PSA | PRO

Project Management, Invoicing & CRM

Manage Prospects, Projects, Time & Billing … From a Single Platform

From prospecting and contract renewal through project management, invoicing and reporting, PSA | Pro delivers end-to-end control across your business:

  • Integrated CRM tracks contacts and customers from prospecting through project management to account renewal
  • End-to-end business management means you can manage projects, tasks, clients & billing all with the same software
  • Holistic forecasting & budgeting seamlessly integrates your sales and marketing with day-to-day operations

PSA | PRO

CRM Clients screen

Integrated CRM

Connect Your Pipeline to Your Day-to-Day Business Operations
Working in conjunction with the entire Vorex business management suite, the Vorex CRM stores all your contacts, opportunities and follow-up activities in one easily accessible location:

  • Real-time Opportunity and Sales Reporting
  • Fast, Accurate & Integrated Quotes
  • Collaboration Tools and Live Chatting

Click here to read more about Vorex integrated CRM.

Projects Screen

Project and Task Management

Manage Every Project from One Cloud-Based Dashboard
Through a cloud-based project management dashboard, everything you need to create, staff and manage your projects is available from anywhere you have internet access:

  • Integrated Project Management Dashboard
  • Intuitive Gantt Charts
  • Built-in Collaboration Tools

Click here to read more about Vorex’s Project Management features.

Timesheets screen

Time Tracking

Remain on Schedule and Budget with Integrated Time Tracking
Designed to streamline the way you enter, manage and track time, Vorex PSA rolls all your timesheets - from every client and every project - into one easy-to-navigate dashboard:

  • Web-Based Time Tracking
  • Customized Approval Workflows
  • Overage and Compliance Limitations

Click here to read more about Vorex’s time tracking features.

Invoicing screen

Accounting Integration

Integrate With the Accounting Software You Trust
Vorex PSA offers integration with the accounting software you are already using to manage and run your business:

  • Native Integration with QuickBooks
  • API’s for Leading Accounting and Finance Software
  • Data Export Made Simple

Click here to read more about Vorex’s accounting software integration.

Finance Dashboard screen

Budgeting & Forecasting

Stay Focused While Keeping Your Eyes On The Horizon
With integrated budgeting and forecasting, Vorex PSA helps you stay ahead of your projects while delivering insights on how to evolve your business:

  • Real-time Budgeting
  • Project Forecasting
  • Up-to-the-Minute Reporting

Click here to read more about Vorex’s budgeting & forecasting.

Up-to-the-Minute Invoicing

Maximize Cash Flow with Fast, Accurate, Automated Invoicing
With invoicing integrated directly with your projects, tasks and employee billable rates, up-to-the-minute invoices are always within reach:

  • Automated Invoicing Based On Defined Bill Rates
  • Customized Billing and Invoicing Templates
  • Accounts Receivable and Payment Tracking

Click here to read more about Vorex’s billing and invoicing features.

Why Vorex?

Watch our quick video » What’s NewTips / Advice

What our clients are saying...

“The simplicity of Vorex’s PSA Project software provided streamlined efficiency around compliance and allowed us the opportunity to implement and define a customized workflow that is working well for us.” - Robert Wittenstein, Alere