| 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 its own extension for task management and collaboration: Trello, Asana, Jira, Clickup, Github & others; options for 5,000+ apps via Zapier or Make, e.g. Slack (internal company communication), Google Drive, Dropbox, etc.; direct DATEV integration, CSV, or DATEV accounting export. |
| Multi-user capability |
Yes |
| Email support |
Yes, plus in-app support directly from the product team. |
| Phone support |
No |
| Training, consulting, workshops on-site at the client |
Training is not necessary, as you can get up to speed with the software very well without it. However, online training or consulting is available on request. There is an onboarding video that replaces a standard online demo, as well as a complete online manual. Individual online sessions can be booked if needed. |
|
| Custom extensions, bespoke development |
Yes and no. You can share requests, but implementation needs to make sense for all users. This keeps the software easy to develop further and as simple to use as possible. For specialist requirements, there are a wide range of integration options. |
| Free text in quotes possible |
Yes |
| Different layout per quote |
Yes and no. Formatting is consistent throughout, but different layouts can be created by using the elements differently. |
| Quote, product, and service templates |
Yes: configurable service catalogue |
| Creating a quote is possible without a project |
Yes |
| Quotes can be copied |
Yes |
| Quotes can be used as a concept document |
Yes and no. There are descriptions and design options, but it is primarily designed for cost breakdowns. |
| Attachments and third-party content are possible |
Yes |
| Calculation (profit calculation) in quotes possible |
Yes |
| Status tracking as a feature |
Yes |
| Linking quotes to projects, clients, & suppliers possible |
Yes |
| Lead management |
Yes |
| Managing outbound calling |
Manually via configurable sales stages and follow-ups. |
| Follow-ups |
Yes |
| Converting a quote into a project |
Yes |
| Communication stream on the project |
Yes |
| Planning potential projects with probabilities |
Yes |
| Send automated emails to clients (with certain limitations) |
No |
| Communication history with the client |
Yes |
| Link to long-term and medium-term planning |
Yes |
| Dashboard, forecasting function (charts, figures, etc.)? |
Yes |
| Campaign feature |
No. Email lists can be exported via contact management (tagging possible) |
| Project possible without a quote |
Yes |
| Project can be billed flexibly |
Yes. Time and materials, fixed price, combinations, billed to the client together with other projects |
| Target-Actual checks for time and third-party services |
Yes. Budgeting is possible for project group, project, services, staff, and third-party services. |
| Linking invoices to projects |
Yes |
| Project status report |
Yes |
| Determining project profit and loss |
Yes. Profitability reports. |
| Determining the average hourly rate per project |
Yes. Custom project list. |
| Overview of all projects |
Yes. Central project list, custom project list, reports. |
| View of all project dates and phases |
Yes and no. No dependency-based planning, but dates and milestones can be mapped via the to-dos. |
| Warning when certain values are reached |
Yes. Notification via in-app, mobile push notification, and/or email. |
| Timeline view of staff and teams for utilisation |
Yes. Integrated capacity planning |
| Project templates available |
Yes. Via project copies; certain default values can be stored globally |
| Taking third-party costs into account |
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 quotes and invoices can be edited/added to by multiple people. Live display of who is currently editing. |
| Time tracking per employee with one click |
Yes |
| Tracking by project and service type |
Yes |
| Tracking against planned projects |
Yes |
| Daily overview of all employees |
Yes |
| Monthly overview of all employees |
Yes |
| Annual overview of all employees |
Yes |
| Tracking internal tasks |
Yes (internal projects and services you can book time to) |
| Combining the time tracking and invoicing system |
Yes |
| Holiday planning and holiday requests |
Yes |
| Recording sickness and absences |
Yes |
| Individual hourly rates by employee and service type |
Yes |
| Individual price lists per client |
Yes and no. Current approach: projects are copied within the client, including services and hourly rates. (An optional separate price list per client was planned by mid-2019) |
| Payment terms definable per client |
Yes |
| Unlimited billings 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. However, quotes and billing for the client can also work entirely with daily rates. |
| Weekly and monthly hours can be customised |
Target weekly hours can be defined. Further adjustments are possible via the time account. |
| Holiday entitlement can be customised |
Yes |
| Holiday and absence calendar linked to resource planning (employees/projects) |
Yes |
| Holidays and absences visible for all employees |
Yes, with the appropriate access rights, or via export to, for example, Google Calendar |
| Export the planner |
Yes. Google Calendar and iCal |
| Automated invoice creation |
Not directly. Billable items are created automatically, and invoices can be created and sent with one click via a bulk action. |
| Automated reminder creation |
Not directly. Overdue invoices are displayed, and reminders can be created and sent with one click via a bulk action. |
| DATEV interface |
Yes. MOCO is a DATEV partner and offers, among other things, direct transfer. |
| Incoming invoices, including e-invoices, can be managed |
Yes. Digital invoice inbox. |
| Account and cost centre management |
Yes |
| Cash flow planning |
Yes |
