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Deltek Touch CRM

Version 1.7.16

Content Rating 4+

User Rating 1 / 5

Votes 1

Deltek Touch CRM

Deltek, Inc.

Business, Productivity

IOS
GBP 0.00


Download Deltek Touch CRM on the Appstore





To increase productivity and profitability, knowledge needs to be in the hands of those who need it when they need it most. Deltek Customer Relationship Management (CRM) customers now have access to the information they need from their mobile device, 24/7 with Deltek’s mobile solution. With Touch CRM, calling, emailing or getting directions to a contact’s office is as easy as a tap of a finger, allowing business developers to better compete, win and retain clients. Touch CRM is ideal for the CRM user who travels or is frequently away from the office.

Features:
- Look up, view, edit and add customers, contacts and opportunities
- Manage your activities and activities associated with customers, contacts and opportunities
- 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
- Find duplicates when adding new customers and contacts
- All CRM security settings, roles and access controls are maintained
- Easy and secure access to the app using a 4-digit pin

To use the app:
- A Deltek CRM user license is required.
- Some features will be unavailable if you are not on the most recent version of your Deltek CRM product (Vision, GovWin Capture Management or Ajera CRM customers only).
- A server-side component must be installed by your administrator and your administrator must provide you with your organization’s unique Touch URL. Contact your IT department to ensure this component is in place and up-to-date prior to using this mobile app.
- For more details on system requirements and known issues, please see KB article #71390 on Deltek’s customer care web site.



Release notes


Enhancement:
* Server Run-Time Software Upgrade

Defects:
None.



Deltek Touch CRM screenshot oneDeltek Touch CRM screenshot twoDeltek Touch CRM screenshot threeDeltek Touch CRM screenshot four


The Developer Deltek, Inc. also wrote the apps listed below, click the icon to visit the pages.

Deltek Vision Time & Expense
Deltek Vision Time & Expense

Free
Deltek Touch Time & Expense for Vision

Deltek, Inc.

Entering timesheets and expenses is never fun, but it’s now easier than ever with Deltek Touch Time & Expense for Vision. Touch T&E provides you anytime, anywhere access to timesheets and expense reports – saving you time and increasing accuracy and efficiency. Same great timekeeping and expense tracking features as in Deltek Vision, and ideal for users who travel or are away from the office.

Features:
- Enter time and expenses for your projects, labor codes, and labor and expense categories
- Approve timesheets and expense reports
- Email employees that have not submitted timesheets or need to change timesheets
- Take pictures of receipts and upload them directly to expense reports
- Quickly access favorite or recent projects allowing efficient entry
- Validate timesheet entries against project budgets and expected hours
- Track units
- Easily and securely access the app using a 4-digit pin

To use the app:
- A Deltek Vision user license is required.
- Some features will be unavailable if you are not on the most recent version of Vision.
- A server-side component must be installed by your administrator and your administrator must provide you with your organization’s unique Touch URL. Contact your IT department to ensure this component is in place and up-to-date prior to using this mobile app.
- For more details on system requirements and known issues, please see KB article #71390 on Deltek’s customer care web site....
Deltek Touch CRM
Deltek Touch CRM

Free
To increase productivity and profitability, knowledge needs to be in the hands of those who need it when they need it most. Deltek Customer Relationship Management (CRM) customers now have access to the information they need from their mobile device, 24/7 with Deltek’s mobile solution. With Touch CRM, calling, emailing or getting directions to a contact’s office is as easy as a tap of a finger, allowing business developers to better compete, win and retain clients. Touch CRM is ideal for the CRM user who travels or is frequently away from the office.

Features:
- Look up, view, edit and add customers, contacts and opportunities
- Manage your activities and activities associated with customers, contacts and opportunities
- 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
- Find duplicates when adding new customers and contacts
- All CRM security settings, roles and access controls are maintained
- Easy and secure access to the app using a 4-digit pin

To use the app:
- A Deltek CRM user license is required.
- Some features will be unavailable if you are not on the most recent version of your Deltek CRM product (Vision, GovWin Capture Management or Ajera CRM customers only).
- A server-side component must be installed by your administrator and your administrator must provide you with your organization’s unique Touch URL. Contact your IT department to ensure this component is in place and up-to-date prior to using this mobile app.
- For more details on system requirements and known issues, please see KB article #71390 on Deltek’s customer care web site....