VERTEX

LEAD MANAGEMENT

Customer and contracts

Manage customers and offer valuable proposals and contracts. Marketing automation ensures that you provide leads with the right information at the right time.

With VERTEX software, we help you set up workflows that automate this process.

lead-management-vertex

VERTEX

Lead Management

VERTEX

Contract Management

i

VERTEX

Portfolio Management

leadmanager-Vertex

Customers and contract

Create customers
Import KVK data
Generate documents
Create contracts

REQUEST A PERSONALISED DEMO

Let us show you around

VERTEX

Generate document

 

generate-document-vertex

Step 1: All Pricing details

proposal-vertex

Step 3: Send proposal

Generate a contract document ready to send to your customer.

pricing-generator-vertex

step 2: Pricing generator

orginazation-data-Vertex

Add easy a customer

Monitoring activities on streaming data

7-23, 7 days a week monitoring & operational follow up.

Manage-team-EnergyEssentials