Quote to Cash
Service Operations
On G Suite
Plan, track and optimize your clients, deals, projects, resources and revenue all within the comforts of the Google Interface you know and trust.
Grow your Pipeline
Keep track of every client and deal, create quotes and build SOW’s on your soft-booked projects. Then match your revenue and resource plans to ensure delivery.
Plan your Projects
Use VOGSY’s powerful work breakdown structure to create a project road map from objectives to outcomes. Budget the work, revenue and margins even before the ink is dry.
Allocate Tasks
Make sure things get done on time by setting tasks for yourself or your team on anything in your Quote to Cash cycle; clients, deals, projects and billing. Roll up billable task time into project time sheets or use the built-in timer.
“Getting off the mark with VOGSY was a breeze for us. Everyone came on board pretty much instantly. Apart from that, we also saw huge near-instant improvements in efficiency. In month 2 of using VOGSY, our invoicing workload went from 2 days to 2 hours – with zero faults!”
— Sjoerd van der Maaden, founder of Specialisterren
Optimize your Resources
Track planned hours vs availability using VOGSY’s interactive resource scheduler. Put an end to bench time or overbookings. Soft or hard bookings, billable and non-billable, working hours, holidays; VOGSY keeps everyone in sync.
Keep Delivery on Track
VOGSY automatically monitors key indicators in the service lifecycle; timeline, budget and margin. Whilst you keep project teams, docs, comms, emails, tasks and key financials neatly in one place.
Automate Invoicing
Leave no money on the table, send invoices on time and reduce manual work and errors with automated billing. From timesheet to invoice without extra effort, approval flows included.
Integrate your Quote to Cash service
operation with other business tools
Monitor your Performance
VOGSY charts cover Quote to Cash indicators; from sales pipeline through resource availability, (billable) utilization and project health to revenue forecast and even P&L. Perform more granular analysis with our Sheets Add-on.
