ERP for Service Providers – for end-to-end Processes

More than 1,200 companies rely on our customizable business software

Don’t you know that? As a service company, you are under constant pressure in today’s technological business world: you need to increase efficiency while at the same time improve the quality of your own services.

In this context, an ERP system (Enterprise Resource Planning) that is tailored to your processes, such as the one of Vertec, plays a key role.

Vertec is ideal for project-based work:

  • clear contact management
  • intuitive entering of services on projects
  • fast invoicing
  • precise controlling

All in just one software environment – available as a Cloud Suite or for On-Premises operation.

Why you should use an ERP

Thanks to its high customizability, Vertec as an ERP for service providers, precisely maps your specific business processes in just one central software environment. Keep an overview of the status of all ongoing projects and thus the profitability of your entire company right at the click of your mouse.

Kiss Excel goodbye: With Vertec, you are not only digitizing your business processes, but also optimizing your operational processes, such as invoicing.

Stand out from the competition:

Thanks to a unified database, you are able to make the right decisions faster. A particular advantage of Vertec is that as an integrated CRM and ERP system, our business software also comes with a number of CRM functions already out-of-the-box.

Your benefits with Vertec

Our product video summarizes what Vertec can do for you.

What Vertec can do for you – explained in 2 minutes
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Getting to know Vertec – your personal demo

Fill out the form and take an individual tour in Vertec with Dario Valenti . Our ERP expert looks back on several years of experience in advising on process optimization for service companies by implementing business software.

ERP expert Dario Valenti
ERP expert Dario Valenti

ERP for service providers – key functions

Vertec offers you a variety of features specifically designed to optimize the operational processes of your service organization. Vertec is characterized by a high degree of adaptability.

As a company, we live our values. This also characterizes the way we work with our customers. We work closely to our customers, transparently and agile. Our software is future-proof thanks to day-to-day further development.

We develop in close cooperation with our customers. Similarly, the implementation of software works on an equal footing. Vertec is distinguished by nine functional domains of responsibility. More on this can be found in the onboarding section that clearly explains the basic processes and functions of Vertec.

Your benefits with the ERP for service providers

The benefits of using an ERP system for service providers are versatile.

By integrating your business processes and the functions that are tailored to them in one single software platform, you can increase the efficiency and productivity of your business. In the medium term, using an ERP system will help your business grow.

Your customers also benefit from the use of an ERP: A uniform database and coherent customer management results in traceability in decisions, which leads to an improved understanding of customers' needs. Ideally, the result is increased customer satisfaction.

Let us take a look at the relevant advantages of an ERP in more detail.

Optimized business processes

An ERP for service providers enables you to improve your business processes by automating certain recurring types of service, such as creating and sending invoices.

Not only this saves you hours of manual work, it also saves you time that can be reinvested in work that really matters. Optimizing business processes also means reducing media disruption. Data is processed in one single system, which significantly reduces the susceptibility to errors. In addition, documents and data can be shared and used seamlessly between different departments and teams.

Improved resource management

Resource planning in Vertec means planning employees on projects and being efficient in the planning of human resources.

At the push of a button, you can get an overview of which members of staff are working on which projects within a certain period. Who is available at what time and for how long? Vertec knows the answer. Also, easily keep track of absences in your teams. Put simply, make the most of the human resources available to you and avoid bottlenecks as well as work over- and underload in your teams.

Increase transparency and project controlling

Vertec gives your service organization complete visibility into your business activities. With real-time access to business data such as project returns, you are quickly able to locate feasible projects and the ones which are not.

Which projects meet the allocated budgets? Which ones are over-budget and need to be re-calculated? You have control over project budgets, costs and other KPIs of your company.

Improve customer management

Vertec is an integrated CRM and ERP system, so it comes with the ability to effectively manage your customer contacts. Know the specific needs of your customers and use this information in the sales process. With Vertec’s CRM capabilities, you can view customer history and get all the data you need to communicate effectively with your customers.

Better decisions for greater business success

An ERP for service providers like Vertec helps you make better business decisions through effective project controlling. By having the key business metrics at the touch of a button, you are able to react agile to competitive changes, adapt your business strategies or identify growth opportunities.

Scalability and flexibility

Is your company growing or are business requirements changing? Vertec’s business software scales with you. Expand the functionality of your Vertec by adding modules in the Customer Portal. There, you can also order additional licenses for new employees.

Vertec also offers the possibility to extend the functionality even independently. With the help of our additional functions you are able to enhance the scope of functions of your Vertec for free within just a few clicks.

Whichever option you choose: With Vertec, you are always prepared for the future.

Our customers have a say

Andreas Gnilka LBD-Beratungsgesellschaft mbH
1:26 min
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Felix Wurm Geschäftsführer ines GmbH
2:17 min
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FAQs – your questions answered

Ja, Sie können beliebige Kennzahlen zu einer Auswertungstabelle für Kunden, Projekte oder Zielgruppen (Geschäftsführung, Management, ...) zusammenstellen. Die individuellen Auswertungsordner lassen sich nach Ihren Anforderungen beliebig erweitern. Sie stehen zum Download bereit.

Vertec verfügt über keine eigene Buchhaltung, aber über Schnittstellen zu allen gängigen Finanzbuchhaltungsprogrammen. Die Schnittstellen lassen sich mit Vertec per Knopfdruck installieren und mit wenigen Angaben in den Systemeinstellungen aktivieren. So ist eine reibungslose Übertragung der Daten möglich.

We would be happy to show you in a non-binding demo how Vertec can make your daily work easier. You will learn how your tasks and processes can be implemented in the software. Post your personal demo appointment now in our booking calendar .

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.

You may test Vertec for 30 days free of charge and without obligation in your personal test environment.

Start your free trial now. 

Yes, we offer three different online courses several times a year to help you build or deepen your Vertec knowledge. More information can be found in the courses section on our website .

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