The Software Checklist
for Agencies & Service Providers

Is MOCO Right for Us?

Framework Conditions

• We are a small to medium-sized project-based service business (3–150 employees).
• We prefer software with a simple pricing model and no fixed contract terms.
• We want a short onboarding period.
• We are open to cloud software and value not having to worry about IT (operating system, integration, database).

Functional Coverage

• We are a service business that works on a project basis.
• We do not like standalone tools, but we are not looking for an all-in-one solution either. Instead, we value a carefully chosen, well-integrated software set as the best middle ground.
• The key functions for us are time tracking and Billing.
• Capacity utilisation, business development, and incoming invoice capture are also relevant for us.
• We are open to taking a pragmatic approach in special cases.

Industry Solution

• We expect customisation options for capturing our master data.
• We do not want software that we then have to pay to have tailored to our needs, or that is sold with a paid “consultancy package”.
• A pragmatic way of working suits us.

Provider Services

• We want to test the software easily and without obligation.
• If we cancel, we want to be able to take our data with us without any hassle.
• Where needed, we want to be able to connect existing software via an API, Zapier, or Make, and we also value other integration options, such as direct integration with DATEV.
• We value good support, but phone support is not essential for us.

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