Sobre o VOGSY

The only Professional Services Automation solution for Google Workspace, VOGSY connects your teams and Quote-to-Cash process together with Google’s productivity tools like Gmail, Docs, Drive and Sheets. Coupled with a powerful ERP engine, VOGSY is uniquely capable of enhancing real-time collaboration, billability and visibility into the financial performance of projects and your business. The bottom line: VOGSY helps you run your business profitably and predictably.

VOGSY is secure, scalable and trusted by services firms around the world. With opportunity tracking, project and resource planning, task management, invoicing and reporting connected in one system, silos between Sales, Project Delivery and Accounting teams are erased. For each project, VOGSY creates an automated file structure in Google Drive and centralizes all quotes, invoices and documents, conversations, planning, related opportunities, archived emails and tasks so teams can easily share, access and collaborate on information in real time.

Google Docs-based quotes and invoices are automated and easily edited and branded. Timesheets are populated from project planning and tracked time updates project budgets and margins, which your sales teams can access to fill the pipeline with more profitable opportunities. Teams can work efficiently, reduce issues like over-delivery and produce quality results at profitable margins.

On top of simplified workflows, one of VOGSY’s best-loved features is real-time financial reporting in visual charts for your pipeline, revenue forecast, billability, customer profitability and other metrics that reveal your company’s health at a glance. In addition, VOGSY provides real-time reports in Google Sheets so you can configure the data as needed and update it with VOGSY’s Sheets add-on. In addition to native integration with Google Workspace, VOGSY integrates with leading software tools like QuickBooks, Copper, SalesForce, Xero, Zapier, HubSpot and Jira.

Principais benefícios do VOGSY

Seize opportunities and win more deals
- Start planning, budgeting and preparing your teams before an opportunity is won
- Give your sales teams insight into past and current project budgets, margins and successes to build a lucrative pipeline
- Send automated quotes and get proposals out faster
- Track sales funnel, pipeline progression, wins and losses
- Know which clients are profitable and which ones aren’t at a glance

Make every project profitable
- Real-time schedule, budget, margin and completion percentages help you deliver projects on time, on budget, every time
- Easily track and measure every point in the project lifecycle with visually appealing dashboards and charts
- Share files in a Google Drive file structure automatically created for each project
- See the actual budget and margin against the estimates and repeat your successes
- Work Breakdown Structure templates speed up project planning and help make work simple and repeatable

Always leverage the right skills at the right rates
- In color-coded heat maps, view all resources’ availability and utilization and prevent clog-ups down the line
- Assign tasks in seconds with automated role matching
- Create softbookings and plan with placeholder resources and see who you need to hire
- Forecast resources and plan better with capacity and utilization insights

Keep your teams’ tasks on track
- Quickly assign tasks to yourself or any team member in any department to keep business moving and everyone on the same page
- Assign tasks directly from company or client emails in your Gmail inbox
- Use VOGSY’s built-in timer for granular tasks and automatically update timesheets, budgets and margins
- See your team’s tasks, what’s been done and what hasn’t from a bird’s eye view in Gantt or organized into kanban views

Make time tracking hassles a thing of the past
- Let your teams track time in easy timesheets pre-populated from project planning
- Sync time tracking with budgeting and billing and automate both
- Approve timesheets instantly from Gmail

Fix billing leaks for good
- Create automated (and accurate) invoices in a click and never miss billable time
- Set billing schedules for fixed price projects and deliverables
- Serve international clients with multi-currency options
- Approve invoices and send to the appropriate recipient in Gmail

Swing into action with real-time reporting
- Receive alerts when opportunities and projects go off-course
- In real-time dashboards, monitor project performance, utilization, billability, company revenue, costs, COGS and other organizational health KPIs
- Configure data the way you need it in Sheets-based reports, add pivot tables and charts and refresh the data with VOGSY’s add-on

Dispositivos

Porte da empresa

P M G

Mercados

Argentina, Áustria, Austrália, Bósnia e Herzegovina, Bélgica e outros 56, Brasil, Botsuana, Canadá, Suíça, Chile, Colômbia, Costa Rica, Tchéquia, Alemanha, Dinamarca, Estônia, Espanha, Finlândia, Fiji, França, Reino Unido, Grécia, Croácia, Hungria, Indonésia, Irlanda, Israel, Índia, Islândia, Itália, Japão, Quênia, Coreia do Sul, Lituânia, Letônia, Marrocos, Maurício, México, Malásia, Moçambique, Nova Caledônia, Países Baixos, Noruega, Nova Zelândia, Panamá, Peru, Filipinas, Polônia, Portugal, Romênia, Rússia, Suécia, Singapura, Eslovênia, Eslováquia, Tailândia, Tanzânia, Ucrânia, Estados Unidos, África do Sul, Zimbábue

Idiomas

inglês

Imagens

Project Management and Tracking: See project progress at a glance with real-time schedule, budget and margin data
Optimize your Resources: Track planned hours vs availability using VOGSY’s interactive resource scheduler. Put an end to bench time or overbookings. Soft or hard bookings, billable and non-billable, working hours, holidays; VOGSY keeps everyone in sync.
Utilization Reporting:  Get real-time utilization information at your fingertips
Nothing gets lost: Any tasks related to a project (or an opportunity for that matter), billable or not, and at any stage of its life, is always accessible in your project or customer card. No more guessing, no more digging.
Work tasks inside Gmail: The VOGSY Gmail Add-on lets you log an email in VOGSY and immediately create a task, straight from your inbox. New tasks come to your inbox as well and you can take action in the email.
Sales Pipeline Management: Monitor pipeline progression and ratios of wins to losses in VOGSY's real-time chart and See your funnel in your own stages, quantity or (weighted) revenue
Project Planning and Scheduling: Easily reschedule and push forward pending projects and deliverables yet to be started, along with their resource plans
Alerts and Notifications: Alerts ensure teams submit hours on time, smooth approval flows and help keep you and your teams in sync
Ver mais 9
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Captura de tela do VOGSY: Project Management and Tracking: See project progress at a glance with real-time schedule, budget and margin data Captura de tela do VOGSY: Optimize your Resources: Track planned hours vs availability using VOGSY’s interactive resource scheduler. Put an end to bench time or overbookings. Soft or hard bookings, billable and non-billable, working hours, holidays; VOGSY keeps everyone in sync. Captura de tela do VOGSY: Utilization Reporting:  Get real-time utilization information at your fingertips Captura de tela do VOGSY: Nothing gets lost: Any tasks related to a project (or an opportunity for that matter), billable or not, and at any stage of its life, is always accessible in your project or customer card. No more guessing, no more digging. Captura de tela do VOGSY: Work tasks inside Gmail: The VOGSY Gmail Add-on lets you log an email in VOGSY and immediately create a task, straight from your inbox. New tasks come to your inbox as well and you can take action in the email. Captura de tela do VOGSY: Sales Pipeline Management: Monitor pipeline progression and ratios of wins to losses in VOGSY's real-time chart and See your funnel in your own stages, quantity or (weighted) revenue Captura de tela do VOGSY: Project Planning and Scheduling: Easily reschedule and push forward pending projects and deliverables yet to be started, along with their resource plans Captura de tela do VOGSY: Alerts and Notifications: Alerts ensure teams submit hours on time, smooth approval flows and help keep you and your teams in sync

Recursos

Total de recursos do VOGSY: 177

  • @menções
  • API
  • Acesso para Celular
  • Acompanhamento de atividades
  • Acompanhamento do controle de ponto dos funcionários
  • Agendamento
  • Agendamento automatizado
  • Agendamento de recursos
  • Agendamento de tarefas
  • Alertas/notificações
  • Alocação e planejamento de recursos
  • Análise de dados em tempo real
  • Análise de tendências de vendas
  • Armazenamento de documentos
  • Atualização em tempo real
  • Automação de documentos
  • Banco de dados de contatos
  • Banco de dados de funcionários
  • Banco de dados do cliente
  • CRM
  • Captura de leads
  • Cobrança de projetos
  • Cobrança e faturamento
  • Cobrança por horas
  • Cobrança recorrente ou de assinaturas
  • Comentários/notas
  • Compras e recebimento
  • Contabilidade
  • Contabilidade de projetos
  • Contas de clientes
  • Controle de comparecimento
  • Controle de despesas
  • Controle de horas
  • Controle de horas e despesas
  • Controle de licenças
  • Controle de licenças médicas
  • Controle de marcos
  • Controle de tempo por celular
  • Controle do processo de aprovação
  • Controle do progresso de tarefas
  • Controle do tempo do projeto
  • Controles/permissões de acesso
  • Conversão de e-mails em tarefas
  • Corresponder e fundir
  • Criar subtarefas
  • Criação de diagramas
  • Criação de faturas
  • Criação de painel
  • Cronômetro
  • Cálculo de horas extras
  • Cálculos de impostos
  • Dados em tempo real
  • Edição/atualização de tarefas
  • Estimativas
  • Faturas personalizáveis
  • Faturação online
  • Ferramentas de colaboração
  • Ferramentas de planejamento
  • Fluxo de trabalho configurável
  • Fluxo de trabalho do projeto
  • Fórum/Painel de discussão
  • Geração de documentos
  • Geração de propostas
  • Gerenciamento de arquivos
  • Gerenciamento de contatos
  • Gerenciamento de documentos
  • Gerenciamento de e-mails
  • Gerenciamento de faturas
  • Gerenciamento de fornecedores
  • Gerenciamento de pedidos de compra
  • Gestão da comunicação
  • Gestão de atividades
  • Gestão de atribuições
  • Gestão de calendários
  • Gestão de campanhas
  • Gestão de capacidades
  • Gestão de capacitação
  • Gestão de carteira
  • Gestão de clientes
  • Gestão de eventos
  • Gestão de formulários
  • Gestão de funcionários
  • Gestão de impostos de vendas
  • Gestão de integrações
  • Gestão de leads
  • Gestão de modelos
  • Gestão de oportunidades
  • Gestão de orçamento
  • Gestão de pedidos
  • Gestão de prazos
  • Gestão de projetos
  • Gestão de recursos
  • Gestão de recursos
  • Gestão de reembolsos
  • Gestão de tarefas
  • Gestão do calendário
  • Gestão do fluxo de trabalho
  • Gestão do pipeline
  • Gestão do pipeline de vendas
  • Gestão do quadro de horários
  • Gestão financeira
  • Histórico de faturas
  • Horas faturáveis e não faturáveis
  • Imagem de marca personalizável
  • Importação/exportação de dados
  • Incorporação de funcionários
  • Indicadores de desempenho
  • Integração da contabilidade
  • Integração de QuickBooks
  • Integração de bate-papo interno
  • Integrações de terceiros
  • Lembretes
  • Listas de tarefas
  • Mapas térmicos
  • Marcação
  • Metodologias ágeis (Agile)
  • Modelos de documentos
  • Modelos de e-mails
  • Modelos de projetos
  • Modelos personalizáveis
  • Monitoramento
  • Monitoramento de tempo online
  • Monitoramento do progresso
  • Monitoramento em tempo real
  • Multidepartamento/Projeto
  • Métodos tradicionais
  • Múltiplas moedas
  • Múltiplos projetos
  • Notificações em tempo real
  • Notificações por push
  • Orçamentos/Previsões
  • Orçamentos/estimativas
  • Painel de atividades
  • Permissões por função
  • Pesquisa e filtro
  • Planejamento de pessoal
  • Planejamento de projetos
  • Planejamento de tarefas
  • Previsão
  • Previsão de vendas
  • Processamento de faturas
  • Projeções
  • Quadro kanban
  • Rastreamento de data de vencimento
  • Rastreamento de edição
  • Rastreamento de habilidades
  • Rastreamento de interações
  • Rastreamento de interações
  • Rastreamento de itens faturáveis
  • Rastreamento de percentual de progressão
  • Rastreamento de vagas e licenças
  • Rastreamento do projeto
  • Razão geral
  • Registro automático de tempo
  • Relatório de historiais
  • Relatórios de despesas
  • Relatórios de resumos
  • Relatórios de utilização
  • Relatórios de vendas
  • Relatórios do andamento
  • Relatórios e análise de dados
  • Relatórios e estatística
  • Relatórios em tempo real
  • Relatórios personalizáveis
  • Segmentação
  • Seguimento de relatórios/projetos
  • Seguimento de status
  • Seguimento do custo até a conclusão
  • Sincronização de calendários
  • Sistema de calendário ou lembretes
  • Solicitações de tempo livre
  • Tarefas recorrentes
  • Taxas de cobrança múltiplas
  • Visualização
  • Visualização de Gantt/linha do tempo
  • Visualização em tabela de tarefas
  • Vários idiomas

Alternativas

HarmonyPSA

4,5
#1 alternativa ao VOGSY
O HarmonyPSA é compatível com todo o ciclo de vida do negócio, desde a geração de leads até a renovação de contratos....

Ravetree

4,4
#2 alternativa ao VOGSY
Ravetree is an all-in-one work management solution for project-driven organizations and teams with tools for managing...

Odoo

4,2
#3 alternativa ao VOGSY
O Odoo é um pacote de aplicativos de negócios de código aberto personalizáveis e integrados. A maioria das necessidades...

Scoro

4,6
#4 alternativa ao VOGSY
O Scoro é um software de gestão empresarial baseado na nuvem, que abrange gestão de projetos e trabalhos, CRM, cotação,...

Avaliações

Classificação geral

4,5 /5
(21)
Relação qualidade/preço
4,7/5
Recursos
4,5/5
Praticidade
4,6/5
Suporte ao cliente
4,6/5

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Exibindo 5 avaliações de 21
Richard j K.
Classificação geral
  • Setor: Publicidade e marketing
  • Porte da empresa: 11-50 funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Probabilidade de recomendação 9.0 /10

FINALLY! A solution for managing projects that integrates with Google

Avaliado em 28/09/2020

Since roll out we have noticed a dramatic increase in our team's responsiveness to submitting their...

Since roll out we have noticed a dramatic increase in our team's responsiveness to submitting their time (a plague of every agency) and a double digit increase in profitability from having stronger controls over our projects than we had with other project management applications we used in the past.

Vantagens

For years I have dreamed of a tool that would integrate within the Google ecosystem, Vogsy has done just that. It feels like an extension of the tools that we use everyday: Gmail, Google Docs, et cetera. The transition from our existing platform was fairly painless and our team was up and running within days of deployment.

Desvantagens

I do not have many pain points with Vogsy. It covers all of our bases that we need to properly manage our team and the day to day operations of the business. Their team has been super supportive on customer support side and carefully considers our recommendations for future releases. It feels like a very effective partnership.

Hendrik N.
Classificação geral
  • Setor: Software
  • Porte da empresa: 11-50 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

100% automated process from quote to invoice

Avaliado em 03/05/2019

- 100% automated process from quote to invoice
- integrates easily with our financial...

- 100% automated process from quote to invoice
- integrates easily with our financial administration
- extremely intuitive user experience, very steep learning curve for new employees
- beautiful graphs and management dashboards
- FUN to use, feels like social media!

Vantagens

It is a pleasure to make proposals with Vogsy:

- I enter quote information (amount, relation, contact person)
- Vogsy then generates the quote from a template and stores it in Google Drive
- I finish the quote by editing the generated Google Doc
- Vogsy then sends my manager a notification to approve the quote
- after approval Vogsy sends the quote to my contact person through Gmail

It does not end there. After receipt, my customer can digitally sign the quote. Vogsy automatically saves the signed quote in Google Drive. In Vogsy I can then convert the quote to a project with a single click, so the project execuation can start right away (resource planning, time registration, invoicing).

Never been this easy, never been this efficient.

Desvantagens

I manage many projects and quotes so I received many notifications on my feed. Fortunately, you can easily disable certain notifications in Vogsy.

Chris L.
Classificação geral
  • Setor: Construção
  • Porte da empresa: 2-10 funcionários
  • Usado Outro durante 1 a 5 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 0.0 /10

Waste of time

Avaliado em 08/04/2020

I hate it. It looked like it would be perfect,
and they promised the world. They fell short Snd...

I hate it. It looked like it would be perfect,
and they promised the world. They fell short Snd wouldn’t refund my money either.

Vantagens

I was hoping that this would be easier than Sales force... I was wrong.

I liked how the team embraced our company. However it was false hope. They would not deviate from their ways and it cost me thousands of dollars. What a mistake.

Desvantagens

Processing a job was a nightmare. There are so many unnecessary steps.

Resposta do VOGSY

Dear Chris, sorry to learn that you felt misguided. For a SaaS business, it's never a sustainable situation to overpromise or underdeliver. And so that's definitely not what we ever set out to do. After reflecting on your feedback here, we believe that it was a matter of expectations in different parts of the business that caused things to grind to a halt. In hindsight, it's clear that it was CRM, rather than PSA that you were looking for. Whilst we spent quite some time with your administrative team to cover the entire scope from quote to cash, that ultimately was never embraced fully. An unfortunate mismatch, of which we will take learnings forward.
Best regards,
Mark

Paola Z.
Classificação geral
  • Setor: Publicidade e marketing
  • Porte da empresa: 11-50 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 9.0 /10

Great personal assistant

Avaliado em 11/04/2019

Helps me to keep full track of our quote-to-cash process. Easy time recording and approval of...

Helps me to keep full track of our quote-to-cash process. Easy time recording and approval of purchase invoices. Charts give a clear overview of a number of key performance indicators.

Vantagens

Vogsy helps me to easily manage my actions by presenting them on my personal feed. And keeps reminding me if something is not taken care of yet. Great to have this convenient personal assistant who keeps me up to speed!

Desvantagens

If you work on quite a number of projects, you can sometimes receive many notifications on your feed. To avoid this situation, you can disable certain notifications in Vogsy. So if you just invest a little bit of time, this is easily taken care of as well.

Wout K.
Classificação geral
  • Setor: Serviços e tecnologia da informação
  • Porte da empresa: 11-50 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Great PSA software

Avaliado em 09/01/2019

Quote-to-cash process is excellerated by using VOGSY
Using boards to customize management...

Quote-to-cash process is excellerated by using VOGSY
Using boards to customize management information for each department

Vantagens

Works great on my mobile phone. All relevant information about my opportunities en projects available in my pocket without searching. On board P&L, so I allways van see how we perform against the budget, from any point of view: manager, department, staff, billability et cetera

Desvantagens

Standard charts do not allow for customizations

Exibindo 5 avaliações de 21 Leia todas as avaliações

Perguntas frequentes sobre o VOGSY

Abaixo estão algumas perguntas frequentes sobre o VOGSY.

O VOGSY oferece os seguintes planos de pagamento:

  • A partir de: US$ 9,00/mês
  • Modelo de preços: Assinatura
  • Teste Grátis: Disponível

VOGSY promises no-nonsense monthly billing and straightforward pricing. Signing up requires ZERO minimum time commitments and ZERO hidden fees. Choose a comprehensive plan that fits the needs of every team member in your organization: Lite User Plan ($9/user/month), a perfect option for contractors; Full User Plan ($19/user/month), ideal for Producers, Project Managers, Account Managers and Executives; Super User Plan ($29/user/month), designed for Accounting and Financial Admins

Não temos informações sobre os recursos do VOGSY.

Os clientes habituais do VOGSY são:

2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001+

O VOGSY está nos seguintes idiomas:

inglês

O VOGSY é compatível com os seguintes dispositivos:

Android (celular)

O VOGSY se integra com os seguintes aplicativos:

Copper, Gmail, Google Calendar, Google Docs, Google Drive, Google Sheets, HubSpot CRM, Jira, Quickbooks Online, Salesforce Sales Cloud, Xero, Zapier

O VOGSY oferece as seguintes opções de suporte:

Email/Help Desk, Base de conhecimento, Suporte por telefone, Bate-papo

Categorias relacionadas

Veja todas as categorias de software encontradas para VOGSY.