1.7.34 Safe to install
Streamline Your Client Management with Deltek Touch CRM

Deltek Touch CRM offers robust tools for managing client relationships on-the-go, featuring intuitive design and comprehensive integration for enhanced productivity.
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
Overview
Deltek Touch CRM is a Freeware software in the category Business developed by Deltek, Inc..
The latest version of Deltek Touch CRM is 1.7.34, released on 07/29/2024. It was initially added to our database on 07/29/2024.
Deltek Touch CRM runs on the following operating systems: iOS.
Users of Deltek Touch CRM gave it a rating of 2 out of 5 stars.
Pros
- User-friendly interface that simplifies navigation and use in mobile environments.
- Integration with other Deltek products for seamless data transfer and management.
- Customizable dashboards and reports to fit specific user needs.
- Allows for real-time access to client information and project status updates.
- Strong customer support and resources provided by Deltek for users.
Cons
- Limited offline functionality, requiring a good internet connection for full access.
- Higher price point compared to some competing CRM solutions, which may be prohibitive for smaller businesses.
- Some users report a steep learning curve when first using the software due to its advanced features.
- Occasional bugs and glitches reported that may disrupt user experience.
- Customization options can sometimes require technical expertise to implement effectively.
FAQ
What is Deltek Touch CRM?
Deltek Touch CRM is a mobile application designed to provide users with access to customer relationship management (CRM) tools on the go, allowing them to manage client interactions and data from their mobile devices.
What features does Deltek Touch CRM offer?
Deltek Touch CRM includes features such as account management, opportunity tracking, activity logging, task management, and access to dashboards and reports.
Is Deltek Touch CRM compatible with all mobile devices?
Deltek Touch CRM is primarily designed for iOS and Android platforms, ensuring compatibility with most smartphones and tablets.
Can I offline access Deltek Touch CRM?
Deltek Touch CRM supports some offline functionalities, allowing users to view previously loaded information even without an internet connection. However, certain features may require connectivity.
How does Deltek Touch CRM integrate with other Deltek products?
Deltek Touch CRM seamlessly integrates with other Deltek applications, allowing for synchronized data across platforms like Deltek Vision and Deltek Vantagepoint.
Is there a training program available for using Deltek Touch CRM?
Yes, Deltek offers training programs and resources including documentation, tutorials, and webinars to help users get acquainted with Deltek Touch CRM.
What type of customer support is available for Deltek Touch CRM users?
Deltek provides various support options including online resources, a help center, forums, and direct customer support assistance.
Can I customize Deltek Touch CRM to fit my business needs?
Yes, Deltek Touch CRM offers customizable features to adapt to different business processes, including fields, layouts, and user permissions.
Is there a trial version available for Deltek Touch CRM?
Deltek may offer trial versions or demos of their software; it's best to check the official website or contact sales for specific availability.
What are the system requirements for running Deltek Touch CRM?
The system requirements vary by device; typically, you will need a compatible iOS or Android operating system and sufficient storage space.

Boris Weber
I am an editor at UpdateStar. I started as a support engineer, and am now specialized in writing about general software topics from a usability and performance angle among others. I telecommute from UpdateStar’s Berlin office, when I am not working remote as a digital nomad for UpdateStar. When I'm not analyzing the latest software updates, you can find me exploring new cities, immersing myself in local cultures, and discovering innovative tech trends across the globe.
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