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MOCO + AGENCYFLOW (Make)
Automations for Established Marketing Agencies.
AGENCYFLOW uses MOCO itself and also develops no-code integrations with Make for other MOCO clients as a technology partner.
English image not yet available...About AGENCYFLOW
AGENCYFLOW automates processes for established marketing agencies. "With 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."
AGENCYFLOW has been a Make Silver Partner since 2024. "Our goal is to free your team from routine tasks, allowing you to focus on what truly matters: the people in and around your company. 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
Implemented Use Cases
Creation of MOCO Lead and Proposal through Hubspot Deal Phase
When 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 captured in Hubspot CRM and are linked there.
Project Creation Directly from Hubspot
After marking a deal as won in Hubspot, a corresponding project is immediately created in MOCO, integrating all relevant information previously captured in Hubspot.
Automatic Win Notification in CRM and Team Notification upon Proposal Confirmation by MOCO
Once a proposal in MOCO is confirmed via the confirmation link, either 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.
Vacation Preparation: Checklist via Slack
Before an employee's upcoming vacation, a checklist for vacation preparation is sent via Slack the day before (or on Friday if the vacation starts on a Monday), reminding them of important preparations like the email autoresponder.
Slack Reminder for Retainer Contract Renewals
When a time quota in a MOCO project is nearing its end, the system sends a reminder via Slack to initiate a timely discussion with the client.
Automated Creation of an Invoicing Plan after Proposal Confirmation
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 recorded in the MOCO project.
Synchronization of MOCO Master Data with Other Business Tools
Continuous synchronization of MOCO data with other company tools, including the CRM system, phone contact book, and financial system, is ensured.
Regular Reminders for Employee Meetings
Based on personnel data in MOCO, team leaders are regularly reminded, approximately every three months, to conduct employee meetings.
End-of-Day Reporting to Team Leaders via Slack
Team leaders receive a daily report from their employees via Slack, detailing the hours worked and activities performed as an end-of-day report.
MOCO Reference Clients
- BDX Media GmbH
- Pitch This GmbH
- ITB Ingenieurgesellschaft für technische Berechnungen mbH
Contact
AGENCYFLOW (by vereda GmbH)
Ludgeristraße 115
48143 Münster
Germany
https://agencyflow.io
https://agencyflow.io/termin/
Ludgeristraße 115
48143 Münster
Germany
https://agencyflow.io
https://agencyflow.io/termin/
(Image source: AGENCYFLOW)
