Vogsy
Integration by CopperVOGSY is a professional services automation platform for B2B service organizations to manage and automate their business operations on the cloud.
Plan availability
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VOGSY + Copper = meaningful insight for the whole team
This integration allows you to synchronize opportunities from Copper straight to VOGSY. All your Copper opportunity information automatically populates in VOGSY – no manual entry required.
You decide at which point in your pipeline you want to sync your opportunities so that when an opportunity hits that specific point in your Copper pipeline, it automatically syncs to VOGSY.
With VOGSY, you get more than just quote-to-cash oversight. You get full lead-to-cash functionality. Benefits include:
- The ability to bridge the gap between sales and product delivery
- The option to create SOWs and quotes in the VOGSY platform and embed them into Copper
- Invaluable insight into margins on work sold
- The ability to accurately assess resourcing needs
- Easily bring your Copper pipeline into highly accurate and automated revenue forecasting
To get started, head into Copper and click Settings > Integrations. Find the Vogsy tile and click “Connect.”
