Integrated CRM and ERP Solution for Service Providers

Vertec is an ideal fit for your business if the following conditions are met:

• You are in one of the following industries: law firms, engineers, consultants, IT companies, software vendors or fiduciaries.
• You enter services/times and charge them.
• You value the “best of breed” rate, which favors the best solutions for specific topics, as opposed to an “all in one” approach.
• You rely on proven, future-proof software with a large customer base.
• You see the added value in individual adjustments, but also understand the trade-offs that come with them.
• Digital sovereignty is important to you.

In a discovery conversation we will find out together how well Vertec really suits your requirements. Book an appointment now in our online calendar.

Vertec supports you in business processes in the areas of CRM and ERP. Our modules provide a practical overview of the processes that are ideally mapped with Vertec:

• CRM
• Sales
• Resource Planning
• Services and expenses
• Project and Case management
• Procurement & Purchases
• Invoicing
• HR
• Controlling & BI
• AI Know-how Management (in development)

Further details on these modules can be found on the page Software Principle. In the configurator, you can assemble Vertec modules to suit your needs.

The time required for a Vertec implementation cannot be defined in fixed price terms. However, there are a few factors that have a big impact on this.

• Migration from pre-system(s): The more complex the data structures, the more hours are required for a smooth migration. The period of time to be migrated (full or partial migration) also plays a role.
• Connection to peripheral systems: Many systems have extensions that can be commissioned with little hour.
• Individual adjustments: Individualization costs time and money, but can also pay off significantly in the form of efficiency gains.
• Staged implementation: Often a phased implementation is useful, in which the core processes are implemented first. Delays caused by marginal issues can be avoided in this way.
• Change management and training: even the best systems can only work if they are adopted by the team. Training a few key people makes it easier to onboard the entire team. Building up Vertec know-how early helps to get up and running quickly.
• Client-side project management: focused project management speeds up implementation, saving time and money.

From experience, we know that the time required for an implementation project on the customer side is 1 to 1.4 times that required by a Vertec project manager for implementation.

Vertec follows the so-called “best of breed” approach. This means that the best solutions are used for separate task areas and are integrated with each other. For example, Vertec does not offer a complete DMS, but instead offers interface extensions to established document management systems such as SharePoint or iManage. This philosophy has served as Vertec’s guiding principle for many years when it comes to connecting with peripheral systems. Numerous standard interfaces are provided and maintained by Vertec. Using so-called web services, you can also create your own integrations with surrounding systems.

Vertec offers extensive customization options, which are highly appreciated by our customers. These customization options are designed in such a way that the updateability of the software is maintained. Your individual customizations are retained even during updates, regardless of whether you use Vertec as a Cloud Suite or operate on-oremise yourself. 

Customizing the user interface is the entry point into the customization options. 

With additional features, we offer a large library of pre-configured features that allow you to expand Vertec in a short time. For example, add-ons are additional features specific to industries, countries and other functional topics. Add-ons Additional features can also be customized.

Python scripts offer another customization option for even more individual requirements.