Vertec

Vertec develops integrated CRM and ERP software for project- and mandate-oriented service companies. The solution combines customer management, project control and commercial processes in a single system. It is aimed in particular at management consultancies, engineering firms, IT service providers, software manufacturers and law firms. More than 1,300 customers rely on Vertec to represent their services transparently, simplify workflows and keep an eye on their profitability.

Since its founding in 1996, Vertec has grown into a corporate group with a local presence in Germany, Austria and Switzerland. Its headquarters are in Zurich, where the majority of the software's conception and further development also takes place. In Germany, Vertec is represented in Hamburg. The company combines experience in its target industries with the ambition to tailor software to the concrete requirements of its customers.

The range of functions accompanies the entire business process: from the first customer contact through calculation and quotation preparation to project handling, invoicing and evaluation. Contacts and relationship histories can be managed centrally, sales opportunities tracked in a structured manner, and resources allocated to projects and individual project phases. The recording of time, services and expenses forms the basis for traceable billing and meaningful project controlling. In addition, Vertec supports the handling of third-party costs as well as the management of target hours and absences.

A key feature is the adaptability of the standard software. Companies can tailor functions, interfaces and workflows to their way of working and extend them with pre-configured additional functions. Individual adjustments are retained during software updates. This allows the solution to be further developed as requirements change. The software particularly addresses service providers with at least 20 users who wish to organise their project-related business processes within a shared application.

For operation, a cloud subscription and an on-premise installation are available to choose from. Via standard interfaces and web services, Vertec can be networked with existing applications. In doing so, the company relies on the connection of specialised systems, for example for supplementary tasks in document management. This allows companies to integrate their existing software landscape.

In addition to the software, Vertec offers support through project managers, support services, training courses and a knowledge database. Industry expertise from numerous implementation projects feeds into the delivery. Certifications according to ISO 9001, ISO 27001 and ISO 14001 underline the importance placed on quality management, information security and environmental management. In this way, Vertec creates a basis for structured workflows, well-founded decisions and the long-term development of service-oriented companies.