Business software for business consultants

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.

The additional feature Opportunities gives you a visual and tabular overview of the open sales opportunities. The various evaluation options include, for example, an annual overview of the planned transactions.

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:

• See absences of your team members in resource planning
• Use entered records and expenses for invoicing with just a click
• View all activities linked to a contact in your Outlook

Many consulting companies do not get the whole picture. This is means, there is no quick access to valuable information such as:

What is the status of my projects? Who worked on which project for how many hours? Did all employees record their time correctly? If irregularities occur, following processes such as billing and controlling may be delayed.

The problem spreads further. How much project budget is still available? Which ones of the ongoing projects are actually the most profitable? Will there be enough human resources available in the near future to accept more projects?

Keep an overview with lean controlling

Vertec lights up the dark and offers you clear and easy to understand project controlling that answers the questions mentioned and even others quickly. At the touch of a button, all the KPIs become available. With Vertec being an integrated CRM and ERP system, fees, costs, contribution margins and much more can clearly be visualized.

Just how it should be: When the order situation is good, many projects are active at the same time while staff works under full load. Correct? A well-working resource planning of your team across all the projects is a prerequisite for efficient and successful project management.

Soon it will be vacation time. But, what projects are Mrs. Feller and Mr. Keller actually working on at the moment and in the coming months?

And wait, do they still have capacity left for a number of tasks that have come up with the onboarding of the recent new customers? Who would actually be available for substitution, if one of them falls ill?

Plan your resources in the best possible way

With Vertec, you get answers to important questions like these right at the touch of a button, while ensuring optimal personnel management. Plan your employees ahead on projects and have availability and overload all at a glance in Vertec.

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.