Vertec’s CRM and ERP capabilities

From acquisition to charging and controlling, all in one system.

CRM and ERP functions ideally combined

Vertec is a standard software with a focus on project-oriented service companies. The term “standard software” means a ready-to-use software that initially covers the basic needs of potential users regardless of the industry.

Vertec maps your business processes holistically and combines CRM and ERP in one complete system. Only in this way is it possible to use all important processes from acquisition to charging and project controlling without media disruptions.

CRM

Contacts and relationship relationship history

With Vertec’s CRM capabilities, you can manage customer relationships with potential and existing customers, suppliers and employees in one location.

Contact management

 

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Outlook integration

 

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Document automation

 

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Activity feed

 

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Sales

Managing the sales cycle

With Vertec, the entire sales process from the initial contact to the signed order can be mapped and documented.

Project calculation

 

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Tender submission

 

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Opportunities

 

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Resource Planning

Planning Capacities on Projects

Plan resources on projects and project phases to optimally control utilization at all times.

Resource Planning

 

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Services and expenses

The core of Vertec software

Users enter services on projects and project phases. Together with expenses, services form the basis for invoicing and project controlling.

Performance recording

 

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Expense recording

 

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Project management

Perfect control of projects

Projects or cases can be divided into phases or partial mandates. Services and expenses are posted by the user to projects or cases.

Project management

 

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Project templates

 

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Procurement

Mapping purchasing processes

If Purchase Costs are incurred for projects or cases, Vertec offers intuitive purchasing processes. This also makes it possible to pass on invoicing to customers.

External services

 

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Invoicing

Invoicing simple and efficient

Invoicing in Vertec is intuitive, time-saving and largely automated.

Invoicing

 

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Cash on account and downpayment

 

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QR invoice

 

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Cost accounting

 

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Breakdown of invoices

 

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Payment plans

 

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HR

Standard hours, absences and skills

With Vertec, you can manage standard hours, absences and, if necessary, skills for the entire team.

Personnel management

 

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Absences

 

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Controlling

Control of corporate processes

The controlling functions in Vertec provide you with important information to control your business.

Business Intelligence

 

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Budgetary control

 

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Project controlling

 

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