Vertec
🇨🇭 CH · from €15.50/user/mo
Swiss ERP and CRM for professional services with time tracking and invoicing
Features
CRM
- Contacts, companies and corporate structures
- Document management and email automation
- Activity feed with Outlook emails
- Customer segmentation
- Compliance screening, KYC and address checks
- Event management and deadline monitoring
Sales
- Rate systems and offers
- Opportunities and change requests
- Industry-specific options (HOAI, SIA 108)
- Conflict checks
Resource planning
- Planning on projects and phases
- Staffing by users and roles
- Team and skills evaluations
- Capacity and utilization graphs
Services and expenses
- Time and expense entry
- Services timer and receipt recognition
- Presence-time comparison and absence management
- Mobile entry and time tracking in Outlook
Project and case management
- Project controlling and budgets
- Phases, sub-mandates and rate systems
- Tasks, deadlines and project activity feeds
- Third-party money management and case participants
Invoicing
- Billing for services, expenses and outlays
- Downpayments and fixed-price billing
- Payments, open items and dunning
- E-invoices, LEDES export and invoice splitting
AI features
- MCP Server for connecting Vertec data to AI clients
- Python-based LLM Client for OpenAI, Anthropic, Google Gemini
- AI Know-how Management chatbot (pilot phase)
Pricing
- Named user licensing
- Includes core CRM and project features
- Volume discounts apply
- One-time purchase per named user
- Annual maintenance at 17% of license total
- Maintenance and hotline: 22%–35% depending on user count
- Budgeting and rate systems
- Opportunities and change requests
- Industry-specific options (HOAI, SIA 108)
- Staffing by users and roles
- Team and skills evaluations
- Capacity and utilization graphs
- Supplier invoices and purchase budgeting
- Outlay management
- Onward charging of project costs
- KPI visualizations
- Predefined and user-defined KPIs
- One-time purchase per named user
- Volume discounts apply
Prices are plus VAT. 30-day free trial available.
EU Trust Profile
What we verified against public sources, last checked 2026-10-23. Every point links to its evidence.
- Evidence →European legal entity
EU entities include Vertec GmbH in Hamburg (Germany) and Vienna (Austria).
- Evidence →Data Processing Agreement (DPA)
Data Processing Agreements (DPAs) are publicly linked for Germany, Austria, Switzerland, and the UK.
- Evidence →Public sub-processor list
A public list of sub-processors is maintained, including hosting providers and backup services.
- Evidence →ISO 27001
ISO 27001 certification for the information security management system, audited annually.
- Evidence →Self-hosting available
On-premises deployment option is documented for customer-operated licenses.
- Evidence →Documented data export
Customers can export data via XML and Excel, and receive raw Cloud data in Firebird format after cancellation.
- Evidence →Local-language support
Support is explicitly offered in German via phone and chat for Germany, Austria, and Switzerland.
We list only what we could verify against a public source on the check date. A point that is absent was not established either way — it is not a finding against the vendor. The vendor's own information prevails.
Work at Vertec?
This badge is free for every vendor we list and has no bearing on the order of any list. It is issued on the basis of a verified European headquarters (CH) and the compliance points we checked against public sources — the date on it is the date we last checked.
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Reviews
Recurring themes, synthesized from public reviews across portals.
What users value
- Highly customizable to company-specific needs without extensive programming
- Retains update compatibility after customizations
- Satisfactory customer support
Where users see room to improve
- · Interface can be unintuitive with cluttered menu trees
- · Implementation challenges reported in specific cases
Integrations
Vertec: frequently asked questions
- How much does Vertec cost?
- Vertec starts at €15.50/user/mo. Plans: Base Package (Cloud Suite) (€46.00/user/mo), Base Package (Software Purchase) (€790.00/user), Add-on: Sales / Project and Case Management (€15.50/user/mo), Add-on: Resource Planning (€15.50/user/mo), Add-on: Procurement & Purchases (€15.50/user/mo), Add-on: Controlling & BI (€15.50/user/mo), Software Purchase: Add-ons (Sales / Project and Case Management, Resource Planning, Procurement & Purchases, Controlling & BI) (€245.00/user). Prices are plus VAT. 30-day free trial available.
- Which tools does Vertec integrate with?
- Vertec connects with Microsoft SharePoint Online, iManage, M-Files, HubSpot, Microsoft Outlook, OpenAI, Anthropic and Google Gemini, plus 2 more integrations we found.
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Feature, pricing and integration details are based on web research (as of 2026-10-23), without guarantee, errors are possible. The vendor's website prevails.