CRM & Sales Optimised for Professional Services
Vertec offers all Professional Services integrated functionality from CRM to Project or Client Management.
Vertec CRM offers an effective and consistent contact management solution with an all-embracing history of events. Additionally, lead qualification, marketing and sales workflows including the automatic trigger for follow-up, analysis of sales pipelines including the probability of success. For project or client related activities Vertec’s CRM is integrated with its own ERP solution. When the first sale of a new project is achieved, follow up services to those clients are managed much easier.
Vertec addresses various industry sectors with its CRM and ERPS solution without any disconnects. It not only has the convenient feature of capturing services for all employees, but the ability to produce the client billing. Additionally the complete control and profitability of projects can be produced. The highly parameter driven solution gives the client a the customised solution he requires but with a standard software package, and with guaranteed upgradability.
The advantages of the services specific CRM offered by Vertec
- Consistent & complete customer histories
- Sets of logical activities and tasks
- Convenient mail and phone integration
- Centralized customer and project related document management
- Direct connection with Office
- Easy management of addresses, contacts, and activities while on the road with the Vertec iPhone App.