Sales

Follow up faster with our Gmail Add-On

When clients email, VOGSY’s Gmail Add-on pulls relevant information from VOGSY into your inbox and lets you assign tasks directly from the client email, ensuring quick, thorough follow-ups and solidifying relationships with prospects and customers and help your sales team. Find out how VOGSY’s Gmail Add-on works. Try for free
crm partners

Integrate with your CRM

VOGSY integrates with all leading CRM vendors such as Copper, HubSpot, Salesforce and others. No re-keying of deal or contact info required. And any updates of funnel stages and other details get synced bi-directionally. Try for free

Speed up quoting and deal signing with Google Workspace

With minimal clicks, create accurate quotes and proposals built on Google Docs templates teams can easily brand and share in an automated Google Drive structure attached to opportunities in VOGSY. Then send quotes through Gmail integration, get an e-signature and VOGSY will automatically kick off the project. See what else you can do with VOGSY + Google Workspace. Try for free
Sales team funnel and pipeline

Track your pipeline and funnel in real-time charts

VOGSY’s sales funnel chart keeps you updated on how many opportunities you have in various stages that you define. Check your pipeline progression chart for a visual overview of wins and losses. Learn more about performance monitoring with VOGSY. Try for free

Ensure project teams can deliver what you sell

Collaborate with project team members to understand who can be matched to the proposed work. Project teams can use resource availability heat maps, project planning Gantt charts and real-time utilization charts. Digging into past projects, you can check resource requirements and budgets, margins achieved for similar work and factor it all into quotes and proposals. Learn more about uniting Sales and Project Delivery teams. Try for free
Customer profitability

Know your most profitable clients

Which customers are your best and worst performers? Understand which relationships bring in the most and least profit with your customer profitability chart. Click on any customer in the chart and see individual costs, profits and profit percentages as well. Learn more about performance monitoring with VOGSY. Try for free