Vorex Software
Vorex is a cloud-based professional services automation (PSA) solution that manages sales opportunities, projects, timesheets/expense sheets, and invoices, as well as a number of other functions. This system is suitable for small businesses, particularly contractors, consulting firms and architectural companies.
With CRM integration, a business's sales pipeline can be monitored alongside other business processes, offering visibility into ongoing operations. With quotation management feature, users can convert quotes to projects, prospects to clients, and time sheets to invoices.
Vorex is available in three different plans – Project, BackOffice, and 360. Vorex Project is designed for Project Management only, BackOffice is designed for Project Management and Invoicing and Vorex 360 incorporates Project Management, Invoicing, and CRM. All modules of Vorex offer core functions and features that include system access, data import/export, live support, iPhone and iPad capabilities, data backup, and reports and KPIs.
The pricing is based on the number of users and is available for a monthly subscription.
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Dashboard -
Service Desk -
CRM Dashboard -
Finance Dashboard -
Timesheets -
Manage tickets
Supported Operating System(s):
Mac OS, Web browser (OS agnostic)
16 Reviews of Vorex
Nisa from Katie Souza Ministries
Specialty: Other Services
Employees number: 11-50 employees
October 2017
October 2017
Vorex has been a BIG help!
Pros
It has been versatile enough that we can customize it to meet our unique and specific needs. It has helped out team to be able to work together better and track reporting better. It has helped us to become much more efficient.
Cons
There are very few...I just find that there are odd glitches every once in a while but support has always helped to solve them.
Kelly from Intell Lighting
Specialty: Other Services
September 2016
September 2016
Overall Project Management Finance Software
Likes Best
I like how Vorex has the capability to do everything in one spot. Ex: Finance and Project Management and CRM is huge. Not many softwares have these feature.
Likes Least
To many steps to get anything accomplished. 10 Step process for Invoices is to time consuming. Project Management dates never work properly. System is not streamlined compared to what we have seen on the market.
I have also had a lot of problems with the software not working properly ex: Syncing to Quickbooks, Project Management section
Recommendations
If you need invoicing and project management in one section it has this value.
Kyle from MCG Consulting
Specialty: Accounting/Taxes
September 2016
September 2016
Vorex Review
Likes Best
Full lead to cash system including CRM. Vendor is good.
Likes Least
Vorex was acquired, not sure about new company. But worth it.
Recommendations
Confirm new company. Make sure they are viable and offer good support like Vorex did.
Chris from ArbSpecialist LLC
Specialty: IT Services
August 2015
August 2015
Not ready for prime time
Likes Best
The product at first seemed simple to use without a bunch of extra unneeded "features"
Likes Least
It wasn't ready. Difficult to on board, invoicing never worked, quickbooks integration seemed like vapor ware.
Terrible business practice. I knew in a week this wasn't going to work, but they would not let me out of the 1 year contract. other vendors are much easier to work with.
Recommendations
do your homework and make sure you run scenarios during your free trial of everything you do. don't take the salespersons word for it and don't make assumptions. At the end of the day, I only spent a little more and have a much better solution with a different vendor.
Chuck from Moss and Ross, LLC
Specialty: Management Consulting
October 2014
October 2014
An excellent product worth the money
Likes Best
I like the simplicity, cost and power of the data. We needed a sound time management system that could eventually be used for a more sophisticated project management system. We are a small firm (15 users) and up to now have not been very disciplined about project planning and reporting. he Vorex system will help us improve and be able to see the results quickly.
Likes Least
At this point, I have not experienced any negative elements. However, we are only three months into implementation.
Recommendations
Determine your specific needs first and then demo the product. After initially selecting Vorex, we piloted the product for two months testing as many situations as we could. As we learned the system, we also discovered that it had a lot of power that we could eventually use - more than we initially thought.
Loretta from Lucarelli Tactical Group
Specialty: Management Consulting
October 2014
October 2014
Not user-friendly
Likes Best
Their team was friendly and seemed to understand what we needed.
Likes Least
Whenever we had to make changes on our invoices, trying to figure out where to make the changes in the software turned out to be a nightmare. We always (as a team) ended up calling their software guys, who then had to program it for us and get back to us with the changes. We finally gave up and went to a simple online billing system.
Recommendations
Make sure Vorex understands exactly what you need to program in your billings for your clients. You should have webinars.
Pierre from The College of Applied Biology
Specialty: Public Sector
September 2014
September 2014
Great features, not as intuitive as I thought it would be.
Likes Best
The product seemed to have all the features that I was looking for, especially that you could share projects amongst your team.
Likes Least
It is very expensive. I will not be getting another yearly subscription because of the cost. It is not as intuitive as I thought it would be. When I asked what would happen if I didn't like the software in the first week of using it, the Vorex person said "Well, that wouldn't happen. I've never had this happen before" etc. I wasn't impressed. Nonetheless, I did purchase the software based on the demo.
Recommendations
It does have some useful features. It would be good for a team. Once I started using it, it wasn't as intuitive as I thought it would be. To be fair, they did offer training and support, which I haven't taken advantage of yet.
Brian from DairyTEAM Nutrition and Veterinary Consulting
Specialty: Other Services
May 2014
May 2014
Simple and Effective
Likes Best
Setup support is excellent, and Vorex is simple to use. It's perfect for a workforce on different locations. It's low cost and easy to add or delete users. We can restrict access for sensitive projects.
Likes Least
This is an internet-based platform, so offline work is out.
Recommendations
This is probably the easiest and least costly project management software I have found.
Sally from Upstream Professionals
Specialty: Management Consulting
November 2013
November 2013
Great time and billing software with CRM
Likes Best
This is a simple and effective system for consultants to track time, projects, and new opportunities in one system. It took less than a week to implement and have working for our team at Upstream Professionals Inc. And the team at Vorex is very responsive to helping out with learning the system. I am so glad we found them.
Likes Least
There is little to dislike; some of the reporting out of the box is available, but a custom report can also be created.
Recommendations
It is a good idea to try your product first to see if it meets the requirements that you have in your work situation.
Ryan from CommuTech Systems
September 2013
September 2013
I spent a good deal of time looking into Project Management/Time Tracking (Professional Services Automation Solution) for my business. I did not want to make a mistake of picking the wrong solution, and having to spend a lot of time switching to a different solution- it was a big decision for our company. I finally picked Vorex, and myself and the entire staff are very happy that we have made that decision.
To be fair, this is my take on Vorex PSA. It's very easy to use, yet robust! It's all native cloud based (nothing to install, at all!). I really like that's it's cross platform and cross browser (works on our Apples, PCs, laptops..etc). It's comprehensive and natively integrated (in addition to PM and time/Tracking, if we want, we can utilize its built-in CRM system, as well as its Invoice/Billing module). They have excellent customer support; these people love what they do! There's no contracts (true month-to-month), no setup fees - only monthly subscription. The include free Training, and ongoing support; and they gave us 3 free custom reports!!
There are some cons - some international languages are not supported (we have one overseas office). Also, we have to have the Internet to use it (I guess, this is where everything is moving to these days!).
I hope the above was helpful to many. Good luck!
Shawn from Destoon
April 2017
April 2017
This tool takes care of all aspects of business administration
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Referred by one of my friend, who owns a startup, and she told me that this tool is a complete business management tool and I understood that during my personalized demo.
The best thing about Vorex is that it takes care of everything on the business management or administration part and lets you take care of growing your business by concentrating on sales and customers. It doesn't do everything that all those fancy tools does, but a perfect solution for people who need one solution for managing time, projects, expense, billing, etc. It is one of the easiest tool to use too, for people like me, who are not tech geeks.
Their personalized demo lets you use the tool to the fullest and understand its capabilities totally before starting to pay them. Vorex is easy on my pocket too, does more than what it costs.
Michael from Turnkey Agency
Employees number: 2-10 employees
March 2017
March 2017
Easy to Use and a Great Value
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Vorex has a lot of good things going for it. Primarily that the UI and accessibility of the platform are fantastic. It's super easy to use, and nearly all of the features have work-flows that make logical sense. Easy to train up others on using the system as well.
Vorex also does A LOT. Everything you could need is pretty much included in the license. Project Management, Time Tracking, Billing, etc are all there. There's CRM functionality, albeit a bit limited. The strongest component of the platform is probably Project Management, while the others are valuable and still useful - they lack some depth when it comes to more complex workflows.
For the money, it's a great buy.
Pros
Easy to use, really great price point, and lots of features
Cons
Some of the features lack more advanced workflows
Tyler from Worthington Technologies
May 2016
May 2016
PROBABLY THE WORST BUSINESS MANAGEMENT / PSA SOFTWARE OUT THERE!!!
Ease-of-use
Usability
Product Quality
Quality
Support
This was the absolute worst experience I have ever had with a software company. The software is absolute garbage and crashes CONSTANTLY! We were sending their "Tech Support" department daily videos of 404 NOT FOUND errors on almost every page of their software. They sold us a bill of goods and totally scammed us at every corner. Countless emails and phone calls to them went un-returned. Over 1 dozens emails requesting that they cancel our account were completely ignored. We filled a fraud claim with our bank and blocked them from continuing to charge us... What did they do... They changed their billing information and continued billing us 3 months later. Do not believe a word of the the FAKE positive reviews on this site. The company is run by dishonest thieves who almost certainly wrote these other reviews themselves.
Save yourself the trouble, expense and grief of having to trial and cancel this software. They do not support their product and they will not stop charging your card when you request they do so! RUN AS FAR AS YOU CAN FROM THEM!
Response: Vorex, Vorex, Inc.
Date: June 2016
June 2016
Hello Tyler,
Thanks for leaving your feedback regarding your experiences with Vorex. After some internal investigation we've uncovered that these issues took place over 12 months ago - obviously you are still quite upset regarding your experience and we'd like to apologize that you came away with such a strong negative sentiment.
We stand by the fact that we have many happy customers, and we take the fact that we did not deliver on our promises to one of our customers very seriously. While we can't validate every claim made here, clearly there was a mis-step in the handling of your relationship with Vorex.
Vorex has since been acquired back in January 2016, and we'd love to have some productive dialogue around your experience and see if we can show you the good qualities in our offering.
Wish you and your business all the best.
Sam D.
February 2013
February 2013
Easy to use
Product Quality
Quality
Been researching Project Management and Time & Attendance solutions for a while. Simplicity was a high priority for me, as I did not want for my staff to spend too much time learning a new system.
Vorex stood out as a winner in my opinion because:
(1) It is very easy to use with intuitive screens and functions.
(2) Excellent customer support that is willing to talk you through any scenario or arrange for free demos.
(3) Has all the functions I need without the unnecessary and typical bells and whistles.
Shaun
December 2012
December 2012
Helped me think through my business strategy
Product Quality
Quality
I researched business plan templates online to help me write my business plan, and they were not unique enough for my business idea. LivePlan helped me think through my business strategy, and take a sophisticated approach to writing the core components of my business plan - especially my financials. I appreciate the structure, flexibility and built-in financial calculations that LivePlan provided.
Sam from DAR Telecom
January 2011
January 2011
A True Project Management and Time Tracking Solution
Ease-of-use
Usability
Product Quality
Quality
Support
I wish I had this kind of feedback to read before wasting so much time searching for alternative solutions.
I strongly recommend this solution to any business owner.
Pros
I am a demanding business owner and want the best for my company. When I needed a Project Management solution that took care of my clients, projects, time tracking, expenses, and invoicing- I looked at many vendors. It seems like every time I saw a potential solution there was something I did not like (such as functionality, ease of use, or price..etc). But when the Vorex staff personalized a demo for me I was impressed.
Here are my Pros point:
-Very comprehensive with many very useful modules that are simply not offered at many other vendors.
-Superb customer support.
-Application is Very easy to use.
-Low cost.
-They gave me a free training.
-I continue to get their latest enhancements and new modules.
-Rapid installation.
Cons
So far- nothing to report here.
