Intelligence before the deal closes
VOGSY integrates your sales workflow into the project lifecycle, providing the data you need to quote with confidence.
Align your sales targets with capacity
In your project-based business, the most critical window is the time before a deal closes. VOGSY provides real-time visibility into your pipeline, capacity, and margin during the sales cycle, so you can align your revenue targets with delivery reality.
TRUSTED BY
Your services sales reality
How can you eliminate the guesswork from forecasting and ensure every commitment is backed by actual resource availability and historical performance?
The Capacity Gap:
Forecasting revenue without knowing if you have the billable staff available to fulfill the work.Margin Uncertainty:
Quoting deals without real-time visibility into the projected margin.Account Blind Spots:
Negotiating new deals without a live view of the client’s current projects health, outstanding invoices, and profitability.
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“By switching to VOGSY, we cut our month-end close time by 95% and reduced reporting time by 99%. We’ve replaced fragmented systems with a single source of intelligence, giving us total, real-time visibility to manage and scale our global business.”
Arina Krapivina, Global Head of Operations & Finance, ClearRoute
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"VOGSY delivered a remarkably smooth, zero-disruption rollout for our global teams. We now have a unified, 360-degree view of project profitability across 14 countries and 20,000 monthly transactions, enabling faster, more accurate financial forecasting and strategic resource planning."
Ita Lucas, Head of Global Solution Delivery, Iptor
Align revenue targets with capacity
Stop forecasting revenue your team can't physically earn. VOGSY maps your weighted pipeline against your true resource capacity. You can see exactly where a new win will create a bottleneck—or where you have a "bench" that needs to be filled—months before the contract is signed.
Margin clarity during the quote
Know your margin before you send the proposal. VOGSY allows you to model project profitability using live labor costs and historical performance data. This ensures your sales targets are grounded in the actual cost of delivery, protecting the firm’s bottom line from the start.
360° Client performance
Walk into every client conversation with a full view of the account. VOGSY provides a real-time summary of active project performance, billing status, and open opportunities, so you can spot upsell risks or renewal opportunities before they surprise you.
VOGSY AI for sales insights
The VOGSY AI assistant works with your live data to provide instant answers for pipeline reviews and client conversations.
"Summarize all active projects, open invoices, and new opportunities for this client."
"Which of our projects has the highest and lowest profit margin right now?"
"Show me the current workload. Who has the most tasks 'In Progress' right now?"
Key Outcomes for sales leaders
Pre-sale capacity planning: Use Opportunity Bookings for high-level pipeline forecasting and Placeholders in Opportunity Projects for detailed scoping.
Margin Control from Day One: Preliminary margins are calculated against Blended Costs as you build the quote, protecting profitability during the proposal stage.
Instant Handover: Moving from "Won" to "Active" is a status change, preserving all sales context for the delivery team without manual effort.
360° Account Context: Client conversations start with a full view of projects, invoices, and opportunities—pulled in seconds via VOGSY AI.
Global Sales Ready: Quote in any currency while VOGSY handles the automated roll-up to your business unit and holding company currencies.
Ready to start selling services with clarity and control?
Capture every opportunity, manage your sales pipeline visually, and create winning quotes that get signed faster. Our platform unifies your entire sales process, giving you the control to drive growth.
How does VOGSY forecast capacity for deals that haven't closed yet?
VOGSY uses two distinct features to bridge the sales-to-resource gap. First, Opportunity Bookings allow you to reserve high-level capacity (by role or hours) against a CRM opportunity before a project is ever created. Second, once you move into the Opportunity Project phase, you can use soft bookings for specific staff or placeholders for roles. Both levels flow into your resource heatmaps, letting you see the impact of weighted potential wins on your team’s future availability.
How is project margin calculated during the quoting phase?
In VOGSY, the preliminary margin is calculated within the Project Calculation. It measures your Desired Sales Rate against an activity's Blended Cost (an average internal cost rate for that type of work). This provides an accurate margin forecast based on the work being scoped, long before specific high-cost or low-cost resources are actually assigned to tasks.
Does VOGSY support selling to international clients in different currencies?
VOGSY is designed for global firms. While an individual project and its invoices are set to a single Invoicing Currency, the system automatically manages the relationship between the Local Currency of the business unit owning the project and the Base Currency of the parent holding company. You can quote in the client’s currency while the system maintains a live, consolidated roll-up for your global financial reporting.
What happens to the sales data when a deal is "Won"?
In VOGSY, there is no data migration or re-entry. You work within an Opportunity Project during the sales cycle, where your Work Breakdown Structure (WBS), quotes, and resource placeholders are already defined. When the deal is won, you simply change the project status to "Active." All your historical sales context, budget limits, and planned resources are instantly available for the delivery team.
How can VOGSY AI assist in a pipeline or account review?
VOGSY AI acts as a natural-language interface for your live data. During a review, a Sales leader can ask VOGSY to "Summarize all active projects and open opportunities for this client" or "Which of our projects has the highest profit margin right now?" VOGSY pulls the answer directly from your project calculations and invoices, providing an explainable status update in seconds.