Integrations

Sales

VOGSY integrates with the major CRM systems on the market. As soon as a potential deal hits a certain stage in your CRM, the client and opportunity records are created automatically in VOGSY. Draft a pending project in VOGSY to fine-tune the budget and understand your resource availability. VOGSY maintains bi-directional syncing of the key opportunity details through the funnel stages. Once a deal is won, the pending project is automatically activated. Try for free
crm partners
Accounting solutions

Financial

There are 3 possible levels of integrating VOGSY with the main finance tools:
    • Approve an invoice in VOGSY and an Accounts Receivable record is sent over. When the A/R record is marked as paid, VOGSY’s DSO gets updated.
    • Handle a 3rd party invoice in VOGSY and the Accounts Payable record is transferred to your finance application.
    • Sync all KPIs with your required finance tool for your P&L statement in VOGSY, and the KPIs are combined with operational project data for a truly holistic, real-time view of performance.
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Google Workspace

VOGSY integrates with Drive and Docs to create, organize, and maintain your client and project files; with Gmail for faster workflows and integrated task management; and with Sheets for fast reporting. Find out more about VOGSY’s Google Workspace integration.

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Google Workspace
Google DriveGoogle DocsGoogle SheetsGmail

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