Deltek CRM for Vantagepoint for iPhone

Deltek CRM for Vantagepoint: Access Critical Client and Pursuit Information on Your iPhone

Deltek CRM for Vantagepoint is a mobile app designed for users of Deltek Client Relationship Management (CRM). With this app, users can access crucial client and pursuit information directly from their iPhone. Whether you're in the office or on the go, the app allows you to stay connected and informed about your firm's pursuits, firm details, contact information, and activities.

The app offers a range of features to enhance your business development efforts. You can easily add, update, and view client and contact details, ensuring that you have the most up-to-date information at your fingertips. The ability to create and manage project pursuits (opportunities) helps you keep track of potential projects and stay organized. Additionally, you can manage activities and associate them with clients, contacts, and projects, ensuring that you have a comprehensive view of your interactions.

Custom fields allow you to track information that is unique to your business, providing flexibility in how you manage your data. The app also offers convenient one-touch functionality, allowing you to make calls, send emails, or view addresses on a map with a simple tap. Security is a priority, and the app maintains all CRM security access and controls, ensuring that your data remains protected. Plus, you can easily and securely access the app using a 4-digit pin.

To use Deltek CRM for Vantagepoint, you will need a Deltek Vantagepoint CRM user license. Additionally, you will need to obtain your firm-specific Deltek CRM mobile URL from your firm's IT resource during the setup process. It's important to note that this URL is different from the one used in a browser.

With Deltek CRM for Vantagepoint, you can stay connected and productive no matter where you are. Accessing critical client and pursuit information on your iPhone has never been easier.