Integrated CRM and ERP Solution for Service Providers

The combination of CRM and ERP makes Vertec the ideal software for lawyers and law firms. Mandate management from contacting to invoicing.

Law firms benefit from, among other things:

• Work status per case and service type with one click
• All information on 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 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