Vertec Onboarding

During onboarding, we guide you through the basic processes and functional domains that can be ideally mapped with Vertec. Clear articles describe the nine functional domains and their implementation in Vertec.

Documenting relationship history
Documenting relationship history
Create offers
Create offers
Planning phases
Planning phases
Manage hr
Manage hr
Evaluate kpi
Evaluate kpi
Leads and customers
Leads and customers
Leading projects
Leading projects
Entering services and expenses
Entering services and expenses
Invoicing
Invoicing
Managing sales opportunities
Managing sales opportunities
Resources
Resources
Suppliers
Suppliers
Outlay expenses
Outlay expenses
Project Controlling
Project Controlling

CRM

Contacts and relationship relationship history

Sales

Managing the sales cycle

Resource Planning

Planning capacities on projects

Services and expenses

The core of vertec software

Project Management

Perfect control of projects

Procurement

Mapping purchasing processes

Invoicing

Invoicing simple and efficient

Hr

Standard hours, absences and skills

Controlling

Control of corporate processes

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