Page last updated: 30.03.25
Services & CRM
Budget & Phases
Business Intelligence
Resource Planning
Purchases
The Vertec base module
| Functional domain / feature | App | ||||
|---|---|---|---|---|---|
| CRM | Desktop | Cloud | Web | Phone | Outlook |
| Simple address management | ✔ | ✔ | ✔ | ||
| Search and view addresses | ✔ | ✔ | ✔ | ✔ | ✔ |
| Create new companies and contacts directly from Outlook | ✔ | ||||
| Link companies and people to contacts, any number of people per company, any number of companies per person, including Roles (e.g. board members). | ✔ | ✔ | ✔ | ||
| Two people can be combined into a couple. | ✔ | ✔ | ✔ | ||
| Parent company – subsidiary structures. | ✔ | ✔ | ✔ | ||
| Create and manage your own link types between addresses. | ✔ | ✔ | ✔ | ||
| Assign a user as advisor for an address | ✔ | ✔ | ✔ | ||
| Addresses can be customers and suppliers at the same time | ✔ | ✔ | ✔ | ||
| Any quantity of communication channels (phone, email, etc.) per address | ✔ | ✔ | ✔ | ||
| Create e-mails directly from the address | ✔ | ✔ | ✔ | ✔ | |
| Open homepage directly from the address | ✔ | ✔ | ✔ | ✔ | |
| Open address directly in the map app for easy route planning | ✔ | ||||
| Contact history, activity feed | ✔ | ✔ | ✔ | ✔ | ✔ |
| Predefined address layouts for letters (e.g. US formatting) | ✔ | ✔ | ✔ | ||
| Address layouts for printouts, letters can be edited | ✔ | ✔ | ✔ | ||
| Language of correspondence per address | ✔ | ✔ | ✔ | ||
| Categorization of addresses by keyword assignment | ✔ | ✔ | ✔ | ||
| Creation of own, hierarchical categories by means of keyword folders | ✔ | ✔ | ✔ | ||
| Document automation and management (letters, e-mails, memos, project reports, etc.) | ✔ | ✔ | ✔ | ||
| E-mail merge function | ✔ | ✔ | ✔ | ||
| Save e-mail addresses from Microsoft Outlook directly to save Vertec | ✔ | ✔ | ✔ | ✔ | |
| Monitoring of tasks and deadlines | ✔ | ✔ | ✔ | ✔ | |
| Save incoming e-mails from Outlook as activities | ✔ | ||||
| Automatically save outgoing e-mails as activities | ✔ | ||||
| Import or link documents from Explorer & Outlook | ✔ | ✔ | ✔ | ||
| Project/Case management | Desktop | Cloud | Web | Phone | Outlook |
| Any quantity of projects/cases per customer/client | ✔ | ✔ | ✔ | ||
| Assignment of project or case managers | ✔ | ✔ | ✔ | ||
| Team leaders – team with special permissions | ✔ | ✔ | ✔ | ||
| Deputies – deputized with permission inheritance | ✔ | ✔ | ✔ | ||
| Toggle project inactive on termination | ✔ | ✔ | ✔ | ||
| Overview tables by time and users | ✔ | ✔ | ✔ | ||
| Assignment of key users, deputies and administration | ✔ | ✔ | ✔ | ||
| Segmentation of projects by category, industry, acquisition channel, etc. (folder structures) | ✔ | ✔ | ✔ | ||
| Managing projects in foreign currency | ✔ | ✔ | ✔ | ||
| Classification of projects with project types: filing of accounting information / productive/unproductive / allocation of users and service types for time tracking / departments with their own service types | ✔ | ✔ | ✔ | ||
| HR | Desktop | Cloud | Web | Phone | Outlook |
| Hourly rates can be stored per user | ✔ | ✔ | ✔ | ||
| Entry currency can be defined per user | ✔ | ✔ | ✔ | ||
| Standard cost rate per user can be defined | ✔ | ✔ | ✔ | ||
| Salary and overhead per employee | ✔ | ✔ | ✔ | ||
| User levels, e.g. “Partner” or “Engineer”, for automatic tariff calculation | ✔ | ✔ | ✔ | ||
| Standard hours on a yearly or weekly basis, overtime carry-over from previous year | ✔ | ✔ | ✔ | ||
| Define standard hours per user or system-wide | ✔ | ✔ | ✔ | ||
| Define standard hours and vacations per user group | ✔ | ✔ | ✔ | ||
| Holiday calendar importable | ✔ | ✔ | |||
| Absence calendar for working time exceptions | ✔ | ✔ | ✔ | ||
| Presence time control | ✔ | SAL | ✔ | ||
| Vacation control (vacation credit, carry-over from previous year, vacation balance) | ✔ | ✔ | ✔ | ||
| Management of joining and exit data | ✔ | ✔ | ✔ | ||
| Deactivate user on exit date | ✔ | ✔ | ✔ | ||
| Services and expenses | Desktop | Cloud | Web | Phone | Outlook |
| Entering services, time tracking with timer | ✔ | ✔ | ✔ | ✔ | ✔ |
| Entering expenses | ✔ | ✔ | ✔ | ✔ | |
| Time tracking from Outlook appointments | ✔ | ||||
| Entering expenses in foreign currency | ✔ | ✔ | ✔ | ✔ | |
| Service and expense types | ✔ | ✔ | ✔ | ||
| Assign service types when entering services | ✔ | ✔ | ✔ | ✔ | ✔ |
| Assign expense types when entering expenses | ✔ | ✔ | ✔ | ✔ | |
| Predefined texts of activities and expenses in several foreign languages | ✔ | ✔ | ✔ | ✔ | |
| Approval per predefined project type (productive, unproductive) | ✔ | ✔ | ✔ | ||
| Approval per self-defined project type | ✔ | ✔ | ✔ | ||
| Per diems on service types | ✔ | ✔ | ✔ | ✔ | |
| Revenue account, VAT type and cost unit per service type | ✔ | ✔ | ✔ | ||
| Internal and external value, expenditure account and VAT type per expense type, reimbursement of expenses to employees | ✔ | ✔ | ✔ | ||
| Hide services via service type to avoid printout on lists | ✔ | ✔ | ✔ | ||
| Predefine the offsetting of services via service types | ✔ | ✔ | ✔ | ||
| Service types for unit services | ✔ | ✔ | ✔ | ✔ | |
| Time tracking in list or in single mask | ✔ | ✔ | ✔ | ✔ | |
| Time tracking in the weekly table | ✔ | ✔ | ✔ | ||
| Automatic time tracking via timer function | ✔ | ✔ | ✔ | ✔ | |
| Approve services periodically | ✔ | ✔ | ✔ | ||
| Enter expenses on services | ✔ | ✔ | ✔ | ||
| Enter expenses in a list or in a single mask | ✔ | ✔ | ✔ | ✔ | |
| Assign and stor receipts for expenses | ✔ | ✔ | ✔ | ✔ | |
| Easily enter presence time with the presence time list | ✔ | ✔ | ✔ | ||
| Standard hours displayed on the entry mask | ✔ | ✔ | ✔ | ||
| Rate system / hourly rates | Desktop | Cloud | Web | Phone | Outlook |
| Hourly rate overwritable on project level | ✔ | ✔ | ✔ | ||
| Hourly rate per user and project | ✔ | ✔ | ✔ | ||
| Predifine hourly rates per rate table | ✔ | ✔ | ✔ | ||
| Rate table by employment level, project category, service type and currency | ✔ | ✔ | ✔ | ||
| Management of external rates, cost rates, user rates and per diems | ✔ | ✔ | ✔ | ||
| Treatment of unit services (unit tariffs for a service, e.g. for a measurement) | ✔ | ✔ | ✔ | ||
| Sales | Desktop | Cloud | Web | Phone | Outlook |
| Creating of offers/quotes. The structure is automatically applied by the project and its phases, the amounts from the budget. (Vertec module Budget & Phases required) | ✔ | ✔ | |||
| Flat-rate projects and phases | ✔ | ✔ | ✔ | ||
| Invoicing | Desktop | Cloud | Web | Phone | Outlook |
| Services and expenses automatically on invoice, definable interval and value date | ✔ | ✔ | ✔ | ||
| Any number of invoices per project | ✔ | ✔ | ✔ | ||
| Automatic invoice runs | ✔ | ✔ | ✔ | ||
| Discounts in percentage or monetary amount | ✔ | ✔ | ✔ | ||
| Flat-rate expenses | ✔ | ✔ | ✔ | ||
| Invoice specifications (discounts, flat-rates, pro forma) can be predifined per project | ✔ | ✔ | ✔ | ||
| Invoices can be adjusted manually (manipulation of services and expenses, fixed amount) | ✔ | ✔ | ✔ | ||
| Invoice printouts in Word/PDF (invoice, detail lists, QR) | ✔ | ✔ | ✔ | ||
| Send invoices per e-mail (SMTP, Outlook) | ✔ | ✔ | ✔ | ||
| Invoice interval (monthly, quarterly, semi-annually, annually) configurable | ✔ | ✔ | ✔ | ||
| QR invoices, X invoices, ZUGFeRD, e-invoices | ✔ | ✔ | ✔ | ||
| Managing, invoicing and charging downpayments | ✔ | ✔ | ✔ | ||
| Extensions to the most common accounts receivable programs Abacus, BMD, DATEV, Infoniqa ONE 200, Infoniqa ONE 50, SelectLine, Topal etc. | ✔ | ✔ | |||
| Controlling | Desktop | Cloud | Web | Phone | Outlook |
| Reporting with Microsoft Word, Excel, PDF | ✔ | ✔ | ✔ | ||
| Create your own report templates using an Office-based report generator (Word, Excel, PDF) | ✔ | ✔ | ✔ | ||
| Exporting lists to Excel | ✔ | ✔ | ✔ | ||
| Supplied standard reports (evaluations, expenses, offers, invoices, etc.) | ✔ | ✔ | ✔ | ||
| Freely definable evaluations using lists and reports | ✔ | ✔ | ✔ | ||
| Automated reporting, e.g. overnight | ✔ | ✔ | ✔ | ||
| Document automation and management | Desktop | Cloud | Web | Phone | Outlook |
| Managing document management (project- and case-based, address-based) by means of activities | ✔ | ✔ | ✔ | ||
| Automatic document saving during creation, document name dynamically parameterizable | ✔ | ✔ | ✔ | ||
| Internal document storage possible in Vertec | ✔ | ✔ | ✔ | ||
| Dispatch documents via email directly from Vertec | ✔ | ✔ | ✔ | ✔ | |
| Import all kinds of documents directly in Vertec | ✔ | ✔ | ✔ | ||
| Extension to external DMS, e.g. SharePoint | ✔ | ✔ | ✔ | ||
| Organisational tools | Desktop | Cloud | Web | Phone | Outlook |
| Create custom folders and folder structures for all objects (projects, customers, etc.), for invoices, by categories, etc. An object can be assigned to several folders (without duplicates). The assignment to the folders can be done manually or automatically. | ✔ | ✔ | ✔ | ||
| Working with keyword folders, appearing for selection on the appropriate data types. All entries can be categorized easily and clearly. | ✔ | ✔ | ✔ | ||
| Scripting environment for Python | ✔ | ✔ | ✔ | ||
| Integrated script editor and query console | ✔ | ✔ | ✔ | ||
| Scripts can be registered as menu items | ✔ | ✔ | ✔ | ||
| Registration of scripts on events, e.g. “new project is created” or “service type is entered on service” for the automation of tasks | ✔ | ✔ | ✔ | ||
| OCL for easy query of data in Vertec, entire model navigable | ✔ | ✔ | ✔ | ||
| Display conditions when registering scripts as menu items | ✔ | ✔ | ✔ | ||
| Customization of the user interface, with custom fields and list settings | ✔ | ✔ | ✔ | ||
| Export and import additional features via Config Sets (XML files) | ✔ | ✔ | ✔ | ||
The module for more detailed project/mandate management
| Functional domain / feature | App | ||||
|---|---|---|---|---|---|
| Project/Case management | Desktop | Cloud | Web | Phone | Outlook |
| Divide projects / cases phases | ✔ | ✔ | ✔ | ||
| Budgets / backlog on projects | ✔ | ✔ | ✔ | ||
| Budgeting phases | ✔ | ✔ | ✔ | ||
| Automatic logging of budget value changes | ✔ | ✔ | ✔ | ||
| Budgeting for phases using service types and expense types | ✔ | ✔ | ✔ | ||
| Budgeting per user per phase | ✔ | ✔ | ✔ | ||
| Budget in amounts, hours or costs | ✔ | ✔ | ✔ | ||
| Budget in foreign currencies | ✔ | ✔ | ✔ | ||
| Split phases into further phases | ✔ | ✔ | ✔ | ||
| Phases with start and end date, responsible person, order description, completion date | ✔ | ✔ | ✔ | ||
| Hourly rates can be defined on phases | ✔ | ✔ | ✔ | ||
| Flat-rate phases with completion date (flat-rate charging of the order) | ✔ | ✔ | ✔ | ||
| Mark phases as non-chargeable | ✔ | ✔ | ✔ | ||
| Users as phase managers | ✔ | ✔ | ✔ | ||
| Sales | Desktop | Cloud | Web | Phone | Outlook |
| Creating of offers. The structure is applied by the projects and phases, the amounts from the budget. | ✔ | ✔ | ✔ | ||
| Quotation structure with projects and phases immediately usable when ordering, without re-entering. | ✔ | ✔ | ✔ | ||
| Maintain status and order probability per phase | ✔ | ✔ | ✔ | ||
| Services and expenses | Desktop | Cloud | Web | Phone | Outlook |
| Entering services and expenses on phases | ✔ | ✔ | ✔ | ||
| Specify conditions per service type, expense types and outlay type per phase (e.g. different km price for travel) | ✔ | ✔ | ✔ | ||
| Entering of service and expense types per phase can be restricted | ✔ | ✔ | ✔ | ||
| Allocate types and users to subprojects | ✔ | ✔ | ✔ | ||
| Rates and prices can be specially defined on the allocations | ✔ | ✔ | ✔ | ||
| HR | Desktop | Cloud | Web | Phone | Outlook |
| Manage user skills and development opportunities | ✔ | ✔ | ✔ | ||
| Invoicing | Desktop | Cloud | Web | Phone | Outlook |
| Invoicing flat-rate phases after completion | ✔ | ✔ | ✔ | ||
| Add/remove services and expenses of phases to/from invoices | ✔ | ✔ | ✔ | ||
| Controlling | Desktop | Cloud | Web | Phone | Outlook |
| Evaluations for planned/actual values of phases | ✔ | ✔ | ✔ | ||
| Automatic accumulation of budget and cumulated values | ✔ | ✔ | ✔ | ||
The module for comprehensive controlling
| Functional domain / feature | App | ||||
|---|---|---|---|---|---|
| Controlling | Desktop | Cloud | Web | Phone | Outlook |
|
Detailed analysis of key figures
|
✔ | ✔ | ✔ | ||
| Graphical representation by means of bar charts and line graphs | ✔ | ✔ | ✔ | ||
| Selectable date ranges and time series | ✔ | ✔ | ✔ | ||
| Analyses according to many criteria, e.g. – sales/contribution margin – charged/outstanding – customer/case & project/phase– project manager/employee – service type/date range, etc. | ✔ | ✔ | ✔ | ||
| Analyses freely expandable | ✔ | ✔ | ✔ | ||
| Free evaluations according to own groupings and structures | ✔ | ✔ | ✔ | ||
| Freely definable folder structures can be evaluated in detail | ✔ | ✔ | ✔ | ||
| Compare groups of projects, phases, project managers, users and service types | ✔ | ✔ | ✔ | ||
| Projections of groups among each other (e.g. turnover of department "X" in customer segment "Y") | ✔ | ✔ | ✔ | ||
| Export all Business Intelligence views to Excel | ✔ | ✔ | ✔ | ||
| Data can be pre-calculated overnight by means of a built-in task system | ✔ | ✔ | ✔ | ||
| API (Application Programming Interface) for querying BI data from external applications | ✔ | ✔ | ✔ | ||
| Sales | Desktop | Cloud | Web | Phone | Outlook |
| Revenue forecasts from phase budgets (require Vertec module Budget & Phases) | ✔ | ✔ | ✔ | ||
| Revenue forecasts from Resource planning (require Vertec Resource Planning module) | ✔ | ✔ | ✔ | ||
| HR | Desktop | Cloud | Web | Phone | Outlook |
| Evaluate employee values (FTE, productivity, vacations, teams) | ✔ | ✔ | ✔ | ||
The module for capacity planning
| Functional domain / feature | App | ||||
|---|---|---|---|---|---|
| Resource Planning | Desktop | Cloud | Web | Phone | Outlook |
|
Planning of employee resources on projects
|
✔ | ✔ | ✔ | ||
| Resource Planning on Phases (Vertec Budget & Phases required) | ✔ | ✔ | ✔ | ||
| Scheduling by day, week or month | ✔ | ✔ | ✔ | ||
| Display of the available working time of users per planning interval | ✔ | ✔ | ✔ | ||
| Scheduling on user or Role | ✔ | ✔ | ✔ | ||
| Evaluations per team and skills | ✔ | ✔ | ✔ | ||
| Evaluations and overviews for Resource Planning as Excel reports | ✔ | ✔ | ✔ | ||
| capacity and utilization graphs | ✔ | ✔ | ✔ | ||
| Create your own resource planning views | ✔ | ✔ | ✔ | ||
The module for procurement processes
| Functional domain / feature | App | ||||
|---|---|---|---|---|---|
| Procurement | Desktop | Cloud | Web | Phone | Outlook |
| Managing customer orders and incoming invoices | ✔ | ✔ | ✔ | ||
| Budgeting and monitoring of purchases | ✔ | ✔ | ✔ | ||
| Integrated ordering system | ✔ | ✔ | ✔ | ||
| Charging outlays (external services and materials) | ✔ | ✔ | ✔ | ||
| Mark outlays with status (planned, ordered, received) | ✔ | ✔ | ✔ | ||
| Forwarding or charging third-party invoices | ✔ | ✔ | ✔ | ||
| Assigning addresses to creditor personal accounts | ✔ | ✔ | ✔ | ||
| Posting third-party invoices directly to the accounts payable | ✔ | ✔ | ✔ | ||
| Budgeting and monitoring of costs at phase level according to expense types (phase level requires Vertec module Budget & Phases) | ✔ | ✔ | ✔ | ||