Integrated CRM and ERP Solution for Service Providers

Mandate management from contacting to invoicing.

Among other things, law firms benefit from:

• Workload per case and service type with one click
• All information about the case: counterparty, arbitral tribunal, court, shareholdings, relationships
• Billing by partial mandate, flat rate or period

Vertec for Law Firms

From offering to controlling, everything in one system. As a consultant, optimize your processes through the individual adaptability of Vertec.

Consultants benefit from:

• Convert quotations into projects with just a few clicks
• Enter services and expenses on your smartphone
• Use the sales pipeline for realistic forecasting

Vertec CRM and ERP for Consultants

Quotation, performance recording and invoicing in one system: As a CRM and ERP solution, Vertec maps business processes according to your requirements.

• Define unfinished services in case of long project times
• Ordering and project-related billing of outlays
• Billing according to project phases, partial final invoices or periods

Vertec CRM and ERP for Engineers

With Vertec, you can map your business processes in a CRM and ERP system. Recur invoices, orders and license management included.

• Clear time recording with timer function
• Posting on a customer or project basis
• Automatically generate recurring invoices

Vertec CRM and ERP for IT Service Providers

Agile working in development environments: Keep an eye on your project processes, enter services intuitively and link them to Jira if necessary.

• Maintain customer relationships and use the sales pipeline for sales
• Calculate cost recovery and identify revenues
• Transfer data from Jira to Vertec using the Jira Online Connector

Vertec CRM and ERP for Software Vendors

As a trustee, manage all cases in one software. Vertec bundles your business processes as a CRM and ERP solution – saving you time and money.

• Work status per fiduciary mandate or service type
• Customize parameters and forms
• Working with approval processes and invoice proposals

Vertec CRM and ERP for Fiduciaries