| 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 |
| 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. |
| 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 |
| 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 |
