PSA and CRM: From Pipeline to Project
Unify contacts, opportunities and projects with an integrated PSA with CRM solution:
Vorex PSA comes complete with a first of its kind, truly integrated Customer Relationship Management (CRM) system. Easily accessible, and working in conjunction with the entire Vorex Business Management suite, this comprehensive PSA and CRM solution stores all your pipeline contacts, opportunities, and activities in one location.
PSA with CRM software means everything is just a click away:
- Quick, Accurate, and Timely Quotes: Accurately auto-generate fixed or line-item quotes based on projected costs and actual employee bill rates. With this type of real-time data integration, you can feel confident knowing your estimates will always be accurate, up-to-date, and complete
- One-Click Formatting: Because the CRM system is integrated with the rest of the PSA suite, converting winning bids to actual projects is as simple as clicking a button. The system will even pre-populate your project with available information to save you time and ensure consistency.
- One Central Location, for Everything: Stop sifting through multiple databases. The Vorex PSA with CRM solution places everything you need to manage your contacts and maximize your pipeline into one centralized location.
Your 14-Day PSA with CRM Free Trial
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