Vertec
Integrated CRM and ERP software for professional services firms
Founded
1996
Starting Price
CHF 56
Category
Time Tracking
Last updated June 16, 2026
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
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.
Pricing
Base Package
CHF 56/user/month
- CRM and customizing
- Services, expenses, invoicing and dunning
- Custom fields and folder structures
- Process automation
- Foreign currencies
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.
