VertexOne: CRM and ERP for sales and back-office operations
CRM and ERP for sales and back-office operations
From the first contact with a client to project profitability, in one platform.
Request a demo
VertexOne brings sales and administrative management together in one platform. The full cycle is recorded: opportunity, negotiation, quote, approval, contract, project, execution, closing and profitability.
It runs several companies in the same installation, each with its own users and permissions.
Available features
Sales management
Clients, opportunities, quotes with approval workflow and contracts.
Leads from your website
Website forms land in a lead inbox for follow-up.
Projects and tasks
Tracking of projects, tasks and sprints.
Purchasing, inventory and assets
Purchase orders, stock and fixed assets.
Invoicing, accounting and treasury
Accounting records, receivables and treasury movements.
Payroll and tax reporting
Payroll processing and Colombian third-party information reports (exógena).
Reports
Sales and financial indicators.
Microsoft sign-in
Access with Microsoft Entra ID accounts.
Request a VertexOne demo
We show you the platform with a case similar to yours. Tell us a little about your operation so we can prepare the demo.
- WhatsAppMessage an advisor
- Already a client?Open a support ticket
- OfficeCalle 138 # 72-30, Bogotá D.C.