About 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.

Key benefits of 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

Devices

Business size

S M L

Markets

United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico

Supported Languages

English

Images

VOGSY provides visibility onto which members of staff are currently overbooked or underutilized within a single view
Project planning capabilities allow users to map out all client projects, deliverables and resource bookings within a singular view
VOGSY claims to cover all areas within the quote to cash process, spanning client profitability, project margins, and expenses management
Data insights and reporting capabilities provide real time, configurable KPIs for key business functions such as sales, customers, project, utilization, revenue and performance metrics
Access in-context conversations from any web-enabled device, with collaborative chat features, document management and more for managing projects
Users are invited to drill down into the details of project planning to ensure that all projects are staffed properly and operating within the right margins without overloading talent resources
Timeline and collaboration features include in-context team chat and commenting, alongside live updates on opportunities and key project events
CRM features promise to assist with margin management, pipelining and forecasting with quotes and statements of work generated according to draft project plans
Finance and billing features include chart of accounts support, automated billing, real time reporting capabilities and more
Time and expenses functionality include a stopwatch for tracking project time spent, pre-populated timesheets, along with notifications and approval tools accessible across all devices
View 11 more
VOGSY video
VOGSY video
VOGSY screenshot: VOGSY provides visibility onto which members of staff are currently overbooked or underutilized within a single view VOGSY screenshot: Project planning capabilities allow users to map out all client projects, deliverables and resource bookings within a singular view VOGSY screenshot: VOGSY claims to cover all areas within the quote to cash process, spanning client profitability, project margins, and expenses management VOGSY screenshot: Data insights and reporting capabilities provide real time, configurable KPIs for key business functions such as sales, customers, project, utilization, revenue and performance metrics VOGSY screenshot: Access in-context conversations from any web-enabled device, with collaborative chat features, document management and more for managing projects VOGSY screenshot: Users are invited to drill down into the details of project planning to ensure that all projects are staffed properly and operating within the right margins without overloading talent resources VOGSY screenshot: Timeline and collaboration features include in-context team chat and commenting, alongside live updates on opportunities and key project events VOGSY screenshot: CRM features promise to assist with margin management, pipelining and forecasting with quotes and statements of work generated according to draft project plans VOGSY screenshot: Finance and billing features include chart of accounts support, automated billing, real time reporting capabilities and more VOGSY screenshot: Time and expenses functionality include a stopwatch for tracking project time spent, pre-populated timesheets, along with notifications and approval tools accessible across all devices

Features

Total features of VOGSY: 92

  • @mentions
  • API
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Asset Management
  • Auto-Matching
  • Automated Scheduling
  • Automatic Notifications
  • Billable Hours Tracking
  • Billing & Invoicing
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Campaign Management
  • Charting
  • Collaboration Tools
  • Collaborative Review
  • Collaborative Workspace
  • Commenting
  • Configurable Workflow
  • Customer Accounts
  • Customizable Reporting
  • Dashboard Creation
  • Data Import/Export
  • Deadline Management
  • Document Automation
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Email Integration
  • Email Notifications
  • Employee Onboarding
  • Employee Time Tracking
  • Estimating
  • Event Management
  • Expense Claims
  • Expense Tracking
  • File Management
  • Forecasting
  • Forms Management
  • Forum / Discussion Board
  • Gantt Charts
  • Heatmap
  • History Tracking
  • Milestone Tracking
  • Monitoring
  • Multi-Currency
  • Multi-Department / Project
  • Multi-Language
  • Multiple Projects
  • Opportunity Management
  • Planning Tools
  • Progress Tracking
  • Project Accounting
  • Project Budgeting
  • Project Management
  • Project Notes
  • Project Planning
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Push Notifications
  • QuickBooks Integration
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real Time Updates
  • Receiving
  • Recurring Billing
  • Reminders
  • Reporting & Statistics
  • Resource Allocation
  • Resource Management
  • Status Reporting
  • Status Tracking
  • Tagging
  • Task Management
  • Task Planning
  • Task Scheduling
  • Task Tracking
  • Template Management
  • Third Party Integration
  • Time & Expense Tracking
  • Timeline Management
  • Timer
  • Timesheets
  • Workflow Management

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Reviews

Overall rating

4,5 /5
(21)
Value for Money
4,7/5
Features
4,5/5
Ease of Use
4,6/5
Customer Support
4,6/5

Already have VOGSY?

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Showing 5 reviews of 21
Richard j K.
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 9.0 /10

FINALLY! A solution for managing projects that integrates with Google

Reviewed on 2020/09/28

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.

Pros

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.

Cons

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.
Overall rating
  • Industry: Computer Software
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

100% automated process from quote to invoice

Reviewed on 2019/05/03

- 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!

Pros

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.

Cons

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.
Overall rating
  • Industry: Construction
  • Company size: 2-10 Employees
  • Used Other for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Waste of time

Reviewed on 2020/04/08

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.

Pros

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.

Cons

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

Response from 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.
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great personal assistant

Reviewed on 2019/04/11

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.

Pros

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!

Cons

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.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great PSA software

Reviewed on 2019/01/09

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

Pros

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

Cons

Standard charts do not allow for customizations

Showing 5 reviews of 21 Read all reviews

VOGSY FAQs

Below are some frequently asked questions for VOGSY.

VOGSY offers the following pricing plans:

  • Starting from: US$9,00/month
  • Pricing model: Subscription
  • Free Trial: Available

VOGSY offers different plans to fit the needs of every team member in your organization. Lite User Plan ($9/user/month) - Work with Contractors? This plan is perfect. Lite Users can focus on their work, time tracking and tasks with a personal view of: - My Timesheets - My Planning - My Tasks - My Expenses - My Notifications Full User Plan ($19/user/month) - This popular plan gives Producers, Project Managers, Account Managers and Executives the tools they need to drive successes. Full users get access to all Lite User features, plus the following features: - Opportunity Management - Quote Management - Project Management - Resource Planning - Task Management - Charts & Personalized Boards - G Suite Integration & Add-On - Team Collaboration Super User Plan ($29/user/month) - Accounting and Financial Admins have access to all Lite User and Full User features as well as the following features: - Invoicing - Financial Budgets - AR & AP - Reports - Settings - Master Data - Third Party Integrations

VOGSY offers the following features:

  • Billable & Non-Billable Hours
  • Budget Management
  • Collaboration
  • Expense Tracking
  • File Sharing
  • IT Project Management
  • Mobile Time Tracking
  • Online Time Tracking
  • Purchasing
  • Sales Management
  • Time & Expense Tracking
  • Time Tracking
  • Time per Project Reporting

VOGSY has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

VOGSY supports the following languages:

English

We do not have any information about what devices VOGSY supports

VOGSY integrates with the following applications:

Copper, Gmail, Google Calendar, Google Docs, Google Drive, Jira, QuickBooks Online, Salesforce Sales Cloud, Xero, Zapier

VOGSY offers the following support options:

Phone Support, Knowledge Base, Online Support

Related categories

See all software categories found for VOGSY.