VOGSY Features

Our agency uses Vogsy primarily for quoting new projects and tracking our Agency's overall project load and statuses. As many of our projects have repeatable, predictable cadences and steps we are able to use the template function and replicate or build project quotes very quickly. Vogsy integrates with Google Workspace, so we have a seamless organizational tool.

The internal program "help" functions are difficult to follow and often don't answer the questions we have. Further development for self-employment of functions and usability would be great.

Hi Jennifer, thanks very much for your review. We are working hard to take the help center to the next level and will deploy something soon that will definitely increase your self-service capabilities!

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.

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

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

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.

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

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!

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.

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

Standard charts do not allow for customizations

VOGSY has all the benefits of G-suite. The heart of VOGSY is the activity stream it shows the project data real time and up to date. Wich helps to keep track of the project for colleagues and customers

Sometimes i get to many notifications on my feed. And the notifications will keep comming until you act on the notifications.

The planning module and the corresponding hour's sheet. The messages with come automatically on cards and an alarm so you see easily that there are actions to be completed. There are automattically charts who prsented the data on a easy way.

There are some issues where you do not have enough printable reports.

- Excellent User Experience - The Boards with all my KPI's are very easy an effective to use - I only spend 10 minutes per day to check and control all my actions - Very easy to use reporting and I really like the integrations wih Google Sheets (flexibility) - It's a social platform! Makes it very easy to collaborate with my colleagues - It's fun to use!

- Sometimes I don't understand why some items appear in my timeline

The entire process, from quote to invoice, on my mobile phone

I have not yet found any relevant omissions

- The homepage (Vogsy feed) shows cards with only actions and updates about projects that apply to me - From my homepage I can handle my pending actions like 'Approve purchase invoice' very quickly - Searching is fast and easy, you just start typing (it works like Google)

Sometimes I receive an update that I have already seen and marked as ready.

- Functionality: it fits our needs quite thouroughly - Easy to use. Adaption to using Vogsy proved to be very easy - Customer support: direct response and actions taken.

- At this point the performance is not always what you want. Not a real problem now, but might become a problem as more customers will join. I don't know how Vogsy will be able to scale on this point.

Ease of setup, we were able to use it after some weeks of setting up with hardly any additional customising, it ran straight out of the box 360 view of the complete lead2bill proces, we now never miss a hours which "leak" away, resulting is a better invoice rate. The software started paying for itself right from the start Cloud based mobile first data and charts means we can access all data from all over the world.

Charts are fab, some google sheets are not extermely intuitive to use. COmlex reports are at simes somewhat slow to build up

is really supports the flow from opportunity to invoice (P2P). It is easy to use and easy to implement.

It leaves several steps and actions open to a use, so it is not always good enough to make sure you can enforce specific steps, actions, options you want a user to do.

Software works as it should and on every device (most Apple) that I use

Reporting could be a little better. In particular, the financial figures should be shown more in proportion to each other.

- Modern UI - Reports (e.g. budgets versus realization) are great and highly customizable. - Searching for projects and activities works great with autocompletion - Easy to use forms - Seamless integration with G-Suite/Google-apps - Great service from supportteam

There are no issues I can think of right now

I love the task management, how I can see all the tasks in the 'to do' section, then they switch to the 'doing' when I start the timer, then the 'done' part once done.

I'd like to be able to comment more on tasks, I left some comments but they were truncated after a certain length and I hadn't noticed until it was too late - what I wrote was lost forever :(

Dear Ruth, could you send us your contact details? We'd like to help you out with the task comments as well the email notifications. Best, Mark

The software works so intuitively that you can immediately work with it as a user. As a customer success manager I immediately see the opportunities and the sales phase they have. The current projects are easy to follow through the clear images. and lots and lots more

I have not been able to find any dislikes yet