Vertec is the customizable crm and erp solution for optimal project execution
Made for the demands of today and tomorrow. Vertec functions offer tangible added value
out of the box and can be individually adapted if necessary.
Easy handling of all contact data makes daily work easier.
In Vertec, interweaving of companies can be mapped by assigning parent companies and subsidiaries. A company can have only one parent company, but any number of subsidiaries. More details can be found in the article on our Knowledge Base.
Use activities to manage tasks. With follow-ups, you can assign a responsible person and set a due date to a task. With notifications, you can get easily notified of due tasks.
The activity feed provides a complete history of all project activities. Authorized users get a useful overview of everything that is happening in a project. Thanks to Vertec Outlook App, this information is also available directly in Outlook.
Vertec is deeply integrated into Outlook and allows you to work without constantly switching between systems. In Outlook it is possible to:
Save incoming and outgoing mails on a project or a contact.
Services and expenses are entered centrally on projects.
Record time and services directly in your Outlook Calendar. Appointments can easily be turned into recorded time or activities.
Time and performance recording in Vertec offers various optional options.
The time and performance recording can be extended with an approval process, which allows project leaders to approve services for submission to invoicing.
Individually adaptable to the requirements of your company.
With individual project templates, you can define the structure (phases, sub-phases, service types) and significantly speed up the project creation process.
Vertec supports you with automatic PoC calculations. These significantly increase the transparency in project controlling.
Charge services efficiently and time-saving with Vertec.
Define several invoice recipients and divide the invoice proportionally.
Individual approval processes ensure quality and compliant processes. Vertec adapts to your processes, not the other way around.
Documents such as invoices can be attached to Outlook emails and sent from Vertec. Alternatively, you can also dispatch them via SMTP and directly from Vertec.
Different payments (installments) to be charged in the future can be entered in advance and charged at the respective time until the total amount is reached.
Supplements can be entered on a direct basis, i.e. according to hours or “time and material,” or on a fixed price basis.
Vertec offers business intelligence solutions that enable efficient evaluation.
Maximize workforce capacity with comprehensive resource planning solutions for engineering companies.
Vertec already offers all the important functions for business processes “out of the box”. Additional features and functions enable specific functions to be implemented in the shortest possible time and adapted individually.
Best-of-breed means using the best products in a category. Vertec follows this rate by focusing on core competencies such as contact management, project management, invoicing and controlling.
In line with the “best-of-breed” rate, Vertec can be seamlessly integrated with important systems. Standard Interfaces enable fast integrations, and individual connections complete interoperability.
With its core features, Vertec offers immense added value for more than 1.200 customers. Additional features expand the range of functions, individual adaptations make Vertec the ideal solution.
Yes, in Vertec you can use the function Opportunities on Contact/Company or Project/project phase level to save and evaluate sales phases with amount, probability and date.
Yes, Vertec can also be used as a mobile time recording system. With the Phone App, available for both Android and iOS, you can record services, time and data using your smartphone.
We are often faced with the following scenario in consulting companies: data is not kept centrally, but instead is used across different systems and platforms. CRM data here, time recording there. We often get to see various isolated solutions along a company's processes.
There is no single source of truth, finding data becomes an annoying waste of time. Even worse, different data cannot be combined.
Manage data centrally with Vertec
Luckily, there is Vertec to bring your company consistency in data management. CRM information, performance and time recording, expenses, invoicing, project controlling and so much more is bundled in just one single software environment. Once entered, you may use the data in various processes.
Some examples:
Extended customer requirements or new constellations or change requests often lead to higher work load in larger projects and thus to subsequent budget adjustments. In order to maintain a holistic view of the project and to be able to quickly see in the review when exactly budget changes have occurred, the adjustment of these values need to be recorded in Vertec.
With Vertec, you can specify budget adjustments in one project phase. The change log shows the old and new value, a comment or remark, and the respective user. Alternatively, you can open another phase in the project, where you can record any additional time or performance which is over the previously defined budget.
In many companies, manual or semi-automated project management is still the standard. However, this is time-consuming and at the same time prone to errors. Quotation varies greatly according to company size, industry and field of activity. These are the three most common scenarios:
Managing quotations in an integrated system like Vertec offers you several advantages:
You can save individual texts and use them for quotation templates on a project phase for example. The offer is then linked to the project and/or the customer by default and can be called up from Vertec. The budget values are available for queries and evaluations in the system.
If the quotation object or individual phases/positions are set to “accepted,” the saved values are immediately displayed in the project management as the available budget.
Project status meetings are always time-consuming: extensive Excel spreadsheets need to be maintained, and project leaders have to update the figures before the deadline. Budget, recorded time and services, invoiced services, purchases, completion rates and personal assessment of a project are fixed components. But as soon as the project status meeting is over, the status report is already outdated again. The project status is constantly changing.
With Vertec, as a project management software, all involved employees always know the up-to-date status of a project. The most important KPIs such as TARGET/ACTUAL comparison of the budget, completion rate, completion status of individual tasks (activities), open task and third-party costs as well as resource availability are entered centrally.
In order to keep an eye on the margins, profitability, and completion date of a project, budget controlling and completion rate are critical factors. In Vertec, the completion rate of a project is ideally determined by comparing missing recorded time with the remaining available budget. For some projects, earned value analysis can be used to determine the value of the projects. This also allows for accrual of benefits for closing transactions.
In Vertec, you can also implement your individual project controlling and easily add special requirements. Tasks can be managed on a project-by-project basis and allocated to the responsible employees. With Vertec Resource Planning, you can also see the availability of staff and the current planning on the respective projects.
Many companies often use Excel for time and performance recording or other time tracking tools. Afterwards, this data is copied manually to Word for invoicing. Before invoicing, the back-office must obtain approval from the recorder or employee responsible for the performance delivered. After invoicing, it sends the invoice again for final approval. Often changes are made to texts or services entered.
Vertec helps you save a lot of time here. Approval procedures ensure that the correct services appear on the invoices and approval by the person responsible is granted. The services can be approved periodically and then blocked for further adjustments. Individually for each case or project, you can also implement any other approval procedures. You can, for example, approve individual services or grouped services on individual service lists. Once a month, the supervisor or responsible employee checks the services and releases them altogether for invoicing.
Your back-office or administration can see at a glance which services can be charged and which should remain open until the next billing cycle. By this approval procedure, fewer subsequent adjustments to invoices need to be made.
Also a plus: internal communication is reduced to a minimum.
With our free additional feature “SIA 108” you can calculate your engineering services in accordance with the SIA 108 fee schedule directly in Vertec. No customization of Vertec required.
After creating a project and selecting the SIA 108 template, the SIA phases with the percentage for the exemplary areas of heating, ventilation, refrigeration and plumbing are used, and an offer is automatically created on the project. The template can be selected in German or French and the examples of heating, ventilation, refrigeration and plumbing can be customized by us if necessary. After that, a construction object can be created directly.
The additional feature “SIA 108” is available for download on our Knowledge Base.
The employee overview in Vertec gives you a quick overview.
This way, you can always keep an eye on the key values, such as the time tracking of all active employees and their overtime going along with that. Each employee also sees their own saved times in their personal folders in Vertec, so employees can easily avoid constant requests from the HR department for open vacation days or overtime. The following overview shows the most important information about your own employees and can be supplemented with additional parameters at any time.
In the employee evaluation, you get more information about the individual employees and can evaluate the total number of all employees quickly and easily. These evaluations can be output for all employees or for individual employees. The period and many other parameters can be easily adjusted to your individual needs. Who gets access to this information can be controlled via user permissions.
Test instances are created fully automatically via our Customer Portal. The trial period is 30 days and ends automatically. For technical reasons, it cannot be extended.
Alternatively, before the 30-day period expires, you can either renew it by purchasing at least one Vertec license or sign in again with a different email address. Purchase of a license will allow you to continue working with the database and URL used in the original trial period.
Find out in 3 minutes how well Vertec fits your needs.
