We use cookies 🍪 to prevent SPAM messages and optimize the website Privacy Policy

Agency Software FAQ

We have compiled a list of standard questions that immediately address the most common checklist points for interested parties.

Manufacturer

Product Name MOCO (MObile COmpany)
How long has the product been on the market? 2014
Number of corporate clients More than 6,500 (as of February 2025)
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 full range of features.
Users orderable/cancelable later? Yes - easily add or (temporarily) deactivate yourself. Only active users are billed.
Price per License From 15 EUR/CHF per month per user
Setup Costs No
Update and Maintenance Costs Included
Testing Options Yes. Personal account created in 5 minutes. The full range of features can be tested without obligation for 30 days.

Data Security

Location of Data Data Center Basel, Switzerland
DSG/DSGVO DSG/DSGVO-compliant. AVV contract upon subscription.
Backups Data backup at least twice daily
Is installation on a private 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, On-site Workshops at the Client's location Training is not necessary as the software is very intuitive. However, online training or consultations are 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 session for 20 users or more.
Custom Extensions, Custom Programming Yes and no. Requests can be communicated, but implementation must make sense for all users. This ensures the software remains easy to develop 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 via 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 the 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 nature 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 Can be represented manually via sales stages or set appointments. Otherwise, the sales funnel in MOCO starts from successful contact initiation (lead).
Follow-ups Yes
Convert Proposal to Project Yes
Communication Stream on Project Yes
Planning Potential Projects with Probabilities Yes
Automated Email to Client with Certain Limitations No
Communication History with the Client Yes
Link to Long-term and Mid-term Planning Yes
Dashboard, Forecast 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. Based on Effort, Flat Rate, Combinations, via Client along with other projects
Target-Actual Controls for Times and External Services Yes. Budgeting for the entire project, services, personnel, and external services possible. Monitor budget progress in project report
Linking Invoices to Projects Yes
Project Status Report Yes
Determination of Project Profit and Loss Yes. Via project report or profitability report
Determination of 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 sections 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 staff 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/added 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 requests Yes
Recording of illness and absences Yes

Invoicing

Individual hourly rates by employee and type of service Yes
Individual price lists per client Yes and no. Current method: Projects are copied within the client including services and hourly rates. (Optional differing price list per client planned by mid-2019)
Payment terms definable per client Yes
Unlimited invoicing per client Yes
Different billing address per client Yes
Invoicing without a project Yes
Differentiation of hourly and daily rates per client Work is done with hourly rates. Proposals and invoicing for the client can, however, operate entirely with daily rates.

Employees

Weekly and monthly hours can be customized The target weekly hours can be defined. Further adjustments are possible 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 e.g., 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
Personalizable 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 through labels
Client view available Yes. The project report (in a 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 Dunning Creation Yes and No. Can be created with one click in the standard version and adjusted if necessary.
DATEV Interface Yes. MOCO is a DATEV partner and offers direct transmission among other features.
Incoming Invoices Management Yes. Digital invoice receipt.
Account and Cost Center Management Available options. More options under development.
Liquidity Planning Yes

Document Management

File Upload Yes
Other Document Management No
30 days free trial

Account ready to go immediately. No payment details required.