Deltek Touch CRM 1.7.34

To enhance productivity and profitability, access to crucial information must be readily available to those who require it promptly. Deltek Customer Relationship Management (CRM) provides its customers with mobile access to necessary data 24/7 through Deltek’s mobile solution. Touch CRM facilitates tasks such as making calls, sending emails, or obtaining directions to a contact’s office with a simple tap, empowering business developers in effectively competing, securing new deals, and retaining existing clients. Particularly beneficial for CRM users frequently on the move or away from the office, Touch CRM caters to their needs.

Features:

• Lookup, view, edit, and add customers, contacts, and opportunities
• Manage activities related to customers, contacts, and opportunities
• Customize fields to track business-specific information
• One-tap functionality for making calls, sending emails, or viewing addresses on maps
• Detect duplicates when adding new customers and contacts
• Maintain all CRM security settings, roles, and access controls
• Secure app access using a 4-digit pin

To utilize the app:

• A Deltek CRM user license is mandatory
• Some features are dependent on using the latest version of a Deltek CRM product (Vision, GovWin Capture Management or Ajera CRM)
• An administrator must install a server-side component and furnish your organization's unique Touch URL for access
• Prior to app usage, ensure your IT department has installed and updated the necessary server-side component by referring to Deltek’s customer care website KB article #71390 for system requirements and known issues