Project Management & Planning Articles

Vorex Review – User Friendly Project Management

by Stephanie Watson
Published on 5 April 2013

Vorex provides an excellent Professional Services Automation (PSA) solution that is above anything you may have considered before, a true project management tools and resources to help you simplify your projects and entire business.

In this Vorex review we will describe some of the high-quality tools offered that include expense tracking, time tracking, reporting, HR, invoicing, payments, CRM, control, security and more. Continue reading to learn more about Vorex and what they can offer you.

Vorex review

Simplified Project Tracking

Vorex not only provides CRM and project management, but they pride themselves on offering easy to use tools and tracking apps. With Vorex, you get immediate access to workflow software management, including project management tools, time tracking for different tasks and projects, integrated invoicing, and an advanced integrated CRM solution for tracking your contacts, opportunities, quotes, and other purposes.

Business Owners Receive Streamlined Opportunities

By using Vorex, you can have streamlined opportunities (leads) that develop into projects with s single click, and the ability to assign different employees and management to various projects. This enables you to control all aspects of each project including time spent, and more. You can create projects using the advanced software tools for tasks and clients, have CRM integration, real-time billing of hours and expenses, budget control tools for tracking and monitoring your expenses, ticket management, smart staffing, and even advanced forecasting which is one of the top features offered by Vorex.

User-Friendly Interface

Aside from the many tools you have access to for your project management, another benefit to Vorex is the user-friendly interface. You can literally begin using it immediately; that is how easy and simple the solution is. I'm serious. It's easy. I have used other CRM systems as well as project management tools and in every aspect Vorex creators have thought of it all. Everything is cloud-based, which means it is all online and accessed through Vorex's website. All tools, apps and resources are in one place making it even easier to manage your various projects, clients and employees.

The Basics: What Does It Look Like?

When you first sign in you can see the different ways you can unify your business. They make it super simple to get started.

You can select either A, B or C to learn about what each area accomplishes for your business and how it works. This is what happens when you select "A" you get a list that explains each step on how to add users, create a project, manage and staff a project and entering time and expenses. Nothing could be simpler.

The other areas, B and C are just as informative. Once you close the tutorial you can move on with your business. This is the opening screen.

As you can see, it is self-explanatory and simple to set up a project, manage a project, add users, and more. In one glance you can see if there is any task you need to deal with immediately. One feature I really love is the ability to look at each section as a graph, which allows for immediate knowledge of what is working and what is not working. Here is an example. Keep in mind that I have nothing added to the categories since I have no invoices. But you can get the idea.

Pros and Cons

The only real disadvantage is that there is so much to learn! But their easy tutorials will help. I guess another con would be the price, which could get high for some types of businesses with large number of employees, since the cost is per user. Other benefits include having a user-friendly interface, tracking and monitoring of your projects, data migration packages at no extra cost, no setup fees, and managing a large number of projects, clients, invoices, and employees in one location. It is, of course cloud-based which means it can be accessed from anywhere. It is compatible with all major web browsers, as well as Android, iPhone and iPad. This makes managing your entire business on the go super easy.

Will it Fit Your Budget?

One of the great things about Vorex is that you can choose from three different packages. Each package has a different set of tools and features and a different price. So if you're just starting out, you can choose the least expensive plan and upgrade at a later date. You will also get access to a free trial when you first sign up, which doesn't require a credit card until you're ready to purchase one of the three packages. The prices are very reasonable for all the offerings, and there are neither long-term contracts nor setup fees associated with new accounts.

Is it For You?

If you run a business that requires project management, workflow management, financial controls and more, then you can't lose with the free trial and multiple packages to choose from, there is no reason not to try the project management software available by Vorex.

Ratings: ease of use 5/5, features 5/5, value 3.5/5 and ease of deployment 4/5


Apps mentioned in this article