HMR Management & Treuhand AG

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HMR Management & Treuhand AG play button
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«Thanks to continuous development, Vertec is our partner for the future.»

Erich Reichmuth, Owner, HMR Management & Treuhand AG

Company

As an owner-managed SME trust company, which has developed over the last 30 years from a one-man office to a comprehensive provider with around 25 employees, they understand the way of thinking of their customers, because as an SME they are in the middle of it.

Challenges

  • Combining the features of several tools in Vertec (CRM, service entry, projects, invoicing, HR management)
  • Figure Branches
  • Invoicing with templates per branch
  • Individual reports

Benefits

  • Structured time recording on projects, sub-projects

  • Save time and efficiency with simple, lean data collection

  • Simple invoicing

  • Documentation Customer history according to the new data protection law

Vertec Services & CRM incl. all apps,
Budget & Phases

20-50 Vertec User
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Erich Reichmuth

Holders

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