In Vertec, interweaving of companies can be mapped by assigning parent companies and subsidiaries. A company can have only one parent company, but any number of subsidiaries. More details can be found in the article on our Knowledge Base.
The activity feed provides a complete history of all activities related to projects or cases. Authorized users get a useful overview of everything that is happening related to a project or a case. Thanks to the Vertec Outlook App, this information is also available directly in Outlook.
Use activities to manage tasks. With follow-ups, you can assign a responsible person and set a due date to a task. With notifications, you can get easily notified of due tasks.
Event management supports you in the planning of corporate events and makes it easy for you to manage leads, attendees and cancellations, evaluate events and billing.
The time and performance recording can be extended with an approval process, which allows project leaders to approve services for submission to invoicing.
Open, manage and evaluate projects
Individually adaptable to the requirements of your consulting company.
Open projects directly from offers with just a few clicks
Project templates save time and ensure quality
Easily manage deadlines, follow-ups and appointments
With individual project templates, you can define the structure (phases, sub-phases, service types) and significantly speed up the project creation process.
Opportunities are entered with order date, order amount, status and probability and are linked to an address or a project. Customer communication can be documented, or follow-up templates can be created to manage appointments. A project for an offer can be created directly from an opportunity.
Vertec simplifies the planning, organization and evaluation of campaigns and events. It offers comprehensive support with features such as mailing tools, customer history, success monitoring, segmentation and templates for invitations. Various additional features such as participant lists or printing name tags complete the feature.
Charging services
Charge services efficiently and time-saving with Vertec.
Services and expenses are charged in just a few clicks
Vertec supports the create of invoices in the formats LEDES, ZUGFeRD and XRechnung. Detail can be found in the Knowledge Base articles LEDES Export and invoices according to ZUGFeRD Standard (XRechnung).
Vertec can be configured as an invoice program so that it uses text templates for sending invoices via email with the invoices being attached as PDF files.
Documents such as invoices can be attached to Outlook emails and sent from Vertec. Alternatively, you can also dispatch them via SMTP and directly from Vertec.
Different payments (installments) to be charged in the future can be entered in advance and charged at the respective time until the total amount is reached.
Payment plans in Vertec
Create an invoice with just a few clicks
Resource planning of a team on a monthly basis
Resources
Maximize workforce capacity with comprehensive resource planning solutions for consultants.
Project-level planning with assignment of employees and teams
Detailed views of employee capacities with absences and overloads
Integrates different resources such as skills and working hours
Evaluate performance
Vertec offers business intelligence solutions that enable consultants to efficiently evaluate.
Analyze KPI such as revenue and costs per employee or project
Create reports and compare different cases or periods
Use data from Vertec in other BI programs like Microsoft Power BI
Forecast Turnover of the Phase Budget
Powerful standard configuration, perfect with your individual customization
Vertec already offers all the important functions for business processes “out of the box”. Additional features and functions enable specific functions to be implemented in the shortest possible time and adapted individually.
Vertec remains updatable with your customization
Use standardized additional features for free
Agile response to new requirements through customization
This is how modern software for consultants should be like
Best-of-breed
Best-of-breed means using the best products in a category. Vertec follows this strategy by focusing on core competencies such as contact management, project management, invoicing and controlling.
Seamlessly integrated
In line with the “best-of-breed” strategy, Vertec can be seamlessly integrated in different work environments. Standard interfaces enable fast integrations, and individual connections complete interoperability.
Customizable
Even with its core features alone, Vertec yet adds high value for more than 1'200 customers. Additional features expand the range of functions, individual customization make Vertec the ideal solution for you.
Yes, in Vertec you can use the function Opportunities on Contact/Company or Project/project phase level to save and evaluate sales phases with amount, probability and date.
The additional feature Opportunities gives you a visual and tabular overview of the open sales opportunities. The various evaluation options include, for example, an annual overview of the planned transactions.
Yes, Vertec can also be used as a mobile service entry system. With the Phone App, available for both Android and iOS, you can record entries using your smartphone.
We are often faced with the following scenario in consulting companies: data is not kept centrally, but instead is used across different systems and platforms. CRM data here, time recording there. We often get to see various isolated solutions along a company's processes.
There is no single source of truth, finding data becomes an annoying waste of time. Even worse, different data cannot be combined.
Manage data centrally with Vertec
Luckily, there is Vertec to bring your company consistency in data management. CRM information, performance and time recording, expenses, invoicing, project controlling and so much more is bundled in just one single software environment. Once entered, you may use the data in various processes.
Some examples:
See absences of your team members in resource planning
Use entered records and expenses for invoicing with just a click
View all activities linked to a contact in your Outlook
Many consulting companies do not get the whole picture. This is means, there is no quick access to valuable information such as:
What is the status of my projects? Who worked on which project for how many hours? Did all employees record their time correctly? If irregularities occur, following processes such as billing and controlling may be delayed.
The problem spreads further. How much project budget is still available? Which ones of the ongoing projects are actually the most profitable? Will there be enough human resources available in the near future to accept more projects?
Keep an overview with lean controlling
Vertec lights up the dark and offers you clear and easy to understand project controlling that answers the questions mentioned and even others quickly. At the touch of a button, all the KPIs become available. With Vertec being an integrated CRM and ERP system, fees, costs, contribution margins and much more can clearly be visualized.
Just how it should be: When the order situation is good, many projects are active at the same time while staff works under full load. Correct? A well-working resource planning of your team across all the projects is a prerequisite for efficient and successful project management.
Soon it will be vacation time. But, what projects are Mrs. Feller and Mr. Keller actually working on at the moment and in the coming months?
And wait, do they still have capacity left for a number of tasks that have come up with the onboarding of the recent new customers? Who would actually be available for substitution, if one of them falls ill?
Plan your resources in the best possible way
With Vertec, you get answers to important questions like these right at the touch of a button, while ensuring optimal personnel management. Plan your employees ahead on projects and have availability and overload all at a glance in Vertec.
Test instances are created fully automatically via our Customer Portal. The trial period is 30 days and ends automatically. For technical reasons, it cannot be extended.
Alternatively, before the 30-day period expires, you can either renew it by purchasing at least one Vertec license or sign in again with a different email address. Purchase of a license will allow you to continue working with the database and URL used in the original trial period.
Express check
Find out in 3 minutes how well Vertec fits your needs.
Libera AG successfully migrated from an on-premise solution to the Vertec Cloud. See how this step led to a 25% reduction in IT costs, increased efficiency and simplified support.
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.
Are you using the full potential of your Vertec solution? Discover how regular reviews can ensure the efficiency and future-proofness of your software.
