Clear project management: vertec as project management software
Vertec offers an integrated solution for customer relationship management (CRM), performance recording and project management (ERP). Individual settings at the project level make it easier to handle all tasks in your team. The lean project management in the software ensures order in the processes and thus saves valuable time. Vertec as a project management software supports you as a service provider, team leader and project manager with the following functionalities:
Compared to other project management tools, Vertec is customizable: you can customize the project management software to your specific needs, tasks and functions. These include project definitions and structuring options, responsibilities, deadlines, rate levels, currencies, VAT rates and languages. Much of this can be customized at the user level.
With a rate table, you can manage hourly rates for all employees in the project management software for performance recording and later billing. Alternatively, you can set hourly rates for an individual project. Projects and cases of your company can be managed in different currencies and VAT rates.
Projects can be charged according to hours, fixed price or mixed. Different invoicing intervals are used for correct invoicing. Further Settings such as flat rates or discounts can be defined at project level.
By assigning managers or users in your team or company, you can perform simple evaluations. Base on this, reports such as invoice suggestions or cost overviews can be created for efficient project management.
Product line “Standard” or “Expert”
modules “Services & CRM,” “Budget & Phases”
Activity History , Document Management , Performance recording
Yes, Vertec can be used on Macs using the Web App. The Web App works with the most common browsers. The Web App accesses exactly the same business logic that runs on an application server. The pages can also be parameterized, and the functions are available from anywhere. Limitations in comparison to the Windows apps can mainly be found in the areas of reporting and extensions. Mobile use is possible via the Phone App, which is available for free for both iOS and Android.
Yes, the interface can be adapted and configured to individual needs.
Yes, you can hide fields that you don’t need, so each employee only sees the fields that he or she actually uses.
You may test Vertec for 30 days free of charge and without obligation in your personal test environment.
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Yes, you can freely define and save custom field items.
