Vorex Professional Services Automation (PSA) software aims to help companies, especially small and mid-sized businesses, streamline their operations by automating common but time-consuming tasks, resulting to an improved bottom line. With a core project management and time tracking functionality, the software-as-a-service provides its business users real-time information about project progress, profitability, possible issues, and resource utilization. It is a scalable solution that can evolve with the business as a company’s requirement grows to include billing, invoicing, CRM and HR solutions.
Features, Benefits, Strengths
- Comprehensive Project Management Core – The Vorex project management software solution is comprehensive, integrated and 100 percent made by the company; no third-party apps. Users can manage unlimited tasks, staff, projects and clients with the same intuitive interface. This web-based PSA software is securely accessible anywhere through traditional and mobile means to give the decision makers the right information about projects, resources, financials, schedules and other metrics. It has a workflow approval system that is customizable and unlimited for further control and accountability. Project collaboration is built-in with its smart messaging, automated emails and notifications, and even its own content management and employee request portal.
- Unified Solution with Invoicing and Billing – In addition to project management, time and expense tracking, and employee data repository, it provides a one-stop integrated solution that can include managing all billing data and activities. Users can use staff pay/billing rates to forecast project expenses, create billing reports based on actual timesheets and then email clients with invoices. It has features that extends basic project time tracking with financial features that provide accurate and on-time billing as well as management of payment received. It also has QuickBooks integration.
- Scalable Advanced Features with CRM – A complete Vorex PSA solution helps companies manage their business from end to end. Not only are users able to manage their projects, track time, expenses, and resources, and automate billing and invoicing, they are also capable to manage contacts, sales and opportunities. With a truly integrated solution, one application provides a single point for providing quotations based on previous actual billing costs. Once a bid is approved, it can easily be converted into a project in one click. All information about a client, previous and ongoing projects, invoices and payments received from them are available from a central database. With a combination of access privileges and unlimited user roles, data remains secured.
Vorex PSA products are available in three configurations: Project, BackOffice, and 360. Project is a PM and time tracking package that is priced at $15 per user per month. BackOffice at $20 per user per month includes billing and invoicing features in addition to basic features. 360 at $25 per user per month is the complete solution with integrated CRM. The company offers a 14-day risk-free trial period.
Social Network Presence
Vorex project management software is ideal for freelancers, startups and small to mid-sized enterprises for many types of industries. It is suitable for project managers and business users. As web-based subscription software, it is scalable and affordable also for public offices, educational institutions and non-profit organizations.
The software is available in English.
Some of their Clients
Clients include Upstream Professionals, a software development, consulting and data warehousing firm.
Sally Kindsfater of Upstream Professionals stated that before, their systems never completely worked. What they found in the Vorex was a simple yet effective system with time, billing, PM and CRM functionality.
Sam D. described the PSA solution as very easy to use, has excellent customer support, and with features that he exactly needs.
Once startups and SMBs began to grow, they need professional tools that will help them focus on their growth and expansion. Vorex project management software helps them be more efficient in completing daily, repeating tasks, helps them manage growing data and clientele, as well as equipping them with tools that can help them make strategic business decisions without spending on huge capital expenses.
Vorex, Inc. is a privately held for-profit company with head corporate office in Plano, Texas. It was founded in 2007. CEO Michael Salem is one of the original founders. His leadership has been instrumental in making the company a leader in professional services automation software. With an educational background in business, information systems and technology plus a working experience that spanned 20 years in fields such as risk and project management, professional services automation, IT solutions and cloud computing, Mr. Salem made it a mission of the company to help small and mid-sized businesses have an all-in-one workflow and business management tool that is scalable and simple to use for business professionals.
Explore Additional Project Management Resources
Learn more about project management by exploring the following project management software reviews & project management software comparisons including Monday.com vs Jira, Monday.com software review, Aha! Software or Agile vs Waterfall.
Featured Partners: Project Management Software
monday.com Work OS is the project management software that helps you and your team plan, execute, and track projects and workflows in one collaborative space. Manage everything from simple to complex projects more efficiently with the help of visual boards, 200+ ready-made templates, clever no-code automations, and easy integrations. In addition, custom dashboards simplify reporting, so you can evaluate your progress and make data-driven decisions.
Rocketlane is purpose-built to run customer facing projects. It uniquely ties project management, document collaboration, and communication to help teams hit their project goals, accelerate time-to-value, and elevate the customer experience.
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