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
VOGSY ERP CRM integrations
VOGSY finance accounting integrations with netsuite exact xero quickbooks dynamics365 sage twinfield PHC-go

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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Jira

Control your budget, margins, and timelines in VOGSY, as well as integrate your workflows; create a Jira issue from a VOGSY project; link an existing Jira issue to a VOGSY project; track your time on a project from a Jira issue; add a time entry directly from a Jira issue. Find out more

Trello

Create Trello boards in the VOGSY project and add tasks for client contacts. Project managers can monitor task progression and communications in Trello from inside the VOGSY project view.

Google Workspace

Google Workspace

Connect your productivity tools

VOGSY connects with your Drive tools to create, organize, and maintain your client and project files; with email for faster workflows and integrated task management; and with spreadsheets for reporting. Find out more about VOGSY’s Office Productivity Integrations. Try for free