MOCO + AGENCYFLOW (Make)

AGENCYFLOW automates processes for established marketing agencies. "With the help of process automation, you finally have the time for creativity, your clients, and employees that you've always wanted. Even with a small team, you can achieve significant revenue. We also share our experiences 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 truly matters: the people in and around your business. Don't worry — we won't overhaul your entire system, but rather optimize and connect your existing tools into a comprehensive 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 Proposal" phase, a lead and a proposal are automatically generated in MOCO. These are based on the data already recorded in Hubspot CRM and are linked there.

After marking a deal as won in Hubspot, a corresponding project is immediately created in MOCO, integrating all relevant information previously recorded in Hubspot.

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

Before an employee's upcoming holiday, a checklist for holiday preparation is sent via Slack the day before (or on Friday if the holiday starts on a Monday), reminding them of important precautions like setting the email autoresponder.

When a time allocation in a MOCO project is nearing its end, the system sends a reminder via Slack to timely initiate a conversation with the client.

After a proposal is confirmed in MOCO, a project is created. The terms of the proposal and payment conditions are analyzed using artificial intelligence, and the payment plan is automatically stored in the MOCO project.

Continuous synchronization of MOCO data with other company tools, including the CRM system, phone contact book, and financial system, is ensured.

Based on personnel data in MOCO, team leaders are regularly reminded, approximately every three months, to conduct employee meetings.

Team leaders receive a daily report from their employees via Slack, detailing the hours worked and activities performed as an end-of-day report.

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

AGENCYFLOW (by vereda GmbH)
Ludgeristraße 115
48143 Münster
Germany
https://agencyflow.io
https://agencyflow.io/termin/

(Image source: AGENCYFLOW)