Agency Software FAQ
We have compiled a list of standard questions that immediately address the most common checklist points for interested parties.
We have compiled a list of standard questions that immediately address the most common checklist points for interested parties.
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 |
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 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. |
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 |
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. |
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 |
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 |
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) |
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 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 |
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. |
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 |
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. |
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 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 |
File Upload | Yes |
Other Document Management | No |