Customized Packages to Suit Your Needs
We know every business has unique needs and will work with you to build and grow your solutions according to your needs. Vertrex helps business owners achieve Clarity, Accountability, and Leadership by providing strategic insight and technology leadership through fractional executive roles and specialized ERP/CRM implementation and advisory services. We aim to strengthen financial performance and technology ROI to accelerate growth.
Fractional Services
Through partnerships, we provide the experience and insight of world-class executives without the full-time cost. Our Fractional CFO, CIO, and COO services help growth-minded business owners gain financial clarity, operational control, and a technology roadmap built for scale.
We deliver board-level financial oversight for critical functions, including cash flow management, budgetary control, forecasting, and strategic planning. Our focus on cost optimization and capital readiness ensures maximum financial efficiency and supports sustained organizational growth.
Turn your technology into a competitive asset, not a cost center. We strategically align IT with core business goals, driving key initiatives (ERP, CRM, and data) and strengthening cybersecurity to ensure your technology delivers tangible value and market advantage.
From planning to flawless execution. We streamline operations and build scalable processes to improve execution across the enterprise. We bring structure and clarity, ensuring your strategic vision becomes a consistent operational reality.
Strategic Business &
Technology Advisory
At Vertrex, we deliver the strategic clarity necessary for growth. Our fractional business advisory services provide high-level strategic insight and technology leadership to both growing startups and established enterprises. Gain the expertise of a dedicated executive strategic partner at a fraction of the cost.
Expert guidance to simplify operations with modern cloud platforms (e.g., NetSuite, D365, QuickBooks, Odoo).
Implement intelligent solutions to streamline decision-making, improve efficiency, and scale effectively.
General strategic roadmaps, process optimization, and performance improvement.
ERP & CRM
Implementation & Support
Vertrex helps growing and established organizations modernize their core operations. We specialize in world-class ERP implementation, customization, and optimization services. Whether you are graduating from spreadsheets or replacing an outdated system, we deliver tailored ERP solutions that work seamlessly within your business structure built for your business, not forcing your business to adapt around it.
Precision launch of new ERP systems, handling configuration, data migration, integrations, and training for a successful go-live.
Keep ERP running at peak performance with proactive monitoring, troubleshooting, continuous improvement, and System Administration as a Service.
Enhance system functionality and connect ERP/CRM to essential third-party tools (e.g., e-commerce, banking, HR, AP/AR, tax).
Maximize ROI by streamlining financials, operations, and reporting; design automations to save time and money.
We Identify Pain points and Design solutions.
The first step towards solving any problem, is for thoughtful and detailed evaluations. The backbone of our services are grounded in creating comprehensive evaluations of your systems and creating an action plan provide you the product or service that is exactly what you need and allows you peace of mind as you focus on expanding your business. No more, no less.
Assessment and Optimization Services
Tailored Recommendations
Ongoing Support and Maintenance
SaaS Implementation
Scalable Tailored Solutions
We Develop solutions so you have time to build your success.
Vertrex utilizes powerful partners to execute the design we create with you. No matter the platforms, systems, industry, etc we leverage our experience and creativity to develop automations and integrations that unlock your potiential.
Integrations
Vertrex will help identify the proper tools and solutions for integrating your systems! Whether its finding existing integrations or building from the ground up, we can create the right solution that fits your scale.
Automations
Automations expand your capacity exponentially! We have the experience needed to create and monitor your automations so you can focus on developing and growing your business.
SaaS & IPaaS
It is daunting to figure out what platforms and systems to implement as your business grows. Let us manage the technical systems and help you scale your business solutions according to your needs.
We Deliver the solutions you need,
to build the business you envision.
Book an Appointment Today!
Choose from the options below to book a free consultation with one of our experts!