Vertec CRM and ERP – integrated and adaptable

Discover all 120 success stories

PSA software, made for me

Optimize your processes with the integrated end-to-end solution. Vertec offers project management, charging and controlling (ERP), customer relationship management (CRM) and document management (DMS).

Our customers appreciate the individual adaptability of the features to their needs. Use Vertec locally (On-Premises) and in the cloud (Software-as-a-service/ SaaS).

Ideal Feature Scope

Take advantage of features from nine functional domains, designed for the
needs of project- and mandate-oriented service providers.

CRM

Contacts and relationship history

All Features

Sales

Managing the sales cycle

All Features

Resource Planning

Planing capacities on projects

All Features

Services and Expenses

The core of Vertec

All Features

Project Management

Perfect control of projects

All Features

Procurement

Mapping purchasing processes

All Features

Invoicing

Efficient invoicing

All Features

HR

Standard hours and absences

All Features

Controlling

Controlling business processes

All Features

Industry solutions for seamless business processes

Law firm management reimagined

Mandate management from contacting to invoicing.

Among other things, law firms benefit from:

Workload per case and service type with one click
All information about the case: counterparty, arbitral tribunal, court, shareholdings, relationships
Billing by partial mandate, flat rate or period

Vertec for Law Firms

CRM und ERP for Consultants

From offering to controlling, everything in one system. As a consultant, optimize your processes through the individual adaptability of Vertec.

Consultants benefit from:

Convert quotations into projects with just a few clicks
Enter services and expenses on your smartphone
Use the sales pipeline for realistic forecasting

Vertec CRM and ERP for Consultants

Business software for Engineers

Quotation, performance recording and invoicing in one system: As a CRM and ERP solution, Vertec maps business processes according to your requirements.

Engineers benefit from, among other things:

Define unfinished services in case of long project times
Ordering and project-related billing of outlays
Billing according to project phases, partial final invoices or periods

Vertec CRM and ERP for Engineers

Business software for IT Service Providers

With Vertec, you can map your business processes in a CRM and ERP system. Recur invoices, orders and license management included.

IT service providers benefit from:

Clear time recording with timer function
Posting on a customer or project basis
Automatically generate recurring invoices

Vertec CRM and ERP for IT Service Providers

CRM and ERP for Software Vendors

Agile working in development environments: Keep an eye on your project processes, enter services intuitively and link them to Jira if necessary.

Software vendors benefit from, among other things:

Maintain customer relationships and use the sales pipeline for sales
Calculate cost recovery and identify revenues
Transfer data from Jira to Vertec using the Jira Online Connector

Vertec CRM and ERP for Software Vendors

Software for Fiduciaries

As a trustee, manage all cases in one software. Vertec bundles your business processes as a CRM and ERP solution – saving you time and money.

Trustees benefit from, among other things:

Work status per fiduciary mandate or service type
Customize parameters and forms
Working with approval processes and invoice proposals

Vertec CRM and ERP for Fiduciaries

«Vertec allows us to do our work better and with less hours.»

Werner Bachmann
Partner
Friedrich Graf von Westphalen & Partner mbB Rechtsanwälte

Added value for more than 1'200 customers

“The overall package is right for us: where we used to have several software tools, we now have everything in one system.”

Thomas Kuster
Dipl. Betr.- u. Prod.-Ing. ETH/SIA, Managing Director
Kuster + Partner AG engineers Planner

“With Vertec, we have an excellent tool for seamless project controlling.”

Laurent Wassenberg
CFO
ELCA Informatique SA

“With Vertec, we were able to automate the administrative processes to a large extent.”

Aldo Dubacher
Head of Quality Management System
Treuhand- und Revisionsgesellschaft Mattig-Suter und Partner

“With Vertrec, we have a simple and transparent mandate management system.”

Renzo Peduzzi
Partner
Ferax Treuhand AG

“Thanks to Vertec, we now have much more evaluation options at management level.”

Philippe Keller
CEO
Avanta Group AG

“Our company lives on billable hours. Time tracking is therefore our most important Vertec feature.”

Simon Isenring

Owner / Management Team
Hugentobler & Bühler AG

“With Vertec, we have found a total solution that the market has not been able to offer us in this form so far.”

Philipp Steinelt

Commercial Director
RITTERSHAUS

“Vertec is always open with us and an indispensable tool. I can get to the daily big picture with just a few clicks.”

Sandra De Vito Beer

Lawyer, Partner, Managing Partner, Member of the Board of Directors
Bratschi AG

Test Vertec for free

Free trial

Get introduced to Vertec

Book your demo

Urs Berli

Sales Manager

urs.berli@vertec.com

Tobias Wielki

07.10.2025

KYC and Compliance Checks Made Easy in Vertec

Vertec enables you to conduct KYC and compliance audits digitally, securely and efficiently. Structured processes ensure transparent and audit-proof mandate opening.