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Vorex PSA Review

Vorex PSA
Our score: 8.0 User satisfaction: 100%

What is Vorex PSA?

A professional service automation, Vorex PSA offers project management and time tracking solutions to budding organizations. It accomplishes these by providing them with sound business management processes, along with IT, accounting, marketing and legal management tools–all delivered from the cloud. Using the software is bound to help users get better visibility into their businesses, boost efficiency, improve customer service and sustain growth.

As could be expected from a PSA solution, Vortex PSA is capable of managing virtually all aspects of a business, ranging from accounting, to invoicing to CRM. Its integrated CRM is designed to keep tabs on organizational pipelines, along with other vital areas. It even has a ticketing functionality that enables users to create and track tickets and escalate problems whenever the need arises. This results in better response to customer concerns and queries.

This cloud-deployed system offers businesses real time updates on matters such as resource allocation, project progress, potential problems and profitability. It is highly-scalable, able to grow as a company does, bringing with it additional features like invoicing, billing and even human resource applications.

Overview of Vorex PSA Benefits

Vortex PSA is a professional services automation solution that allows users to streamline processes by automating common tasks. It offers businesses a wide array of benefits, which include the following:

Project Management

At the heart of the system is a project management functionality that is native to the system. With its easy-to-use interface, business are able to manage any number of tasks, clients, projects and employees, all from a single dashboard. It has a customizable workflow validation system, providing users with total control over the process. Collaboration is likewise supported as the software is equipped with automated email, notifications and smart messaging functionalities. Users can also access the platform from anywhere, given the fact that it is hosted in the cloud.

Scalability and CRM

Vorex PSA comes with advanced functionalities that allow businesses to manage their entire operations. The solution can effectively manage sales through its CRM feature. The CRM allows users to handle contacts, prospects and opportunities and turn them into paying customers. It can likewise provide clients with accurate quotations, based on past billings. Approved bids are also quickly turned into projects while key information such as clients, projects and payments are securely stored in a singular database. Only relevant users can access such data as the system also manages access privileges and user roles.

Invoice and Bill Generation

Invoicing and Billing capabilities that come with the software, allow users to manage all billing information, along with other associated data. Billing reports can be generated along with project expense forecasts using employee pay, timesheets and billing rates as basis. The invoices generated by the system can also be directly emailed to customers. Project time tracking also comes with financial functionalities, allowing for the accurate and on-time delivery of billing.

Overview of Vorex PSA Features

  • Project Management
  • Time Expense & Tracking
  • Billing, Invoicing & Budgeting
  • Resource Allocation
  • Customer Relationship Management (CRM)
  • Customizable Workflows
  • 24 / 7 / 365 Support
  • Quickbooks® Integration
  • Help Desk & Ticketing
  • Asset Management

Vorex PSA Position In Our Categories

Knowing that companies have specific business demands, it is rational they abstain from paying for a one-size-fits-all, “perfect” software. Regardless, it is hard to discover such a software system even among recognizable software systems. The clever step to do would be to narrow down the varied vital factors that need analysis such as important features, pricing, technical skill capability of staff, organizational size, etc. Next, you should do your product research through and through. Have a look at some of these Vorex PSA review articles and check out the other software products in your list in detail. Such all-encompassing research ensure you weed out poorly fit applications and pay for the one that delivers all the aspects your business requires to achieve growth.

Position of Vorex PSA in our main categories:

TOP 200

Vorex PSA is one of the top 200 Project Management Software products

Vorex PSA is also listed in the following subcategories:

Every enterprise has different wants and needs a system that can be personalized for their size, type of staff members and clients, and the specific industry they are in. For these reasons, no platform can proffer perfect tools off-the-shelf. When you look for a software product, first be sure what you want it for. Read some Vorex PSA Professional Services Automation Software - PSA reviews and ask yourself do you need basic functionality or do you want advanced tools? Are there any industry-specific tools that you are searching for? Get the answers to these queries to aid your search. There are multiple aspects that you need to consider and these include your budget, particular business requirements, your company size, integration requirements etc. Take your time, try out a few free trials, and finally zero in on the platform that offers all that you require to improve your organization effectiveness and productivity.

How Much Does Vorex PSA Cost?

Vorex PSA Pricing Plans:

Free Trial

Basic

Contact vendor

Professional

Contact vendor

Platinum

Contact vendor

Basic – Pricing information available upon request

  • Project Management
  • Time Expense & Tracking
  • Budgeting
  • Resource Allocation
  • Client Management
  • Customizable Workflows
  • 24 / 7 / 365 Support

Professional – Pricing information upon request

  • All Basic features
  • Billing, Invoicing & Budgeting
  • Customer Relationship Management (CRM)
  • Quickbooks® Integration

Platinum – Pricing information upon request

  • All Professional features
  • Help Desk & Ticketing
  • Asset Management

User Satisfaction

Positive Social Media Mentions 96
Negative Social Media Mentions 0

We realize that when you make a decision to buy Professional Services Automation Software - PSA it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Vorex PSA reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Vorex PSA. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
  • Windows Mobile

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are Vorex PSA pricing details?

Vorex PSA Pricing Plans:

Free Trial

Basic

Contact vendor

Professional

Contact vendor

Platinum

Contact vendor

Basic – Pricing information available upon request

  • Project Management
  • Time Expense & Tracking
  • Budgeting
  • Resource Allocation
  • Client Management
  • Customizable Workflows
  • 24 / 7 / 365 Support

Professional – Pricing information upon request

  • All Basic features
  • Billing, Invoicing & Budgeting
  • Customer Relationship Management (CRM)
  • Quickbooks® Integration

Platinum – Pricing information upon request

  • All Professional features
  • Help Desk & Ticketing
  • Asset Management

What integrations are available for Vorex PSA?

Vorex PSA integrates with the following business systems and applications:

  • Continuum
  • Kaseya
  • Naverisk
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Reviewed By Jenny Chang
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