Vorex PSA Review
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.
Show MoreOverview 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.
Show MoreOverview 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
Because companies have their own business-related needs, it is reasonable that they avoid purchasing an all-in-one, “perfect” software solution. Still, it would be difficult to try to pinpoint such application even among widely used software systems. The correct step to do is to make a list of the different significant aspects which require research such as key features, price terms, skill ability of the employees, organizational size, etc. Next, you must perform the product research thoroughly. Have a look at some of these Vorex PSA evaluations and explore the other software systems in your shortlist more closely. Such detailed product investigation ascertains you drop unsuitable apps and buy the system that provides all the features your company requires.
Position of Vorex PSA in our main categories:
TOP
500
Vorex PSA is one of the top 500 Project Management Software products
It is important to keep in mind that virtually no app in the Professional Services Automation Software - PSA category will be a perfect solution that can meet all the requirements of different business types, sizes and industries. It may be a good idea to read a few Vorex PSA Professional Services Automation Software - PSA reviews first as specific services can perform well only in a very narrow set of applications or be prepared with a very specific industry in mind. Others may work with an idea of being simple and intuitive and consequently lack complex functionalities welcomed by more experienced users. You can also come across services that cater to a broad group of users and provide a complex feature toolbox, however this in most cases comes at a more significant price of such a solution. Make sure you're aware of your requirements so that you get a software that has specifically the features you look for.
How Much Does Vorex PSA Cost?
Vorex PSA Pricing Plans:
Free Trial
Basic
Contact vendor
Professional
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Platinum
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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
User Satisfaction
Positive Social Media Mentions
96
Negative Social Media Mentions
0
We realize that when you make a decision to get a Professional Services Automation Software - PSA it’s vital not only to find out how professionals evaluate it in their reviews, but also to discover if the actual clients and companies that bought these solutions are genuinely content with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and Vorex PSA reviews across a wide array of social media sites. The data is then displayed in an easy to understand way indicating how many people had positive and negative experience with Vorex PSA. With that information at hand you should be prepared to make an informed buying choice 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?
- phone
- live support
- training
- tickets
What integrations are available for Vorex PSA?
Vorex PSA integrates with the following business systems and applications:
- Continuum
- Kaseya
- Naverisk
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