Contacts and companies
Flexible architecture and fast import of addresses
Vertec offers you a convenient solution for the address management of all business contacts. Store all contact information for existing customers, potential new customers, employees, suppliers and service providers centrally in one location. You can also map complex relationships between addresses, projects, cases and customers on orders in the CRM software.
- Fully integrated address management
- Customize address types in Vertec
- Flexibly customizable address management
- Quick import of existing addresses via Excel
Fully integrated addresses
Address management is a key component of Vertec. It is linked to many other functions and supports you in acquisition, evaluation and personnel management.
Customize address types in Vertec
In Vertec, you can use the address types Company, Contact (connection of company and employee in company), Person and couple (connection of two people). In each address, classic address information such as surname, first name, address, title, gender, language can be assigned. In addition, individual fields such as complimentary closed, Christmas card yes/no can be added.
Flexibly customizable address management
Address management is clearly structured. You can map relationships such as parent and subsidiaries, board and board mandates, shareholders and holdings as well as events and attendees. Other Functions such as duplicate checking, storing secondary addresses, full-text search, Excel export for bulk e-mails or the integrated mail merge function round off the flexible address management.
Frequently asked questions
Can I link contacts such as intermediaries and customers?
Yes, you can easily link different contacts in Vertec.
What will Vertec cost, if I choose it?
The costs depend on the quantity of licensed users, the product line (Standard or Expert) and the modules you selected. You can find all information on this on the pricing page.
Can I import customer addresses from existing systems into Vertec?
Yes, you can use an existing Excel template to import customer data such as address and telephone numbers from your previous program or address book into Vertec (see also Address Import). Alternatively, individual address migrations from existing databases are also possible.
How can I test Vertec without obligation?
You may test Vertec for 30 days free of charge and without obligation in your personal test environment.
Start your free trialnow.
