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.

Manage Leads

Lead Management and Forecasting | Resubmission | Comments, Emails, History Log | Time Tracking

Lead Management and Forecasting

Acquisition > Leads

With the lead list, you have all active leads in view. Display filter options or the live forecast and use smart filters and various inline tools for targeted processing.

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"Leads" (1) lists all ongoing leads and serves as your management hub. The central figure at the top shows the current weighted volume of all active leads and indicates the likely future revenue (probability of acquisition stage x lead volume).
Customising Acquisition Stages

Assigning Time Period for Live Forecast

When a time period is assigned, MOCO distributes the weighted volume evenly across this period. Display this chart via the icon at the top right (2). The forecast updates live when adjustments are made via the list:

MOCO also visualises this volume for you in the Financial Report, so that the specifically planned billable services are supplemented by the probable revenues from your sales pipeline.

Filter Options
Use the icon at the top right (3) or the keyboard shortcut "F" to display the filter area and quickly filter by stage, company, keyword, etc. "Q" filters your leads with a single click.

Smart Filters Assist in Management
The smart filters assist in management. They allow you to filter directly by a stage and process it – or by overdue leads or those where you need to adjust the time period.
Smart Filters for Leads

Labels
With labels, you can specifically mark or categorise leads. If you select multiple leads at the front, you can assign labels collectively with one click.
More on Labels

Use Options Directly in List

Adjust lead stage
Postpone next action or reminder
Access contact details
View or add a comment
Access proposals
Set or adjust time period
Change estimated volume

Export Active Leads for Further Individual Analysis
You can export the (previously filtered if needed) lead list from the top right.

Resubmission

Resubmission or "Next Action"

MOCO alerts you to due actions

In the main menu: direct notification (1)
In the list: Date highlighted in red (2)
Smart Filter: for a filtered view with one click (3)

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Notification when the date is reached via Inbox, Email, or Mobile App
Settings in Profile > Notifications

Comments, Emails, History Log

The comments section compiles various information to form the history log.

Document Events
MOCO tracks events for you, such as when the lead was created or when the responsible person changed, etc.

Record Comments and Files
Manually capture relevant information for following up on the lead.

Requests & Messages via @mention
Notify other people in the company using @mention. For example, if you want to ask them to assist.
Learn more

Emails Automatically Captured

Forward emails directly to the lead address (1) or include them in CC/BCC. The email text will then be automatically recorded as a comment (2).

Kommentare, E-Mails, Verlaufshistorie des Leads

Kommentare, E-Mails, Verlaufshistorie des Leads

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Time Tracking

With time tracking on leads, you can accurately quantify acquisition efforts that did not result in success.

Activate
To enable time tracking on leads, select an internal project in the settings where the hours should be recorded.
More about the setting

Individuals assigned to the project can now log time directly on leads through this project (1). Tip: You can also click directly on time tracking in the top right of the lead (2). The lead will then be pre-selected for time tracking.

Zeiterfassung auf Leads MOCO

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Transfer when creating a project
If you create a project from the lead, you can directly transfer the hours. This way, the costs are included in the project. If needed, you can also set the service to billable and adjust the hourly rate.

Projekt aus Lead erstellen und Stunden übernehmen

Projekt aus Lead erstellen und Stunden übernehmen

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Pitch with larger efforts

For pitches, you can also create a project directly from the lead (the link is automatically created). If the pitch is declined, you archive the project.

Mehr zu Leads...