| 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, Clickup, 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. |
| Telephone support |
No |
| Training, consulting, workshops on-site at the client |
Training not necessary, as you can easily get to grips with the software without training. 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 appointments can be booked if needed. |
|
| Custom extensions, custom programming |
Yes and no. Requests can be communicated, but implementation must make sense for all users. This keeps the software well-developable and as easy to use as possible. For special requests, there are a variety of integration options available. |
| Free text in proposals possible |
Yes |
| Different layout per proposal |
Yes and no. Formatting is consistent, but different layouts can be created through varied use of elements. |
| Proposal, product, and service templates |
Yes: Pre-definable service catalogue |
| Proposal creation without a project possible |
Yes |
| Proposals can be copied |
Yes |
| Proposals have a conceptual character |
Yes and no. Descriptions and design possibilities - but primarily designed for 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 |
Yes |
| Lead management |
Yes |
| Telephone acquisition control |
Manually via settable sales stages and reminders. |
| Reminders |
Yes |
| Proposal conversion to project |
Yes |
| Communication stream on the project |
Yes |
| Planning of potential projects with probabilities |
Yes |
| Automated emails to clients with certain restrictions |
No |
| Communication history with the client |
Yes |
| Linking to long-term and medium-term planning |
Yes |
| Dashboard, forecasting function (graphics, figures, etc.)? |
Yes |
| Campaign function |
No. Email lists exportable via contact management (tagging possible) |
| Project possible without a proposal |
Yes |
| Project can be invoiced flexibly |
Yes. Based on effort, flat rate, combinations, via client together with other projects |
| Target-Actual controls for times and external services |
Yes. Budgeting of project group, project, services, personnel, and external services possible. |
| Linking invoices to projects |
Yes |
| Project status report |
Yes |
| Determination of project profit and loss |
Yes. Profitability reports. |
| Determination of the average hourly rate per project |
Yes. Individual project list. |
| Overview of all projects |
Yes. Central project list, individual project list, reports. |
| View of all project dates and sections |
Partially. No planning with dependencies but dates and milestones can be represented via todos. |
| Warning when reaching certain values |
Yes. Notification via in-app, mobile push notification and/or email. |
| Timeline view of staff and teams regarding workload |
Yes. Integrated capacity planning |
| Project templates available |
Yes. Through project copies, certain standard values can be stored globally |
| Consideration of third-party costs |
Yes |
| Automated repetition of third-party costs |
Yes |
| Assign incoming invoices as costs |
Yes |
| To-do lists |
Yes |
| Collaborative work on project documents |
Documents such as proposals, invoices can be edited/added by multiple people. Live display of currently editing individuals. |
| 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 |
| Yearly overview of all employees |
Yes |
| Tracking of internal tasks |
Yes (Internal projects and services that can be booked) |
| Integration of time tracking and invoicing system |
Yes |
| Holiday planning and application |
Yes |
| Recording of illness and absences |
Yes |
| Individual hourly rates by employee and type of service |
Yes |
| Individual price lists per client |
Partially. Current method: Projects are copied within the client including services and hourly rates. (Optional different 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, function entirely with daily rates. |
| Automated invoice creation |
Not directly. Billable items are automatically created and invoices can be generated and sent with one click via mass action. |
| Automated reminder creation |
Not directly. Overdue invoices are displayed and reminders can be generated and sent with one click via mass action. |
| DATEV interface |
Yes. MOCO is a DATEV partner and offers direct transmission among other things. |
| Incoming invoices including e-invoices can be managed |
Yes. Digital invoice receipt. |
| Account and cost centre management |
Yes |
| Liquidity planning |
Yes |
