Onboarding CRM
Vertec offers a CRM for all service providers working on a project or mandate basis. Contact Information of existing customers, potential new customers, employees or suppliers, as well as the respective relationship histories, can be centrally managed in one location.
The basis for the Vertec CRM are the addresses. The four address types Person, company, Contact and couple are equal and can be used as an external Role in the project. The customer should always be a company or a person.
Contacts as independent objects that are solely attached to the company. All contact-specific information is maintained on the contact.
Contacts as links between person and company. The person with their private address information is an independent object. The contact-specific information, in turn, is maintained on the contact. People can thus be assigned to several companies or use in different Role in Vertec.
The most important information about an address is: What was communicated and exchanged, when and with whom? Vertec can document all interactions using activities, creating a seamless relationship history.
An activity can be an appointment, a meeting, a call, an email conversation, or a document. It can be linked to and viewed on objects such as contacts, opportunities, projects, or invoices.
For example, activities with contacts of a company can also be viewed on the company. Interested parties gain an immediate overview of the last points of contact with the corresponding customer. Activity Histories, including exchanged documents, can be maintained on a customer project and can be viewed by everyone.
An activity can also have a task character and be managed as a deadline or pending. Responsible Users can be specified and follow-ups can be stored. Users can be reminded automatically by means of individually customizable notifications.
Activities can also be entered on the go on a mobile phone in the Vertec Phone App, and email conversations can be easily saved using the Vertec Outlook App. Directly from Outlook, the email is saved as an activity in Vertec and can be made visible to anyone granted access.
The following additional features are available in connection with CRM:
Provides a set of address and CRM folders, with detailed searches for addresses, activities or emails, with categories for evaluation, as well as customizable keyword folders for dispatch.
Knowledge Base