VertexCRM: Contract Management System

Contract Management Software is web based Software which is available as Software As a Service (SaaS) on Subscription basis. This software developed by Vertex Technologies can be used for management of various types of contracts and services offered by Most of the service based industries like Mechanical /Electronic/ Electrical / Software / Automobile etc. This software helps small and medium scale industries to manage the AMC Contract, Warranty Contract, Services and Installations for the products they offer and may need regular or on call based services or Installations. It also provides leads about their customer’s data regarding who do not have contracts so that they can try to offer them annual contracts and can generate more business for them.

Main Features

  Web Based SaaS

  Suitable For Any Service Industries

  Smart Dashboard

  User Management

  Client Data Management

  Customer Management

  AMC Contract Management

  Warranty Contract Management

  Service Management

  Powerful Reports


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Benefits

Web Based

Access from anywhere and anytime

Software As a Service

No Installation Required

Contract Management

Easily Track all the Service Contracts

Service Reminders

Manage Services with Service Reminders

Contract Renewals

One Click Contract Renewals

Multi User

Users with different access rights

Better Workload Management

Manage workload efficiently and boost team productivity

Grow your Business

Generates Internal Leads

Quality of Service

Improve the quality of service

User Friendly

Very easy to use

Suitability

Suitable for any service industry

Better Customer Retention

Improve Customer Retention

TRACKING FOR TYPES OF SERVICES

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Part of AMC Contract Service

The service performed by the vendor as part of the AMC Contract Service. Vendor does not charge for the Service but if a part needs to be replaced and not covered under the service, the vendor can charge for it. This also helps for Product’s preventive maintenance and longer life.

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Part of Warranty Contract Service

The service performed by the vendor as part of the Warranty Contract Service. Vendor does not charge for the Service but if a part needs to be replaced and not covered under the service, the vendor can charge for it.

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Non Contract (Standalone) Service

The OnCall service performed by the vendor but not part of any AMC or Warranty Contract. Vendor does charge for the Service and if a part needs to be replaced, the vendor will charge for it also.

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Installation Service

The Installation Service performed by the vendor but not part of any Contract. Vendor may or may not charge for the Installation Service depending on from where the product was purchased and if free installation was offered part of the purchase or not.

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Leads

The customers without any active AMC or Warranty Contracts are the leads. eg. Customers for any of the Non Contract Service and Installation Service offered. This data is very helpful for the Vendor to generate more business by offering these customers AMC or Warranty Contracts.

BROCHURE

VertexCRM Contract Management System Brochure. Please Click on Brochure to download

CMS brochure

TYPES OF Contract Management

  • AMC (Annual Maintenance Contract) Contract

    The Annual Maintenance Contract is an agreement between the Customer and vendor for maintenance of products by providing services as recommended for maintaining the products for one year. Depending on the products, fixed number of services in a year is offered by vendor to the Customer as part of the agreement.

    Eg. AMC Contract is offered by vendors of products like AC, Washing Machine, Refrigerator, Security Camera, RO Water Purifier, etc.




  • Warranty Contract

    Warranty Contract is similar to AMC Contract there is no fix number of Service need to be done in it. During the Warranty Contract, if Customer needs Service for that product, they will contact Vendor and request for the service and the vendor need to provide a service. Normally Vendor provides Warranty Contract with purchase of the product.

    Eg. Pest Control Company offers Warranty Contract for one or more years for the service provided. If Customer have some issue with product and informs the vendor, the Vendor will provide the service as part of Warranty Contract.


TESTIMONIAL

What Our Customers Say

Water RO Service Provider, Ahmedabad, India

VertexCRM Contract Management System is powerful and packed with features that help us keep track of our RO contracts and services with ease. The user interface is very user-friendly, making it easy for our team to use it.

Gone are the days of paper-based management, VertexCRM has made it possible for us to manage all our contract-related tasks in one place. The cost of the software is very reasonable, and the productivity improvement it has brought to our business is incredible.

AC HVAC Service Provider, Ahmedabad, India

The software is packed with powerful features that make contract and service tracking a breeze. It's definitely worth the investment for service-based industries.

The transition from paper-based management to using VertexCRM has been seamless, and it has dramatically improved our productivity. We no longer have to waste time searching for physical copies of contracts and service records, everything is now at our fingertips. Highly Recommended.

Pest Control Service Provider, NJ, USA

Most notable features of VertexCRM is the service and contract renewal indications in the system. This has been a lifesaver for our pest control business, as we can now easily keep track of upcoming service appointments and contract renewals. The reminders ensure that we never miss a service or miss out on renewing an important contract.

Say goodbye to paper-based management and hello to improved productivity with VertexCRM.

Industrial Equipments Service Provider, NJ, USA

VertexCRM Contract Management System is an exceptional solution for industrial equipment service providers. The software is packed with features that make contract and service tracking very easy at very reasonable cost. The investment in VertexCRM has definitely improved our productivity and streamlined our entire process.


CONTACT US

Contact Information

   USA Office:




   India Office: