Upload | Yes |
Other Document Management | No |