Deltek CRM for Vantagepoint 4+
Full pipeline & happy clients
Deltek, Inc.
-
- Free
Screenshots
Description
Deltek Client Relationship Management (CRM) users have access to critical client and pursuit information from their mobile device. With the Deltek CRM for Vantagepoint mobile app, teams have instant access to pursuits, firm details, contact information and activities from anywhere, at any time. Help keep all of your team members informed and turn more pursuits into projects with access to key business development intel on the go.
Features:
• Add, update and view client and contact details
• Create and manage project pursuits (opportunities)
• Manage activities and associate them with clients, contacts and projects
• Track information unique to your business in custom fields
• One-touch tap to make a call, send an email or view an address on a map
• Maintain all CRM security access and controls through the mobile app
• Easy and secure access to the app using a 4-digit pin
To use the app:
• A Deltek Vantagepoint CRM user license is required.
• Contact your firm’s IT resource to obtain your firm-specific Deltek CRM mobile URL needed during set up. Note that this URL is different than the URL used in a browser.
What’s New
Version 7.0.1
Enhancements
• Name change of Azure Active Directory to Microsoft Entra ID in the user interface and user guide
• Add touchpoints to projects, firms, and contacts
Defect
None
Ratings and Reviews
Current version won’t launch
Launch briefly shows logo, then just a white screen with a blue title bar at the bottom. Tried removing and reinstalling the app several times. Not sure what went wrong. It worked a few months ago.
Update 11-18
App seems to be working now. Thanks!
Developer Response ,
Sorry the app isn't working for you. Could you please ask your Vantagepoint administrator to create a support case so we can troubleshoot and fix? If you have trouble creating a support case, please email vantagepoint@deltek.com and I'll help.
App Privacy
The developer, Deltek, Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Usage Data
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Deltek, Inc.
- Size
- 52.3 MB
- Category
- Business
- Compatibility
-
- iPhone
- Requires iOS 13.0 or later.
- iPad
- Requires iPadOS 13.0 or later.
- iPod touch
- Requires iOS 13.0 or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2013 Deltek, Inc.
- Price
- Free