Deltek CRM for Vantagepoint 7.0.3

Deltek Client Relationship Management (CRM) users can conveniently access crucial client and pursuit information directly from their mobile devices. The Deltek CRM for Vantagepoint mobile app enables teams to effortlessly retrieve pursuits, firm details, contact data, and activities no matter where they are, ensuring continuous connectivity. Enhance team collaboration and increase project conversions with the flexibility of accessing essential business development insights on-the-go.

Features:

• Add, update, and view client and contact details
• Create and manage project pursuits (opportunities)
• Manage activities and link them to clients, contacts, and projects
• Track custom business-specific information using custom fields
• Quickly initiate contact by making calls, sending emails, or viewing addresses on a map with a single tap
• Maintain CRM security access and controls seamlessly through the mobile app
• Convenient and secure access to the app with a 4-digit pin

To get started:

1. A valid Deltek Vantagepoint CRM user license is a prerequisite.
2. Contact your company’s IT department to acquire the firm-specific Deltek CRM mobile URL required for setup. Please note that this URL differs from the one used in a web browser.