Unique Selling Points
  • Integrated CRM & ERP Software
  • Highly customizable
  • Cloud Suite or On-Prem operation
  • Ideally suited for project-oriented service providers
  • Continuous development of free additional features
Software info

Business Software, made for me

With our integrated CRM and ERP software, we help companies to map their processes as efficiently as possible, save time and thus significantly increase their profitability. Vertec increases transparency and efficiency – decisive factors for the success of project-oriented service providers. Vertec replaces isolated solutions, optimizes processes and increases productivity.

Vertec’s integrated CRM and ERP software is the perfect choice for service providers such as consultants, lawyers, IT service providers, engineers, software vendors and fiduciaries. Whether as an on-premises or cloud solution, Vertec adapts to your needs and offers your company the best possible future and investment security.

Vertec offers a powerful core product that can be expanded with additional features. The integrated CRM and ERP covers all the core tasks of a project-oriented service provider:

CRM: Manage your contacts and entire relationship history in one convenient location.

Sales: Manage your sales cycle efficiently and keep track of your sales.

Resource planning: Target capacity on projects to avoid bottlenecks.

Service and expense recording: Use the core of Vertec software to accurately and easily record services and expenses.

Project and case management: Manage your projects perfectly and keep track of budgets and deadlines at all times.

Procurement: Map your procurement processes efficiently and save valuable time.

Invoicing: Create invoices easily, quickly and without errors.

HR: Manage standard hours, absences and skills of your employees in one central location.

Controlling: Keep an eye on all important KPIs for optimal corporate management.

More than 1,200 companies in Switzerland, Germany and Austria with more than 35,000 users trust Vertec. We are ISO 9001 and ISO 27001 certified and stand for the highest quality and professionalism in handling data.

Would you like to try Vertec directly? Try our solution free of charge for 30 days and see for yourself at www.vertec.com

Vertec features

  • Quotations
  • Time tracking
  • Invoicing
  • Planning projects
  • Relationship management
  • Inventory management
2 - 10 employeescheck
11 - 25 employeescheck
26 - 50 employeescheck
51 - 75 employeescheck
76 - 100 employeescheck
101 - 150 employeescheck
151 - 200 employeescheck
201 - 250 employeescheck
251 - 300 employeescheck
301 - 350 employeescheck
351 - 400 employeescheck
401 - 500 employeescheck
500 or more employeesremove
1 employeeremove
i Balance sheetremove
i Benchmark check
Utilisation rate reportsremove
i Emergency registrationremove
i Calculating scenarios remove
i Drillthrough remove
i Financial ratiosremove
i HR reportsremove
i Cash flow statementremove
i Cost centre reportscheck
Cost forecastscheck
i Employee productivitycheck
i Revenue forecastscheck
i Revenue reportscheck
i Revenue reports per employeecheck
i Revenue distribution of customer portfoliocheck
i Work-in-progress positionremove
i Training reportsremove
i PDP reportsremove
Forecast balance sheetremove
Forecast cash flow statementremove
Forecast profit and loss accountcheck
Project resultscheck
i Profit and loss accountremove
i Absence reports remove
i Quotations check
i Inventory managementremove
i Time trackingcheck
i Invoicingcheck
i Planning projectscheck
i Relationship managementcheck
i Backupscheck
i IP address securityremove
i Data storage in Europe check
i Flexible user rights check
i Single Sign On (SSO)check
i Two-factor authenticationcheck
i Accountancy portal remove
i Assets moduleremove
i Importing bank statements remove
i Payment service moduleremove
i Booking suggestions for bank statementsremove
i Accounts payable management remove
i Click through to the invoice remove
i Year-end checklistremove
i Broken financial yearremove
i Generating annual accountsremove
i Bookkeepingremove
i Quality markremove
i Using cost centresremove
i Locking periodsremove
i Period allocation on invoicesremove
i Current account moduleremove
i RGSremove
i Foreign currenciesremove
i Healthcareremove
i Construction and installationcheck
i Facility servicesremove
i Hospitalityremove
i ITcheck
i Social servicesremove
i Retailremove
i Pharma and chemicalsremove
i Accountancyremove
i Agricultural sectorremove
i Automotiveremove
i Educationremove
i Traderemove
i Industryremove
i Logisticsremove
i Mediaremove
i Online servicesremove
i Petroleum marketremove
i Productionremove
i Recreationremove
i Temporary staffingremove
i Real estate sectorremove
i Governmentremove
i Business servicescheck
€1 to €5remove
€5 to €10remove
€10 to €25remove
€25 to €50remove
€50 to €75remove
€75 to €100remove
€100 or moreremove
i Visitor registrationremove
i Communication via softwareremove
Sharing news itemsremove
i Internal chatremove
i Logremove
i Online calendarremove
i Process alertsremove
i Timelineremove
i Contract managementremove
i File management remove
i Email integration check
i Customer history insightcheck
i Customer portalcheck
i KvK integration remove
i Multiple contactscheck
i Mobile appcheck
i Recording customer notescheck
i Categorising relationshipscheck
i Scanning business cardsremove
i Managing debtors check
i Payment reminders check
i Payment arrangementremove
i Cash forecasting remove
i Debtor fileremove
i Debtor notesremove
i Dialogue at invoice levelremove
i Bad debt invoicecheck
i Authentication methodremove
i Digital signatureremove
i Advanced signingremove
i Multiple documents remove
i Multiple signatoriesremove
Sending attachmentsremove
i Signing progressremove
i Forms and templatesremove
i Storing documentscheck
i Applying VAT ratesremove
i Saving draft invoicesremove
i Credit notesremove
i Own house style on invoicescheck
i Scheduling invoicescheck
i Invoicing in multiple languagesremove
i Invoicing with subscriptions remove
i Invoicing at a fixed pricecheck
i Invoicing with tiered pricingcheck
i Invoicing by customer group check
i Using invoice templatescheck
i Invoicing with iDEALremove
i Discounts and totalscheck
i Cost types on invoicecheck
i Invoicing based on post-calculationcheck
i Online invoiceremove
i PayPal on the invoiceremove
i Periodic invoicingcheck
i Self-billingremove
i Adding an attachmentcheck
i UBL invoicingremove
i Creating a consolidated invoicecheck
Approving via a mobile appremove
i Automatic booking suggestionsremove
i Authorisation workflowremove
i Setting up authorisationsremove
i Submitting invoices digitallyremove
i Matching invoicesremove
i Invoice notesremove
i Submitting via a mobile app remove
i Scan & recogniseremove
i Submitting multiple invoicesremove
i Processing multiple invoices at onceremove
i Online archiveremove
i Splitting and merging check
Viewing the status of an invoicecheck
i Processing UBL invoicesremove
i Employment contractremove
i Company propertyremove
i Contract managementremove
i Digital personnel file remove
i Employee Self Serviceremove
i Mobile appremove
i Organisation chartremove
i Employee profilesremove
i Multiple leave typesremove
i MSSremove
i MSS appremove
i Job profile templatesremove
€0remove
€1 to €100remove
€100 to €500remove
€20.000 or moreremove
€5.000 to €20.000remove
€500 to €5.000remove
i Complaint registrationremove
i Process descriptions remove
i Registering inspectionsremove
i Improvement proposalsremove
i Work instructions remove
i Terms and conditionsremove
i Own house style on quotationscheck
i Online quotation dialogueremove
i Grouping productsremove
i Discounts and totalscheck
i Converting a quotation into an invoice check
i Accepting a quotation online remove
i Quotation templatescheck
i Available onlinecheck
i Quotation status overviewcheck
i Showing 3D visualisationsremove
i From quotation to contractremove
i From quotation to projectcheck
i Version controlremove
i Pre-calculationremove
i Checking availability check
i Repeating shifts check
i Optimal staffing levelremove
i Onboarding schedulesremove
i Multiple locations/departmentsremove
i Open shiftsremove
i Call-out notificationsremove
i Calculating breaks remove
i Staff schedulingcheck
i Scheduling based on budgetremove
i Scheduling based on expected wage costsremove
i Allowancesremove
i Weather forecast remove
i Swapping working hours/shifts remove
i API remove
i Cloudcheck
i Sandboxremove
i Servercheck
i Self-learning softwareremove
i Subscriptioncheck
i One-off paymentremove
i Freemiumremove
i Free trial accountcheck
i On requestcheck
i Per unitremove
i Productionremove
i Resource planningremove
i Simulationremove
i Bill of materials managementremove
i Outsourcing of activitiesremove
i Budget monitoring check
i Purchase invoices on projectscheck
i Capacity planningcheck
i Project templatescheck
i Project phasescheck
i Rate structurecheck
i Team managementcheck
i Time tracking check
i Automatic mileage trackingremove
i Invoicing tripscheck
i Registering tripscheck
i Track and traceremove
i Analyse conversions remove
i Creating an email campaign check
i Lead managementremove
i Live chatcheck
i Outstanding vouchersremove
i Personalisationremove
i Q&A knowledge basecheck
i Dividing the sales process into phasescheck
i Loyalty programmes remove
i Vouchersremove
i Trackingremove
i Analysis and reportingremove
i Deliveryremove
i Accountingremove
i CRMcheck
i Accounts receivableremove
i Expense claimsremove
i Digital signingremove
i Document managementremove
i EHRremove
i ERPcheck
i Invoicingremove
i Invoice processingremove
i Taxremove
i Flexible payrollremove
i Helpdeskremove
i HRMremove
i Integration softwareremove
i Annual accountsremove
i POSremove
i Quality managementremove
i Quotationremove
Training managementremove
i Staff schedulingremove
i Process managementremove
i Product configurationremove
i Production planningremove
i Project managementcheck
i Recruitmentremove
i Bookingremove
i Mileage trackingremove
i Payrollremove
i Salesremove
i Service managementremove
i Talent managementremove
i Time trackingremove
i Absenceremove
i Inventory managementremove
i Webshopsremove
i Work ordersremove
Chat with an employeecheck
Chatbotcheck
Knowledge basecheck
Email/message via websitecheck
i Software democheck
Telephone helpdeskcheck
i Creating taskscheck
i External party login remove
i Status of ongoing taskscheck
i Task overviewcheck
i Assigning rolescheck
Danishremove
Germancheck
Englishcheck
Finnishremove
Frenchcheck
Hindiremove
Italiancheck
Japaneseremove
Mandarinremove
Dutchremove
Norwegianremove
Polishremove
Portugueseremove
Romanianremove
Russianremove
Spanishremove
Tamilremove
Teluguremove
Czechremove
Swedishremove
i SMEscheck
i Non-profitremove
i Large companyremove
i Multinationalsremove
i Start-upremove
i Foundationremove
i Associationremove
i Freelancerremove
i Approving hourscheck
i Activity timercheck
i Absence registrationcheck
i Automatic time trackingremove
i Collective labour agreement (CAO) rulesremove
i External hours validationremove
i Matching time to a customerremove
i Clocking incheck
i Insight into hours balancescheck
i Mobile appcheck
i Plus and minus hours check
i Occupational physician login remove
i Third-party login remove
Separation of medical and non-medical dataremove
i Status overview per employee remove
Absence fileremove
i Absence protocol in line with the Gatekeeper Actremove
i Employee loginremove
i Automatic order listremove
i Generating a stock listremove
i Expiry dateremove
i Inventory valuationremove
i Purchasing managementremove
i Optimal order picking routeremove
i Order picking locations remove
i Scanning in delivery notesremove
Printing price labelsremove
i Processing returnsremove
i Serial and batch numbers remove
i Tracingremove
i Processing sales ordersremove
i Stock alertremove
i Stock locationsremove
i Designing and adapting workflowsremove
i Workflow management remove
Prices
Pricing models:
On request i
Subscription i
Free trial account i
Indicative cost from p/m:
On request

Vertec review

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Description

Find out with SoftwareWatcher whether Vertec is right for your organisation. Read genuine reviews from users and experts and compare all relevant software features. We give you an overview of all the software features relevant to your business processes. Vertec offers the following modules:

check CRM
check ERP
check Project management

With SoftwareWatcher you find out how Vertec saves you time. By digitising your organisation with Vertec, you reduce costs and bring structure to your organisation.

Compare Vertec and get advice

Compare Vertec with other software for your industry and company size. Based on software features and prices, you can quickly and easily see whether the software is suitable for you. SoftwareWatcher offers a simple selection guide so that you can choose the best software yourself, even without any knowledge of software. Do you need advice on whether Vertec is right for your organisation? The SoftwareWatcher experts are happy to help and advise you on your choice. We ask you the right questions and check whether the software suits you. This is free and without obligation. Do you want to know whether the software integrates with other systems in your organisation? In the SoftwareWatcher integrations overview you can see straight away whether the software integrates with your existing systems. Is your existing software not in the overview? Then other solutions are always possible. Contact the software supplier about this.

Vertec demo or trial period

Would you like to get a real impression of Vertec? You can often request a trial period or a software demo for this. With a trial period you get access to the software for a number of days and test for yourself whether the software is right for you. If you request a software demo, the software supplier explains the software to you personally. During a software demo you can ask all your questions about the software. This is how you find out about the quality of the software. Are you looking for alternatives to Vertec? SoftwareWatcher gives an overview of the best software alternatives. That way you know straight away which systems you should compare with each other.

Vertec - frequently asked questions
check 2 - 10 employees
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check 51 - 75 employees
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check 251 - 300 employees
check 301 - 350 employees
check 351 - 400 employees
check 401 - 500 employees
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check Subscription i
check Free trial account i
check English
check German
check Italian
check French
check Telephone helpdesk
check Chatbot
check Email/message via website
check Chat with an employee
check Knowledge base
check Software demo i
check Business services i
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check IT i
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