Vertec

Vertec is an integrated CRM and ERP product from Vertec AG, based in Zurich and active in the DACH market for more than 25 years. The product is purpose-built for project-driven professional-services firms — consultancies, law firms, fiduciary and trust services (Treuhand), engineering offices, IT services and software houses — and combines client and contact management with project accounting, time and expense capture, billing, financial accounting and controlling. With more than 1,300 customers and offices in Switzerland, Germany and Austria, Vertec is one of the leading professional-services-oriented ERP vendors in the DACH region. The product is characterised by an adaptive approach: the software is configured to fit the customer's existing processes rather than imposing a standard process model, which is the typical positioning of large generic ERPs.

Product overview

Vertec covers the integrated workflow for professional-services firms: client and contact management with project and engagement context, opportunity and offer management, project and engagement setup with budget and team planning, time and expense recording (web and mobile), service billing including fixed-price, time-and-material and milestone models, accounts receivable and payable, financial accounting and controlling, and reporting and KPI dashboards focused on professional-services metrics such as utilisation, realisation rate and project margin. The product is delivered on-premises or as a hosted-cloud service from Swiss and German data centres. The vendor delivers implementation directly through its own consulting team with deep professional-services-firm expertise.

Functional sweet spot

The functional sweet spot is professional-services firms between roughly 20 and 500 users where projects, billable time and client relationships are the core operating logic. Typical customers include management consultancies, engineering and architecture practices, law firms, fiduciary and tax-advisory firms, IT-service companies, software houses and other knowledge-driven professional businesses. Vertec is not a generic ERP — it does not cover production planning, complex manufacturing or trade-style warehouse workflows. For service firms, the integrated approach with time and billing tightly coupled to project accounting and financial control gives meaningfully better operating insight than generic ERPs paired with separate time-tracking and PSA tools.

DACH positioning

Vertec's Swiss origin and 25-plus years of DACH market tenure mean the localisation is one of the deepest in the professional-services-ERP segment. Swiss tax law, VAT specifics and the regulatory expectations of Swiss fiduciary and law firms are addressed natively. The German localisation covers GoBD compliance (the German principles for proper digital bookkeeping), DATEV (the dominant German payroll and accounting standard used by most tax advisors) integration for the relevant export formats, and ZUGFeRD and XRechnung e-invoicing. The Austrian variations are addressed. Data residency is in Swiss or German data centres, which is a meaningful argument for DACH professional-services buyers with client-data sensitivity. Multi-entity scenarios for firms operating across the three DACH countries are supported natively.

Pricing and implementation

Pricing follows the DACH professional-services model: per-named-user licensing for on-premises deployments with annual maintenance, or per-user monthly subscription for the hosted-cloud option. Indicative all-in TCO for a 100-user professional-services firm over five years typically lands in the 500,000 to 1.5 million euro range, with implementation services representing 0.6 to 1.2 times the annual licence value. Implementation cycles are usually 4 to 12 months depending on the complexity of the firm's existing process model and the number of legacy systems to be replaced. The pricing model is transparent and predictable, which is well-aligned with professional-services-firm buyer expectations.

Selection considerations

Vertec is a strong choice for professional-services firms between 20 and 500 users in the DACH region with significant Swiss exposure, where projects, billable time and integrated financial accounting are the core requirements. It is less compelling for trade or manufacturing businesses (Sage 100, myfactory or Business Central fit better), for very small services firms under 20 users where dedicated PSA SaaS products like Awork, Moco or HQLabs may be simpler and cheaper, or for global services firms above 500 users where international PSA platforms like Kantata (formerly Mavenlink), Certinia (formerly FinancialForce) or NetSuite SRP often scale further. Buyers should validate Vertec's fit to their specific service-firm sub-segment (law, engineering, consultancy, IT services) as part of due diligence.

Vendor homepage of Vertec

Current view of the website https://www.vertec.com/de-de/

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Häufig gestellte Fragen

What company size is Vertec suited for?

Vertec addresses a specific target group — company size, industry, complexity and international scope all play a role. In the vendor profile above you will find concrete target-group recommendations plus a comparison with similar solutions under ERP comparison. The exact details depend on the industry, company size class and customising depth of the specific ERP setup.

What training does Vertec offer?

Most vendors offer end-user and admin training, often along with consultant certifications. Independent providers listed under ERP training also offer product-neutral courses. The exact details depend on the industry, company size class and customising depth of the specific ERP setup.

Which languages does Vertec support?

ERP systems from the DACH region are available in German as standard. International vendors (SAP, Microsoft Dynamics, Oracle NetSuite) offer 20+ languages, often including localised accounting standards. The exact details depend on the industry, company size class and customising depth of the specific ERP setup.

Can I customise Vertec myself or do I need a partner?

Simple adjustments (custom fields, report layouts) are often self-service. Complex customising (workflows, modules, integrations) usually requires a certified partner — see the ERP consultant overview. The exact details depend on the industry, company size class and customising depth of the specific ERP setup.

How significant is Vertec in the market?

Market shares and market movements are not reported publicly in exact figures for the DACH region. Studies such as the Trovarit ERP study and the Gartner Magic Quadrant provide orientation — see ERP market shares. The exact details depend on the industry, company size class and customising depth of the specific ERP setup.