Vertec
Integrated CRM and ERP software for professional services firms
About Vertec
Vertec is a Swiss-made PSA (professional services automation) platform that combines CRM, project and engagement management, time and expense tracking, and billing into a single integrated system. Built for project-based service businesses such as consultancies, law firms, fiduciaries and engineering offices, it is delivered as a cloud subscription (Cloud Suite) or on-premises, with deep DACH localization for Swiss, German and Austrian compliance.
Pros & Cons
Pros
- Truly integrated CRM, project management, time tracking and billing in one system, removing data silos
- Highly customizable and modular, so firms only pay for the modules they need
- Strong fit for project-based professional services firms of roughly 20 to 500 users
- Deep DACH localization with Swiss VAT, German GoBD and DATEV compliance
- Choice of Swiss/German cloud hosting or on-premises deployment for data sovereignty
Cons
- Primarily focused on the DACH market, with less relevance outside Switzerland, Germany and Austria
- Modular pricing means total cost depends heavily on which add-on modules you select
- Breadth and configurability create a learning curve and may require onboarding/customization effort
- Pricing shown in CHF and oriented to Swiss/German VAT, less straightforward for global teams
Key Features
Integrated CRM
Manage relationships with prospects, clients, suppliers and employees in one system, with project and engagement context attached to every contact.
Project & Engagement Management
Set up projects with sub-projects, phases, team planning and per-project or per-employee hourly rates for accurate billing.
Time & Expense Tracking
Record billable time via daily, weekly and mobile views, plus capture expenses and outlays with AI-powered receipt recognition.
Flexible Invoicing
Bill projects by hours, fixed price, milestones or a mix, with multi-stage discounts and multi-currency support.
Budgeting & Project Calculation
Plan budgets at project and sub-project level, run target/actual comparisons and track planned values across phases.
Resource Planning
Plan staff and resources across projects and sub-projects to balance capacity and utilization.
Controlling & Business Intelligence
Visualize KPIs such as utilization, realization rate and project margin with predefined and custom dashboards.
Customization & Extensibility
Highly modular and configurable, with custom fields, folder structures, process automation and Python-based extensions including an LLM client.
DACH Compliance & Integrations
Swiss VAT, German GoBD and DATEV support, MS Office integration, and native multi-entity scenarios across Switzerland, Germany and Austria.
Pricing
- CRM and customizing
- Services, expenses, invoicing and dunning
- Custom fields and folder structures
- Process automation
- Foreign currencies
- All apps and full-text search included
- Volume discounts from the 11th and 251st user
- Phases and sub-projects
- Target/actual comparisons
- Budget at project level
- Multi-currency budgets
- Tender submission
- Resource Planning
- Procurement & Purchases with AI receipt recognition
- Controlling & BI dashboards
- Each module priced separately per user
- One-time software purchase licensing
- Self-hosted deployment
- Optional maintenance and support
- Contact Vertec for a quote
Best For
Consulting Firms
Manage opportunities, projects, billable time and invoicing end to end with utilization and margin reporting.
Law Firms & Fiduciaries
Run mandate management, time-based billing and Swiss regulatory compliance including AML checks in one platform.
Engineering Offices
Handle project calculation, multi-stage discounts, outlays and milestone invoicing for engagement-based work.
IT Service Providers
Track services, expenses and resource planning across projects while billing on time-and-material or fixed-price models.
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