
Integrated CRM and ERP software for professional services firms
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.
Manage relationships with prospects, clients, suppliers and employees in one system, with project and engagement context attached to every contact.
Set up projects with sub-projects, phases, team planning and per-project or per-employee hourly rates for accurate billing.
Record billable time via daily, weekly and mobile views, plus capture expenses and outlays with AI-powered receipt recognition.
Bill projects by hours, fixed price, milestones or a mix, with multi-stage discounts and multi-currency support.
Plan budgets at project and sub-project level, run target/actual comparisons and track planned values across phases.
Plan staff and resources across projects and sub-projects to balance capacity and utilization.
Visualize KPIs such as utilization, realization rate and project margin with predefined and custom dashboards.
Manage opportunities, projects, billable time and invoicing end to end with utilization and margin reporting.
Run mandate management, time-based billing and Swiss regulatory compliance including AML checks in one platform.
Handle project calculation, multi-stage discounts, outlays and milestone invoicing for engagement-based work.
Track services, expenses and resource planning across projects while billing on time-and-material or fixed-price models.
Highly modular and configurable, with custom fields, folder structures, process automation and Python-based extensions including an LLM client.
Swiss VAT, German GoBD and DATEV support, MS Office integration, and native multi-entity scenarios across Switzerland, Germany and Austria.

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