How does daily billing work?

Users cost 15 EUR per month. All persons listed under 'Active Persons' are counted as users. If persons are added or deactivated in the middle of the month, MOCO calculates proportionally on a daily basis. For this reason, the number of users or the amount on the invoice may be odd.

Are the costs dependent on user roles?

The costs are independent of the functions used. Access rights can be reduced or expanded at any time.

Cost control for freelancers / externals?

Users can be deactivated at any time. For example, freelancers can be activated only during working hours and MOCO will only calculate this activated time.

How does support work at MOCO?

MOCO is a Software-as-a-Service (SaaS) with > 40'000 users without a contract. As a product team, we personally take care of all your concerns. This has proven itself for the following reasons: Ensuring the best possible service quality. Problems and suggestions come directly to us (further development closely based on general needs). The subscription costs can be kept low for everyone. All users can contact us via the in-app service at the bottom right in MOCO. We respond promptly. Tip: Describe the request well and send a screenshot – this is the most efficient way to clarify a question for both sides!

Is there an online demo?

Yes. You can test MOCO for 30 days free of charge. The demo account can be converted into a paid account at any time.

Are training sessions possible?

Yes. On request, MOCO offers individual online sessions.

Where can I find a kind of "manual"?

On the website under » Features all areas and topics are illustrated and described.

Do you also have videos?

On our » Vimeo video portal you will find tutorials on various topics (regularly updated).

Can I also subscribe without a credit card?

Yes, MOCO can also be subscribed via SEPA direct debit. The option is only available in EURO countries. Attention: In case of withdrawal, penalty fees are incurred, which we pass on.

Do I have access to backups?

Backups are created twice a day. However, access to the backup is only possible with a Private Cloud (booking of your own server instance). Each account can regularly use the export options and if very important data has been deleted by a user by mistake, we can restore an earlier state from the backups on request. » More information on security & operation

Will I be informed about further development (included in the subscription)?

In the app, always click on the bell in the top right corner when it turns red! In addition, we send an overview of the latest updates to the account holder 4 times a year.

Can I manage two companies within one account?

If the companies are legally separate or if you need a separate invoice number range and separate reports, it is recommended to create one account per company. If persons are registered with the same e-mail address, they can simply switch between the accounts at the top right (globe symbol) .

Where can I access my subscription invoices?

All invoices are available for download in the settings under 'Subscription'. If you also provide an e-mail address for the invoice address, MOCO will automatically send the invoice to this e-mail address as well.

Capture Leads

New Lead | Custom Fields & Labels | Reserving Capacity | Creating Proposals | Automatic Lead Capture

New Lead

Acquisition > Leads

Specific inquiries are directly recorded as active leads with an acquisition stage and automatically sorted into your "Leads" worklist. Capture all relevant details:

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Lead Name (1)

Give the lead a descriptive name. If you don't want to record a company in MOCO for some leads yet, simply include it in brackets in the lead name.

Company, Contacts (2)
When recording a lead, a company or contact doesn't need to be present. You can assign these later – or use the offered blue links for quick creation.
Up to two external contacts can be assigned to a contact. Additional contacts can be linked in the neutral "Additional Info" field for special situations.

Responsible (3)
Like a second contact, a second responsible person can also be recorded. For example, for a deputy or team colleague.
If you assign another responsible person to a lead, they will be notified.
More on personal notification settings

Additional Info (4)
For all sorts of quick info that should be displayed directly with the lead details.

Estimated Volume (5)
This information is optional but relevant if you want to maintain a complete revenue forecast.

Estimated Timeframe (6)
This information is optional but relevant if the lead volume should be distributed over a specific period. MOCO then shows you the distribution in the graphic directly in the worklist, in the report/business dashboard, and in the financial forecast.

Next Action (7)
Reminder for your lead. On the set date, MOCO reminds you of the due date via the inbox. This ensures that no agreed appointment is missed.

Custom Fields (8)
Enhance your lead data with your own details. You can find the lead using these details through the global search (magnifying glass top right), and the data is also part of your Excel export, allowing you to quickly evaluate it. See also Labels & Custom Fields

Custom Fields & Labels

Lead data can be individually expanded. This allows for personalized workflows and analyses. Here's how Custom Fields and Labels differ

Custom Fields – Enrich, Search, Analyze Data

The lead form can be enriched with Custom Fields (see figure above No. 8 for examples). Various field types are available: text fields, dropdowns, date fields with notifications, etc. Record Custom Fields in settings

Searchable
Leads can be searched using this information. Access the global search (magnifying glass top right or keyboard shortcut "/") and enter the search term.

Analysis
Since they are also part of the Excel export, further personalized analyses can be conducted.

Labels – Short-term Marking or Individual Categorization

Click on a grey marking bar in the list (1) to create or assign a label. With at least one assignment to a label, MOCO shows you the filter option in the side menu.

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Targeted Filtering with One Click
You can filter by one or more labels with a single click.

Analysis
Since they are also part of the Excel export, further personalized analyses can be conducted.

Reserving Capacity

Planning

With lead planning, you can reserve your staff in advance. This allows for a comprehensive assessment of capacity and workload.
Plan leads

Leads in der Kapaplanung

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Creating Proposals

You can create potential proposals within the lead through the side navigation "Proposals". Alternatively, you can assign already created proposals to the lead afterwards.

The total of all proposals will then be updated on the lead's detail page.

Learn more about creating proposals

Automatic Lead Capture

Through Zapier, Make, n8n or directly via API, a lead can be automatically generated from a website form inquiry. When capturing a lead, enter all known details such as stage, contact, volume, expected timeframe, and next action date.

Mehr zu Leads...