Vertec

Vertec is a Swiss business software provider whose integrated CRM and ERP platform is designed for project-oriented service providers such as consultancies, engineering firms, architects, law firms and IT companies. Professional services organisations depend on accurately capturing time, managing projects profitably and invoicing correctly, yet they often use separate systems for customer relationships, project planning, time recording and billing, resulting in duplicated effort and limited visibility of profitability. Vertec addresses this by combining these functions in a single, highly customisable application. Its core approach is to connect every stage of the service delivery cycle, from acquiring a client and planning resources through recording time and expenses to invoicing and analysing results, so that firms can manage their operations from one consistent data source.

Key modules include CRM with contact management, sales opportunities and marketing activities, project management with phases, budgets and resource planning, time and expense recording through desktop, web and mobile apps, and invoicing with flexible billing models such as time and materials or fixed price. Controlling and reporting tools provide analysis of utilisation, project margins and work in progress, while document management and templates support contracts and correspondence. Vertec integrates with accounting systems such as Abacus, Bexio, DATEV and others, as well as Microsoft Outlook and Microsoft 365, and offers an API and scripting for tailored extensions, reflecting its strong emphasis on configurability. The software can be deployed on-premises or as a cloud service hosted in Switzerland, which appeals to organisations with data protection requirements. Vertec is aimed primarily at small and mid-sized professional services firms in Switzerland, Germany and Austria, with multilingual support for broader use. Pricing starts from around CHF 56, typically per user per month, with a free trial available; there is no permanently free version.