Vorex PSA REVIEW

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.

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.

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