Vertec’s CRM and ERP provide you with these features

CRM and ERP functions ideally combined

Vertec is a standard software with a focus on project-oriented service companies. The term “standard software” means ready-to-use software that initially covers the basic needs of potential users regardless of industry.

Vertec depicts your business processes holistically and combines CRM, ERP and DMS in one complete system. Because only in this way is it possible to use all important processes from acquisition to charging and project controlling without media breaks.

You can configure Vertec to your needs and test it for 30 days without obligation.

Configure and test now

CRM

Contacts and relationship history

With Vertec’s CRM functions, you can manage your relationships with potential and existing customers, suppliers and employees in just one system.

Integrated CRM and ERP features

CRM and ERP functions ideally combined

CRM

Contacts and companies

Corporate structures

Document Management

Email automation

Activity feed

Segmentation

Outlook emails in activity feed

Sales

Multi-level rate system

Offers

Opportunities

Mobile apps

Additional orders and change requests

Resource Planning

Resource Planning on Projects

Resource Planning on Phases

Staffing

Planning users and roles

Evaluation per teams and skills

Capacity and utilization graphs

Services and expenses

Time tracking and expense management

Services timer

Compare presence time and standard hours

Absence management

Automatic receipt recognition

Mobile entries

Time tracking in Outlook

Project and Case Management

Project controlling

Phases and sub-mandates

Budgeting projects and phases

Mapping organizational structures

Project-specific rate system

Tasks and deadlines

Project-specific activity feed

Procurement

Supplier invoices

Project-specific activity feed

From order to onward charging

Budgeting purchases

Outlay management

Financial acccounting and reporting

Invoicing

Charging services, expenses and outlays

Downpayments

E-invoices

Charging fixed prices

Payments and open items

HR

Personal absences

Vacation

Standard hours and employment level

User groups and user levels

User rights system

User management

Controlling

Business Intelligence

Recalculation

Core measures and own measures

Evaluations per team, location and business field

Extend lists with controlling features

Schweiz

Deutschland

Österreich

Netherlands

United Kingdom

Outlook emails
in activity feed

Additional orders
and change requests

Resource Planning
on Projects

Resource Planning
on Phases

Planning users and
roles

Evaluation per teams
and skills

Capacity and utilization
graphs

Time tracking and
expense management

Compare presence time and
standard hours

Phases and
sub-mandates

Budgeting projects
and phases

Mapping organizational
structures

Project-specific
rate system

Tasks and
deadlines

Project-specific
activity feed

Project-specific
activity feed

From order
to onward charging

Budgeting
purchases

Financial acccounting
and reporting

Charging services,
expenses and outlays

Standard hours and
employment level

User groups and
user levels

Core measures and
own measures

Evaluations per team,
location and business field

Extend lists with
controlling features