Integrated CRM and ERP Solution for Service Providers

More than 1'200 customers rely on Vertec for CRM, project costing, service entry, invoicing, controlling and more.

What Vertec does for you – explained in 2 minutes
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Business software, made for me

Optimize your processes with the integrated total solution. Vertec offers project processing, charging and controlling (ERP), customer relationship management (CRM) and document management (DMS).

Our customers value the individual adaptability of the features to their needs. Use Vertec locally (On-Premises ) and in the cloud (Software-as-a-service / SaaS).

Law firm management reimagined

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

CRM und ERP Software for consultants

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 for consultants

Business software for engineers

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

Engineers benefit from, among other things:
   
  • 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 for engineers

Business software for IT service providers

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

IT service providers benefit from:

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

Vertec for IT service providers

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«Vertec allows us to do our work better and with less hours.»

Werner Bachmann
Partner
Friedrich Graf von Westphalen & Partner mbB Rechtsanwälte

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Tobias Wielki
Managing Director Germany
26.11.2024

Fiduciary Online Event 26.11.24

Recording of online event for fiduciaries. Integration and automation: From mandate opening to customer integration.
08.11.2024

This was the Vertec User Conference 2024

Highlights of the Vertec User Conference 2024: exciting bring forward, new features of version 6.8 and valuable networking. Let’s review the afternoon with us.
05.11.2024

Fiduciary Online Event 5.11.24

Recording of online event for fiduciary companies. Fiduciary portal: The common workplace of fiduciary and customer.
30.10.2024

ISO 27001 – Vertec's high commitment to IT security

This article shows how Vertec uses ISO 27001 and targeted security measures to protect your customer data and foster a sustainable security culture in the organization.
25.10.2024

How modern file management is transforming your law firm: 5 benefits that pay off

5 tangible benefits for deadline monitoring, convenient use, adaptability, overview and security.
15.10.2024

Future-proof COM extensions

Discover how Vertec makes existing COM interfaces cloud ready with COM Forwarding.
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Why your Vertec needs regular care

Are you using the full potential of your Vertec solution? Discover how regular reviews can ensure the efficiency and future-proofness of your software.