MOCO + AGENCYFLOW (Make)

AGENCYFLOW automates processes for established marketing agencies. "With process automation, you finally have the time for creativity, your clients, and your team — the time you’ve always wanted. Even with a small team, you can still achieve impressive revenue. We also share what we’ve learned from building a web agency with you."

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Since 2024, AGENCYFLOW has been a Make Silver Partner. "Our goal is to free your team from routine tasks so you can focus on what matters: the people in and around your business. Don’t worry — we won’t turn your entire system upside down; instead, we optimise and connect your existing tools into a holistic productivity system."

Expertise/Tools: Make, MOCO, HubSpot, Notion, Asana, Slack, Pipedrive, Google Workspace, and many more

As soon as a deal in HubSpot CRM moves to the “Create quote” stage, a lead and a quote are automatically generated in MOCO. They are based on the data already captured in HubSpot CRM and are linked there.

After a deal is marked as won in HubSpot, a corresponding project is created in MOCO straight away, incorporating all relevant information previously recorded in HubSpot.

As soon as a quote in MOCO is confirmed via the confirmation link (digitally) or manually, the system marks the corresponding deal in the CRM (e.g. HubSpot or Pipedrive) as won and notifies the team via Slack.

The day before an employee’s leave starts (or on Friday if the leave begins on a Monday), a leave-preparation checklist is sent via Slack, reminding them of important steps such as setting an email autoresponder.

When a project’s hour allowance in MOCO is nearing its end, the system sends a reminder via Slack so you can speak to the client in good time.

After a quote is confirmed in MOCO, a project is created. The quote terms and payment conditions are analysed using artificial intelligence, and the payment schedule is then automatically saved in the MOCO project.

Continuous synchronisation of MOCO data with other company tools is ensured, including the CRM system, the phone contacts address book, and the finance system.

Based on the HR data in MOCO, team leads are reminded at regular intervals — for example, every three months — to hold performance reviews.

Team leads receive a daily report from their team members via Slack, summarising the hours worked and the day’s activities as an end-of-day report.

Video: MOCO After-Sales Automation: Automatically Create New Clients | Tutorial

AGENCYFLOW (by JDF Consulting GmbH)
 Gropiusstraße 7
 48163 Münster
 Germany
https://agencyflow.io
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(Image source: AGENCYFLOW)