Integrated CRM and ERP features

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.

Sales

Managing the sales cycle

With Vertec, the entire sales process from the initial contact to the signed order can be mapped and documented.

Resource Planning

Planning Capacities on Projects

Plan human resources on projects and project phases to optimally keep track of the available staff.

Project management

Perfect control of projects

Projects or cases can be divided into phases or partial mandates. Services and expenses are entered by the user on projects or cases.

Procurement

Mapping purchasing processes

If purchase costs are incurred for projects or cases, Vertec offers intuitive purchasing processes. This also makes it possible to pass on invoicing to customers.

Invoicing

Invoicing simple and efficient

Invoicing in Vertec is intuitive, time-saving and largely automated.

HR

Standard working hours, absences and skills

With Vertec, you can manage standard working hours, absences and, if necessary, skills for the entire team.

Controlling

Control of corporate processes

The controlling functions in Vertec provide you with important information to control your business.