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 Forecast | Resubmission | Comments, Emails, History | Time Tracking

Lead Management and Forecast

Sales > Leads

With the lead list, you can keep an eye on all active leads. Show filter options or the live forecast, and use Smart Filters and various inline tools to work through them efficiently.

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“Leads” (1) lists all ongoing leads and is your central hub for managing them. The key figure at the top shows the current weighted volume of all active leads and indicates your likely future revenue (probability of the sales stage x lead volume).
Customising sales stages

Assign a time period for the live forecast

If you assign a time period, MOCO spreads the weighted volume evenly across that period. Show this chart via the icon in the top right (2). The forecast updates live when you make changes in the list:

MOCO also visualises this volume for you in the Financial Report, so your specifically planned billable services are complemented by the likely revenue from your sales pipeline.

Filter options & keyboard shortcuts
Use the icon in the top right (3) or the keyboard shortcut “F” to show the filter area and quickly filter by stage, company, keyword, etc. “Q” filters to your leads with a single click.

Smart Filters help you manage
Smart Filters help you manage leads. They let you filter directly by stage and work through it, or filter for overdue leads, or leads where you need to adjust the time period.
Smart Filters for Leads

Labels
Use labels to mark or categorise leads. If you select multiple leads at the front, you can assign labels to them in bulk with a single click.
More about labels

Use options directly in the list

Adjust the lead stage
Move the next action or follow-up reminder
Open contact details
Show a comment or add a new one
Open quotes
Set or adjust the time period
Change the estimated volume

Export active leads for further, custom analysis
In the top right, you can export the lead list (filtered beforehand if needed).

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

The comments section brings together different information to create a history.

Documents events
MOCO tracks events for you, e.g. when the lead was created, when the responsible person was changed, etc.

Add comments and files
Manually capture relevant information to follow up the lead. You can also use Voice Input for this.

Requests & messages via @mention
Notify other people in your business via @mention, e.g. if you want to ask them to help.
Find out more

Emails captured automatically

Forward emails directly to the lead address (1) or add it in CC/BCC. The email text is then automatically captured 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 clearly quantify business development effort that didn’t lead anywhere.

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

People assigned to the project can now record time on leads in Time Tracking via this project (1). Tip: In the lead, you can also click Time Tracking at the top right (2). The lead will then already be selected for time tracking.

Zeiterfassung auf Leads MOCO

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Time recorded on leads can now be analysed via the Leads export.

Carry Over When Creating a Project
If you create the project from the lead, you can carry over the hours straight away. This means 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 Higher Effort

For pitches, you can also create a project directly from the lead (the link is created automatically). If you don’t win the pitch, archive the project.

Mehr zu Leads...