Agency PSA Integration

Turn Every Client Call Into A MOCO Activity

Marlie AI answers calls from clients and prospects, qualifies the request, and logs activities against the right MOCO project — so billable time and new business never slip through the cracks.

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Phone coverage built for agencies and consultancies on MOCO

MOCO is what small agencies and consultancies use to manage projects, time, and invoicing in one place. The challenge is that client calls arrive in the middle of deep work — and time spent answering them rarely gets logged, while new-business calls slip past entirely when the team is heads-down.

Marlie AI is the front desk MOCO doesn't include. Inbound calls are answered, qualified against the right client and project, and logged as activities in MOCO. New prospects become leads, existing client calls become billable activity entries, and your team stays focused on delivery.

What You Get with Marlie + MOCO

Everything you need to connect your phone calls with MOCO — fully automated, zero manual work.

Project Activity Logging

Calls from existing clients are logged as activities against the correct MOCO project with summary and call duration.

Auto-Create Leads

New prospects calling in are captured as leads in MOCO with qualifying details — service, scope, budget signal — pre-filled.

Client Identification

Marlie matches inbound callers to existing MOCO contacts by phone and email so context is ready before the conversation starts.

Call Notes & Recordings

Every call comes with a transcript, summary, and recording link attached to the MOCO record for easy review.

Smart Routing

Different intents — support, sales, billing — are tagged and routed to the right team or partner inside the agency.

Real-Time Sync

Activity entries and lead records appear in MOCO within seconds of the call ending — no batch jobs, no manual entry.

How It Works

Get up and running with MOCO in minutes — no coding required.

Connect MOCO

Authenticate MOCO in the Marlie dashboard using your MOCO API token. Setup takes minutes.

Map Projects & Contacts

Sync your MOCO contact list and active projects so Marlie can match incoming calls to the right record.

Marlie Handles The Call

Calls are answered, callers identified as clients or prospects, and qualifying details captured automatically.

MOCO Stays Updated

Activities are logged on the right project and new leads are created in MOCO — your delivery and finance views stay accurate.

Built for Real Scenarios

See how businesses use Marlie + MOCO to capture more leads and streamline operations.

Boutique Design Agency

Scenario

A design studio fields constant client calls but never gets around to logging them — billable time leaks every week.

Outcome

Marlie answers, identifies the client and project, and logs an activity entry in MOCO with call duration and summary, so billing reflects reality.

Consulting Practice

Scenario

A small consultancy has senior partners taking new-business calls between client work — and discovery details get forgotten.

Outcome

Marlie qualifies the prospect, captures scope and budget signal, and creates a clean lead in MOCO ready for the partner's first follow-up.

Multi-Project Client

Scenario

A retainer client calls about one of three active projects and the wrong consultant ends up answering.

Outcome

Marlie identifies the client, asks which project the call relates to, and routes the call to the right team while logging activity on the correct MOCO project.

Frequently Asked Questions

Common questions about the Marlie AI + MOCO integration.

Does MOCO have a public API?

Yes. MOCO publishes a developer API that supports contacts, projects, leads, and activities — Marlie connects through it directly.

Can Marlie log billable time against MOCO projects?

Marlie logs activity entries with call duration and summary against the correct project. Whether those entries become billable time follows the same rules your team uses today inside MOCO.

Will Marlie create duplicate contacts in MOCO?

No. Marlie matches callers to existing MOCO contacts by phone and email and updates that record instead of creating a duplicate.

Can Marlie capture new business inquiries as leads?

Yes. Prospect calls are captured as MOCO leads with qualifying details — services of interest, scope, timeline — pre-filled for the partner's follow-up.

Are call recordings stored inside MOCO?

Recordings live in Marlie. The transcript and summary are attached to the MOCO record, with a deep link back to the recording.

Can different team members get notified for different call types?

Yes. You can route support, sales, and billing calls to different team members by email or SMS based on call intent.

Other Integrations

Marlie AI connects with more than just MOCO. Explore our other integrations.

HubSpot

CRM

Housecall Pro

Field Service

Jobber

Field Service CRM

Google Voice

Phone

OpenPhone

Phone Connectivity

Gmail

Outlook

Google Calendar

Calendar

Calendly

Calendar

Slack

Notifications

Microsoft Teams

Notifications

Discord

Notifications

Square

Axonaut

Business Management

Bark

Curb Hero

Real Estate CRM

Daylite

CRM

DisputeFox

Credit Repair CRM

Dotloop

Real Estate CRM

DripJobs

Field Service CRM

EZLynx

Insurance CRM

FieldPulse

JobAdder

Recruitment CRM

JobNimbus

Field Service CRM

Keystone Academic Solutions

Education CRM

Kommo

CRM

Keller Williams Command

Real Estate CRM

Lasso CRM

Homebuilder CRM

Lawmatics

Legal CRM

LeadSimple

Lead Generation

LeadSquared

CRM

Leap CRM

Field Service CRM

Less Annoying CRM

CRM

Levitate

Customer Communications

Little Green Light

Community & Nonprofit CRM

Lofty

Real Estate CRM

Luxury Presence

Real Estate CRM

MaidCentral

Field Service CRM

Markate

Field Service CRM

MarketSharp

Field Service CRM

Meet Alfred

Customer Communications

Method CRM

CRM

Microsoft Dynamics 365

CRM

mloflo

Mortgage CRM

Mojo

Customer Communications

Moxie

Customer Communications

My Music Staff

Creative Business CRM

myRealPage

Real Estate CRM

NationBuilder

Community & Nonprofit CRM

NeonCRM

Community & Nonprofit CRM

NetHunt CRM

CRM

NetSuite

Business Management

noCRM.io

CRM

Nutshell

CRM

Odoo CRM

Business Management

Odoo ERP Self Hosted

Business Management

OfficeRnD

Coworking CRM

OnePageCRM

CRM

OrbisX

Field Service CRM

Outseta

Community & Nonprofit CRM

Pipeline CRM

CRM

PracticePanther

Legal CRM

PropertyRadar

Lead Generation

PushPress

Fitness & Studio CRM

Ramsey Pro Portal

Real Estate CRM

Real Geeks

Real Estate CRM

RealScout

Real Estate CRM

Recruit CRM

Recruitment CRM

Redtail CRM

Wealth Management CRM

RepairShopr

Field Service CRM

REsimpli

Lead Generation

respond.io

Customer Communications

Rex

Real Estate CRM

Salesmate

CRM

ServiceM8

Field Service CRM

Sierra Interactive

Real Estate CRM

Spark Membership

Fitness & Studio CRM

Streak

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What Our Customers Say

“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”
Texas de Brazil Steakhouse

“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”
Burning Rice Restaurant

“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”
SoHo Driving School

“Marlie has become an essential part of our customer service strategy across all our places.”
Weiman Maclise Restaurant Group

“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”
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Turn Every Client Call Into A MOCO Activity

Phone coverage built for agencies and consultancies on MOCO

What You Get with Marlie + MOCO

Project Activity Logging

Auto-Create Leads

Client Identification

Call Notes & Recordings

Smart Routing

Real-Time Sync

How It Works

Connect MOCO

Map Projects & Contacts

Marlie Handles The Call

MOCO Stays Updated

Built for Real Scenarios

Boutique Design Agency

Consulting Practice

Multi-Project Client

Frequently Asked Questions

Does MOCO have a public API?

Can Marlie log billable time against MOCO projects?

Will Marlie create duplicate contacts in MOCO?

Can Marlie capture new business inquiries as leads?

Are call recordings stored inside MOCO?

Can different team members get notified for different call types?

Other Integrations

HubSpot

Housecall Pro

Jobber

Google Voice

OpenPhone

Gmail

Outlook

Google Calendar

Calendly

Slack

Microsoft Teams

Discord

Telegram

WhatsApp

ServiceTitan

Google Sheets

Microsoft Excel

Shopmonkey

Buildium

Shopify

Zapier

Stripe

Square

Square Appointments

Salesforce

Pipedrive

Zoho CRM

Follow Up Boss

Close

Dubsado

Circle

HoneyBook

Keap

kvCore

17hats

AccuLynx

Act!

Actionstep

Affinity

AFrame

AgencyZoom

AgentLocator

Agile CRM

Arbox

Assembly

Attio

Autotask

Axonaut

Bark

Beacon

Bigin by Zoho CRM

Bitrix24

BONZO

BoomTown