VOGSY Pricing, Features, Reviews & Alternatives

VOGSY

Professional Services Automation for Google Workspace

4.48/5 (21 reviews)

VOGSY overview

What is 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.

Start your free trial here → https://vogsy.io/login-free-trial

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.
www.vogsy.com

Pricing

Starting from
$9/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, United Kingdom, Australia, India and 4 other markets, Japan, Germany, Brazil, Mexico

Supported languages

English
VOGSY screenshot: Project Management and Tracking: See project progress at a glance with real-time schedule, budget and margin dataThe VOGSY G Suite Add-onVOGSY screenshot: 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. VOGSY screenshot: Utilization Reporting:  Get real-time utilization information at your fingertipsVOGSY screenshot: 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.VOGSY screenshot: 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.VOGSY screenshot: 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) revenueVOGSY screenshot: Project Planning and Scheduling: Easily reschedule and push forward pending projects and deliverables yet to be started, along with their resource plansVOGSY screenshot: Alerts and Notifications: Alerts ensure teams submit hours on time, smooth approval flows and help keep you and your teams in syncVOGSY Dynamic EmailVOGSY Customer Success: How Wilderness Agency Ensures Profitable Marketing ProjectsIntroduction to VOGSY demoVOGSY Work Breakdown StructureVOGSY: Introduction to the Only PSA for G-Suite

VOGSY user reviews

Value for money
Features
Ease of use
Customer support
  4.7
  4.5
  4.6
  4.6
Richard J K.

FINALLY! A solution for managing projects that integrates with Google

Used daily for 1-2 years
Reviewed 2020-09-28
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 9/10

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Hendrik N.

100% automated process from quote to invoice

Used daily for 2+ years
Reviewed 2019-05-03
Review Source: Capterra

- 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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Chris L.

Waste of time

Used occasionally for less than 6 months
Reviewed 2020-04-08
Review Source: GetApp

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 0/10

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Paola Z.

Great personal assistant

Used daily for 2+ years
Reviewed 2019-04-11
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Wout K.

Great PSA software

Used daily for 2+ years
Reviewed 2019-01-09
Review Source: Capterra

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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VOGSY pricing

Starting from
$9/month
Pricing options
Subscription
Free trial
View Pricing Plans

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

VOGSY features

API
Access Controls/Permissions
Activity Dashboard
Alerts/Notifications
Billing & Invoicing
Customizable Reports
Data Import/Export
Document Management
Mobile Access
Reporting & Statistics
Reporting/Analytics
Search/Filter
Status Tracking
Third Party Integrations
Workflow Management

Audit Management (536 other apps)
Audit Trail (523 other apps)
Compliance Management (656 other apps)
Inventory Management (826 other apps)
Work Order Management (523 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for VOGSY

Key features of VOGSY

  • Accounting Management
  • Activity Tracking
  • Automatic Time Capture
  • Billable & Non-Billable Hours
  • Billable Hours Tracking
  • Billing & Invoicing
  • Budget Management
  • Client Management
  • Collaboration
  • Contact Management
  • Cost-to-Completion Tracking
  • Dashboard
  • Document Management
  • Employee Database
  • Expense Tracking
  • File Sharing
  • Gantt Charts
  • General Ledger
  • IT Project Management
  • Invoice Processing
  • Lead Capture
  • Milestone Tracking
  • Mobile Time Tracking
  • Online Time Tracking
  • Overtime Calculation
  • Percent-Complete Tracking
  • Pipeline Management
  • Project Accounting
  • Project Management
  • Project Planning
  • Project Tracking
  • Purchasing
  • Resource Management
  • Sales Management
  • Status Tracking
  • Task Management
  • Time & Expense Tracking
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Time per Project Reporting
View All Features

Benefits

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