Manage contacts, track deals, and automate workflows
Manage client relationships with contact tracking, deal management, and task organization. Send SMS, email, and ringless voicemail messages. Monitor brand reputation and set up communication schedules.
The app provides Deltek Customer Relationship Management users with mobile access to customer and contact information. Users can manage activities, track business data in custom fields, and initiate calls or emails with a single tap.
Manage contacts with detailed profiles, notes, and communication history. Track leads through customizable pipelines and set follow-up reminders. Log sales activities, monitor deal progress, and generate reports.
Manage sales processes with automated emails and text messages. Schedule and receive appointment reminders. Track lead history and update customer notes.
The app organizes customers, prospects, suppliers, purchase orders, estimates, and invoices. Users can access inventory lists, stock levels, and item details, with options to add, edit, or delete inventory data.