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Agency Software FAQ

We have compiled a FAQ from various standard questions that immediately answer the most common checklist points for interested parties.

Manufacturer

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

Technologies

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

Licenses

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 Security

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

Additional Services

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.

Clients

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

Proposals

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

Sales

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)

Projects

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

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

Invoicing

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.

Employees

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

User Settings

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.

Communication

Chat, channels, etc. Direct messages/requests and tool notifications – but does not replace a communication tool like Slack

Task Management

Ticket System Integration with Trello, Asana, Meistertask, Jira, etc.

Accounting

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

Document Management

File Upload Yes
Other Document Management No
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